Emma Weinfurt is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She previously worked at Sincerus Advisory and has a background including roles at William and Mary and Durham School of the Arts. 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 unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Miranda Josephson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. She has worked at Goldman Sachs since 2022 and previously held positions at BlackDiamond Wealth Management and New York University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by specialized teams and integrates a range of resources across the broader Goldman Sachs organization.

Pablo Mon is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He has been with CitiBank since 2012 and holds Series 63 and Series 65 licenses. 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 and maintains large institutional capabilities, including in-house research and security pricing, while providing bespoke discretionary solutions for very large relationships.

Amy Frank Goldman is a financial advisor at Independent Financial Group, LLC with 21 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Kalos Management, Kalos Capital, and OppenheimerFunds. Outside of her advisory role, she is the owner of HUG Hoboken, a nonprofit organization supporting local food pantries, homeless shelters, frontline workers, seniors, and other groups in need. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing in-house and third-party model portfolios, and is noted for its dual registration as both an investment adviser and an active broker-dealer.

Kevin Zebrowski is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Zebrowski has worked at several firms, including Regal Investment Advisors, Regulus Financial Group, and MassMutual. He is the founder and owner of Protection Red LLC, a business providing investment solutions to firefighters and first responders. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Luca Damaro is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, along with experience at Mode De Vie, Ferris Street Services, DezignKraft, and Mercato Trattoria. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Bernardo Leiferman Dayan is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. from 2017 to 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Claire Gallagher is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and nine years of industry experience. She has been with Hornor, Townsend & Kent since 2016 and also maintains a role with Penn Mutual Life Insurance Company. Outside of her advisory work, she participates as an Emerging Leader Member in fundraising activities for the Children's Research Medical Foundation. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of its client assets on a non-discretionary basis.

Jonathan Leach is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He has held his current position since 2015 and holds a Series 66 credential. Outside of his advisory role, he owns a rental property in the UK but does not devote time to its management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a large institutional scale and unique market roles.

Evan Gallipoli is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at The AYCO Company, L.P./Mercer Allied. Gallipoli serves as a board member of Servant's Heart Ministry Corporation, a nonprofit organization based in Paterson, NJ. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored wealth management solutions integrated within a large financial group.

Ali Rezvi is a financial advisor at HSBC Securities (USA) Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA, N.A. and HSBC Holdings PLC since 2013. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options supported by strategic and tactical asset allocation and ongoing fund monitoring.

Camilla Lynch is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, she worked at Georgetown University and the American Overseas School of Rome. 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, serving both workplace and high-net-worth clients with tailored solutions.

Richard Samara is a CFP® with 42 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2014. He also has a concurrent affiliation with LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of programs featuring third-party asset managers, turnkey platforms, and a proprietary WealthSuite account program.

Theodore Butynes is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation with one year of industry experience. His prior work includes roles within Goldman Sachs & Co. LLC and Risk Placement Services, Inc. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering services such as financial planning, portfolio management, and specialized executive wealth programs. The firm employs tailored allocation models and a range of fee arrangements, leveraging capabilities across the broader Goldman Sachs ecosystem.

Arvind Ramakrishnan is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at JPMorgan Securities, JPMorgan Chase Bank, and Morgan Stanley for a combined 11 years. Citigroup Global Markets serves individual and institutional clients across a range of private banking and wealth management 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 acting as a swap dealer and futures commission merchant.

Sonia Morales Rodriguez is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mariner. She has been with Mariner Wealth Advisors since 2015, including her current role with Mariner since 2017. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs a discretionary, customized investment approach overseen by an Investment Committee and combines internal research with third-party managers across a range of asset classes and strategies.

Teresa Incao is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Michael Cear is a financial advisor at Farther with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and 66. Prior to joining Farther in 2026, he worked at Summit Financial, LLC and Purshe Kaplan Sterling Investments, among other firms. 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’s investment approach uses Modern Portfolio Theory, proprietary model portfolios, and algorithmic rebalancing, incorporating ETFs, mutual funds, individual securities, and AI tools under internal controls.

John Di Bartolomeo is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. His prior work includes positions at Podell Financial Group, LLC and a background in education at the University of Delaware and West Essex High School. 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 discretionary and non-discretionary programs and operates with in-house research, swap dealing, and futures commission merchant activities.

Rohit Ahuja is a financial advisor with Goldman Sachs Wealth Services in Jersey City, NJ, holding a Series 66 designation and having seven years of industry experience. Prior to his current role since 2021, he worked at The Ayco Company, L.P./Mercer Allied and Boston Private Bank and Trust Company. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, corporate participants, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and proprietary analytics while integrating resources across the broader Goldman Sachs ecosystem.