Patrick Mcgrade is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work experience includes roles at EPIC Insurance Brokers and Consultants, Cook Maran, Royal Alliance Associates, and McDermott & Thomas Associates. He serves as a board member of the Staten Island Rotary Club, a volunteer service organization supporting community charitable efforts. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customized investment approach across various asset classes and manages over $72 billion in assets as of May 2026.

Jakhongir Yuldoshev is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at TD Bank, H&R Block, Mini-Circuits, and Westminster International University in Tashkent. 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, offering portfolio management, access to various investment products, and financial planning support through a combination of affiliated and third-party sub-managers.

Jake Taylor is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 designation and previously worked at Rockefeller Financial LLC and Rockefeller & Co. before joining Oppenheimer in 2025. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions.

Guadalupe Cabrera is a Series 66-licensed financial advisor with Citigroup Global Markets, based in New York, NY, and has three years of industry experience. Prior to joining Citigroup, Guadalupe worked at American Express and was involved with CAFE LA TROVA. Citigroup Global Markets serves a range of individual and institutional clients through multiple wealth management segments, offering diversified investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and leverages internal research and oversight committees to select and monitor investment managers.

Michael Bencivengo is a Series 66-licensed advisor at Citigroup Global Markets with seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, JPMorgan Securities, MUFG, and UBS. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and brokerage services with a focus on both discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Boban Markovic is a CFA® charterholder with five years of industry experience. He is currently an advisor at Oppenheimer & Co. Inc and has previously worked at Credit Suisse, Atoll Financial Group/BA Securities, the Institute of International Finance, Ankura Consulting, and Zivid Ventures, LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs both discretionary and non-discretionary investment approaches with a focus on strategic and tactical asset allocation across multiple asset classes.

Angela Aguayo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Citi Corp since 2015. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Valeriya Kolesnikova is a CFP® with six years of industry experience currently serving as a financial advisor at Eagle Strategies (NY Life). She has held positions with NYLIFE Securities LLC and New York Life Insurance Company since 2020 and is also involved with VMX Financial Strategies LLC and DSM-Firmenich. Outside of her advisory work, Valeriya is an author of a children's book focused on financial literacy and a wellness advocate selling essential oils. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Natthavadee Khemsuwan is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 4 years of industry experience. Her background includes roles at Eagle Strategies, Nylife Securities LLC, New York Life Insurance Company, At Home Recipe Corp, and Rani Arabella. She also works as an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of assets on a non-discretionary basis.

Jared Patterson is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. His prior work history includes roles at Deutsche Bank and multiple positions affiliated with Morgan State University. 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 discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

John Fredette is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with three years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at High Peaks Asset Management and held roles at Nottingham Trent University, Amplience Ltd., and Manhattan College. 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 wealth solutions through a combination of discretionary and non-discretionary management within a large integrated financial group.

Kevin Koeller is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His prior roles include positions at RBC Capital Markets, Newport Asset Management Corp., and Accenture. Outside of his advisory work, he is the owner of Onyx Properties, LLC, an entity established to acquire and rent residential real estate. 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 with both discretionary and non-discretionary options, leveraging internal standards and oversight committees to select and monitor managers.

Ryan Natsch is a financial advisor at Citigroup Global Markets with nine years of industry experience. He has held positions at Citigroup since 2018 and previously worked at Sidoti & Company LLC from 2016 to 2018. He holds Series 65 and Series 63 licenses. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs with discretionary and non-discretionary options. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Philippe Malvett is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior work includes roles at Dome Medical Technologies, Foreside Fund Services, LLC, and Investec Asset Management North America, Inc. 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 emphasizes multi-asset, multi-manager strategies and operates with significant institutional scale, providing bespoke solutions and maintaining in-house research and trading capabilities.

Donald Smith is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and totaling 23 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves both 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 and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

Marisa Luciano is a CFP® certificant with 14 years of industry experience. She currently works at Mariner and previously held roles at CitiGroup, Shufro, Rose & CO., LLC, and Wells Fargo. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and access to pooled investment vehicles and third-party managers. The firm combines discretionary, customized portfolio strategies with integrated tax and accounting services, alongside specialized offerings such as Core Family Office services and an employer Financial Wellness Platform.

Michael Kane is a financial advisor at Hornor, Townsend & Kent, LLC with 19 years of industry experience. He has held positions at MetLife Securities and Penn Mutual Life Insurance Co before joining Hornor, Townsend & Kent in 2016. Kane is also CEO of two multi-line insurance brokerages and serves on the boards of an insurance company and a financial networking group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes financial planning, retirement consulting, and both discretionary and non-discretionary investment management. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering clients access to a range of advisory programs and brokerage services.

Dmitriy Khalilov is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has a longstanding role as president of Karakoyunlu Solutions, LLC, where he brokers non-registered insurance products. Khalilov also operates as an insurance broker outside of New York Life Insurance. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Peter Nielsen is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He has held his current position since 2007. His credentials include the Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across several segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Esmeralda Spahiu is a financial advisor with Eagle Strategies (New York Life) and holds a Series 66 designation. She has one year of industry experience, previously working at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types and focuses on tailored recommendations, with the majority of its assets managed on a non-discretionary basis.