Peter Ho is a Series 66-registered financial advisor with 11 years of industry experience. He currently works at Citigroup Global Markets and previously spent 10 years at Morgan Stanley Private Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Frederick Weaver is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co. Inc. and Prudential Securities Incorporated for extensive periods. Based in New York, NY, his career includes over two decades at these notable firms. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services, including discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

John Limongelli is a financial advisor with Guardian Life who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has an extensive history with Guardian Life and its subsidiary Park Avenue Securities, where he has worked in various roles since 1991. Outside of his advisory work, he is involved in business loan referrals and participates on an advisory council assisting business owners with exit, estate, and tax planning. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individual, institutional, and charitable clients, offering brokerage, financial planning, and investment advisory services that include proprietary and third-party models as well as digital advisory solutions.

Edward Schneider is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked at J.P. Morgan Securities for 10 years before joining Citigroup in 2022. 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 and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Richard Deverna is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for 12 years. Citigroup Global Markets serves individual and institutional clients through various private and wealth management divisions, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities, including in-house research and derivatives services.

Anthony Louca is a financial advisor with HSBC Securities (USA) Inc. in New Hyde Park, NY. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Mr. Louca has been with HSBC Bank USA N.A. since 2013. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm utilizes multiple model risk profiles and combines strategic and tactical asset allocation with fund due diligence and ongoing monitoring, serving clients through both discretionary and non-discretionary managed portfolios.

Matthew Sawicki is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 66 license, with four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2020 and previously worked in the Floral Park-Bellerose School District for ten years. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and provides various account-level services such as lending solutions and donor-advised fund options.

Karandeep Kainth is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citibank and Robert Half prior to joining Citigroup. Kainth is also involved as an assistant in his family’s rental property business in New York. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and manages complex arrangements including derivatives and futures services.

Gavin Kim is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas for 11 years. He also has experience with Wells Fargo Investments and Banc of America Investment Services. 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 large institutional scale with in-house research, security pricing, and market roles such as swap dealer and futures commission merchant.

Jeremy Siegel is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Fahnestock & Co. Inc. for 23 years. Outside of finance, he is an executive producer and 4% equity owner of a private TV/web show called "Next Generations," based in New York City. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs covering equity, balanced, and fixed-income portfolios, with services delivered on both discretionary and non-discretionary bases.

Patrick Oconnell is a financial advisor with Principal Financial Services, holding 36 years of industry experience. He has worked at Princor Financial Services Corporation since 2010 and at Advanced Marketing Corp since 1999. His other business activities include work in insurance products such as fixed life, fixed annuities, long-term care, disability insurance, and property and casualty insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Paul Fern is a financial advisor at Oppenheimer in New York, NY, holding Series 63 and Series 66 designations with nine years of industry experience. His prior roles include positions at JPMorgan Chase, The Vanguard Group, and Chompies. He participates in a business networking group, attending meetings twice a month. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, with a mix of discretionary and non-discretionary management.

Marc Horowitz is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 10 years of industry experience. His prior work includes roles at National Life Group, Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. Outside of his advisory role, he is licensed to sell life, health, annuity, long-term care, and disability insurance through his business, Evolution Financial Group. 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, utilizing third-party asset managers and model portfolios that primarily focus on long-term strategies alongside options for shorter-term trading.

Evelyn Colon is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 42 years of industry experience. She has been with Oppenheimer since 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, with advisory services provided on both discretionary and non-discretionary bases.

Valerie Iacovelli is a financial advisor at RBC Rochdale, LLC with 14 years of industry experience. She holds the Series 66 designation and has worked with Rim Securities LLC and Rochdale Investment Management since 2010. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm employs an active, multi-strategy investment process that integrates quantitative and fundamental analysis, offering tailored portfolio management across a broad range of asset classes.

Andrew Golden is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at PGIM Private Capital and Prudential. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and nonprofit organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across multiple asset classes.

Amanda Tappen is a CFP® with five years of industry experience, currently serving at First Manhattan Co. LLC. She was previously with Douglas C. Lane & Associates for 16 years. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals as well as trusts, pension plans, charitable organizations, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management and combines actively managed holdings with passive fund investments tailored to client objectives.

Nehal Suren is a CFP® professional at First Manhattan Co. LLC with one year of industry experience. Prior to joining First Manhattan, Suren worked at Fiduciary Trust, Wilmington Trust, People's United Advisors, and People's Securities. 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 and integrates wealth planning alongside portfolio management.

Regis Dillon is a financial advisor at Corient with 15 years of industry experience. He holds the CFP® and CFA® designations, as well as Series 63 and Series 66 licenses. His prior experience includes roles at La Ferla Group LLC and Purshe Kaplan Sterling Investments. 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 uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Ross Pollock is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services with both discretionary and non-discretionary approaches, managing a significant portion of assets on a non-discretionary basis while maintaining custody as a qualified custodian.