Vince Pasqualino is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, offering customized wealth management services such as investment management, financial planning, and tax services. The firm combines proprietary quantitative screening and manager selection with access to alternative and private market solutions, serving clients with a broad range of specialized offerings.

Catarina Wolf Rohde is a financial advisor with Sanctuary Advisors, LLC in New York, NY. She holds a Series 66 designation and has one year of industry experience. Her work background includes time at Kennedy Lewis and an academic role at the University of Notre Dame. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports its advisors with a broad platform of portfolio management options and employs various analytical approaches, serving both onshore and offshore strategies.

Nadia Polack is a financial advisor at Oppenheimer with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, Bank of America Merrill Lynch, Aflac, and VALIC Financial Advisors. She is also involved in FINRA dispute resolution, arbitrating hearings between investors and securities firms. Oppenheimer is a registered investment adviser and broker-dealer serving a wide range of clients including individuals, corporations, and charitable organizations. The firm offers various investment programs and provides both discretionary and non-discretionary advisory services with a focus on strategic asset allocation and portfolio management.

Philip Mastellone is a financial advisor with Schwab Wealth Advisory in Jersey City, NJ. He holds a Series 66 designation and has four years of industry experience, including prior roles at Morgan Stanley. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co., focusing on asset allocation and investment selection with client authorization required for trades.

Montaha Khatib is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides unique market roles such as swap dealing and futures commission merchant services.

Katlyn Valencia is a CFP® and holds a Series 65 license with six years of industry experience. She currently serves as a financial advisor at Corient and has prior experience with Brighton Jones and Pacific Capital Resource Group. Valencia also worked at the University of Washington for four years. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring.

Courtney Conway is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Prior to joining Citigroup, Courtney held positions at several organizations, including Gate Hospitality and CSX, and has an academic background involving 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 broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by in-house research and specialized market roles.

Michael Vitkansas is a financial advisor at Kestra Advisory Services, LLC with over 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Veravest Investment Advisors, Inc. and extensive involvement with Benefits for Your Firm since 2003. Additionally, he is president of Michael A. Vitkansas CLU, ChFC Employee Benefit Services, LLC, where he manages employee benefit-related activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting for a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary services, employee education, and access to multiple management platforms and third-party solutions, serving over $79 billion in assets across various client types.

Kathleen Reilly is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at Commonwealth Financial Network and is co-owner of Reilly Financial Group, LLC, a private entity engaged in securities, advisory, and insurance business. Her prior experience includes roles at MML Investors Services and Mass Mutual Life Insurance Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Barsky is a CFA® charterholder affiliated with Oppenheimer, where he has worked since 2006. He holds a Series 63 license and has 10 years of industry experience. Barsky is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Michelle Najul is a financial advisor with Citigroup Global Markets holding a Series 66 designation and nine years of industry experience. She has been with Citigroup Inc. since 2017 and previously worked at the University of Florida from 2014 to 2016. 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 specialized market roles, providing a broad range of advisory, execution, and custody services.

John Paul Szabo is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, UBS Financial Services, and Citigroup Global Markets. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Dongming Sun is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience and has been affiliated with New York Life and its related entities since 2010. 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 program types focused on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Alex Martinez is a Series 66-licensed financial advisor with 14 years of industry experience, currently practicing at Citigroup Global Markets in New York, NY. He has been with Citi since 2011. Outside of his advisory role, Martinez occasionally serves as a substitute pacer for the Mile High Run Club during marathon training seasons. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains substantial institutional capabilities, including proprietary research and unique market roles.

Jacob Schmitt is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with Oppenheimer & Co. Inc., having joined in 2023, and his prior roles include positions at Heim, Young & Associates, Robinhood Markets, U.S. Bancorp Investments, TD Ameritrade, Scottrade, and PNC Wealth Management. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Anjalee Daryani is a financial advisor at Goldman Sachs Wealth Services based in New York, NY, holding a Series 66 designation with 12 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management with access to specialized executive wealth programs, alternative investments, and a variety of fee arrangements and platforms, supported by integrated research and technology tools within the broader Goldman Sachs ecosystem.

Michael Schwartz is a financial advisor at Oppenheimer with 56 years of industry experience. He holds a Series 63 designation and has been with Fahnestock & Co., Inc., a division of Oppenheimer, since 2003. Based in New York, NY, he has spent over two decades with his current firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of advisory programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary account options.

Jacqueline Huerter is a financial advisor at Cerity Partners LLC with three years of industry experience. Her prior roles include positions at Graypoint LLC and Goldman Sachs & Co. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, advising on approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services centered on client-specific investment profiles, combining quantitative screening, manager selection, and both third-party strategies and direct security selection.

Ted Burton is a financial advisor with MAI Capital Management, LLC, holding a Series 65 designation. He has been with MAI Capital since 2024 and previously worked at Texas A&M University from 2023 to 2024. MAI Capital Management, LLC offers 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 employs a range of investment strategies and integrates financial planning and tax services into client relationships.

Pablo Pico is a financial advisor at Oppenheimer in New York, NY, with 26 years of industry experience. He holds the Series 66 and Series 63 credentials and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for 14 years. Outside of his advisory role, he is a co-owner of a social media platform where his son uploads videos. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of investment and retirement services through both discretionary and non-discretionary approaches and maintains custody of client assets as a qualified custodian.