Richard Piazza is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He also serves as treasurer for Second Chance Stables, a 501(c)(3) nonprofit organization, and advises on the St. Patrick School Endowment Committee. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, with access to proprietary and third-party platforms, including digital advisory solutions and integrated lending options.

Michael Jurado is a financial advisor at Citigroup Global Markets with Series 66 credentials and eight years of industry experience. He previously worked at Legg Mason for seven years before joining Citigroup in 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Cheuk Shun Cheung is a financial advisor with HSBC Securities (USA) Inc. in New York, NY. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Morgan Stanley and HSBC Bank USA, N.A. Outside of his advisory work, he is a Cantonese Chinese radio host at MultiCultural Radio Broadcasting, Inc., where he provides news and entertainment to the local community. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation, utilizing affiliated and third-party providers for fund selection and portfolio management across various risk profiles and program types.

Joseph Portello is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Portello has been associated with Eagle Strategies since 2022 and operates his own firms, Portello Financial Group LLC and The Firm Financial Group, LLC, which focus on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with both retail and institutional clients.

James Giordano is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at JPMorgan Securities LLC and Prudential, and he also works as an independent contractor driver for Uber on a limited basis. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs, supported by extensive in-house research and market roles.

Bruna Paz Roca is a financial advisor at Citigroup Global Markets with the Series 66 designation and four years of industry experience. She has worked at Citigroup since 2022 and has prior experience in academic services and student activities at the University of Notre Dame. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale alongside distinctive market roles and arrangements.

Alexandra Vivescunningham is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds the Series 66 designation and has worked previously at AmRock Financial and held roles related to education and community organizations. 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 implemented through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Gregory Palumbo is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and seven years of industry experience. He has been with Citigroup since 2012. 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 with both discretionary and non-discretionary programs, and operates at a large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Margaret Malone is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup since 2015. Malone serves on multiple advisory boards and committees for various investment funds, including roles with Ares US Real Estate Opportunistic Fund IV L.P. and Wellington Climate Innovation Fund I, L.P. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and leverages its institutional scale and market roles to provide comprehensive investment solutions.

Zachary Zaia is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. He has worked at Citi since 2023, following prior roles at Webster Bank, Sterling National Bank, and Northwestern Mutual. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Hai Hyun is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 66 and Series 63 designations and has worked at Citibank N.A. since 2025. Prior to this, he was employed with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A., accumulating a total of five years at HSBC-related entities. Citigroup Global Markets serves individual and institutional clients across multiple segments, including workplace, high-net-worth, and ultra-high-net-worth clients. The firm offers a range of investment advisory programs, broker-dealer execution, and custody services, implementing multi-asset, multi-manager strategies with an emphasis on both discretionary and non-discretionary solutions.

Paul Vignone is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 44 years of industry experience. He has been with Hornor, Townsend & Kent since 1998 and has over three decades of experience with Phoenix Home Life. Outside of his advisory role, he is active in multiple insurance brokerage ventures and serves as a literary agent. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a range of investment and brokerage capabilities along with third-party asset manager relationships.

Kathleen Golden is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds a Series 66 credential and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles, including security-pricing and derivatives services, supported by large institutional scale.

Marc Alessandro is a financial advisor at Equity Services, Inc. with 19 years of industry experience. He holds a Series 63 designation and has worked at firms including Prudential Insurance Company of America and National Life Group. Outside of his advisory role, he is also involved as an agent for insurance sales through Integrated Financial Concepts. Equity Services, Inc. (EFA Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines a range of advisory platforms and third-party asset managers, offering both discretionary and non-discretionary management with a mix of long-term and shorter-term investment strategies.

Ryan Raphael is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 10 years of industry experience. He has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including derivatives and futures services.

Mario Girone is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Citigroup since 2014. Outside of his advisory role, he is involved in managing several real estate entities in New York and New Jersey. 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 employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, maintaining internal oversight and utilizing external partnerships to manage client portfolios.

Stephanie Scorziello is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Ayco and Advantage XPO, as well as accounting and consulting experience in New York. Goldman Sachs Wealth Services advises a broad client base, including individual investors, executives, and institutional clients, providing financial planning and portfolio management with access to specialized programs and alternative investments. The firm integrates strategic investment models and proprietary analytics, offering tailored solutions through various fee arrangements and platforms.

Eric Kreitzer is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has been with Citigroup since 2018 and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA from 2014 to 2018. 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 operates with institutional scale, including roles as a security-based swap dealer and futures commission merchant.

Gavin Kreitz is a financial advisor with TLG Advisors, Inc., holding a Series 66 credential and no prior industry experience. His work history includes roles at Simplicity Investments Inc., Gideon Strategic Partners LLC, Leste Group, Med-Metrix, and academic positions at the University of Miami and Lafayette College. TLG Advisors, Inc. serves a diverse client base, including individuals, trusts, charities, corporations, and institutional investors. The firm focuses on manager selection and monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advised accounts and direct-to-consumer digital investment programs.

Arif Lallmohamed is a financial advisor at Oppenheimer with a Series 66 designation and one year of experience in the industry. His background includes roles at Wells Fargo Advisors and New York Tribeca Group, as well as prior positions within the NYC Department of Education and other organizations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers various programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.