Colin Gaven is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Rosenblatt Securities and Merrill Lynch. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, technology, investment management, and compliance support, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Francis Mulvey is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at J.P. Morgan Securities, StoneX Financial Inc., Exoduspoint Capital Management, Stifel Nicolaus & Co Inc, and SG Americas Securities, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles including in-house research, swap dealing, and futures commission services.

Jacob Pusateri is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2012. Outside of finance, he is involved as a producer for a film titled "Coaled Blood," assisting with budgeting and production management. 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 through discretionary and non-discretionary programs and maintains large-scale institutional capabilities alongside specialized market roles.

Anthony Dibisceglie is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He has been with Citigroup Global Markets Inc. since 2013 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with notable institutional scale and unique market roles.

Abyssinia Vanterpool is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Goldman Sachs & Co. since 2015. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies and specialized programs, leveraging both proprietary analytics and the broader Goldman Sachs network.

Ozan Volkan is a financial advisor at Oppenheimer with Series 65 and Series 63 credentials and 24 years of industry experience. He has worked at Fahnestock & Co., Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services—including equity, balanced, and fixed-income portfolios—managed on both discretionary and non-discretionary bases, with a notable emphasis on maintaining custody of client assets.

Peter Cadaret is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer and Oppenheimer Asset Management Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Robert Lowenthal is a Series 66-registered advisor with Oppenheimer who has 25 years of industry experience. He has been with Oppenheimer since 1999 and also has experience at Freedom Investments, Inc. since 2018. He serves as a director of Buzzbox Beverages, Inc. 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 variety of advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Katherine Moore is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at BlackRock Investments for nine years. Moore serves on the investment committee for the Robin Hood Foundation and is a member of the Board of Trustees and investment committee for The Lawrenceville School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs with discretionary and non-discretionary options. The firm integrates large institutional scale with unique market roles, including in-house research and futures commission services.

Robert Fowler is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 credential and has 24 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Fcg Advisors LLC. Outside of his advisory work, he serves as a board member for a charity sponsoring and mentoring needy Catholic high school students and is a finance committee member for New Eyes for the Needy. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm’s advisers use a combination of fundamental and technical analysis and may manage accounts on both discretionary and non-discretionary bases.

Marissa Mehling is a financial advisor at Goldman Sachs Wealth Services based in New York, NY, holding a Series 66 designation with two years of industry experience. Her background includes multiple roles at Goldman Sachs since 2022 and earlier experience working at Northstar Cafe and Roots Natural Kitchen. Outside of finance, she has been involved with Soccer Motiv8. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and integrates a broad range of resources across the Goldman Sachs organization.

Kevin Hoegler is a CFP® professional with nine years of experience in the financial industry. He is currently an advisor at Farther, having joined in 2025. His prior roles include positions at BlackRock, Prudential, PGIM Investments, and J.P. Morgan. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary model portfolios, algorithmic rebalancing, and a range of asset classes supplemented by AI tools under internal controls.

Erin O'Donnell is a financial advisor with Guardian Life in Berkeley Heights, NJ, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Equitable Advisors and various positions outside the financial sector, including academic and business consulting roles. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary portfolios alongside digital advisory solutions.

John Stefanidis is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2018. His prior roles include positions at Infiniti of Englewood, LLC and the University of Delaware. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by in-house research and complex market roles.

Sofia Agredo is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs since 2023. Prior to that, she gained experience at The Colony Palm Beach and held various roles during her studies at The Ohio State University. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary analytics within the wider Goldman Sachs ecosystem.

Robert Diaz Lopez is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering 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 unique market roles including in-house research and security-pricing activities.

Sarjani Shah is a financial advisor at Citigroup Global Markets with a Series 66 credential and under one year of industry experience. Her prior roles include positions at Brookfield Renewable, Morgan Stanley, and involvement with the New York University Center of Social Media and Politics. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and integrates in-house research and distinctive market roles to support large-scale and complex client needs.

Keith Nebel is a financial advisor at Lincoln Investment with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2005. In addition to his advisory role, he serves as a lieutenant in the New York City Fire Department and sits on the board of directors for LIL' BRAVEST, a charitable organization supporting children affected by cancer and other childhood diseases. 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 a range of financial planning and investment management services, utilizing strategic and tactical approaches overseen by an Investment Management & Research team.

Bryan Tudor is a financial advisor at Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Fahnestock & Co. Inc., part of Oppenheimer, since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management, maintaining custody of client assets while operating multiple advisory and broker-dealer services.

David Heller 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 Citi Bank and Lenox Advisors. Outside of finance, he has experience with Asphalt Green Day Camp. 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, including in-house research and derivatives services.