Aviva Pinto is a financial advisor at Wealthspire Advisors in New York, NY, with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, investment advisory, financial planning, and trustee services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation.

Keith Roberts is a CFP® certificant affiliated with Kestra Advisory with two years of industry experience. His prior work history includes roles at Christopher Street Financial, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and CCS Fundraising, as well as nine years with the American Ballet Theatre. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm delivers services such as fiduciary consulting, plan design, investment advice, and employee education, serving a client base that includes large institutional investors and sovereign wealth funds.

Frank Ventura is a financial advisor with Eagle Strategies (New York Life) based in New York, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes over two decades at Richard A. Rosenblatt & Co., Inc., as well as roles at Park Avenue Securities and Guardian Life Insurance Co. of America. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Carlo Mantica is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as ownership of Mantica Ventures Inc. until 2020. He holds Series 65 and Series 63 credentials. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Ashley Rush is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds a Series 66 designation and has previous experience at Bank of America and Merrill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a variety of investment vehicles across discretionary and non-discretionary portfolio management strategies.

Molly Manning is a financial advisor at Hightower Advisors in New York City with 12 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC since 2013. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles, including alternative investments and tax-managed strategies.

Jonathan Cohen is a financial advisor with Truist Advisory Services, based in New York, NY. He holds Series 63, Series 65, and Series 66 licenses and has 23 years of industry experience. His career includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. before joining Truist in 2020. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Immanuel Tan is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 63 designation and previously worked at United Capital Financial Advisers, LLC. Based in New York, NY, he has been with Goldman Sachs since 2010. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with unique cross-affiliate capabilities.

Katherine Ryan is a financial advisor at Wealth Enhancement Advisory Services, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF for 11 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts and estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Sophia Hagerty is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer, she held short-term roles at Legado Family Office Management, Greenhaven Road Capital, and Grand Ventures. 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 broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Ying Lu is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including Cetera and ICBC Bank. Her other business activities include managing a rental property with her husband. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer services. The firm combines large institutional scale with unique market roles, including swap dealing and futures commission merchant services.

Louis Gelormino is a CFA® charterholder with 24 years of industry experience. He has been affiliated with Fahnestock & Co. Inc. since 2002. Outside of his advisory role, he serves as trustee and beneficiary of a family trust established by his parents. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and services that include discretionary and non-discretionary management, strategic asset allocation, manager selection, and retirement consulting.

Sean Rooney is a CFA® charterholder with 17 years of industry experience. He is currently affiliated with Hightower Advisors, where he has worked since 2019. His prior experience includes roles at Alvarez and Marsal and Lucid Management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and various investment vehicles.

Daniela Abbo is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She previously completed full-time education through undergraduate studies. 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 through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

Guillermo Viladot is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities LLC and Morgan Stanley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and diverse market roles.

Sayed Mirzada is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. His prior work includes extensive tenure at Cammack Retirement Group and its affiliated entities from 2005 to 2020. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered retirement plan relationships. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management and also advises the TIAA Donor Advised Fund sponsored by Charityvest.

Yolanda Colon is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and previously worked for Crisil Coalition Greenwich for 18 years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types, emphasizing tailored recommendations and managing a majority of assets on a non-discretionary basis.

Jonathan Rosenbaum is a financial advisor with Primerica Advisors based in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. 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 and third-party portfolios, and supports various financial planning and consulting solutions.

Prakash Shahani is a CFA® charterholder with 25 years of industry experience, currently serving as a registered representative at HSBC Securities (USA) Inc. and as a Bank Officer at HSBC Bank USA N.A., an affiliated entity. His prior experience includes roles at Santander Securities LLC, Citigroup Global Markets, and Citicorp Investment Services. Outside of his advisory work, he is a passive partner in a warehousing business storing merchandise and owner of a second home used as a rental property. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment solutions with a risk-profile-based approach. The firm integrates global asset management resources and offers specialized programs including offshore accounts for qualified non-resident clients.

Maya Reda is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management through model or customized portfolios, and it also serves as adviser to a donor-advised fund.