Bruce Rothbard is a ChFC® with 34 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. He has held roles at Lion Street Financial, The Leaders Group Inc, and Mercury Financial Group, primarily focusing on life insurance sales. Outside of advising, he works as a consultant for a life settlement company and owns an independent insurance agency specializing in life insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a range of portfolio strategies and access to various custodial platforms and third-party managers.

Michael Meyer is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked with Citi Private Bank since 2018 and previously held roles at Aramark and the University of North Carolina. 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, delivering a broad range of advisory and execution services.

Alvaro Fernandez Jimenez is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently with Citigroup Global Markets, having previously worked at Citibank Switzerland AG, Nordea Asset Management, and State Street Luxembourg SA. 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 unique market roles, including in-house research, swap dealer and futures commission merchant services, and bespoke lending and advisory solutions.

Oluwatunmise Jinadu is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds Series 65 and Series 63 licenses and has prior experience at The Ayco Company, L.P./Mercer Allied, Nesco Resources, Uber, and the New York State Department of Health. Outside of her advisory role, she serves with the Finance Office of the United States Army, managing pay systems, budgeting, and forecasting. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic allocation models and a range of implementation options, supported by proprietary analytics and integration with Goldman Sachs affiliates.

Monique Thacker is a financial advisor at Valic Financial Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for HSBC Bank USA N.A. for 11 years. Thacker is also involved with Mindful Departure LLC, operating as The Core Room. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs through a large network of advisors and employs a technology-driven approach utilizing unified managed accounts and model solutions.

Gianna Minasian is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and previously worked at Stonebridge Wealth Management. Minasian’s background includes roles at Vanderbilt University and community association involvement. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models and a range of implementation platforms, integrating resources across the Goldman Sachs ecosystem to offer specialized wealth programs and alternative investment access.

Jiselle Viera is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds the Series 66 and Series 63 designations and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies with internal oversight and provides specialized solutions for high-net-worth clients.

Brian Roth is a financial advisor at Oppenheimer with 22 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 66 designations. Roth serves as president of the board of directors for the Fox Co-op where he resides and is a trustee of a family trust. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment vehicles, while also acting as a qualified custodian.

Jon Blum is a financial advisor at Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has worked at Citigroup since 2010, with a brief consulting role and involvement with La Loma Growth Ventures, LLC. Outside of his advisory work, he manages a non-investment-related revocable trust. 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 unique market roles, providing a broad range of advisory, execution, custody, and derivatives services.

Maximus Calovi is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Citigroup in 2025, he worked at Morgan Stanley and operated Khaos To Value Consulting LLC. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains a combination of large institutional scale and specialized market roles.

Jonathan Savorgiannakis is a CFP® with six years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His career includes prior roles at Equitable Advisors, AXA Advisors, Hightower Securities, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent with Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced CIO services to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Derdley Fleuridor is a financial advisor with Empower Advisory Group holding a Series 66 designation and six years of industry experience. He has previously worked at Mutual of America Securities LLC, Wizest Inc, Amazon, J.P. Morgan Securities LLC, and Mass Mutual Investors Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage clients. The firm’s integrated approach ties financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Steven Filiaci is a financial advisor at Sanctuary Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Sanctuary Advisors and Sanctuary Securities since 2022, following nine years at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a range of portfolio management options, fiduciary oversight, and a variety of analytical approaches.

Dana Matuozzi is a CFA® charterholder with eight years of experience in the financial industry, currently serving as an advisor at Citigroup Global Markets. Prior to joining Citigroup in 2025, Dana worked at BlackRock Investments, LLC from 2017 to 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, including operating as a swap dealer and futures commission merchant.

Frank Deluca is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at Financial Resources Federal Credit Union, CUSO Financial Services, L.P., Pruco Securities LLC, and Beacon Trust Company. He also serves as trustee for the Deluca Family Trust, overseeing investment decisions and asset distributions. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary accounts.

Eliana Pereira is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior roles include positions at Merrill and J.P. Morgan Securities. 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 and provides a wide range of advisory and execution services.

Peter Klock is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Raymond James and Wells Fargo. Outside of his advisory role, he is involved in a military-related business. 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 and leverages its institutional scale and specialized market roles to provide tailored investment solutions.

Brian Sullivan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Thea Vunk is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. Her prior work includes roles at Cravath, Swaine & Moore and various positions outside finance, including at Elon University and The Reluctant Panther Inn and Restaurant. Oppenheimer serves a diverse client base, including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and retirement services. The firm utilizes strategic asset allocation and a range of investment strategies, acting as a qualified custodian with a mix of commission-based and consulting-oriented advisory programs.

Gelber Castillo is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Berkeley Heights, NJ, and has three years of industry experience. His prior roles include work at Agia and involvement with the Immigration and American Citizenship Organization. Castillo also serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.