Ayobande Omomo is a CFP® professional with nine years of industry experience, currently serving at Citigroup Global Markets since 2021. Prior to this, he worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2016 to 2021. Outside of his advisory role, he is the owner of several residential rental properties with limited active management duties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and maintains unique market roles including in-house research and derivative services.

Patrick Wild is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with HSBC Securities (USA) Inc., having joined in 2026, and previously worked at Franklin Advisers, Inc. and Putnam Investments. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options supported by a structured asset allocation and fund due diligence process.

Kimberly Fitzmaurice is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. She has been with Fahnestock & Co. Inc. since 2003. Outside of her advisory role, she serves as unpaid board president of Roblinn Corp, a cooperative apartment building where she manages resident communications and interviews potential buyers. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, with a notable portion of its assets managed on a non-discretionary basis while maintaining custody of client assets.

Anthony Amendola is a financial advisor with Eagle Strategies (New York Life) based in New York, NY. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank from 2010 to 2020. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations to meet client objectives, managing the majority of its regulatory assets on a non-discretionary basis.

Samuel Warren is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Franklin Templeton, Neuberger Berman, and Chatham Asset Management. He studied at Tulane University from 2014 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles, including in-house research, security pricing, and derivative services.

Jessica Kopf is a financial advisor at TIAA-CREF in New York, NY, with 13 years of industry experience. She holds a Series 66 designation and has previously worked at AllianceBernstein L.P., Sanford C. Bernstein & Co., LLC, and BB&T Securities, LLC. Kopf has been with TIAA-CREF since 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time financial planning from ongoing discretionary management and serves as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Rayman Bovell is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and 21 years of industry experience. He has been with HSBC Securities since 2008, following a one-year tenure at Merrill. Outside of his advisory role, he is the owner of Down By The Sea Shore LLC, a business that holds the deed and mortgage for a residential property. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, with a range of client-directed and discretionary investment options. The firm uses multiple model risk profiles and a combination of strategic and tactical asset allocation supported by HSBC Global Asset Management and other affiliated providers.

Edward Babula is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been with Eagle Strategies since 2007 and has also been affiliated with Nylife Securities LLC and New York Life Insurance Company for over two decades. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and primarily manages assets on a non-discretionary basis.

Robert Palumbo is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 registrations with eight years of industry experience. His prior roles include positions at Fidelity Investments, Citigroup, First Republic Bank, and Northwestern Mutual. Outside of his advisory work, he is involved in insurance brokering for non-registered products with appointments at outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Benik Gyulambaryan is a CFP® and Series 65 registered advisor with eight years of industry experience. He has worked primarily at Mercer Global Advisors Inc., with prior experience at Novos Associates Planning Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies, supported by a range of implementation options and planning services.

William Greenlay is a financial advisor at Citigroup Global Markets with one year of industry experience. He has worked at Citigroup since 2017 and was previously employed by Deutsche Bank from 2015 to 2017. He holds a Series 66 designation. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth 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 and maintains large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Rebecca Schachtel is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and the University of Miami. Prior to her finance career, she was involved in retail management at Party Girl Dress Store. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including specialized market roles such as a security-based swap dealer and futures commission merchant.

Daniel Collins is a financial advisor at HSBC Securities (USA) Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JP Morgan Securities Inc. for 19 years. He has also held a position at 185 Beach 125 Th Street LLC. HSBC Securities (USA) Inc. offers managed account programs that serve individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach includes multiple program types ranging from client-directed to fully discretionary accounts, using model risk profiles and a combination of strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management.

Robert Sheehan is a Series 65-licensed advisor at Mariner with one year of industry experience. His prior roles include positions at Stablepoint Partners and City Wide Facility Solutions of Boston. Outside of his advisory career, he has been involved with Del Fuego since 2019. Mariner serves a broad mix of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and employer financial-wellness tools, combining in-house research with third-party manager allocations across a range of asset classes.

Yi Wang is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He has been with Citigroup Global Markets since 2007. Wang holds the Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

Scott Kesselman is a financial advisor at Citigroup Global Markets with 16 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 wide 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, combining large institutional scale with unique market roles and arrangements.

Kathryn Frevola is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 17 years before joining Citigroup Global Markets. 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 through discretionary and non-discretionary programs supported by internal standards and oversight committees.

Tristan Cort is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Grove Point Advisors LLC, Grove Point Investments LLC, and operated Cort Financial Consultants. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Matthew Sanders is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup in various roles since 2007, including a brief period of unemployment in 2017. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and market roles such as swap dealer and futures commission merchant.

Lysa McMahon is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds a Series 63 designation and has previously worked at Graypoint LLC and Bender Lane Advisory. Outside of her advisory role, she serves as co-trustee for the Peggy and Scott Sampson Trust. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, and institutions. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers to build client portfolios.