Andres Fernandez Salvador is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and previously held roles at Kings Point Capital Management LLC and Charles Schwab. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that includes quantitative and fundamental analysis.

Darius Brummell is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked at Citi since 2020. His prior roles include positions at Intercontinental Capital Group d.b.a Fellowship Home Loans and various academic institutions. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, brokerage, and custody services. The firm employs multi-asset, multi-manager strategies and maintains notable market roles including operations as a swap dealer and futures commission merchant.

Kenneth Lynn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Charles Schwab and Kings Point Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Christopher Lane is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with 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 and execution services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale with various specialized market roles and commercial arrangements.

Pamela Nelson is a CFA® charterholder with 13 years of industry experience, currently serving at RBC Rochdale, LLC in New York, NY. She has worked with Rochdale Investment Management and Rim Securities LLC since 2012 and has been affiliated with City National Bank since 2005. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across a range of asset classes.

Brian Mirman is a Series 66-registered financial advisor at Corient with two years of industry experience. Prior to joining Corient in 2025, he worked at Northwestern Mutual Investment Services LLC, James Pruitt, Prudential, and ThinkEquity LLC. Outside of financial services, he has experience mentoring through the Kelley to Kelley Mentoring Program and has worked in the food service industry. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Ankur Manchanda is a CFP® professional with 22 years of experience, currently serving at Hornor, Townsend & Kent, LLC. He has been affiliated with both Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2010. Manchanda is also involved in insurance sales and financial services through his roles in Ankur Manchanda, LLC and Q6 Group, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing discretionary and non-discretionary assets for a broad client base.

Daniel Wu is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch Wealth Management, J.P. Morgan Securities, and Northwestern Mutual Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies and a broad range of advisory and execution services. The firm is notable for its large institutional scale, in-house research capabilities, and unique market roles including acting as a swap dealer and futures commission merchant.

Dakota Best is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Transamerica, Dakota worked at Edward Jones and Wfgia. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and utilizes model portfolios and third-party managers as part of its advisory approach.

Abraham Bitton is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at major firms including JPMorgan Securities and Morgan Stanley. He has been with Citigroup since 2019. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs a multi-asset, multi-manager approach and combines institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Candida Hinton is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and 15 years of industry experience. Her background includes roles at Milbank LLP and ArentFox Schiff LLP, along with ongoing involvement in real estate through Candle Properties. She is also a published author operating under Sparks Fly. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering both fee-based advisory programs and commission-based brokerage and insurance products.

Charles Boettcher is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and bringing 13 years of industry experience. He has been with City National Rochdale, RIM SECURITIES, and City National Bank since 2012 and 2007, respectively. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm employs an active, multi-strategy investment approach that combines quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across a range of equity, fixed income, real assets, and alternative investments.

Jeremy Young is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with TIAA and TIAA-CREF since 1997 in Melville, NY. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized portfolio options and acts as adviser to a donor-advised fund.

C Risque Downes is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill for 19 years before joining Citizens Securities in 2024. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Eden Demar is a Series 66-registered financial advisor with Citigroup Global Markets in New York, NY, where he has worked since 2007. He has 24 years of industry experience. Outside of his advisory role, he is a managing member of PHILADAISY LLC, a business investment entity, though he does not devote time to this activity. 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 atypical market roles such as operating as a swap dealer and futures commission merchant.

Alberto Torres is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of finance, he owns Hollahood Entertainment Corp, a company involved in fashion, film, and music production, and holds three registered trademarked fashion labels. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Souman Das is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked at Citigroup since 2023 and previously held roles at JPMorgan Chase Bank and JP Morgan Securities from 2016 to 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary platforms and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Deborah Baum is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with Primerica Advisors and Guardian Life Insurance Company since 1989. Outside of her advisory role, she serves as an officer for the charitable organization Congregation Austrian Gemelith Chasudim. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.

Giscard Chery is a financial advisor with HSBC Securities (USA) Inc. and an affiliated bank officer for HSBC Bank (USA) N.A. He holds Series 63 and Series 66 registrations and has 13 years of industry experience. His prior firms include Wells Fargo Clearing and Merrill. HSBC Securities (USA) Inc. serves a diverse client base with managed account programs ranging from client-directed to fully discretionary portfolios. The firm’s investment process employs multiple risk profiles and combines strategic asset allocation with fund due diligence, offering specialized programs including an Offshore Spectrum option for qualified non-resident clients.

Russell Launer is a financial advisor at RBC Rochdale, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Rim Securities LLC since 2004. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that combines quantitative screening and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to create tailored portfolios.