Judith Leahy is a financial advisor at Citigroup Global Markets with 39 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and derivative market roles.

Sophia Hagerty is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer, she held short-term roles at Legado Family Office Management, Greenhaven Road Capital, and Grand Ventures. 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 programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Louis Gelormino is a CFA® charterholder with 24 years of industry experience. He has been affiliated with Fahnestock & Co. Inc. since 2002. Outside of his advisory role, he serves as trustee and beneficiary of a family trust established by his parents. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and services that include discretionary and non-discretionary management, strategic asset allocation, manager selection, and retirement consulting.

Sayed Mirzada is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. His prior work includes extensive tenure at Cammack Retirement Group and its affiliated entities from 2005 to 2020. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered retirement plan relationships. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management and also advises the TIAA Donor Advised Fund sponsored by Charityvest.

Aaron Cohen is a financial advisor at Focus Partners Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Financial Partners Capital Management, Inc. Prior to joining Focus Partners, Cohen spent over three decades at Financial Partners Capital Management. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework that incorporates fundamental and quantitative analysis, trend-following, options overlays, and integration of legacy strategies.

Jonathan Rosenbaum is a financial advisor with Primerica Advisors based in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios, and supports various financial planning and consulting solutions.

Brian Corey is a Series 66 credentialed financial advisor with 18 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal oversight and research capabilities.

Prakash Shahani is a CFA® charterholder with 25 years of industry experience, currently serving as a registered representative at HSBC Securities (USA) Inc. and as a Bank Officer at HSBC Bank USA N.A., an affiliated entity. His prior experience includes roles at Santander Securities LLC, Citigroup Global Markets, and Citicorp Investment Services. Outside of his advisory work, he is a passive partner in a warehousing business storing merchandise and owner of a second home used as a rental property. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment solutions with a risk-profile-based approach. The firm integrates global asset management resources and offers specialized programs including offshore accounts for qualified non-resident clients.

Maya Reda is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management through model or customized portfolios, and it also serves as adviser to a donor-advised fund.

Manav Bhatia is a financial advisor at Farther with a Series 65 designation and two years of industry experience. Prior to joining Farther, he worked at Florida Financial Advisors and the National Fire Protection Association. He is also an insurance agent for Farther Insurance Group, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach with proprietary models, algorithmic rebalancing, and a focus on diversified asset classes including ETFs, mutual funds, equities, and fixed income.

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 CFP® and ChFC® with eight years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His background includes roles at Foresters Financial Services and a teaching position at Binghamton University. He works at Park Avenue Securities LLC, a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

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.

Seungheon Kang is a Series 66-licensed financial advisor at Citigroup Global Markets with three years of industry experience. He previously worked at Bank of America, Merrill, and Citibank NA. His background also includes academic roles at William Paterson University and Bergen Community College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant services.

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.

Scott Odonnell is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at E*TRADE Capital Management LLC and Morgan Stanley prior to joining Oppenheimer. Odonnell is a founding partner of a networking group, which currently operates without financial gain. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and more. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies covering equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

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.

Megan Vacca is a financial advisor at Corient in New York, NY, with 21 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Summit Trail Securities, Purshe Kaplan Sterling, Barclays Capital, Lehman Brothers, and UBS Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and continuous portfolio monitoring.

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.

Kevin Fahy is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He spent the majority of his career at TIAA-CREF from 1994 to 2025 before joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated service model is tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.