Michael Nolan is a Series 66-licensed financial advisor at Citigroup Global Markets with 20 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he manages a residential rental property. 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 internal standards and oversight, combining large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Joseph Razzano is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at LPL Financial, LLC and Private Advisor Group since 2015. Outside of his advisory role, he serves as an independent contractor providing non-variable insurance services through Integrated Financial Concepts. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, leveraging a network of investment adviser representatives and partnerships with major strategists and platforms.

Quetzal Baum is a Series 66-licensed financial advisor at Citigroup Global Markets with three years of industry experience. Prior to joining Citigroup, Baum pursued full-time studies for seventeen years. Outside of advising, Baum teaches fitness classes at Pure Barre on weekends. Citigroup Global Markets serves individual and institutional clients across various wealth segments, delivering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and offers bespoke solutions for large relationships, supported by in-house research and specialized market roles.

Maura Mandell is a financial advisor at TLG Advisors, Inc. with three years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at DBM Legal & Business Services and 4M Ventures LLC, where she has been involved since 2012. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Gerald Faller is a CFP®-designated financial advisor with 41 years of industry experience, currently serving at Lincoln Investment since 2008. He is also a partner at The Faller Company LLC, which is involved in the sales and service of life insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment strategies supported by an Investment Management & Research team.

Guang Yao Li is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked at Citi since 2017, following two years at Bank of America. 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 both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Elsa Ramirez Gonzalez is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been with CGMI since 2009. 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 using internal standards and oversight committees, with a combination of large institutional scale and unique market roles.

Rupesh Parikh is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. He holds the Series 63 license and acts as a trustee for the Parikh Insurance Trust, a family trust with responsibilities related to insurance and investments. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation with a variety of investment vehicles and acts as a qualified custodian for client assets.

Zion Durden is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Nirvana Healthcare Ventures, Cerity Partners, and BLK Capital Management, as well as concurrent studies at Washington & Lee University. Citigroup Global Markets serves individual and institutional clients, providing a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies and maintains significant institutional scale and market roles, including in-house research and security-pricing activities.

Benjamin Newman is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2013, including roles at HSBC Securities (USA) Inc. and HSBC Bank USA National Association. Outside of his advisory work, he is a partner and investor in a real estate business. 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 significant institutional scale combined with unique market roles such as swap dealer and futures commission merchant.

Gabriel Couto is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at the University of Central Florida and Trade-PMR, Inc. outside the wealth management sector. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and specialized market roles.

Steven Sutley is a financial advisor at Independent Financial Group, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Independent Financial Group since 2009. Sutley serves as a board member of 1230 Park Owners Inc. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a broad range of clients including high-net-worth individuals and institutional investors.

Anastasia Tkatschow is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 credentials and has 31 years of industry experience. She has been with Citigroup entities since 2015, currently working at Citigroup Management Corp. since 2017. In addition to her advisory role, she serves as a non-public arbitrator for FINRA, participating in dispute resolution panels. 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 and combines large institutional scale with unique market roles and arrangements.

Benjamin Zeller is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has worked at institutions including Instituto Tecnológico Autónomo de México, Praescient Analytics, and Vianovo Consulting. He was also affiliated with Georgetown University and Saint Mary's Hall earlier in his career. 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 integrates internal standards and oversight committees in its manager selection and monitoring processes, and operates with a combination of large institutional scale and specialized market roles.

Matthew Hamati is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Columbia University, The McLean Group, and Johns Hopkins University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution and custody services, and derivatives and futures services. The firm combines large-scale institutional capabilities with specialized market roles, utilizing internal standards and oversight committees to manage investments.

Carlo Mantica is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as ownership of Mantica Ventures Inc. until 2020. He holds Series 65 and Series 63 credentials. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Immanuel Tan is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 63 designation and previously worked at United Capital Financial Advisers, LLC. Based in New York, NY, he has been with Goldman Sachs since 2010. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with unique cross-affiliate capabilities.

Katherine Ryan is a financial advisor at Wealth Enhancement Advisory Services, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF for 11 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts and estates, charitable organizations, corporations, and retirement plans through a large network of advisors. 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.

Louis Gelormino is a CFA® charterholder with 23 years of industry experience, currently serving at Oppenheimer. He has been with Fahnestock & Co. Inc. since 2002. Gelormino is also the trustee and beneficiary of a family trust established by his parents. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and use of mutual funds, ETFs, and fixed-income and equity strategies.

Daniela Abbo is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She previously completed full-time education through undergraduate studies. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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 specialized market roles and arrangements.