Carlotta Porter is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and based in New York, NY. She joined the firm in 2025 after completing her studies at the University of Miami. Prior to that, she worked in various educational roles from 2014 to 2021. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a broad range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional-scale resources, including in-house research and specialized market roles.

Prakriti Chadha is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 18 years of industry experience. Her career includes roles at Fidelity and Fidelity Personal and Workplace Advisors prior to joining TIAA-CREF in 2022. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered retirement plans, as well as trusts, estates, and other small entities. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.

Dmitry Veksler is a financial advisor at HSBC Securities (USA) Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with HSBC Securities and HSBC Bank USA since 2006. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers multiple program types ranging from client-directed to fully discretionary portfolios, utilizing a structured investment process that incorporates strategic and tactical asset allocation alongside ongoing fund due diligence.

Matthew Defelice is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. He has been with Kestra since 2012, holding multiple roles including financial advisor and insurance agent, specializing in life, disability, and long-term care insurance. Outside of his advisory work, he is involved with Preferred Pensions, LLC as a member. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of clients including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets under management.

Sean Sullivan is a Series 66 licensed financial advisor with 14 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2012 and worked at Private Advisor Network, LLC from 2019 to 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model combines client goal assessment with portfolio management and third-party manager selection, utilizing technology platforms and diverse investment strategies.

Lynn Tsang is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds the Series 66 designation and has been with Citi since 2013. Based in New York, NY, her career has been focused solely within Citi throughout this period. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Jayavardhan Kota is a CFA® charterholder with 13 years of industry experience, currently serving at Kestra Advisory since 2016. He has been involved with Kestra Investment Services, LLC since 2013. His responsibilities include data entry, performance measurement, financial planning, investment selection, due diligence, and monitoring. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Alex Rohmann is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Sanctuary Securities, Inc., Forester Capital, and Santander. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches and acting as a fiduciary under written advisory agreements.

Jadon Jones is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has been with Goldman Sachs since 2020. Outside of finance, he is the founder of Revolving Solutions LLC, a clothing manufacturing company based in Dallas, Texas. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as executive wealth services and private family office support within a large integrated financial group.

Braezen Subick is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Primerica Advisors. Prior to joining Primerica, he spent 10 years at Edward Jones. He holds Series 63 and Series 66 licenses. Primerica Advisors operates under Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple platforms.

Jillian Torluccio is a financial advisor at Principal Financial Services with 18 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Morgan Stanley, and Cetera Financial Group. Her current roles at Principal include positions at both Principal Financial Services and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Carlos Cortez is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and New York Life Insurance Company, with prior roles including Nylife Distributors LLC. Outside of advising, he serves as a notary public without charging fees. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Chang Lee is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has six years of industry experience and has worked with firms including Coram Deo Insurance and Financial Services, Inc., and Opes One Financial Strategies LLC. Outside of finance, Lee provides AI tutoring and education, offering coaching on AI literacy and productivity tools. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions and fiduciary responsibilities, managing a majority of assets on a non-discretionary basis within an integrated New York Life structure.

Michael Aguado is a financial advisor at Goldman Sachs Wealth Services with 26 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 22 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models, manager selections, and a range of implementation approaches, supported by resources across the Goldman Sachs network.

Charles Mcconnell is a financial advisor at Mariner with a Series 65 credential and five years of industry experience. His prior roles include work at the Institute for Divorce Financial Analysts and self-employment before joining Mariner in 2021. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers customized discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Alan Eisenstein is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, he is involved in multiple insurance-related businesses, including ownership interests in several agencies focused on life, health, disability, and long-term care insurance. SPC serves a diverse client base, including individual investors, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management through a network of over 460 advisers.

Kevin Mullins is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Valic Financial Advisors since 2009 and is also associated with Agia. Outside of his advisory role, Mullins is writing a business book titled "Business Lessons From The Godfather" under a pseudonym, targeting executives and entrepreneurs. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models with a focus on diversified asset allocation and periodic rebalancing.

Max Stupak is a financial advisor at Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Goldman Sachs, he worked at Kesef Accounting Services and attended Syracuse University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selection, and both discretionary and non-discretionary implementations, supported by proprietary analytics and integration across the broader Goldman Sachs network.

Dylan Honig is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he worked at Savills and Goodwin Procter. He holds a background in academia, having attended Syracuse University and Staples High School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary portfolio management.

Kristen Mountford is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following prior roles at JP Morgan Securities LLC and JPMorgan Chase Bank NA. She serves as a platform board member for BNY Pershing, participating in client feedback sessions to guide platform development. 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 implements multi-asset, multi-manager strategies with robust internal oversight and combines large institutional scale with distinctive market roles and arrangements.