Christopher Ponte is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 21 years of industry experience. He has worked at Citi Bank Personal Wealth Management since 2011. Outside of his advisory role, he is involved in managing a rental property in Long Island City, NY. Citigroup Global Markets serves a broad range of individual and institutional clients, 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 variety of advisory and execution services tailored to workplace, high-net-worth, and ultra-high-net-worth segments.

Timothy Schmoll is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Intersect Capital LLC and Procapita Partners, LLC. Outside of finance, he has a background in professional sports, having worked with Dover Athletic Football Club, Aldershot Town FC, and the New York Red Bulls. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Gabriel Bonebrake is a financial advisor with Eagle Strategies (NY Life) in Brooklyn, NY, holding a Series 66 designation and 10 years of industry experience. He has previously worked with Nylife Securities LLC, Cardinal Financial Advisers, Accenture, and New York Life Insurance Co. among other roles. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Xin Cheng Mai is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2017, following earlier work at Scottrade. 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 is notable for its large institutional scale and unique market roles, including operations as a swap dealer and futures commission merchant.

Linna Wu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Citigroup since 2017, including roles at HSBC Securities (USA) Inc. and HSBC Bank USA National Association prior to joining Citigroup Global Markets. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities alongside unique market roles such as swap dealer and futures commission merchant.

Alex Kavazis is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and National Financial Network/Guardian. Prior to his financial services career, he was involved in the food service industry and held roles related to education. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored to specific programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Joseph Messina is a CFP® with 30 years of industry experience, currently serving at Osaic Advisory Services, LLC. He previously worked for American Portfolios Financial Services, Inc. for 22 years. Outside of his advisory role, Messina operates a CPA practice focused on income tax preparation and holds a life and long-term care insurance agent license with minimal insurance sales activity. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of investment management and financial planning services through various program models, utilizing multiple custodians and third-party platforms.

Anthony Mancusi Jr. is a registered representative with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, all with HSBC-affiliated entities, including dual roles as a Bank Officer with HSBC Bank (USA) N.A. and a registered representative with HSBC Securities (USA) Inc. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both discretionary and client-directed investment solutions using a range of model risk profiles, supported by affiliated asset management and fund due diligence providers.

Mark Gold is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials. He has been in the financial services industry since 2026 and has prior experience in healthcare and startup sectors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Maria Linares is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Linares is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains in-house research and security-pricing activities.

Drew Newman is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He has worked at Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Alphonso Brown is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior experience includes tenures at NYLIFE Securities LLC and New York Life Insurance Company, as well as a 30-year career at Morgan Stanley. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jimena Galindo is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. Her prior roles include positions at Anchor Consultants, Tapestry Inc., Global Americans, Urban Outfitters Inc., and Fordham University. 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 and maintains unique market roles, including in-house research and security pricing, as well as acting as a security-based swap dealer and futures commission merchant.

Charles Luke is a CFA® charterholder with 15 years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2018, following eight years at Avalon Advisors LLC. Based in New York, NY, he holds Series 66 and Series 63 licenses. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, pension plans, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative modeling and fundamental analysis, delivering tailored portfolios across equity, fixed income, real assets, and alternative investments.

Alex Szczepanski is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and one year of industry experience. Prior to joining Janney, he held various roles including positions at Jetrod Restaurant Depot and involvement with the Developmental Disabilities Institute. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services supported by a combination of in-house portfolio management and third-party managers.

Irene Tagarelli is a financial advisor at Citigroup Global Markets with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Santander Securities, LLC and Santander Bank, NA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Dora Martinez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities.

Pascal Lanotte is a CFP® professional with 33 years of industry experience, currently affiliated with Commonwealth Financial Network and Full Spectrum Financial Solutions. He previously worked for Securities America Advisors, Inc. for over two decades. Lanotte also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions to their clients.

Anjian Su is a financial advisor with HSBC Securities (USA) Inc. in Flushing, NY, holding Series 66 and Series 63 registrations and having 21 years of industry experience. He has been with HSBC Bank USA and HSBC Securities (USA) Inc. since 2007. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary portfolio options. The firm employs a structured investment approach combining strategic and tactical asset allocation across five risk profiles, with fund selection and monitoring supported by affiliated global asset management teams.

Benjamin Clammer is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and 13 years of industry experience. He previously worked at J.P. Morgan Securities and JPMORGAN CHASE Bank NA. He has been with First Manhattan Co. since 2018. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented equity and fixed-income portfolios, tailoring advice to individual client objectives and integrating wealth planning with portfolio management.