James Lee is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a range of investment advisory programs, broker-dealer execution, and custody services, employing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Victoria Amyot is a Certified Financial Planner (CFP®) with 15 years of industry experience. She currently works at First Manhattan Co. LLC, where she has been since 2022. Prior to that, she held roles at Northwestern Mutual Wealth Management Company and other financial firms. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth clients, including individuals, trusts, pension plans, and institutional clients. The firm focuses on long-term, research-driven value-oriented portfolio management, combining active and passive investment strategies tailored to client objectives.

Abel Joseph is a financial advisor at Primerica Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities since 2022 and Guardian/GHF since 2021. Outside of his advisory role, he works part-time as a health agent for Anthem BCBS and also engages in part-time work with Instacart. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm uses a range of investment strategies including proprietary model portfolios and third-party managers, supporting various account types and lending solutions.

Marc Scharf is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Advisory Services Network, LLC for three years before joining Private Advisor Group in 2018. In addition to his advisory role, Mr. Scharf consults for the National Network of Accountants and Independent Captive Associates, focusing on investment advisory revenue streams and business development. Private Advisor Group serves individuals, trusts, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that includes access to proprietary and third-party managed account solutions and utilizes multiple investment strategies implemented through a variety of platforms and portfolio managers.

Timothy Meyer is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017 and was previously employed at Palisades Hudson Financial Group, LLC. Outside of his advisory role, he is a partner in P9 Holdings, LLC, and serves as a trustee for two family trusts. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Arthur Caione is a financial advisor with Oppenheimer, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 58 years of industry experience and has been with Fahnestock & Co. Inc., an Oppenheimer affiliate, since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs including asset management, consulting, and retirement services, with advisory strategies spanning equities, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Donald Boyle is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including 17 years with Eagle Strategies and over 25 years affiliated with New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and largely managing assets on a non-discretionary basis.

Anna Chu is a financial advisor at Eagle Strategies (NY Life) with 26 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Eagle Strategies and affiliated entities since 2015. In addition to her advisory role, she brokers non-registered insurance products with various outside carriers. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Michael Monteverde is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2012. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale alongside specialized market roles.

David Binstock is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fahnestock & Co. Inc., part of Oppenheimer, since 2003. Outside of his advisory work, he is involved in family estate planning on a quarterly basis. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of discretionary and non-discretionary investment and consulting services, maintaining custody of client assets while operating both advisory and broker-dealer businesses.

Vincent Marsden is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes a long tenure at Financial Partners Capital Management, LLC from 1994 to 2023, followed by roles at GYL Financial Synergies and The Colony Group, LLC. Focus Partners serves a range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering services from investment management to financial and tax planning. The firm employs a long-term, tax- and fee-sensitive investment approach under an enhanced open architecture framework that combines active and passive strategies and access to private funds.

Samuel Yakubu is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding the ChFC® designation and Series 63 license. He has 21 years of industry experience and has been with Eagle Strategies since 2013. Yakubu is also the owner of Sky Financial Group LLC and Sky Brokerage LLC, through which he brokers property and casualty insurance products. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Lisena Gocaj is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She has worked at Citigroup since 2022 and previously held positions at Capital One and JPMorgan Chase. 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 and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Eddy Hung is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Oppenheimer and Wells Fargo Clearing during his career. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

Amanda Lash is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Her background includes work in various roles outside finance, including positions at Midtown Life Studio and Negril ATL. Citigroup Global Markets serves individual and institutional clients across a range of 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, providing a broad set of advisory, execution, and custody services.

Zack Yevdeyev is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including JP Morgan Securities LLC, Prudential Investment Management Services LLC, and GWFS Equities, Inc. His current role at Empower Advisory Group follows prior experience at major financial institutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Paul Orbon is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and previously worked with MLB and St. John's University. Outside of his advisory role, he has been involved with Next Level Baseball. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Craig Katz is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 23 years of industry experience and has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2004. Katz also operates Tempus Financial Group, LLC, a marketing DBA, and places insurance business with carriers other than Guardian. Park Avenue Securities serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice platforms to implement investment strategies.

Carla Lanza is a financial advisor at Empower Advisory Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including J.P. Morgan Securities and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Elvia Galicia is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with TIAA-CREF and TIAA since 2013. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios under a fiduciary standard.