David Darshan is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional scale combined with specialized market roles and arrangements.

Yangang Zha is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Transamerica in 2024, Zha was involved with World Financial Group and served as chairman of the board at Southern Connecticut Chinese School, a nonprofit focused on Chinese language and cultural education, until 2024. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Peter Klimuszko is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He has been with Janney Montgomery Scott since 2005 and holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Sushma Gupta is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various high-net-worth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies supported by internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.

Juan Garcia is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with Tri-Mountain Financial Group, Inc., Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Outside of advising, he is a partner in a corporation involved in real estate investment. 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 and primarily manages assets on a non-discretionary basis.

Ellen Wilson is a financial advisor at Empower Advisory Group with 28 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Prudential Investment Management Services. She holds Series 63 and Series 66 designations. 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 select retail brokerage clients. The firm’s integrated services focus on long-term portfolio returns and savings rates within plan lineups chosen by plan sponsors.

Russell Stola is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2004 and joined Private Advisor Group in 2024. Outside of advisory services, he is involved in tax preparation and accounting for individuals and small businesses through his firm, Stola & Associates, Corp. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 clients, including individuals, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs.

Viktoriya Irlinsky is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and entrepreneurial ventures such as Modern Optika Inc. Outside of her advisory work, she serves as a caregiver in a Consumer Directed Personal Assistance Program (CDPAP), providing daily living support to a family member. 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 in-house research and fulfills unique market roles as a swap dealer and futures commission merchant.

Li Huo is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He holds the CFP® designation and Series 63 license. Li has been associated with New York Life Insurance Company and its related entities since 2011. Outside of advisory roles, he is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory solutions tailored to client objectives, with most assets managed on a non-discretionary basis.

Peter Krieger is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Citibank Private Wealth Management since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for very large client relationships.

John Bruderman III is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including over two decades with Eagle Strategies. He is also appointed with outside carriers for life, health, and disability insurance products, though he is not actively engaged in this brokerage work. Eagle Strategies serves a diverse client base that includes individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of financial planning and investment advisory services, emphasizing tailored solutions and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Ragusa is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions in various organizations including Eisenhower/Cantiague Golf Course, the University of Connecticut, and SUNY New Paltz. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs and services, including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic asset allocation, manager selection, and both commission-based and asset-based fee structures.

Aidan Mcgaugh is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Citigroup in 2025, he held roles at Fidelity Investments, Needham Bank, Corelant, and has experience working at Gunstock Mountain Resort and in collegiate settings including Bates College and Belmont Hill. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments and offers multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Douglas Keller is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 11 years of industry experience, including 10 years with First Command Advisory Services and its affiliated entities. Outside of his advisory role, he is the president of Harvest Capital Services Corp and co-founder of Unlock New Worlds, a start-up virtual reality company. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Hakeem Fox is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior work history includes roles at Bank of America, Merrill, JP Morgan Chase Bank, JP Morgan Securities, and Citibank. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with unique market roles and arrangements.

Christopher Grisanti is a CFA® charterholder based in New York, NY, with 27 years of industry experience. He has worked at MAI Capital Management, LLC since 2020 and previously led Grisanti Capital Management LLC from 1999 to 2020. He serves as a director of the Royce Funds, a mutual fund company, a role he has held since 2017. MAI Capital Management, LLC provides investment management, wealth management, retirement consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers integrated financial planning, trust administrative, and insurance services.

Dean Di Maggio is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009. Outside of his advisory role, he serves as president of Dean C. Di Maggio Associates, Inc., a life insurance and fixed annuity sales business inherited from his father. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment programs, utilizing both strategic and dynamic approaches managed by an in-house Investment Management & Research team.

Stacey James is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2022, she worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC from 2016 to 2022. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Don Santos is a financial advisor at Empower Advisory Group with 32 years of industry experience. He holds the ChFC®, Series 63, and Series 65 designations. His prior work includes extended tenures at TIAA-CREF and Prudential Investment Management Services, among others. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.

William Barry is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has three years of industry experience and has previously worked with Harlem Children's Zone and the University of Maryland, College Park. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.