Patrick Schuchard is a CFA® charterholder with 16 years of industry experience. He has been with Oppenheimer since 2011. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies.

Carol Mccann is a financial advisor at Oppenheimer with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Oppenheimer since 2017. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Anthony Cheng is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Citigroup in 2017, he worked briefly at Anchor Management Consultants and spent time at Princeton University, following six years of full-time education. 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 and manages both discretionary and non-discretionary programs, leveraging its large institutional scale and unique market roles.

Thomas Zirbes is a financial advisor with TLG Advisors, Inc. based in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at firms such as CRI Securities, North Star Consultants, Park Avenue Securities, and Guardian Life Insurance Company. He is also head of sales at White Swan, a life insurance and sales marketing business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, employing manager selection and fundamental analysis within a Modern Portfolio Theory framework to construct diversified portfolios.

Daniel Criscuolo is a CFP® professional at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He has worked at firms including LPL Financial LLC and Raymond James Financial Services prior to joining Wealth Enhancement Advisory Services. Criscuolo’s background also includes roles outside finance, such as employment with Buffalo Wild Wings and involvement in apparel retail. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Kevin Johnson is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets since 2017, following four years at JP Morgan Securities LLC. Based in New York, NY, his career spans significant roles at major financial institutions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Ari Wald is a CFA® charterholder with 20 years of industry experience and has been with Oppenheimer since 2014. He serves as Head of Technical Analysis at the firm and is applying for a board position at the CMT Association, a nonprofit focused on technical analysis education and practice, where he has been involved for over a decade. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies, with a distinct approach that includes both discretionary and non-discretionary management and roles as a qualified custodian.

Mahanoor Hussain is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds the Series 66 designation and has worked at Citigroup since 2023, with previous roles including positions at Deutsche Bank and the University of Miami. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant operations.

Lauren Palacio is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2015, holding various roles within the firm over that time. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and a range of implementation methods, leveraging tools such as tax-aware techniques and AI-driven analytics, while integrating capabilities across the broader Goldman Sachs organization.

Adel Gerges is a financial advisor at HSBC Securities (USA) Inc. with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has been with HSBC Securities and HSBC Bank USA since 2015. HSBC Securities (USA) Inc. offers managed account programs to a variety of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and fully discretionary investment solutions, utilizing strategic and tactical asset allocation supported by HSBC Global Asset Management and affiliated advisory services.

Rafael Garcia Filpo is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved with Human Care LLC. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital advisory portfolios and managed accounts, operating as a broker-dealer and insurance agency under full ownership of Citizens Bank, N.A.

Aleksandar Blagojevic is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2018, with prior work experience in the restaurant industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and security-pricing activities.

Carolyn Pagan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase N.A., where she spent over a decade, and had a brief tenure at Appen. 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 and operates with institutional scale and specialized market roles, including in-house research and swap dealer functions.

John Livingstone is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and previously served in various roles with the US Army, including assignments at the US Mission to NATO and Headquarters, Department of the Army. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and commercial arrangements.

Herbert Cheesman is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He has held positions at Citigroup since 2018 and previously worked at Summit Equities from 1999 to 2018. He holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing both discretionary and non-discretionary solutions.

Anthony Jones Jr is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Luis Juarez Reyes is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2021. His prior experience includes roles at Columbia University, Metabase Q, and the Ministry of Finance and Public Credit. 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 maintains in-house research and security-pricing activities, operating at a scale that includes roles as a security-based swap dealer and futures commission merchant.

Leonardo Ramirez is a financial advisor at AE Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Aegis Capital Corp and National Life Group. Outside of his advisory role, he is also an insurance agent involved in explaining annuities to prospects. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, charities, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, operating a platform that integrates both internal and third-party investment models.

Alben Portnoy is a financial advisor at &Partners with 49 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes long-term roles at Wells Fargo Clearing and City Federal Savings & Loan. &Partners serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis and offers investment management through both discretionary and non-discretionary accounts.

Sally Klinger Rogers is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license. She has 43 years of industry experience and has been affiliated with New York Life Insurance Company since 1979 and NYLife Securities Inc. since 1982. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm focuses on tailored recommendations and manages a substantial portion of its regulatory assets on a non-discretionary basis.