Manav Bhatia is a financial advisor at Farther with a Series 65 designation and one year of industry experience. Prior to joining Farther, he worked at Florida Financial Advisors and held roles at the National Fire Protection Association and Hofstra University. He is also an insurance agent for Farther Insurance Group, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Henry Schneider is a financial advisor at Primerica Advisors with 27 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors and Guardian Life Insurance Co of America since 2010, as well as at Park Avenue Securities and Guardian Life Insurance Company since 2024. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

John Brillo is a financial advisor at Wealthspire Advisors with a Series 65 designation and experience beginning in 2024. Prior to joining Wealthspire, he worked at The Spaventa Group and taught at the University of South Carolina as well as at the middle and high school levels. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm offers wealth management, financial planning, and retirement-plan consulting to individuals, corporate plans, and nonprofit organizations, employing an institutional-style asset allocation framework with centralized oversight.

Alan Li is a financial advisor with Eagle Strategies (NY Life) in Rego Park, NY, holding Series 63, 65, and 66 licenses and 23 years of industry experience. He has been with Eagle Strategies since 2011 and is also affiliated with Nylife Securities LLC and New York Life Insurance Co. since 2010. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis, working closely with a diverse range of institutional sponsors within the New York Life affiliate structure.

Alexander Miradoli is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding CFP® and ChFC® designations and Series 66 and 63 licenses. He has eight years of industry experience and has held positions at both firms since 2017 and 2018, respectively. His background also includes a brief tenure at AppAcademy and Foresters Financial Services. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships using a variety of model portfolios and digital advisory solutions.

Jonathan Hoge is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked at Financial Resources Group Investment Services, LPL Financial, Astoria Bank, and TD Bank. Hoge is based in Garden City, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional capabilities combined with unique market roles and arrangements.

Allice Fu is a financial advisor with HSBC Securities (USA) Inc. in New Hyde Park, NY, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for 21 years. In addition to her role as a registered representative, she serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and offers specialized programs including the Offshore Spectrum for qualified non-resident clients.

Patrick Schuchard is a financial advisor at Oppenheimer with 16 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to joining Oppenheimer in 2011, he worked at Principal Financial Services and Fidelity. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of investment programs and advisory services including equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management. The firm maintains custody of client assets while operating its broker-dealer and advisory businesses.

Carol Mccann is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Oppenheimer since 2017. Prior to that, she was with Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2017. 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary management tailored to client objectives.

Allaire Langdon is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2022. Prior to this, Langdon worked at Lenox Wealth Advisors, LLC and Lenox Advisors Inc. from 2016 to 2022. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, retirement-plan consulting, and adviser selection services, using an institutional-style asset allocation framework with ongoing client monitoring and oversight.

Alain Martin is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses. He has four years of industry experience, including roles at TD Bank N.A. and Sterling National Bank. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Anthony Cheng is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Citigroup in 2017, he worked briefly at Anchor Management Consultants and completed six years of full-time education. 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 through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Jeffrey Bluestein is a financial advisor at Corient in New York, NY, holding a Series 65 designation with 15 years of industry experience. His work history includes nearly two decades at R.H. Bluestein & Co LLC and recent roles within Corient and its affiliated entities. He also serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions and risk management tools, while offering specialized services through affiliated entities.

Jonathon Gruber is a financial advisor with Hightower Advisors in New York, NY, holding Series 65 and Series 63 licenses and one year of industry experience. Before joining Hightower, he worked at Kovitz Investment Group Partners and iCapital. Outside of finance, he has residual income from acting projects under his stage name BJ Gruber. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that includes affiliated and third-party managers, along with proprietary research and customized portfolio construction.

Serafino Bruno is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including HSBC Securities and LPL Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with institutional scale and specialized market roles.

Anderson Mitchell is a CFP® with 20 years of experience in the financial industry. He currently works at First Citizens Investor Services, Inc. and First Citizens Bank, having joined in 2026. Prior to this, he spent 14 years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Mitchell also volunteered with Habitat for Humanity NYC and Westchester for two years. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm’s approach includes IAR-led financial assessments and diversified portfolio management, with offerings such as UMAs, SMAs, model portfolios, and tax-aware services.

Francesca Viejo Jaramillo is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and two years of industry experience. She has worked at Citigroup since 2023 and previously spent time in educational roles at the University of Michigan and Marymount School of New York. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by internal oversight and research capabilities.

Alexa Paiva is a Series 66-licensed financial advisor at Citigroup Global Markets with three years of industry experience. She previously worked at UBS Financial Services and People's Alliance Federal Credit Union. Outside of finance, she has experience working in the food service industry at Strathmore Bagels. 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 through discretionary and non-discretionary programs and maintains unique market roles including swap dealer and futures commission merchant activities.

John Hoag is a financial advisor at CIBC Private Wealth Advisors, Inc. with five years of industry experience. He holds the Series 65 designation and has worked at CIBC Private Wealth since 2019, following a three-year tenure at Glenmede Trust Company. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse range of clients, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving an internal team and committees to create customized portfolios, using a combination of proprietary and external strategies, and serves a notable number of investment company clients.

Chi Lam is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. Prior to joining Citigroup in 2022, he worked at JP Morgan Chase Bank N.A. for four years and at Scottrade from 2016 to 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 using internal standards and oversight committees, and combines large institutional scale with unique market roles and arrangements.