Charlotte Philips is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her career includes positions at JPMorgan Securities, JPMorgan Chase Bank, LPL Financial, M&T Securities, M&T Bank, Merrill, and Bank of America. 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, alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Guillermo Leon is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup and JPMorgan Chase Bank. Outside of his advisory role, he creates and streams video game content on YouTube as a side business. 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, providing a range of advisory, execution, and custody services.

Conor Ryan is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Hightower Advisors and has previously worked at Highmount Capital, LLC for 20 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Richard Brennan is a CFP® with 10 years of industry experience, currently serving at HSBC Securities (USA) Inc. He has previously worked at UBS Financial Services and JP Morgan Chase Bank. His career includes roles at both bank and securities affiliates of major financial institutions. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options supported by asset allocation strategies developed with HSBC Global Asset Management. The firm operates as an SEC-registered adviser and broker-dealer and offers specialized programs such as Offshore Spectrum for qualified non-resident investors.

Erik Mathieson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been affiliated with Steward Partners and its related entities since 2014 and worked previously with Raymond James Financial Services. Mathieson also acts as an insurance agent for Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory, planning, and managed account services.

Julissa Lopez is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citibank since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with a combination of institutional scale and specialized market roles.

Miles Tomlinson is a Series 66 licensed financial advisor with Private Advisor Group, LLC, and has one year of industry experience. Prior to joining Private Advisor Group and LPL Financial, he worked at Strategic Asset Services and Mutual of America. Outside of finance, he has experience working at The Rathskeller Bar and Sunningdale Country Club. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing various investment strategies and coordinating services through multiple custodians and third-party platforms.

Tracy Gravius is a CFP®-designated financial advisor with 15 years of industry experience, currently with Rockefeller Financial LLC since 2021. Prior to this, she worked at BNY Mellon, N.A. and Union Savings Bank, and from 2014 to 2020 was involved with Preganista LLC. Outside of financial advising, she is a distributor and educator for Young Living Essential Oils, a wellness company specializing in essential oils. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, as well as institutions and retirement plans, providing portfolio management, financial planning, and consulting services. The firm operates with a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes, along with broker-dealer services and alternative investment placement.

Lawrence Giordano is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Janney since 2008. Outside of his advisory work, he volunteers as an assistant to the head coach of a local Tee Ball team in New City, NY. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Nina Dinicuolo is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Citigroup since 2021. Her prior experience includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2015 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and commercial arrangements.

Steven Mondolino is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and its affiliated Wealth Enhancement Group since 2016, following a year at The Colony Group, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management across risk classes, supported by an internal Investment Committee and quantitative and fundamental research.

Matthew Foster is a CFP® professional with three years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Geller Advisors, LLC, and Bessemer Trust. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive enhanced open architecture framework.

Heather Philip is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of finance, she is a yoga instructor at YogaSpace LLC. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, and portfolio management services. The firm offers integrated wealth, trust, and insurance capabilities through the Rockefeller Global Family Office platform.

Keith Cox is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and 27 years of industry experience. He has worked at PlanMember since 2010 and also has a long-standing role with Scarborough Alliance Corp. Outside of his advisory duties, he manages a town park and beach in Carmel, New York. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary management for many plans alongside participant-level investment options and educational support. The firm employs a strategic asset allocation framework and risk-based mutual fund portfolios, serving its clients through both broker-dealer and investment advisory registrations.

Cassandra Fullilove is a Series 66–licensed financial advisor with 18 years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021, following prior roles at United Capital and Raymond James & Associates. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models and proprietary analytics, and offers clients access to a broad range of affiliated Goldman Sachs resources.

Josip Antolos is a Series 66-registered financial advisor at Citigroup Global Markets with 14 years of industry experience. He has worked at Citigroup since 2014. 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 through both discretionary and non-discretionary programs and supports large-scale, complex market roles and arrangements.

Dylan Roche is a CFP® professional with nine years of industry experience, currently serving as an advisor at Voya Financial Advisors, Inc. since 2017. In addition to his advisory role, he is an audiobook narrator and joint podcast host for fiction short stories. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance product distribution through a dual-registered SEC investment adviser and broker-dealer platform.

Trevor Mcnally is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities, Guardian Life Insurance Company, Bungee Capital Partners, and Managed Care Advisory Group, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC‑registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and retirement consulting services.

Michael Weinberg is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Guardian Life and its affiliates since 1997. Outside of his advisory role, he is a CPA who prepares various types of tax returns and also conducts insurance sales independently. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Evan Sall is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Citigroup in 2023, he worked for eight years at Signature Securities Group Corp./Signature Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.