Lawrence Rosa is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at Mariner Wealth Advisors since 2017 and was previously with Chilton Trust Company from 2015 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by a dedicated Investment Committee and integrates extensive tax and accounting services alongside traditional portfolio management.

Brian Ocampo is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Barrington Media Group. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Tina Moy is a Series 66-licensed financial advisor with 17 years of industry experience. She is currently with Primerica Advisors and has worked at Park Avenue Securities since 2008 and Guardian Life Insurance Company since 2007. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised fund options.

Frederick Corsentino Jr. is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets implements multi-asset, multi-manager strategies using both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Brigid Donnelly is a financial advisor at Oppenheimer with 21 years of industry experience. She has held her current position at Oppenheimer & Co. Inc. since 2005. Donnelly serves as a board member of the Iona University Alumni Association, participating in board and university activities outside of work hours. 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 advisory programs encompassing equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary services.

Jimmy Huang is a financial advisor with TIAA-CREF in New York City and holds a Series 66 designation. He has 21 years of industry experience and has been with TIAA-CREF since 2011. Outside of his advisory role, he serves as the audit chairperson for the Buddhist Tzu Chi Foundation, a nonprofit humanitarian organization. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both model and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Grace Guingon is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds a Series 66 designation and has prior experience at Regency Wealth Management, Liberty University, and Columbia Bank New Jersey. Outside of financial services, her work history includes roles in education and camp administration. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services using a range of strategies monitored by an Investment Strategy Committee.

Ting Cheung is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Citibank N.A. since 2017 and previously at Bank of America from 2015 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by extensive in-house research and specialized market roles.

Tania Martinez is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2019, following eight years at J.P. Morgan Chase Bank and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research, and provides customized solutions for large client relationships.

Davy Granados is a financial advisor at Private Advisor Group, LLC with credentials including the Series 66 designation. He has experience working in both financial services and the veterinary and retail sectors, including roles at LPL Financial, Fortius Financial LLC, and VCA Madison Animal Hospital. Granados’s background also includes work in the pet care and diving industries. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model is fiduciary-based and incorporates proprietary technology platforms and third-party managers to deliver a range of investment strategies.

Cristal Chung is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2004. 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 employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles such as swap dealer and futures commission merchant.

Emmanuel Adzadza is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding Series 66 and Series 63 licenses and bringing four years of industry experience. His background includes roles at New York Life Insurance Company and Nylife Securities LLC, among others. Outside of his advisory work, he serves as an instructor providing fundamental IT education to older immigrant communities and is a board member of The Butterfly Ghana Foundation, a nonprofit supporting children with special needs in Ghana. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Leonard Cheah is an investment advisor representative with TLG Advisors, Inc. in Summit, NJ, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at The Leaders Group Inc., Compass Management Holdings LLC, and GWN Securities, Inc. Outside of his advisory work, he is co-founder and CFO of OC Tech, LLC, a company focused on creator ERP systems, and co-founder and CFO of Good Fire Co. LLC, a hot sauce brand. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection approach grounded in fundamental analysis and Modern Portfolio Theory, offering both sub-advised portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Jaime Moraiz is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2023. Prior to his advisory role, he attended Fordham University’s Gabelli School of Business. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, providing multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market functions, including in-house research and execution roles, and offers a broad set of advisory and custody services.

Brian Murphy is a financial advisor at HSBC Securities (USA) Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at HSBC Private Bank and Morgan Stanley. Based in New York, NY, Murphy has been with HSBC Securities since 2015. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes a range of program types and combines strategic and tactical asset allocation with ongoing fund due diligence, providing both client-directed and fully discretionary portfolio management.

Mark Chuirazzi is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022. Prior to his current role, he has experience at Penn State University, Pittsburgh National Golf Club, Treesdale Community Center, and North Allegheny School District. 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 specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Alan Umansky is a financial advisor at Citigroup Global Markets with Series 66 credentials and one year of industry experience. His prior roles include positions at ColRich and Correlation Ventures, as well as experience with SM International Trading Corp and involvement at Boston College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and maintains institutional capabilities such as in-house research, swap dealing, and futures commission merchant operations.

Jay Post Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently serving at Citigroup Global Markets. He has been with Citigroup in various capacities since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and swap dealer activities.

Kevin Yang is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. He holds Series 63, 65, and 66 designations. His prior work experience includes roles at Nylife Securities LLC, New York Life Insurance Company, HSBC Bank USA, N.A., HSBC Securities (USA) Inc., and Capital One. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers and emphasizes tailored recommendations across multiple program types.

Raymond Connors IV is a Series 66-licensed advisor at Citigroup Global Markets with one year of industry experience. His prior roles include positions at Wells Fargo Advisors and Mazzola Financial, alongside academic roles at Baruch College and The Scholars Academy. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.