Madonna Johnson is a financial advisor at Oppenheimer with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Robert W Baird & Co., Morgan Stanley, and Citigroup Global Markets. Johnson has been with Oppenheimer since 2019. 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 advisory programs that include discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a focus on strategic asset allocation, manager selection, and comprehensive suitability and monitoring processes.

Jiqian Zhao is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and two years of industry experience. Prior to joining Citigroup, Zhao worked at Pacific Western Bank and Brinc, and has academic experience at Boston College. Outside of financial advising, Zhao is the marketing lead and co-founder of BlossomsAI LLC, an educational software company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging in-house research and distinctive market roles.

Santiago Romero is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Banco Santander, and held academic positions at Georgetown University and The George Washington University. 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 operates with considerable institutional scale and specialized market roles.

Thomas Zippilli is a financial advisor with HSBC Securities (USA) Inc. based in Brooklyn, NY. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. His career includes roles at HSBC Bank USA N.A. since 2014, HSBC Securities since 2006, and TD Ameritrade in 2004-2005. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm’s investment approach incorporates multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Kevin Moriarty is a CFA® charterholder and holds a Series 66 license, currently working at Mercer Global Advisors Inc. He has three years of industry experience, with prior roles at Stifel Financial Corp and UBS. His background also includes involvement with 2-Way Lacrosse and work at Wesleyan University. Mercer Global Advisors serves a diverse client base including individuals, families, small business owners, and non-profits, offering investment advisory, financial planning, and family office services. The firm employs a globally diversified investment strategy based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and other specialized investment vehicles.

Marissa Sheridan is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Her prior work includes roles at Tiaa, Tanorama, Kay Jewelers, and several service-oriented companies. 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 and is notable for its large institutional scale and unique market roles, including in-house research and derivatives trading.

Edward Condura is a financial advisor with Hornor, Townsend & Kent, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Hornor, Townsend & Kent, Inc. since 1997. In addition to his advisory role, Condura operates insurance brokerage businesses, providing insurance sales and related services through entities under his name. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement consulting. The firm combines advisory and broker-dealer services, offering discretionary and non-discretionary account options and collaborating with third-party asset managers as part of its investment approach.

William Nastasi is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. Citigroup Global Markets is notable for its multi-asset, multi-manager strategies and its combination of large institutional scale with specialized market roles.

Gloria Gomez Orourke is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds a Series 66 designation and has been with Citigroup and its affiliated entities since 2004. Citigroup Global Markets Inc. serves individual and institutional clients across various segments including workplace, high-net-worth, and ultra-high-net-worth. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, offering a broad range of investment advisory services along with execution and custody solutions.

Rose Marini is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has worked at Citigroup since 2019. Prior to her financial career, she was employed at Lehigh University, Johnny Fries Restaurant, and Marini & Manci Dentistry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Alexander Gennaro is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for three years before joining Citigroup in 2020. Outside of his advisory role, he serves as a manager for Gordon Bateman Ventures LLC, a real estate investment business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles, including derivatives and futures services.

Matthew Harrow is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Citigroup Global Markets since 2015. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant operations.

Kevin Charos is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2001. Outside of his advisory role, he serves as a co-executor of a will and manages a family limited partnership related to estate planning. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple program platforms.

Natalie Mc Govern (Papayannoulis) is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2016. Outside of her advisory role, she is involved in dog walking services in New York. 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 combines large institutional scale with specialized market roles, including proprietary research and derivatives services.

Roberto De Andrade is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 66 designation and has been with Citi Private Bank since 2010. Citigroup Global Markets Inc. serves individual and institutional clients across a range of private banking and wealth management segments, offering diverse investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Jeff Werner is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Citigroup Global Markets, where he has worked since 2013. Based in Brooklyn, NY, he has spent the majority of his career at Citigroup. Citigroup Global Markets serves both individual and institutional clients through various segments including workplace, high-net-worth, and ultra-high-net-worth. The firm employs multi-asset, multi-manager strategies and offers a range of investment advisory and execution services, supported by in-house research and distinctive market roles.

Ronald Duswalt is a financial advisor with Hornor, Townsend & Kent, LLC, holding CFP® and ChFC® designations and over 40 years of industry experience. He has been with both Hornor Townsend & Kent and Penn Mutual Life Insurance Company for more than two decades. Outside of his advisory role, Duswalt is a proprietor of a life insurance brokerage and provides consulting on divorce and financial matters. He also serves as a board member for the Visiting Nurse Service and Hospice of Suffolk, Inc. and participates as an educational speaker on financial topics. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing a diverse platform that includes third-party asset managers and discretionary and non-discretionary accounts.

Qiaoping Ren is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has worked with Nylife Securities LLC and New York Life Insurance Company since 2010. Outside of his advisory role, Ren is a partner in a commercial real estate venture. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored, primarily non-discretionary solutions.

Joseph Falisi is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Ameritas Advisory Services since 2021, Mulberry Lane Advisors since 2016, and Independent Financial Solutions since 2015. Falisi is also involved in managing and training agents in the sale of life insurance and annuities and develops personalized Social Security claiming strategies through his other business activities. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of portfolio management options utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by multiple program platforms and third-party technology.

Lawrence Olson is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Oppenheimer & Co. Inc. since 2016. He holds the Series 63 license and is based in New York, NY. 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 discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios, as well as consulting and retirement services tailored to client objectives.