Isaiah Johnson is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including Morgan Stanley and Bank of America. He is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale, including roles as a swap dealer and futures commission merchant.

Alexander Lanzman is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Lanzman sits on the board of the Israel Independence Fund, meeting periodically outside of trading hours. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services with discretionary and non-discretionary options, managing equity, balanced, and fixed-income portfolios.

Deborah Baum is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with Primerica Advisors and Guardian Life Insurance Company since 1989. Outside of her advisory role, she serves as an officer for the charitable organization Congregation Austrian Gemelith Chasudim. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.

Giscard Chery is a financial advisor with HSBC Securities (USA) Inc. holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Wells Fargo and Merrill, with multiple tenures at HSBC entities. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his advisory firm, in addition to his registered representative duties. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types ranging from client-directed to fully discretionary portfolios and integrates global asset management expertise with a multi-profile investment approach.

Russell Launer is a financial advisor at RBC Rochdale, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Rim Securities LLC since 2004. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that combines quantitative screening and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to create tailored portfolios.

Adam Izaac is a CFA® charterholder with 14 years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2016, following two years at City National Bank. Based in New York, NY, he holds the Series 63 and Series 65 licenses. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and governmental entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and external sub-advisors to tailor portfolios across a broad range of asset classes.

Nargis Sathi is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth management segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and security-pricing activities.

Jeff Decicco is a financial advisor with Citigroup Global Markets holding a Series 66 designation and three years of industry experience. His prior roles include positions at Citi Bank, One Capital Management, and Rensselaer Polytechnic Institute. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by extensive internal research and compliance oversight.

Ping Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has prior experience with World Financial Group and several health services companies. Outside of advising, he serves as a personal assistant for Public Partnership Home Care, providing in-home support to his mother. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, with approximately $1.7 billion in regulatory assets under management.

Shunly Wang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and 10 years of industry experience. Wang also operates a jadeite retail business, Ding Yu International North America, and serves as a notary public in both New York and New Jersey. Prior experience includes roles at LSPN Pro, LLC and InheritGuard, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and broker-dealer services through proprietary and third-party investment models.

James Clancy is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and 39 years of industry experience. His prior roles include positions at Ion Bank, LPL Financial LLC, Infinex Investments, Voya Investment Management, and Morgan Stanley. Clancy also serves as a Vice President financial advisor at Chelsea Groton Bank. OSAIC Institutions, Inc. serves individual clients, including high-net-worth individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, access to alternative investments, and operates a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Douglas Holzer is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 20 years of industry experience. He has worked with both Guardian Life Insurance Company and Park Avenue Securities since 2012. Outside of his advisory role, he is also involved in insurance sales, including group health, disability income, and long-term care insurance, as well as life insurance sales through referrals in a property and casualty brokerage. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers a range of discretionary and non-discretionary advisory relationships and digital advisory solutions, combining proprietary and third-party investment models.

Nicholas Lercara is a financial advisor at Lincoln Investment with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Nicholas is involved with youth hockey organizations, including PAL Youth Ice Hockey and previously Long Island Whalers Youth Hockey. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning and retirement plan advice alongside a range of managed portfolio programs, employing both strategic and tactical investment approaches.

Susan Ng is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has five years of industry experience. She is involved with community organizations including the Plainview Chinese Cultural Center, Inc. and the Association of Chinese Schools. Transamerica Financial Advisors serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment programs.

Chad Allen is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2015. His prior experience includes roles at UBS Financial Services, Banc of America Investment Services, and Citigroup Global Markets. He serves as a trustee for two living trusts. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, employing both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Sean Becker is a Series 66-licensed advisor with 13 years of industry experience. He is currently with RBC Rochdale, LLC and has worked at RIM Securities since 2012 and City National Bank since 2011. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs a multi-strategy investment approach combining quantitative analysis and fundamental research, utilizing proprietary tools and collaborating with third-party sub-advisors to construct tailored portfolios.

Alison Longstreet is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 66 registrations and has 12 years of industry experience. She has worked at Eagle Strategies since 2021 and maintains ongoing roles with Genovese Associates and New York Life entities, including involvement in brokering non-registered insurance products. Longstreet is also a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies she originates with New York Life. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Paul Cheng is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. His prior experience includes roles at Lifestyle Strategies Inc. and World Financial Group, INC. Outside of advisory work, he is involved in the sale of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm uses a model portfolio and third-party manager approach, delivering services through multiple advisory platforms such as Transamerica ONE and the TFA365 Advisory Program.

Ryan Denault is a financial advisor at Oppenheimer with eight years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2019, he worked at Merrill, Strategic Financial Solutions, and AXA Advisors. Outside of his advisory role, he participates in a business referral networking group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Andrew Morales is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2018. Prior to that, he was employed at Scottrade Investment Management and Scottrade, Inc. Outside of his advisory work, he delivers packages for Amazon Flex. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of services including model portfolio management and customized portfolio solutions under a fiduciary standard.