Breanne Meaney is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2016. Located in New York, NY, her background is focused within this global financial institution. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth groups. The firm offers a wide range of investment advisory programs and brokerage services, applying multi-asset, multi-manager strategies with both discretionary and non-discretionary options, and incorporates unique market roles such as swap dealing and futures commission merchant activities.

Mark Lenert is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been associated with Eagle Strategies since 2013 and has operated Lenert Financial Group since 2017. Outside of his advisory work, Lenert coaches a boys’ soccer team and serves on the board of a local men’s club, where he is treasurer. 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 advisers. The firm emphasizes tailored advice and manages a substantial majority of assets on a non-discretionary basis.

Joshua Comune is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 licenses, and has one year of industry experience. His prior roles include positions at TD Bank, Prosperity - An EisnerAmper Company, and DAI Securities LLC. He previously worked outside finance in chiropractic care and education. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and implements approved model strategies via mutual funds and ETFs.

Thomas Nadratowski Jr. is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional scale with unique market roles including operating as a swap dealer and futures commission merchant.

Susan Portnoi is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior experience includes eight years at Traust Sollus Wealth Management, LLC before joining Mercer Global Advisors. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, and offers a range of portfolio management and planning services.

Amanda Adamczyk is a financial advisor at Oppenheimer with 13 years of industry experience. She holds a Series 63 designation and has been with Oppenheimer since 2015. Oppenheimer serves individual, corporate, pooled vehicle, and retirement plan clients with a broad range of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs varied investment approaches across multiple strategies and had approximately $36.7 billion in assets under management as of December 31, 2025.

Kerry White is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup affiliated firms since 2012. 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 internal oversight and provides specialized solutions for high-net-worth clients, combining large institutional scale with unique market roles.

Renato Lema is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2010, accumulating sixteen years of tenure at the firm. 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 with both discretionary and non-discretionary options, supported by internal standards and oversight committees.

Jason Sangekar is a CFA® charterholder with 15 years of industry experience. He is currently with Hightower Advisors and has previously worked at Purshe Kaplan Sterling Investments, Journey Strategic Wealth LLC, Magnus Financial Group LLC, and Maple Securities USA Inc. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager investment approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Robert Toth is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 2010 and previously worked at Agia. Outside of his advisory work, he occasionally teaches yoga to adults and children. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Marc Lopez is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He is based in New York, NY. 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 extensive in-house research and market functions.

Atta Young is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 credentials, and has four years of industry experience. Prior to joining Eagle Strategies, Young worked at Max Mara USA and has been involved with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Young also operates under the DBA APY Rise Wealth Strategies, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm provides a range of advisory programs emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis.

William Brown III is a financial advisor with TIAA-CREF and holds a Series 66 designation. He has 19 years of industry experience and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm also acts as adviser to a donor-advised fund and offers both model and customized portfolio management within a vertically integrated structure.

Teresa Forde is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 credential and 21 years of industry experience. She has been with Citigroup since 2011. Outside of her advisory role, she is the founder and CEO of ZEJ Digital Solutions LLC, a website design company, and is involved with Plexus Worldwide, selling nutritional products through online marketing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and securities pricing, operating with a combination of large institutional scale and unique market roles.

Jenny Chan is a financial advisor at Oppenheimer with 13 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2004. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, investment consulting, retirement services, and financial planning.

Jose Matias is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has held positions at TIAA, J.P. Morgan Securities, and Bank of America during his career. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Timothy Pedrero is a financial advisor with TIAA-CREF in New Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory role, he owns several real estate properties, including residential rentals and an empty lot. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both one-time financial planning and ongoing portfolio management, with offerings that include model and customized portfolios managed under fiduciary standards.

Alan Mott is a financial advisor at J.W. Cole Advisors, Inc. with 11 years of industry experience. He holds a Series 65 credential and has worked at J.W. Cole Advisors since 2019. Outside of his advisory role, he is president of National Senior Associates Company, which conducts insurance seminars, and leads Mott Tax Advisory Services, a tax preparation and insurance sales business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions.

Christopher Rivas is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Goldman Sachs in 2024, he worked with several advisory professionals and firms, including Paul Tortorella, Stephen Schwartz, Kevin Luchetta, James DiNardo, and Northwestern Mutual Investment Services LLC. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and manager selections from within Goldman Sachs and affiliated entities, providing clients access to a broad array of investment and advisory resources.

Alexander Labibi is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and previously worked at Stony Brook University and Walgreens. 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.