Norman Sanyour is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Group since 2012. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

James Feldesman is a financial advisor at Equity Services, Inc. with 35 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including National Life Group and Cetera Investment Advisers. Feldesman is also involved as a broker agent in insurance sales through National Life Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines long-term investment strategies with third-party asset managers and offers both discretionary and non-discretionary programs.

Colin Perrin is a financial advisor at TIAA-CREF with two years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF and Tiaa since 2022. Prior to his advisory role, he held positions outside the financial industry, including with Carolina Country Club and Lindy's Homemade LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, frequently serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various managed account options.

Thomas Cordovano is a CFP® professional with 41 years of industry experience, currently serving at Corient. His prior roles include positions at La Ferla Group LLC and Purshe Kaplan Sterling Investments. He holds Series 63 and Series 65 licenses. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and alternative investments where appropriate.

Timothy King is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation. Outside of his advisory role, he volunteers as a class assistant helping professionals teach leatherworking and plans to teach a full class independently in the future. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Yulia Santalova is a financial advisor with Guardian Life and holds a Series 66 designation. She has three years of industry experience and has previously worked at National Financial Network and Citibank. Outside of her advisory role, she is involved with Vivid Care, providing home aid services. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party investment programs.

Thomas Mayas Jr. is a financial advisor at OSAIC Institutions, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at institutions including Popular Bank, LPL Financial, Flagstar Bank N.A., Chase Investment Services Corp., and Wamu Investments, Inc. since 2007. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of advisers. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Lily Lin is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and eight years of industry experience. She has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique institutional capabilities such as in-house research and security-pricing, alongside roles as a swap dealer and futures commission merchant.

Lorena Braunstein is a financial advisor with HSBC Securities (USA) Inc. in Flushing, NY, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with HSBC Securities since 2019 and concurrently serves as a bank officer for HSBC Bank USA, N.A. Braunstein also owns and operates an organization focused on promoting advanced education for teachers and educators. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary portfolio options with investment strategies developed alongside HSBC Global Asset Management.

Gary Javier is a financial advisor with Equity Services, Inc. and holds a Series 63 designation. He has 28 years of industry experience, including prior roles at National Life Group and MML Investors Services. Outside of his advisory work, he serves as CFO and Treasurer for Seniors Community Services, Inc. and is a member and educator with the Association of Financial Educators. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a variety of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Harry Zhang is a Series 66 licensed financial advisor with six years of industry experience. He currently works at Bankers Life Advisory Services, Inc. and has previously held positions at affiliated entities including Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of his advisory role, he is also a licensed agent selling life insurance and long-term care policies primarily to clients aged 50 to 75. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations, with ongoing management based on clients’ objectives and risk tolerances.

Greggory Bantum is a financial advisor with OSAIC Institutions, Inc. in New York, NY, holding Series 63 and Series 66 licenses with seven years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Bantum also serves as a DJ for Good Fella Nation Inc., a multimedia company involved in music production, event promotion, photography, and branded clothing. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Jian Qi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and also maintains a role at World Financial Group, Inc. Outside of his advisory work, Jian Qi is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a broad advisor network and multiple program platforms, relying on model portfolios and third-party managers to implement its advisory strategies.

Charles Boardman is a financial advisor with Capital Group Private Client Services, Inc. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Capital Group in 2025, he worked at Evercore Partners, UBS Securities, and JPMorgan Chase. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach known as the Capital System that emphasizes fundamental research and long-term investment horizons.

Jason Bell is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Regal Wealth Management, LLC and UBS Financial Services, Inc. In addition to his advisory role, he is also an independent insurance agent. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers trust and insurance administration services, serving both advisory and product-sponsor roles.

Jane Wasserstrom is a financial advisor at Oppenheimer with 46 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Oppenheimer since 2018, following 12 years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other entities. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Paul Oliva is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently with Mercer Global Advisors Inc. in New York, NY, where he has worked since 2024, following prior roles at Geller Advisors LLC and KLS Professional Advisors Group, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Igor Bereznitski is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at Citigroup Global Markets since 2020, with prior roles at JPMorgan Chase Bank and JPMorgan Securities. 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 unique market roles, including in-house research and futures commission merchant activities.

Ronald Putelo is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Based in New York, NY, his career primarily spans this enterprise firm. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and leverages its large institutional scale and specialized market roles to deliver its services.

John Maher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at WealthShield Partners, Ironclad Asset Management, Hawks Acquisition Corp, and Wilmington Trust. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment process that blends passive and active managers with quantitative, momentum, and fundamental analysis.