Eric Halpern is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including roles at New York Life Investment Management LLC since 2011 and New York Life Insurance Company since 2017. Halpern has been with Eagle Strategies since 2018. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Taylor House is a financial advisor with TD Private Client Wealth LLC in New York, NY. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, Taylor worked at TD Bank and The Walt Disney Company. Outside of his advisory work, he operates an online resale business specializing in collectible items under the name House of Mouse. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm utilizes a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Adiz Fernandez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and is based in New York, NY. Fernandez has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and swaps dealing, supporting both discretionary and non-discretionary investment solutions.

Craig Marone is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. He has been with Citibank since 2015. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, providing multi-asset, multi-manager strategies and bespoke discretionary solutions.

Bryan Bielawski is a CFA® charterholder with 16 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018, following eight years at Traust Sollus Wealth Management, LLC. Bryan is based in New York, NY. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm follows a globally diversified, risk-appropriate investment approach using a mix of low-cost ETFs, index funds, and other strategies, supported by educational programming and integrated service platforms.

Benjamin Sullivan is a financial advisor with Wealthspire Advisors in New York, NY, holding a Series 65 designation and five years of industry experience. His background includes positions at Beacon Bridge Wealth Partners and Villanova University, along with six years working in middle and high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through mutual funds, ETFs, private investments, and separate account managers under centralized due diligence and investment committee oversight.

Sandra Rojas is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities for six years before joining Citigroup in 2018. Outside of her advisory role, she is listed as an owner of rental properties managed by others. 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 with internal oversight and provides bespoke discretionary solutions for large relationships.

Evan Wohl is a financial advisor with Primerica Advisors based in New York, NY, holding the CFP®, ChFC®, and Series 66 designations and has 16 years of industry experience. He has worked at Park Avenue Securities, Guardian, and Hollywood Golf Club since 2008. Wohl serves on the advisory board of the Hoppe Gala, a nonprofit organization. Park Avenue Securities LLC serves 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, employing a range of investment strategies through proprietary models, third-party managers, and digital advice solutions.

Andre Libnic is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Babson College and Gulliver Preparatory. 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 integrates internal oversight committees and multiple investment vehicles, including separately managed accounts and alternative funds, to support its diverse client base.

Robert Weiss is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has held his current role at Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. 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 operates with significant institutional scale and specialized market roles.

Harrison Dale is a financial advisor with Rockefeller Financial LLC holding a Series 66 designation and six years of industry experience. He has previously worked at First Republic Securities Company, First Republic Investment Management, BNY Mellon, and Commonwealth Diagnostics. Dale studied at Columbia University in New York City from 2015 to 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services while also operating as a registered broker-dealer, providing a range of investment and placement services through its Private Advisor model and consolidated investment platform.

Michael Ringel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at Primerica Advisors and Guardian Life Insurance Company, as well as Park Avenue Securities. Outside of his advisory work, he is also involved in accounting, tax, and consulting services through his CPA practice. Park Avenue Securities serves a diverse client base ranging from individual investors to corporations, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party models, supporting both discretionary and non-discretionary accounts.

Sean Kuchta is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. His prior work history includes positions at Morgan Stanley, Capco, First Derivatives, and Merrill Lynch. 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, derivatives services, and bespoke solutions for high-net-worth clients.

Joseph Kaufman is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2022. Prior to his advisory role, he had positions at Metro by T-Mobile and completed his education at the University of Florida. 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 specialized market roles, including in-house research and derivatives services.

Juan Pablo Rojo Fernandez is a financial advisor at Citigroup Global Markets with a Series 66 credential. He has been with the firm since 2025 and previously attended Columbia University. 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 in-house research, unique market roles, and commercial arrangements to provide a broad range of advisory and execution services.

Jason Pilger is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Credit Suisse in Singapore before joining Citigroup in 2018. 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 implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including proprietary research and derivatives services.

Rosa D'ambrosio is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Her prior roles include positions at LCH - London Stock Exchange, BNP Paribas, and Natixis. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains roles as a swap dealer and futures commission merchant.

Barry Cash is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity. He has been with Oppenheimer since 2020. Oppenheimer is a registered investment adviser and broker-dealer that serves 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, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Julia Mcclung is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Eagle Strategies since 2010 and has prior affiliations with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and maintains a large non-discretionary asset base within the integrated New York Life affiliate structure.

Joseph Vet, Jr. is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He previously worked at Graypoint LLC (formerly JNB Advisors) for six years and Bender Lane Advisory for eight years. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services such as portfolio management, financial planning, retirement consulting, and access to alternative investments.