Berenice Dupiton is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citigroup since 2022 and has prior work experience including a role at All Star Security. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles.

Paul Bucci is a financial advisor at Hightower Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Altium Wealth Management and Balanced Growth Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Liwen Li is a CFA® charterholder and registered representative with Citigroup Global Markets, where she has worked since 2017. She has four years of industry experience, including two years at Washington University in St. Louis prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, derivative services, and bespoke discretionary solutions for high-net-worth clients.

David Coppola is a financial advisor with Commonwealth Financial Network based in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at LPL Financial, JP Morgan Securities, Citigroup, and Webster Bank. In addition to his financial work, he has pursued a long-term interest as a musician, performing as a drummer since 1995. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and retirement consulting, supporting portfolio implementation through both in-house models and external subadvisers.

Anthony Catapano is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at JP Morgan Securities, Edward Jones, E*TRADE, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Christopher Hufferdine is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at ICAP Corporates, LLC and The Herbst Group, LLC. He serves as president of the Chappaqua Rotary Club. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including hybrid digital services.

Travis Hayon is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and The Neefus-Stype Agency. Outside of his advisory work, he serves as the Interim Membership Chair for LeTip, a professional networking organization. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs utilizing both proprietary and third-party models.

Nicholas Ramsoondar is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TD in 2026, he worked at Morgan Stanley for three years and at Aegis Capital Corp for one year. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Brian Hayes is a financial advisor with Oppenheimer, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Oppenheimer since 2010. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, and charitable organizations. The firm offers a wide range of advisory programs and services, managing both discretionary and non-discretionary portfolios across various asset classes.

Philip Saravis is a financial advisor at Citigroup Global Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2017. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Jeffrey Wu is a financial advisor with Hightower Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at Hightower Altium Holding, Altium Wealth Management, and HighTower Securities. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Gregory Slater is a CFP® and CFA® with 15 years of experience in the financial industry, currently serving as an advisor at Hightower Advisors. His prior experience includes roles at Mass Mutual Insurance Co. and Altium Wealth Management LLC. He is also associated with Hightower Altium Holding, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that utilizes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management along with retirement plan consulting and access to various pooled investment vehicles.

Emilton Lopez is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Advisors, Sterling National Bank, and LPL Financial. Outside of his advisory role, he is a business owner of a laundromat. 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.

Nicholas Tedesco is a financial advisor with HSBC Securities (USA) Inc. in Scarsdale, NY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with HSBC Securities since 2013 and 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 offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, featuring a range of client-directed and discretionary investment options. The firm uses multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring through affiliated investment management entities.

Steven Brett is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Marcum Wealth, Valmark Securities, and Raymond James Financial Services. Outside of advisory work, he serves as a trustee for a family trust and is a general partner and investor in a franchised health and beauty retail corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Daniel Spagnolo is a financial advisor at Kestra Advisory with 25 years of industry experience. His prior roles include positions at Kingswood Wealth Advisors and American Portfolios Financial Services. Outside of advising, he is involved with the Crohn's & Colitis Foundation as a fundraising member and operates an insurance brokerage focusing on life, disability, health, and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving clients that range from large institutional investors to sovereign wealth funds.

Daniel Lynch is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Valic, he worked at Agia as an agent selling non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives.

Alaina Spilkevitz is a financial advisor at Citigroup Global Markets with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citi since 2012. 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 oversight committees to select and monitor managers, and maintains unique market roles including in-house research and functioning as a swap dealer and futures commission merchant.

Paul Lacava is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked with New York Life Insurance Company and affiliated firms since 1991 and operates under DBAs Wealth Conservation Group, Inc. and Benefits Plus Financial Services, Inc., both focused on selling New York Life products and brokering non-registered insurance products. Outside of financial services, he is involved as an owner of a company engaged in automobile engine research and development. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Catherine Mcdonald is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 19 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Mcdonald serves as board member and president of the Dapper Mcdonald Charitable Foundation, a charity focused on raising awareness and funds for ALS. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios and third-party managers, supported by an in-house Investment Management & Research team.