Jordan Botvinik is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, J.P. Morgan Securities, and LPL Financial. In addition to his advisory role, he serves as a 1st Lieutenant and platoon leader in a communications unit with the United States Army National Guard. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles such as security-based swap dealing and futures commission merchant activities.

Vito Badalamenti is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including long-term roles with Eagle Strategies since 2003 and New York Life since 1988. He is appointed with various outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Dina Kezadri is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 designations and five years of industry experience. She has worked at Citigroup since 2018, including prior roles at Citibank beginning in 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as a security-based swap dealer and futures commission merchant.

Frank Petrilli is a financial advisor at OSAIC Institutions, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Apple Bank, Infinex Investments, Citigroup, and HSBC Securities. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model that combines firm supervision with delegation of investment analysis and account management to its representatives.

David Smith is a financial advisor at Bankers Life Advisory Services, Inc. with 12 years of industry experience. He holds a Series 63 designation and has worked within various affiliated entities of Bankers Life since 2015. In addition to his advisory role, he is a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Norka De Lima Mendez Blaire is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2013 to 2021 before joining Citigroup in 2021. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and provides bespoke discretionary solutions for very large client relationships.

Jordan Soclof is a financial advisor at Farther with five years of industry experience. He holds the Series 66 designation and has worked at Farther Finance Advisors since 2022. His prior experience includes roles at Bank of America and Merrill Lynch between 2019 and 2022. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, with a focus on ETFs, mutual funds, individual equities, and fixed income.

Minhua Chen is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY, holding a ChFC® designation and Series 63 license, with 24 years of industry experience. Prior to joining Eagle Strategies in 2023, Chen has worked with NYLife Securities LLC and New York Life Insurance Company since 2008. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Constantine Arniotes is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. He holds the ChFC® designation and Series 63, 65, and 66 licenses, and has 29 years of industry experience. His prior work includes positions at Citigroup, Morgan Stanley, HSBC Bank USA, and New York Life Insurance Co. Arniotes serves as an adjunct professor at Cleary University and coaches a youth soccer team with SI Academy. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional plans. The firm offers multiple program types, emphasizing tailored recommendations and primarily manages assets on a non-discretionary basis.

Cristina Levin is a CFP® with Series 63 registration currently with Mercer Global Advisors Inc. She has prior experience at Mariner, Western International Securities, Inc., JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, offering a range of portfolio management and financial planning services along with specialized tax and estate-planning support.

Kim Marie Black is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work history includes roles at Wells Fargo Clearing Services LLC, JPMorgan Securities, LLC, JPMorgan Chase Bank N.A., and Thrivent Investment Management Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, serving a large participant base through a model closely tied to Empower’s recordkeeping and administrative platforms.

Corey Smith is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, implementing multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealer activities, and bespoke discretionary solutions for very large relationships.

Sandino Gonzalez is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with in-house research and operates as a security-based swap dealer and futures commission merchant.

Holland Sullivan Jr. is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 66 and Series 65 credentials and has previously worked with Register Financial Advisors, Register Financial Associates, Inc., and DeltaWing Technology Group, Inc. Outside of his advisory work, he is a managing member of Black Gold Productions, LLC, a family-owned children’s entertainment center concept. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions including separately managed accounts, mutual funds, ETFs, alternatives, and exposure to digital-asset products.

Joseph Battaglia is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 23 years of industry experience. He previously worked at UBS Financial Services LLC for 13 years before joining Citi Private Alternatives, LLC and Citigroup Global Markets Inc in 2026. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as security-based swap dealing and futures commission merchant activities.

Alex Raginsky is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at HighPath Advisors and Silbert Realty & Management Company, as well as experience in education and healthcare services. Citigroup Global Markets serves individual and institutional clients across various segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and maintains a large institutional scale with unique market roles.

Andrea Owen Boyd is a financial advisor with Primerica Advisors based in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, LPL Financial, and AXA Advisors. Outside of her advisory role, Boyd is involved in community activities such as assisting with evangelism and event planning at Grace United Methodist Church and coordinating alumni activities for Morant Bay High School. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Paul Anderson is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Justin Rodriguez is a CFA® charterholder with 11 years of industry experience. He is currently a financial advisor at First Manhattan Co. LLC, where he has worked since 2023. Prior to that, he was employed at Goldman Sachs from 2017 to 2023 and at J.P. Morgan Institutional Investments Inc. from 2014 to 2017. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning services primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented equity and fixed-income portfolio management, integrating wealth planning with individually tailored portfolios.

Pui Wong Eng is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer activities, and bespoke discretionary solutions for very large clients.