Joshua Marin is a CFA® charterholder and financial advisor with Oppenheimer, where he has worked since 2022. He has a total of three years of industry experience, including prior roles at BNY Mellon and Hamilton Lane Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs with discretionary and non-discretionary services, covering equity, balanced, and fixed-income portfolios, along with consulting and retirement planning.

Juan Rojas Ospina is a financial advisor at Citigroup Global Markets with a Series 66 designation and approximately two years of experience in advisory roles. His prior work includes positions at Dane Street and Florida Valet Parkin. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.

Daniel Rosenthal is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked at Private Advisor Group since 2016 and has also been associated with Ibex Wealth Advisors and LPL Financial during his career. Rosenthal provides tax preparation services as an additional business activity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates proprietary technology platforms and access to third-party managers and strategies.

Christina Morales is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. She has been with Citigroup since 2015. 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 employs multi-asset, multi-manager strategies and maintains distinctive market roles, including in-house research and security pricing, as well as acting as a swap dealer and futures commission merchant.

Brandon Potucek is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, NA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering investment banking and placement services alongside an integrated investment platform.

Ashutosh Shandilya is a Series 66–registered advisor with Citigroup Global Markets in New York, NY. He has four years of industry experience and has been with Citigroup since 2005. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees and combines large institutional scale with specialized market roles.

Chung Lin is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes roles at HSBC Bank USA, N.A., HSBC Securities (USA) Inc., Infinex Investments, Inc., and Popular Bank, where he has been involved in banking and wealth management since 2022. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary management.

Genna Luisi is a financial advisor at Citigroup Global Markets with a Series 66 credential and four years of industry experience. She has previously worked at JP Morgan Chase Bank and Morgan Stanley. 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 maintains a large institutional scale with unique market roles including swap dealing and futures commission merchant activities.

Gregory Nelson II is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 credential and has worked at Citigroup and Ruffalo Noel Levitz. 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 derivatives services.

Kristy Feinberg is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds a Series 66 designation and has prior experience at Citibank and Fannie Mae. Feinberg also has a background that includes roles at Duke University and in secondary education. 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 broad set of advisory, execution, and custody services.

Joseph Corcoran is a financial advisor at Cetera Planning Partners with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Avantax and MS Investment Partners. Outside of advising, he serves as a co-administrator for employee benefit plans and is a shareholder in MS Investment Partners, LLC. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment approach centered on diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance.

Joseph Pecoraro is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior work includes roles at Advisors Capital Management, LLC and Goldman Sachs Wealth Services. He also holds a position as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, and institutional clients. The firm employs a mix of active and passive investment strategies, combining proprietary asset-allocation modeling with third-party independent managers, and provides comprehensive portfolio management and reporting services.

David Corson is a financial advisor at Private Advisor Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Advisor Group and LPL Financial since 2015. Prior to that, he was with PNC Wealth Management for 11 years and J.J.B. Hilliard, W.L. Lyons, LLC for one year. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and offers proprietary managed account solutions alongside third-party programs and alternative investments.

Connor Cademartori is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022, with prior roles in various sectors including education and athletics at Boston College. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Andrew Westhuis is a financial advisor with Oppenheimer, holding the CFP® and CFA® designations and the Series 66 license. He has 19 years of industry experience and has been with Oppenheimer since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs with discretionary and non-discretionary advisory services that cover equity, balanced, and fixed-income portfolios, supported by periodic portfolio reviews and customized consulting and retirement services.

Steven Ries is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. He previously worked at LPL Financial LLC, Janney Montgomery Scott, LLC, and UBS Financial Services. Ries provides investment advisory services through Private Advisor Group, an independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using technology platforms and a range of investment strategies, often implementing recommendations through third-party managers and TAMPs.

Jean Victor is a financial advisor with Empower Advisory Group based in Maplewood, NJ, holding Series 66 and Series 63 licenses and 25 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as Vice President of the Jefferson Condominium Association board and co-owns an online reselling business with his wife. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Matthew Alberico is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 registrations. He has 16 years of industry experience, including prior roles at Nylife Securities LLC, New York Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is a partner in a small music label affiliated with his church, where he oversees business functions. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis and specialized advisory services linked to insurance and annuity products within the New York Life affiliate structure.

Renee Archoleka is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and having 28 years of industry experience. She previously worked at Pruco Securities, LLC and Prudential Insurance Company of America for 20 years before joining PNC Investments in 2025. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithm-driven risk assessments and approved model strategies managed or delegated to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Il Kyu Lee is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services in New York, NY, and has two years of industry experience. His prior work includes positions at UBS, Commonwealth Financial Network, and academic roles at Northeastern University, Sciences Po, and CUNY Baruch College. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs ecosystem to deliver tailored advisory solutions.