Chi Lam is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including JP Morgan Chase, Scottrade Investment Management, and Chase Investment Services. 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 unique market roles such as swap dealing and futures commission merchant activities.

Eleni Nikiforou is a financial advisor at Oppenheimer with 10 years of industry experience and holds a Series 66 designation. She has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs with discretionary and non-discretionary services, covering equity, balanced, and fixed-income portfolios.

Albert Bergmann Sr. is a financial advisor at Osaic Institutions, Inc. with 29 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at firms including Ridgewood Savings Bank, Infinex Investments, Inc., and Essex National Securities, LLC. He is also a producing manager and financial consultant at Ridgewood Savings Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Tristan Cooper is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for five years. Before entering financial advising, he spent two years with Texas A&M University Athletics. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and serves both product-sponsor and advisory roles, including managing mutual funds and private funds.

Daniel Curran is a financial advisor at Cerity Partners LLC with five years of industry experience. He previously worked at Graypoint LLC for six years and Bender Lane Advisory, LLC for five years. He holds a Series 63 designation. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs across discretionary and non-discretionary portfolio management, financial planning, and alternative investments.

Patrick Murray is a financial advisor at Cerity Partners LLC in New York, NY. He holds the CFP®, CFA®, and Series 66 designations and has six years of industry experience, all with Cerity Partners. Cerity Partners provides customized wealth management services to a wide national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and portfolio rebalancing, utilizing proprietary quantitative tools alongside third-party managers and individual securities.

Mitchell Hassenbein is a financial advisor at Oppenheimer with 33 years of industry experience and holds Series 63 and Series 65 designations. He has been with Oppenheimer since 2002. Outside of his advisory role, he is involved with D. Hass Tennis Inc., a non-investment-related activity he dedicates time to on weekends and after market hours. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, and provides both discretionary and non-discretionary management, maintaining custody of client assets as a qualified custodian.

Joseph Doyle is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 designations. Doyle has been with TIAA-CREF and its predecessor since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various entities, often those with existing employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing discretionary management, offering services that include customized portfolio management and donor-advised fund advisory.

Joseph Ciliberti is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. He has previously worked at Thrivant Advisor Network and Sterling National Bank. Outside of his advisory role, he is involved as a brand ambassador for GHOST, LLC, a sports nutrition company, conducting product demonstrations in the Long Island area. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios and offers a range of wealth management, financial planning, and advisory services supported by a large network of advisors.

Joseph Cothron is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 65 and Series 66 licenses and 27 years of industry experience. He previously worked at Deutsche Bank Securities Inc. for eight years before joining Citigroup in 2019. 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 and maintains unique market roles including swap dealer and futures commission merchant activities.

Roman Alpert is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC. He has been with City National Rochdale since 2016. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs a multi-strategy investment process that integrates quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools and Monte Carlo simulations to align portfolios with clients’ Investment Policy Statements.

Michael Ajello Jr. is a financial advisor at Corient with five years of industry experience. He previously worked at Inverness Counsel, LLC for 13 years. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining proprietary strategies with third-party managers and uses risk management tools and continuous portfolio monitoring.

Evan Harnik is a financial advisor with Primerica Advisors, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company since 2008. He also obtains insurance for clients outside of the Guardian portfolio on a limited basis. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a variety of proprietary and third-party investment strategies and supports account-level services such as lending solutions and donor-advised funds.

William Ruland is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and previously worked at Sterling National Bank, LPL Financial, LLC, and Financial Resource Group. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including derivatives and futures services.

Emerson Gomez is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 designations and five years of industry experience. He previously worked at Wells Fargo Bank from 2013 to 2020 before joining Citigroup in 2020. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Brian Sodol is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2014. 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 maintains significant institutional capabilities, including in-house research and specialized market roles.

Christopher Aliseo is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at First Republic Securities, HSBC Securities, and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and roles as a swap dealer and futures commission merchant.

Kyle Kratochvil is a CFP® professional with five years of industry experience, currently serving at Corient. His background includes roles at RegentAtlantic and Equitable Advisors, among others. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach with a mix of in-house strategies and third-party solutions, supported by extensive risk management and alternative investment options.

Alexandera Rudish is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following prior roles at SVB Wealth LLC and Boston Private Wealth LLC. Rudish’s background also includes four years at Lehigh University. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments, utilizing proprietary quantitative screens alongside external managers and securities.

Klara Muratova is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Primerica Advisors and Guardian Life Insurance Company from 2010 to 2020, and has been with Park Avenue Securities and Guardian Life Insurance Company since 2020. In addition to her advisory role, she serves as assistant treasurer for a condominium board, acting as a liaison between the CPA and the board. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.