Keyana Touchette De Jesus is a CFP® professional with one year of industry experience, currently advising at Corient. She previously worked with Wiss Private Client Advisors, LLC for several years. Outside of finance, her work history includes roles in hospitality and education. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, and institutional entities. The firm employs a goals-based, team investment approach that uses both in-house strategies and third-party managers, supported by comprehensive risk management and private fund capabilities.

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.

Eric Degrandpre is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds a Series 63 designation and previously worked for over two decades at The Ayco Company/Mercer Allied Company, L.P. before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment solutions supported by integrated teams and resources across the Goldman Sachs ecosystem, utilizing strategic allocation models and proprietary analytics.

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.

John Occhipinti is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Burklow & Rotella, LLC and Ameriprise Financial Services, LLC. He serves as Treasurer on the Board of Directors for North Jersey Friends of NRA, a nonprofit focused on firearm education and safety for youth. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, pension consulting, and managed account services to individuals, pension plans, corporations, trusts, estates, and charitable organizations through a variety of portfolio management programs and third-party manager selections.

Bryan Smalley is a financial advisor at Corient with 15 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, following over a decade at RegentAtlantic. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs advanced risk management tools to align portfolios with client objectives.

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 the Series 66 designation and previously worked at Merrill for 17 years before joining Citigroup Global Markets in 2024. 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 through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Peter Contini is a financial advisor at TIAA-CREF with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA and TIAA-CREF since 1990 and 2001, respectively. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory services include both point-in-time planning and ongoing discretionary management, with a fiduciary standard applied to its registered investment advisory services.

Roy Shubert is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and PFS™ designations and securities licenses Series 63 and Series 65. He has 29 years of industry experience, including roles at LPL Financial and Mutual Service Corporation. Outside of advisory work, he is involved in the sale of fixed life insurance in collaboration with a Massachusetts Mutual Life agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach, utilizing technology platforms and third-party managers to tailor investment solutions to client goals and risk tolerances.

Victor Delgado is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and over 14 years of experience in the industry. His prior experience includes nine years at J.P. Morgan Securities. Outside of his advisory role, he is a partial owner and director of Delgado Family Group Inc., a small engine power equipment sales and service business, and DF Group Realty LLC, which holds real estate assets. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Jared D'entremont is a financial advisor with Citigroup Global Markets holding a Series 66 designation and four years of industry experience. He has previously worked at Morgan Stanley, Loomis & Sayles, Clean Harbors, and Clough Capital Partners. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and provides services including derivatives and futures trading, combining large institutional scale with specialized market roles.

Ian Sawh is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through a variety of program types, operating predominantly on a non-discretionary basis within the integrated New York Life affiliate structure.

Michael Amato is a CFP® with 35 years of industry experience, currently serving at Rockefeller Financial LLC. He has worked at Rockefeller Capital Management and Stifel, among other firms. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and retirement plans, offering portfolio management, financial planning, and brokerage services. The firm organizes client relationships through a Private Advisor model and delivers investment solutions via its global platform, combining discretionary management with access to alternative investments and brokerage capabilities.

Richard Weintraub is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Securities LLC and Goldman Sachs & Co. He is based in New York, NY. 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 through discretionary and non-discretionary programs and maintains large institutional capabilities alongside specialized market roles.

Enrique Alvarez is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures capabilities. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and leverages large institutional scale along with specialized market roles.

Xue Fei Yu is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Citigroup, Yu worked at Jefferies and Fisher Investments, and has a background that includes time at McMorgan and Co as well as the University of Illinois at Urbana-Champaign. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives trading, and provides bespoke discretionary solutions for high-net-worth relationships.

Adam Moran is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources and model portfolios with a broad range of tailored services and operates within a large integrated financial group offering distinct features such as affiliated banking and retirement consulting capabilities.

Kevin Tapia is a financial advisor at Empower Advisory Group in Jersey City, NJ. He holds Series 63 and Series 66 credentials and joined Empower Financial Services, Inc. in 2024. Prior to his current role, he worked in window washing and in the valve and pump industry. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and savings rates in their planning approach.

Maggie De Francesco is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds the Series 66 designation and previously worked at IBM and Genworth. Outside of her advisory role, she is involved in managing a vacation rental property in Florida. 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 is notable for its large institutional scale, comprehensive in-house research, and unique market roles such as acting as a security-based swap dealer and futures commission merchant.