Constantine Moutsatsos is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, combining in-house research, derivatives capabilities, and bespoke solutions for very large client relationships.

Richard Echevarria is a financial advisor with Transamerica Financial Advisors in Cranford, NJ, holding the ChFC® and Series 63 credentials and bringing 23 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is also involved with United Financial Services and the Transamerica Agency Network, where he manages an office and provides insurance products. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary management options.

Elizabeth Emswiler is a financial advisor at Citigroup Global Markets with 33 years of industry experience. She has been with Citigroup since 2013 and holds Series 66 and Series 63 licenses. 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 with comprehensive internal oversight and provides specialized solutions for large client relationships.

Nicole Gould is a CFP® professional with 19 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Asset Management, LLC and Classic Capital, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

David Aodu is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior work includes roles at Albemarle County, McIntire School of Commerce, Carilion Clinic, and City of Laurel Parks and Recreation Department. 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 and execution services, and provides customized solutions for high-net-worth clients.

Stephen Stafutti is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. Based in New York, NY, he provides services within a large enterprise firm. 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 utilizes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Brian Alarcon is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Citigroup since 2013. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Asia Cesa is a financial advisor with Goldman Sachs Wealth Services in New York, holding a Series 66 designation and three years of industry experience. Prior to joining Goldman Sachs in 2022, she worked at Pardee School at Boston University, Ayco, Studio Grassi Cagnato, DLA Piper, and Boston University. 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 strategic allocation models, manager selections, and various implementation options, leveraging capabilities across the broader Goldman Sachs ecosystem.

Fernando Rendon is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Citi Private Bank since 2018, following two years at HSBC Securities (USA) Inc. Outside of finance, he is a partner in Seventh Star Entertainment, a business involved in organizing networking and concert production events. 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 holds unique market roles such as swap dealer and futures commission merchant, combining large institutional scale with specialized service offerings.

Gary Harrington is a financial advisor at Oppenheimer with 40 years of industry experience. He has been with Oppenheimer since 2011. Harrington holds Series 63 and Series 66 designations. Outside of his advisory role, he is a non-managing member of a family-owned entity that holds inherited land and minerals. 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 programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

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.

Jason Brown is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with Citigroup Global Markets since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options and supports large-scale, complex client relationships through in-house research and specialized market roles.

Robert Kaslander III is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Penn Mutual, MassMutual, and Northwestern Mutual. Outside of his advisory role, he is also involved in life insurance brokerage with Empire Wealth Strategies and participates as a financial advisor with the Power Forward Group team. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, supporting a range of discretionary and non-discretionary account options with over $8 billion in discretionary assets under management.

Robert Davis is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Oppenheimer since 2005, with prior positions at Morgan Stanley Dw Inc., Advest, Inc., Wells Fargo Clearing, and Prudential Equity Group, LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, employing both discretionary and non-discretionary investment strategies across equity, balanced, and fixed-income portfolios.

Devon Scarlett is a financial advisor at Schwab Wealth Advisory with Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., Inc., Devon worked at Fidelity Investments, Merrill Lynch, and The Ayco Company, L.P./Mercer Allied. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm focuses on wealth management education and annual financial reviews, with final trading decisions made by clients.

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.

Zakir Banatwala is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and previously worked at HSBC Securities (USA) Inc. and StratEdge Quant Investors LLC. Outside of finance, he is a 50% partner in Iyana Jewelry Studio LLC, an e-commerce fashion jewelry business operated solely by his wife. Citigroup Global Markets serves individual and institutional clients across a range of 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 proprietary research and serving as a swap dealer and futures commission merchant.

Ainsley Stamberger is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. She has worked at Citibank N.A. since 2019 and previously held positions at Newport Capital Group and Yorkville Advisors. Outside of finance, she served with the Sea Girt Beach Patrol for four years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer and futures commission merchant functions, and commercial arrangements with third parties.

Benjamin Cheung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Karen Creel is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 65 licenses. She has 15 years of industry experience, with prior roles at First Republic Securities Company, LLC, Rockefeller Financial LLC, and Aurelia Private Office. She also heads wealth structuring at SEQUENT (FLORIDA) LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring to build diversified portfolios, offering both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.