Alyson Sedia is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Eagle Strategies, she was associated with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through various program types and emphasizes non-discretionary asset management, working within an integrated New York Life affiliate structure.

Shuangying Wu is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Prior to joining Citigroup, Wu completed roles including a position at the District of Columbia Office of the Attorney General and academic studies at Georgetown University. 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 through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Camryn Foltz is a financial advisor at Citigroup Global Markets with Series 66 registration and two years of industry experience. Her prior roles include positions at Dartmouth College and Dartmouth Athletics Event Staff. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution and custody services, and derivatives and futures operations. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Yuting Patterson is a CFA® charterholder with 13 years of industry experience. She is currently with Citigroup Global Markets and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, and Deutsche Bank Securities, Inc. Outside of finance, she was involved with Yoga Shanti NYC for two years. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Ronan Obyrne is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes eight years at Fieldpoint Private Securities LLC and roles at Sanctuary Advisors and Sanctuary Securities since 2022. Outside of his advisory role, he is the founder of Crescent Pine Family Office Group, a boutique firm providing family office services to ultra-high-net-worth families and business owners, and co-founded Crescent Pine Insurance Group, a property and casualty insurance brokerage. Sanctuary Advisors, LLC serves a broad client base including individuals, corporations, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm employs diverse investment approaches and provides portfolio management, retirement plan consulting, and access to sub-advisers and third-party managed account platforms.

Brandon Fisk is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Citi Private Alternatives, Transamerica Capital, Wells Fargo Advisors, BrightHouse Securities, and Metlife Investors Distribution Company. 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 swap dealing and futures commission merchant activities.

Rafael Suarez Fortes is a financial advisor at Citigroup Global Markets with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at The University of Texas at Austin, Panda Express, and the Government Employees Credit Union. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and execution services across multiple wealth segments. The firm employs multi-asset, multi-manager strategies utilizing both discretionary and non-discretionary approaches and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.

Daniel Clark is a financial advisor with Janney Montgomery Scott in Short Hills, NJ, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He worked at UBS Financial Services for 11 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Kristina Sencion is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Her work history includes roles at Citigroup since 2021, JP Morgan Chase, and IBM. Outside of her advisory duties, she operates Fora Travel, Inc., a remote travel agency where she books travel and accommodations. 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 in-house research and security-pricing functions, distinguishing itself through its scale and market roles.

Mauricio Reid is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2006. 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 utilizes multi-asset, multi-manager strategies and operates with large institutional scale, providing both discretionary and non-discretionary solutions tailored to high-net-worth clients.

Joseph Reilly is a financial advisor with Commonwealth Financial Network in Metuchen, NJ, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. He is co-owner of Reilly Financial Group, LLC, which facilitates securities, advisory, and insurance business. Reilly also serves as an advisory board member for Thriv, a lifestyle conference in Metuchen. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.

Christopher Caro is a financial advisor with PNC Wealth Management in Hoboken, NJ, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior experience includes roles at Bank of America, Merrill, and The Prudential Insurance Company of America. Outside of his advisory work, he is involved with NJ Play Sports Community, a sports league organization in New Jersey, where he helps manage softball league activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital platform that uses algorithmic risk assessments to manage discretionary portfolios with mutual funds and ETFs.

Anthony Cicitta Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Hornor Townsend & Kent since 2011 and also maintains a CPA practice focused on tax and accounting services. Cicitta is involved in life insurance brokerage and wealth management services that include life insurance, annuities, and approved securities products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options and maintaining over $8 billion in discretionary assets under management.

Kjeld Engberg is a financial advisor at Oppenheimer with 17 years of industry experience. He holds the CFA® designation and Series 66 license. His prior roles include positions at Deutsche Bank Securities, Credit Suisse Securities, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Russell Zamloot is a Series 66-licensed financial advisor with Private Advisor Group, LLC, based in Morristown, NJ, and has four years of industry experience. He has previously worked at Avantax Advisory Services and LPL Financial. In addition to his advisory work, Zamloot operates a CPA firm specializing in tax preparation and accounting. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a variety of investment strategies often implemented through third-party managers.

Suraj Kalia is a CFA® charterholder based in New York, NY, with 22 years of industry experience. He has worked at Oppenheimer since 2019 and previously spent seven years at Northland Securities, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and services including asset management, consulting, and retirement planning across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary account management.

Jenna Harms is a Series 66-licensed financial advisor with Citigroup Global Markets, based in New York, NY, and has three years of industry experience. Her work history includes multiple roles at Citigroup as well as positions at several other firms over the past few years. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, providing multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm is notable for its large institutional scale, in-house research and pricing functions, and its roles as a security-based swap dealer and futures commission merchant.

Jierong Cheng is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. In addition to his advisory role, he is president of Spring Beauty Spa and a partner at Pacific Tax and Consulting Group LLC, where he prepares tax returns for individuals and corporations. Cheng has worked with Transamerica Financial Advisors since 2017 and has prior experience at World Financial Group and academic institutions. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment models, with discretionary and non-discretionary program options.

Jennifer Mcmanemin is a financial advisor at &Partners with 29 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Merrill. Outside of her advisory role, she manages JCM10, LLC, serving as the office manager. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies and maintaining capabilities as a registered investment adviser and broker-dealer.

Dino Stanisic is a financial advisor at &Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. &Partners serves a diverse range of clients, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.