Joseph Mastronardi is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various segments, including high-net-worth and ultra-high-net-worth individuals. The firm offers a range of investment advisory programs and execution services, utilizing multi-asset, multi-manager strategies with in-house research and specialized market roles.

Anna Callimanopulos is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation. Her prior roles include positions at Scura Partners and Citigroup, and she has spent time in educational settings such as Wellesley College, The Spence School, and Millbrook School Garden. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and operates as both a swap dealer and futures commission merchant, providing solutions tailored to high-net-worth and institutional clients.

Jiaxin Cai is a financial advisor at Citigroup Global Markets with nine years of industry experience. Cai holds Series 63 and Series 66 designations and has previously worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and J.P. Morgan Securities LLC. 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 in-house research and derivatives services.

Carol Ng is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and eight years of industry experience. She has worked at Citigroup since 2018 and previously spent three years at UBS Financial Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Mark Abbonizio is a Series 66-licensed financial advisor at Oppenheimer in Paoli, PA, with 12 years of industry experience. He has been with Oppenheimer & Co since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and private-fund management, using strategic asset allocation and various investment vehicles tailored to client objectives.

Etty Surkis is a financial advisor at SPC with credentials including Series 63 and Series 65 licenses and nine years of industry experience. Her career includes roles at Parkland Securities, Sigma Planning Corporation, NYLIFE Securities, Eagle Strategies, and ExcelSum Capital, Inc., which she owns and operates alongside a corporate catering business. She is also a member of Zisels Links and Shloimys Club, supporting education and resources for orphans and their surviving parents. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, typically discretionary investment advice through various account programs and partnerships.

Constantine Moutsatsos is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients across various 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, combining in-house research, derivatives capabilities, and bespoke solutions for very large client relationships.

Elizabeth Emswiler is a financial advisor at Citigroup Global Markets with 33 years of industry experience. She has been with Citigroup since 2013 and holds Series 66 and Series 63 licenses. 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 with comprehensive internal oversight and provides specialized solutions for large client relationships.

David Aodu is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior work includes roles at Albemarle County, McIntire School of Commerce, Carilion Clinic, and City of Laurel Parks and Recreation Department. 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 unique market roles, including in-house research and execution services, and provides customized solutions for high-net-worth clients.

Stephen Stafutti is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. Based in New York, NY, he provides services within a large enterprise firm. 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 utilizes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Brian Alarcon is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various 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 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.

Asia Cesa is a financial advisor with Goldman Sachs Wealth Services in New York, holding a Series 66 designation and three years of industry experience. Prior to joining Goldman Sachs in 2022, she worked at Pardee School at Boston University, Ayco, Studio Grassi Cagnato, DLA Piper, and Boston University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and various implementation options, leveraging capabilities across the broader Goldman Sachs ecosystem.

Fernando Rendon is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at CITI Private Bank since 2018 and previously held roles at HSBC Securities (USA) Inc. from 2013 to 2018. Outside of finance, he is a partner in Seventh Star Entertainment, a business involved in networking and concert production events. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and has a distinctive combination of large institutional scale and specialized market roles, including in-house research, futures and swap dealing, and bespoke discretionary solutions for very large clients.

Gary Harrington is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Oppenheimer since 2011. Outside of his advisory role, he is a non-managing member of a family-owned entity that holds inherited land and minerals. Oppenheimer serves a diverse client base, including individuals, corporations, and retirement plan fiduciaries, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with client accounts reviewed periodically.

Thomas Hippner is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in New York, NY. His prior experience includes roles at Charles Schwab, Bank of America, Merrill, and CheckMate Industries. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Timothy Schmoll is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Intersect Capital LLC and Procapita Partners, LLC. Outside of finance, he has a background in professional sports, having worked with Dover Athletic Football Club, Aldershot Town FC, and the New York Red Bulls. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Jason Brown is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with Citigroup Global Markets since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options and supports large-scale, complex client relationships through in-house research and specialized market roles.

Robert Kaslander III is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Penn Mutual, MassMutual, and Northwestern Mutual. Outside of his advisory role, he is also involved in life insurance brokerage with Empire Wealth Strategies and participates as a financial advisor with the Power Forward Group team. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, supporting a range of discretionary and non-discretionary account options with over $8 billion in discretionary assets under management.

Robert Davis is a financial advisor at Oppenheimer with 27 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 designations. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies, with client objectives documented in investment policy statements and accounts reviewed periodically.

Devon Scarlett is a financial advisor with Schwab Wealth Advisory in Jersey City, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes roles at Fidelity Investments, Merrill Lynch, and The Ayco Company, L.P./Mercer Allied. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.