Shaymus Contorno is a financial advisor at Oppenheimer with six years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Oppenheimer, he has worked at Woodside Country Club, Stony Brook University, and T3 Trading Group, among other roles. He has authored publications during his time as a graduate student at Stony Brook University. Oppenheimer is a registered investment adviser and broker-dealer that serves individual, corporate, and institutional clients through a range of advisory programs. The firm offers both discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Carlotta Porter is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and based in New York, NY. She joined the firm in 2025 after completing her studies at the University of Miami. Prior to that, she worked in various educational roles from 2014 to 2021. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a broad range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional-scale resources, including in-house research and specialized market roles.

Dmitry Veksler is a financial advisor at HSBC Securities (USA) Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with HSBC Securities and HSBC Bank USA since 2006. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers multiple program types ranging from client-directed to fully discretionary portfolios, utilizing a structured investment process that incorporates strategic and tactical asset allocation alongside ongoing fund due diligence.

Lucette Calas is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has worked previously at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2015 to 2021 before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Lynn Tsang is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds the Series 66 designation and has been with Citi since 2013. Based in New York, NY, her career has been focused solely within Citi throughout this period. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Jadon Jones is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has been with Goldman Sachs since 2020. Outside of finance, he is the founder of Revolving Solutions LLC, a clothing manufacturing company based in Dallas, Texas. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as executive wealth services and private family office support within a large integrated financial group.

Ricardo Kong is a CFA® charterholder with 16 years of industry experience. He is currently with RBC Rochdale, LLC and has prior work history at City National Bank/City National Securities and HSBC Securities (USA) Inc. In addition to his advisory work, he is the founder and owner of Klothe, Inc., a clothing website. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and municipal entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis to tailor portfolios across various asset classes, often partnering with sub-advisors and independent financial advisors.

Kevin Mullins is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Valic Financial Advisors since 2009 and is also associated with Agia. Outside of his advisory role, Mullins is writing a business book titled "Business Lessons From The Godfather" under a pseudonym, targeting executives and entrepreneurs. Valic Financial Advisors primarily serves U.S.-based individual investors, including 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 models with a focus on diversified asset allocation and periodic rebalancing.

Kristen Mountford is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following prior roles at JP Morgan Securities LLC and JPMorgan Chase Bank NA. She serves as a platform board member for BNY Pershing, participating in client feedback sessions to guide platform development. 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 with robust internal oversight and combines large institutional scale with distinctive market roles and arrangements.

Alexander Arakelian is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and two years of industry experience. His prior roles include positions at TD Bank, Eagle Rock Wealth Management, and Private Advisor Group. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including research, swap dealing, and futures commission activities.

Samantha Clyne Roland is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Prudential Investment Management Services, and Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients, using an integrated model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jeffrey Fahs is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including six years at Citigroup and six years at J.P. Morgan Securities prior to that. Citigroup Global Markets serves individual and institutional clients, offering a 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 and provides specialized solutions for high-net-worth and institutional clients.

Sofia Taveras is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Citibank since 2012. 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 employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and unique market roles.

Andrew Roberts is a CFP® with 10 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His career includes eight years at Fidelity Brokerage Services, LLC and multiple roles within Beacon Pointe Advisors and its affiliated insurance services. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

William Angelo is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 65 designation and concurrently practices as a Certified Public Accountant at Angelo & Associates CPAs PC, where he provides tax advice and tax preparation services. He is also licensed to sell insurance and offers certain insurance products on a commission basis, separate from his investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates multiple investment strategies and technology platforms, often implementing advice through third-party managers and third-party asset management programs.

Elizabeth Bond is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her prior work includes roles at Tokio Marine and Starbucks. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Maya Spaulding is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds the Series 66 designation and previously worked in education at Gwinnett County Public Schools and New York University. Outside of her advisory role, Spaulding creates and sells handmade ceramic pieces through her small business, MJS Ceramics. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealing and futures commission merchant activities, supported by internal research and oversight committees.

Martin Squicciarini is a financial advisor at HSBC Securities (USA) Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at HSBC Bank USA, N.A. since 2016, along with prior roles at Citigroup Global Markets and Morgan Stanley. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm employs a structured investment process with multiple risk profiles and utilizes affiliated asset management and fund selection firms to provide ongoing portfolio monitoring and management.

Max Kaplan is a financial advisor at &PARTNERS with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and ERISA consulting services using a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

David Sebastian is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds the Series 66 designation and has been involved with Kestra Advisory since 2016. Sebastian is also the president and owner of Sebastian Wealth Management Group, LLC, where he focuses on comprehensive wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.