Jian Qi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and also maintains a role at World Financial Group, Inc. Outside of his advisory work, Jian Qi is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a broad advisor network and multiple program platforms, relying on model portfolios and third-party managers to implement its advisory strategies.

Jason Bell is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Regal Wealth Management, LLC and UBS Financial Services, Inc. In addition to his advisory role, he is also an independent insurance agent. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers trust and insurance administration services, serving both advisory and product-sponsor roles.

Joseph Brida is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® and ChFC® designations. He has 43 years of industry experience, including long-term roles at Wealth Conservation Group, Inc. and Nylife Securities Inc. Brida has an ownership interest in a racehorse entity, J & B Stables, though he is not actively involved in its management. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory programs within an integrated New York Life affiliate structure.

Igor Bereznitski is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at Citigroup Global Markets since 2020, with prior roles at JPMorgan Chase Bank and JPMorgan Securities. 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 combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

Ronald Putelo is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Based in New York, NY, his career primarily spans this enterprise firm. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and leverages its large institutional scale and specialized market roles to deliver its services.

John Maher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at WealthShield Partners, Ironclad Asset Management, Hawks Acquisition Corp, and Wilmington Trust. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment process that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Lawrence Papola Jr. is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 10 years of industry experience. His professional background includes roles at OSAIC, ThinkEquity Insurance Services LLC, and U.S. Captive Partners & Associates, Inc. He is also involved in providing insurance services related to life, health, annuities, and long-term care products beyond standard offerings. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, while enabling advisors to construct customized client portfolios with access to discretionary model portfolios and various program structures.

Utkur Zubaydullaev is a CFA® charterholder with seven years of industry experience, currently advising at Citigroup Global Markets. He has worked at Citigroup in two separate periods and was self-employed for five years. From 2017 to 2020, he also spent time on extended travel. 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 distinctive market roles, including operating as a swap dealer and futures commission merchant.

Camila Mercado is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2017. Prior to joining Citigroup, she attended Boston College from 2013 to 2017. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a broad range of investment advisory programs and custody 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.

Emilio La Fontaine is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Moody's Analytics, Rutgers University, Commonwealth Bank of Australia, Monsoon Ventures Inc., and Israel Discount Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Denise Gonzalez Basin is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC. Her background also includes time in education and involvement with Make-A-Wish Michigan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including functions as a swap dealer and futures commission merchant.

Anthony Larocca is a financial advisor with Money Concepts Capital Corp in Williston Park, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Money Concepts Capital Corp since 2014. Outside of his advisory role, Larocca is president of a company focused on sales and marketing of insurer-related products including health, disability, and long-term care insurance, and he also works as a business consultant during non-securities hours. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, combining model portfolios, IAR-designed portfolios, and third-party sub-advisers to serve approximately 14,700 clients with around $3.33 billion in assets under management.

Lauren Elson is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Citibank and Amazon Studios. Outside of finance, she has been involved in content creation for fashion and beauty companies for over eight years. 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 with both discretionary and non-discretionary options, and manages complex arrangements reflecting its large institutional scale.

Edison Aracena Lorenzo is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Citibank, and Pay-O-Matic. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with distinctive market roles and arrangements.

Richard Cea 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 since 2019, following five years at UBS-S. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and specialized market roles.

Sara Ashmawy is a financial advisor at Eagle Strategies (New York Life) with 10 years of industry experience. She holds a Series 66 designation and has worked with Pinnacle Strategies, Inc. since 2019. In addition to her advisory role, she is involved in brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Andres Fernandez Salvador is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and previously held roles at Kings Point Capital Management LLC and Charles Schwab. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that includes quantitative and fundamental analysis.

Darius Brummell is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked at Citi since 2020. His prior roles include positions at Intercontinental Capital Group d.b.a Fellowship Home Loans and various academic institutions. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, brokerage, and custody services. The firm employs multi-asset, multi-manager strategies and maintains notable market roles including operations as a swap dealer and futures commission merchant.

Kenneth Lynn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Charles Schwab and Kings Point Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Michael Bongiorno is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at New York Life. His background also includes roles in education at Farmingdale State College and a high school for career and technical education. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, institutions, and nonprofits. The firm employs an institutional-style asset allocation framework and offers a range of wealth management and financial planning services tailored to client needs.