Ehsaon Ezzat is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Citigroup in 2023, he worked at Tiaa from 2018 to 2023 and was affiliated with the University of Colorado at Boulder from 2015 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Alan Derose is a financial advisor with Oppenheimer, holding 40 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside a range of investment products, with a focus on both discretionary and non-discretionary management.

Rosangela Dutra is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Chase Bank and JP Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research and acting as a swap dealer and futures commission merchant.

Michael Nolan is a Series 66-licensed financial advisor at Citigroup Global Markets with 20 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he manages a residential rental property. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight, combining large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Joseph Razzano is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at LPL Financial, LLC and Private Advisor Group since 2015. Outside of his advisory role, he serves as an independent contractor providing non-variable insurance services through Integrated Financial Concepts. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, leveraging a network of investment adviser representatives and partnerships with major strategists and platforms.

Gerald Faller is a CFP®-designated financial advisor with 41 years of industry experience, currently serving at Lincoln Investment since 2008. He is also a partner at The Faller Company LLC, which is involved in the sales and service of life insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment strategies supported by an Investment Management & Research team.

Guang Yao Li is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked at Citi since 2017, following two years at Bank of America. 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 both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Elsa Ramirez Gonzalez is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been with CGMI since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, with a combination of large institutional scale and unique market roles.

Rupesh Parikh is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. He holds the Series 63 license and acts as a trustee for the Parikh Insurance Trust, a family trust with responsibilities related to insurance and investments. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation with a variety of investment vehicles and acts as a qualified custodian for client assets.

Zion Durden is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Nirvana Healthcare Ventures, Cerity Partners, and BLK Capital Management, as well as concurrent studies at Washington & Lee University. Citigroup Global Markets serves individual and institutional clients, providing a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies and maintains significant institutional scale and market roles, including in-house research and security-pricing activities.

Gabriel Couto is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at the University of Central Florida and Trade-PMR, Inc. outside the wealth management sector. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and specialized market roles.

Anastasia Tkatschow is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 credentials and has 31 years of industry experience. She has been with Citigroup entities since 2015, currently working at Citigroup Management Corp. since 2017. In addition to her advisory role, she serves as a non-public arbitrator for FINRA, participating in dispute resolution panels. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Matthew Hamati is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Columbia University, The McLean Group, and Johns Hopkins University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution and custody services, and derivatives and futures services. The firm combines large-scale institutional capabilities with specialized market roles, utilizing internal standards and oversight committees to manage investments.

Carlo Mantica is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as ownership of Mantica Ventures Inc. until 2020. He holds Series 65 and Series 63 credentials. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Immanuel Tan is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 63 designation and previously worked at United Capital Financial Advisers, LLC. Based in New York, NY, he has been with Goldman Sachs since 2010. 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with unique cross-affiliate capabilities.

William Sorrentino Jr. is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Equitable Advisors LLC and AXA Advisors, LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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 UMA models for portfolio construction.

Kristin Hovmiller is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 credentials, with 24 years of industry experience. She has been with Principal Financial Services and Principal Life Insurance Company since 2001. Kristin also serves as a bank/trust officer to support and manage Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through direct advisory programs.

Gina Martin Adams is a CFA® charterholder with 10 years of industry experience. She currently works at HB Wealth Management and previously held positions at Bloomberg and Wells Fargo Securities. Adams serves as Secretary on the Board of the CMT Association and is an Advisory Board Member for the University of Florida’s Warrington College of Business. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combination of quantitative and qualitative due diligence across multiple asset classes and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Yolanda Colon is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and previously worked for Crisil Coalition Greenwich for 18 years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types, emphasizing tailored recommendations and managing a majority of assets on a non-discretionary basis.

Elizabeth Grausso is a financial advisor at First Command Advisory Services with 17 years of industry experience. She holds the Series 66 designation and previously worked for Morgan Stanley Smith Barney LLC for 16 years before joining First Command Financial Services, Inc. in 2026. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team and Wealth Portfolio Managers to select and monitor model portfolios.