Mark Renna is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2014. 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 utilizes multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and specialized market roles.

Dora Martinez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities.

Shaun Flegal is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Schwab Wealth Advisory, Inc. in New York, NY, having previously worked at Morgan Stanley Smith Barney LLC for 10 years and Merrill for two years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to offer tailored recommendations without exercising discretionary trading authority.

Joseph Gonzalez is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Citigroup in 2025, he worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A., and taught at Lehman College from 2015 to 2019. 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 with internal oversight and maintains unique market roles such as a security-based swap dealer and futures commission merchant.

Elizabeth Harris is a financial advisor at Rockefeller Financial LLC located in New York, NY. She holds a Series 66 designation and began her career in finance in 2025. Prior to joining Rockefeller, she spent 16 years at the Academy of the Holy Names and four years at Trinity College. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Anjian Su is a financial advisor at HSBC Securities (USA) Inc. in Flushing, NY, with 21 years of industry experience. He has held Series 63 and Series 66 designations and has worked at HSBC Bank USA and HSBC Securities since 2007. HSBC Securities (USA) Inc. offers a range of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, providing both client-directed and discretionary portfolio management options.

Marguerite Robinson is a CFP®-certified financial advisor with five years of industry experience. She has been with Rockefeller Financial LLC since 2021 and has worked with Rockefeller & Co since 1991. Based in New York, NY, her career spans over three decades within the Rockefeller organization. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as both an advisory firm and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Jill Van Nostrand is a financial advisor at Guardian Life with seven years of industry experience. She holds a Series 66 designation and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2018. Outside of financial advising, she serves as an adjunct professor at Fairleigh Dickinson University and Seton Hall University, teaching music history classes. She is also a volunteer on the NAIFA Board of Directors. Park Avenue Securities LLC, part of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, with access to proprietary and third-party solutions, tailoring client relationships across a range of financial planning and consulting services.

Grady Powers is an advisor with Hightower Advisors holding Series 63 and Series 65 registrations. He has been in the industry since 2023 and has held roles at several firms and organizations, including RPA Advisors LLC and Quinnipiac University. Outside of his advisory work, he has experience with Fresh Prints LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Andrew Galimi is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a co-owner of 23 Suburban Avenue LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment programs through discretionary and non-discretionary approaches. The firm operates with large institutional scale, providing a range of advisory, execution, and custody services, including derivatives and futures trading.

Bradley Cammett is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior roles include positions at Fidelity Investments and Safran Aerospace Composites, as well as work tied to Bentley University and Market Basket. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, emphasizing manager selection and multi-manager solutions through affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and operational features catering to complex investment needs.

John Marcel is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and Series 63 designations and bringing 48 years of industry experience. He has worked at Guardian Life since 1997 and with Park Avenue Securities since 2007. Outside of his advisory role, he is co-executor of a family estate and is involved with Madison Park Consultants, Inc., which places insurance products beyond those offered by Guardian. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and advisory solutions through a combination of discretionary management, model-based strategies, and digital platforms.

Benjamin Clammer is a financial advisor at First Manhattan Co. LLC with 14 years of industry experience. He has previously worked at J.P. Morgan Securities and JPMORGAN CHASE Bank NA. Clammer holds a Series 63 designation. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm employs a long-term, research-driven, value-oriented approach and integrates wealth planning with portfolio management.

Matthew Voss is a financial advisor at RBC Rochdale, LLC with a Series 66 designation and three years of industry experience. His work history includes roles at CNR Securities, LLC, Schroders Investment Management, Atlas Search, and Hurley Partners. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and various institutional clients. The firm uses an active, multi-strategy investment process combining quantitative and fundamental analysis and offers discretionary and non-discretionary portfolio management, sub-advisory services, and other investment management solutions.

Simon Mogg is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 63 and Series 66 licenses. Before his current tenure at Citigroup beginning in 2018, he worked at BNP Paribas from 2016 to 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, implementing multi-asset strategies through discretionary and non-discretionary programs.

Christina Lin is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY. She holds Series 65 and Series 63 licenses and has nine years of industry experience, including roles at ABI FI Corp. and NYLIFE Securities LLC. Outside of advising, she works as a certified translator providing services for New York State agencies. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes customized recommendations and manages the majority of its assets on a non-discretionary basis.

Samuel Katz is a CFP® and CPA with 32 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2013 across several roles. Outside of his advisory work, Katz provides tax and accounting services for individuals, businesses, partnerships, and trusts, and serves as a trustee for a family life insurance trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, digital advisory solutions, and integrated lending options, tailoring client relationships to meet diverse financial planning and consulting needs.

Adam Mizrahi is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at First Manhattan Co. LLC with one year of industry experience. His prior roles include positions at Blue Investment Group and Point72 Asset Management. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, tailoring advice to client objectives with individually managed portfolios that may combine active and passive investments.

Cooper Smith is a CFP® professional with one year of industry experience, currently serving as a financial advisor at First Manhattan Co. LLC. Prior to joining First Manhattan, he worked at Carnegie Investment Counsel and Capital Financial Advisors of New York, LLC, among other roles. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, trusts, pension plans, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings with third-party passive investments and integrating wealth planning with portfolio management.

James Lee is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a range of investment advisory programs, broker-dealer execution, and custody services, employing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.