Sandra Gill is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Nylife Securities LLC, New York Life Insurance Company, and Eagle Strategies since 2014. Outside of her advisory work, she owns a rental property where she rents a room to a family member. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Thomas Kavanagh is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. His prior roles include positions at Lenox Wealth Advisors, MML Investors Services, and Lenox Advisors, Inc. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and trustee services to individuals, corporations, retirement plans, nonprofit organizations, and foundations. The firm employs a relationship-driven, customized process with diversified, institutional-style asset allocation and offers both discretionary and non-discretionary portfolio management.

Diane Wesbecher is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. She holds Series 63 and Series 65 registrations and has 26 years of industry experience. Diane has been affiliated with New York Life Insurance Company since 2000 and with Nylife Distributors LLC since 2003. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria.

Timothy Lavino is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds a Series 66 designation and has 17 years of industry experience. Lavino has been with Eagle Strategies since 2013 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2009 and 2008, respectively. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

David Spungen is a financial advisor at Corient with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hillview Capital Advisors, RegentAtlantic, and CIPW Service Company. Outside of his advisory role, he serves on the advisory board of Simply Good Jars, providing general strategic advice. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investment options.

Mark Sanchioni is a financial advisor at OSAIC Institutions, Inc. with 23 years of industry experience. He holds a Series 66 designation and has held prior roles at firms including Infinex Investments, Inc., Ridgewood Savings Bank, Atlantic Union Bank, LPL Financial, and others. In addition to his advisory work, he serves as Chief Banking Officer at Ridgewood Savings Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive model that includes non-discretionary accounts and third-party manager arrangements.

Thomas Santangelo is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at HSBC Bank USA, N.A. and New Paltz University. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm’s investment approach incorporates multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence, serving clients with both discretionary and non-discretionary managed portfolios.

Haider Ali is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley from 2023 to 2026. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm uses a combination of strategic and tactical asset allocation with model risk profiles and provides both discretionary and non-discretionary management options, supported by affiliated and third-party providers.

Khuong Chau is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Citigroup since 2017 and previously at HSBC Bank USA. Outside of his advisory role, Chau is involved in professional boxing contract negotiations, representing boxers and promoters. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke discretionary solutions and a combination of large institutional scale with unique market roles.

Eric Maher is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has founded Diversified Services and has worked with notable firms including Northwestern Mutual and Cetera. Outside of advisory work, Maher serves in the New York State Assembly. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Pietro Luzarreta Leal Mendes is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked at Citigroup and Citibank since 2021, with prior experience at Bradesco SA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Ethan Kirk is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 65 and Series 63 credentials. He has one year of industry experience and previously worked at Charles Schwab & Co., Inc. Outside of finance, his background includes roles in hospitality and cultural programs. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm employs a combination of strategic and tactical asset allocation utilizing both affiliated and third-party sub-managers.

Zi Wang is a CFA® charterholder affiliated with Focus Partners Wealth, LLC and has three years of industry experience. He previously worked at The Colony Group, LLC and New Providence Asset Management, LP. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing tax- and fee-sensitive long-term portfolio construction.

Kellen Hirayama is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity in various advisory roles. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a fiduciary standard for its advisory services and manages portfolios ranging from model-based to customized strategies.

Karen Lawrence is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. In addition to her advisory role, she serves as a Director and board trustee at Greater Deliverance Church of God, where she contributes to decisions regarding church operations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution and custody services, and derivatives and futures capabilities. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and commercial arrangements.

Amelia Levitt is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. Her career includes multiple periods at Citigroup and a brief tenure at Bank of America Merrill Lynch. Citigroup Global Markets serves a range of individual and institutional clients through various advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, offering both discretionary and non-discretionary investment solutions.

Emma Weinfurt is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She previously worked at Sincerus Advisory and has a background including roles at William and Mary and Durham School of the Arts. 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, including in-house research and acting as a swap dealer and futures commission merchant.

Miranda Josephson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. She has worked at Goldman Sachs since 2022 and previously held positions at BlackDiamond Wealth Management and New York University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by specialized teams and integrates a range of resources across the broader Goldman Sachs organization.

Christopher Leddy is a financial advisor at Wealthspire Advisors with five years of industry experience. He holds the Series 65 designation and previously worked at Lenox Wealth Advisors, LLC from 2018 to 2022. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach implemented through a diversified mix of investment vehicles and subject to centralized due diligence and oversight.

Pablo Mon is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He has been with CitiBank since 2012 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and security pricing, while providing bespoke discretionary solutions for very large relationships.