Christopher Mccann is a financial advisor at Oppenheimer with 11 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer & Co Inc since 2012. Based in New York, NY, he is part of a large team of advisors at the firm. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation and a variety of investment strategies to meet client objectives.

Mingzhe Jiang is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and is based in New York, NY. Jiang has been with Citigroup since 2006, spanning 20 years in various roles within the firm. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Arielle Lederman is a Series 65-licensed advisor at Mariner with three years of industry experience. She previously worked at Allen & Company and Arnold & Porter. Arielle serves as a Junior Council Steering Committee member for the American Museum of Natural History. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party allocations across a range of strategies, supported by tax and accounting integration and specialized operational capabilities.

Xun Hu is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2023, following roles at J.P. Morgan Securities LLC and Gelivable Agency Services. 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, security pricing, and acting as a swap dealer and futures commission merchant.

Genna Grodin is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, she held roles at Macquarie and Merited Wealth and worked in business career services at the University of Florida. 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 both discretionary and non-discretionary approaches, supported by internal standards and oversight committees.

Gabriella Henry is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. She has been with Goldman Sachs since 2021 and previously worked at Bryant University for five years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging an integrated approach that includes strategic allocation models, manager selections, and a range of fee arrangements supported by both proprietary and third-party analytics.

Dana Valelly is a financial advisor with Wealth Enhancement Advisory Services, LLC in New York, NY. He holds a Series 65 designation and has one year of industry experience, including prior roles at Citi and National Grid. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process combines passive and active managers with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Joseph Chang is a CFP® with 26 years of experience in the financial services industry. He is currently with Empower Advisory Group and has held positions at GWFS Equities, Inc., Prudential Investment Management Services LLC, Pruco Securities, LLC, and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Robert Eichler is a CFP® professional with 33 years of experience, currently serving at Hornor, Townsend & Kent, LLC since 1993. He has maintained a long-term affiliation with Penn Mutual Life Insurance and holds multiple roles in insurance brokerage, including ownership of CCL Financial Group and involvement with other insurance enterprises. Eichler also serves as president of the board and faculty at the New York Center for Financial Studies and holds board memberships with organizations such as Finseca. Hornor, Townsend & Kent (HTK) provides advisory programs, financial planning, and retirement plan consulting to individuals, trusts, businesses, and charitable organizations. The firm operates a dual SEC-registered investment adviser and FINRA-member broker-dealer platform, managing both discretionary and non-discretionary assets with a network of advisers and relationships with third-party asset managers.

Ted Ryoo is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Spinnaker Capital LLC, Bank of New York Mellon, and served on the faculty at Brandeis International Business School. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment advisory programs and brokerage services. The firm operates with large institutional scale and provides bespoke discretionary solutions alongside its broad set of advisory and execution capabilities.

Lise Christine Mason is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022, with prior experience including roles at AllianceBernstein LP and various positions at Swarthmore College. Citigroup Global Markets serves individual and institutional clients across private banking, wealth management, and workplace segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Diane Aurelio is a CFP® and Series 66 designated advisor with 17 years of industry experience. She has been with Transamerica Retirement Advisors, LLC since 2014, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement planning guidance, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Gillian Parrett is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2023. Prior to that, she worked at Sanikind in 2021. Gillian is also a long-term student at Hobart and William Smith Colleges. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diversified investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and execution capabilities, supporting both discretionary and non-discretionary portfolios.

Claire Horner is a financial advisor at Citigroup Global Markets Inc. holding a Series 66 designation. She has accrued experience through various roles at Citibank and Washington and Lee University, with additional work at Lewis Media Company and as a self-employed caregiver. Citigroup Global Markets Inc. serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary investment solutions.

Gonzalo Delgado Caymes is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets in New York. He has been with Citigroup since 2013. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles including swap dealer and futures commission merchant activities.

Max Kimmel is a financial advisor with Citigroup Global Markets in New York, holding Series 63 and Series 65 designations and nine years of industry experience. He has been with Citigroup since 2016. 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 combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Kole Schleimer is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019. Outside of his advisory role, he is involved with K&S Solutions LLC and Cleat Shield LLC, and previously taught at Kean University. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manages assets through various investment vehicles, maintaining a range of discretionary and non-discretionary programs.

Sheri Pak is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2022, following seven years at HSBC Securities (USA) Inc. She 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 services. The firm employs multi-asset, multi-manager strategies with internal oversight and has notable in-house research capabilities and market roles, including acting as a swap dealer and futures commission merchant.

Brian Rosevear is a financial advisor at Citigroup Global Markets with eight years of prior experience at Morgan Stanley. He holds a Series 66 designation and is based in New York, NY. 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, derivatives services, and bespoke solutions for very large relationships.

Donna Donaldson is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2010. Outside of her advisory role, she is a self-published author focused on Christian-themed works. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.