Mohannad Mekawy is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities LLC and National Income Life Insurance Company. Mekawy has been with Eagle Strategies and affiliated New York Life entities since 2019. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis, working with both retail and institutional sponsors within the New York Life affiliate structure.

James Nicolaidis Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Citigroup Global Markets since 2009. Citigroup Global Markets serves a wide range of individual and institutional clients through various wealth management segments. The firm offers multi-asset, multi-manager investment strategies and a broad suite of advisory and execution services, combining large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Daniel Room is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has been with Citigroup and its affiliated entities since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary portfolio solutions.

Christopher Devito is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in multi-line and life insurance brokerage through agencies including Empire Wealth Strategies and Power Forward Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options.

Rocio Mendez is a financial advisor at Eagle Strategies (NY Life) with over 21 years of industry experience. She holds the ChFC® designation and Series 63 license. Ms. Mendez has been associated with New York Life Insurance Company and NYLife Securities LLC since 2004 before joining Eagle Strategies in 2025. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types, including retirement plan consulting and co-advisory relationships, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Terence Gallagher is a financial advisor at Farther with 20 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Farther in 2024, he worked at Cetera and Allied Wealth Partners. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing, and offers services including retirement plan consulting and limited financial planning.

James Johnson is a financial advisor at Oppenheimer with 23 years of industry experience. He holds the Series 63 designation and has been with Oppenheimer since 2013. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Sara Mccarthy is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She previously worked at The Darien Sport Shop and has been with Citigroup since 2024. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Joseph Argento is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including HSBC Bank USA, HSBC Securities, and Santander Securities. He is based in New York, NY. 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 specialized market roles, providing discretionary and non-discretionary investment solutions.

Carl Antifonario is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He worked at J.P. Morgan Securities Inc. for 18 years before joining Citi in 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles including swap dealing and futures commission merchant activities.

Brian Lynch is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and having four years of industry experience. He has worked previously at MML Investors Services, LLC and MassMutual Life Insurance Company. Outside of his advisory role, he owns One Stop Solutions, LLC, a financial services business offering insurance planning, financial consulting, and tax planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing a significant amount of discretionary and non-discretionary assets through a network of advisers and third-party asset managers.

Ruthwick Guddeti is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Rutgers New Brunswick Computing Services. Ruthwick completed his education at Rutgers University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individuals, corporate participants, executives, and institutional clients. The firm offers customized investment solutions supported by integrated resources across the Goldman Sachs ecosystem.

Janice Phillips Da Silva is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 66 and Series 63 designations and has been with Citigroup since 2014. Outside of her advisory role, she designs jewelry through her business, Healing Circles Designs, based in Brooklyn, NY. 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, providing a broad range of advisory, execution, and custody services.

Anthony Lutri is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. He has been with Citigroup since 2023 and previously attended George Washington University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and capabilities as a swap dealer and futures commission merchant.

Erica Eiler is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2010. She holds the Series 63 designation and is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services spanning equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Christopher Frydenborg is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and four years of industry experience. He has been with Citigroup since 2019 and has prior work history in logistics and food service. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs that utilize multi-asset, multi-manager strategies through both discretionary and non-discretionary approaches. The firm operates at a large institutional scale with in-house research capabilities and provides services including brokerage execution, custody, derivatives, and futures.

Scott Francis is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Penn Mutual Life Insurance Company and Allied Wealth Partners, among others. In addition to his advisory role, he serves as a member of the Hopatcong Board of Education. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options alongside custody and brokerage services.

Jonathan Kuang is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. He holds a Series 66 designation and also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his firm. His prior roles include positions at Gong Cha, Baruch College, and City College. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary investment solutions. The firm employs a risk-profile-based investment process supported by multiple affiliated and third-party providers for advisory and fund selection services.

Helen Wong is a financial advisor at Citigroup Global Markets with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked at 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 broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies with robust oversight and combines large institutional scale with unique market roles and arrangements.

Sam Hsiao is a financial advisor at Citizens Securities, Inc. in New York, NY, with nine years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for a combined six years. Prior to his current role, he was involved with ecbargains.com for over a decade. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.