Linna Wu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Citigroup since 2017, including roles at HSBC Securities (USA) Inc. and HSBC Bank USA National Association prior to joining Citigroup Global Markets. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities alongside unique market roles such as swap dealer and futures commission merchant.

Elena Shevchenko is a financial advisor at Oppenheimer with four years of industry experience. She holds a Series 66 credential and has worked at Oppenheimer since 2022. Prior to joining Oppenheimer, she held positions at REDD Latin America LLC, Yeohlee Inc., Enna Bakery, Bookher LLC, Keybops LLC, Reem Acra LLC, and Muse NYC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a wide range of advisory programs, including asset management, consulting, and retirement services, with a mix of discretionary and non-discretionary accounts.

Jeremy Martin is a financial advisor at Primerica Advisors with Series 66 credentials and one year of industry experience. He has held positions at Park Avenue Securities, Guardian Life Insurance Company, Boxed Inc., and Ross Stores Inc. prior to his current role. Primerica Advisors is an enterprise firm serving a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.

Alex Kavazis is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and National Financial Network/Guardian. Prior to his financial services career, he was involved with Marios Pizzeria and Farmingdale State College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Joseph Messina is a CFP® with 30 years of industry experience, currently serving at Osaic Advisory Services, LLC. He previously worked for American Portfolios Financial Services, Inc. for 22 years. Outside of his advisory role, Messina operates a CPA practice focused on income tax preparation and holds a life and long-term care insurance agent license with minimal insurance sales activity. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of investment management and financial planning services through various program models, utilizing multiple custodians and third-party platforms.

Robert Crothers is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds a Series 66 license and spent 19 years at BlackRock Investment Management before joining TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement relationships. The firm provides both point-in-time planning services and ongoing portfolio management through model or customized portfolios under a fiduciary standard.

Anthony Mancusi Jr. is a registered representative with HSBC Securities (USA) Inc. and holds the Series 63 and Series 66 designations. He has 21 years of industry experience and has worked at HSBC Securities and its affiliate HSBC Bank USA N.A. since 2006. In addition to his advisory role, he serves as a Bank Officer at HSBC Bank USA N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation advice with due diligence and ongoing fund monitoring, offering both U.S. and offshore investment solutions.

Mark Gold is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials. He has been in the financial services industry since 2026 and has prior experience in healthcare and startup sectors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Maria Linares is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Linares is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains in-house research and security-pricing activities.

Drew Newman is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He has worked at Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Natalie Brickson is a Series 66-licensed financial advisor with four years of industry experience. She is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she serves as an associate board member for the Lower Eastside Girls Club, participating in volunteer fundraising efforts. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Alphonso Brown is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and five years of industry experience. He previously spent 30 years at Morgan Stanley and also worked at New York Life and NYLIFE Securities. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jimena Galindo is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. Her prior roles include positions at Anchor Consultants, Tapestry Inc., Global Americans, Urban Outfitters Inc., and Fordham University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and security pricing, as well as acting as a security-based swap dealer and futures commission merchant.

Kenneth Murphy is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services spanning equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Michael Berlin is a financial advisor at Guardian Life and Park Avenue Securities, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Coinbase, Twitter, JW Player, and BlinkRX. He also serves as a ticket brokerage consultant for Events Hospitality Group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and various investment advisory programs including discretionary and non-discretionary advisory relationships.

Donato Moneta is a CFP® with five years of industry experience, currently serving as a financial advisor at Gotham Asset Management, LLC. His prior experience includes roles at Mariner Wealth Advisors, CBIZ, Inc., and Marks Paneth LLP. Gotham Asset Management is an equity-focused investment manager providing discretionary portfolio management primarily to private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm employs a value-oriented, bottom-up fundamental research process and manages approximately $30 billion with a small senior investment team.

Alex Szczepanski is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and one year of industry experience. His work history includes roles in hospitality and education sectors, including Dereli Hospitality Corp and Binghamton University. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple programs.

Cooper Davis is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Davis has been with Oppenheimer since 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and comprehensive portfolio reviews, with a notable portion of its advisory assets managed on a non-discretionary basis.

Kalyani Gaur is a financial advisor with Mercer Global Advisors Inc. based in New York, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Citigroup and multiple divisions of J.P. Morgan Chase Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and other strategies, while also offering educational content and specialized advisory programs.

Irene Tagarelli is a financial advisor at Citigroup Global Markets with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Santander Securities, LLC and Santander Bank, NA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a security-based swap dealer and futures commission merchant.