Jonathan Gerrard is a financial advisor with TLG Advisors, Inc. He holds a Series 66 credential and has eight years of industry experience. His work history includes roles at Gerrard Advisors LLC, The Leaders Group, Inc., Douglas Gerrard, TIAA-CREF, Merrill, and Penn Mutual Life Insurance Company. He is involved with Gerrard Advisors LLC, supporting administrative and operational functions related to life insurance and pension plan cases. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory, and offers portfolio management and financial planning services through a network of independent advisors and sub-advisors.

Pierre Couture is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at Citi Private Bank since 2019, following a 12-year tenure at Voya Financial. 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 through discretionary and non-discretionary programs and integrates internal standards and oversight committees to select and monitor managers.

James Mcbratney is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 21 years of industry experience, having worked at LPL Financial since 2007 and with Private Advisor Group since 2014. Outside of advising, he is involved in restaurant ownership through Cafe Disicilla Inc. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a range of advisory programs and third-party asset managers to tailor solutions to client objectives.

Mark Gold is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials. He has been in the financial services industry since 2026 and has prior experience in healthcare and startup sectors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

David Sprung is a CFP® with four years of industry experience, currently serving with Schwab Wealth Advisory in Jersey City, NJ. He has worked at Charles Schwab & Co., Inc. since 2022 and has prior experience in various roles including entrepreneurship with College Movers & Junk Hauling. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations without exercising discretionary trading authority. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools to support client decisions.

Edwin Colvin Jr. is a financial advisor with Tlg Advisors, Inc. and holds the Series 63 and Series 65 licenses, with 41 years of industry experience. He has been associated with Capitas Financial LLC and The Leaders Group, Inc. since 2009. Outside of his advisory roles, he is a partner and agent at Pinnacle Group, which supports life insurance and annuity brokerage services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

Bogdana Sokolov is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2015. Outside of her advisory role, she owns and instructs at Hayatidance, a dance studio in Buffalo, NY, where she also performs. 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 combines large institutional scale with specialized market roles and multi-asset investment strategies.

Mark Gori is a Series 66-licensed advisor with six years of industry experience. He is currently affiliated with TLG Advisors, Inc. and The Leaders Group Inc. Prior to these roles, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. TLG Advisors, Inc. serves a diversified client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both advisor-managed and direct-to-consumer investment programs.

Eli Retek is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with The Guardian Life Insurance Company since 1997. Outside of his advisory work, he serves as an officer for the Congregation of Whispering Woods. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and manages approximately $15 billion in regulatory assets under management.

Elio Benvenuto is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2021, he worked at MML Investors Services, MassMutual Life Insurance, and Northwestern Mutual, and also has experience in academic roles at Salem State University. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs varied investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of December 31, 2025.

Julio Alejandro Torres Lopez is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He previously worked at Banco Nacional de Mexico and Dell Mexico before joining Citibank NA in 2022. Based in New York, NY, he has spent his career in banking and financial services. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs and execution services. The firm employs internal standards and oversight committees to manage multi-manager strategies, combining large institutional scale with unique market roles including swap dealing and futures commission merchant activities.

Brian Flynn is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2026. Prior to this, he held roles at Journey Strategic Wealth LLC, Magnus Financial Group, Purshe Kaplan Sterling Investments, Inc., and Dynasty Wealth Management, LLC. Flynn is also an independent insurance broker, dedicating less than 10% of his business hours to this activity. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and diversified portfolio construction.

Scott Borg is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2016 and holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across various 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles including in-house research, security pricing, and futures commission merchant activities.

Keith Cannella is a financial advisor with PNC Wealth Management in Millburn, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PNC Investments since 2005. PNC Wealth Management offers retail brokerage and advisory services through various model‑based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and third-party managed model strategies executed with mutual funds and ETFs. This employee-only pilot program features annual rebalancing and incorporates affiliated cash-sweep and revenue-sharing arrangements.

John Stoltzfus is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2012. In addition to his advisory role, Stoltzfus is a part-time adjunct professor teaching economics at New York University’s School of Continuing and Professional Studies, a position he has held since 2008. He is also involved as a musician in a private entertainment venture. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation with various investment vehicles and provides both discretionary and non-discretionary management programs.

George Olney IV is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds a Series 66 designation and has been with CITI Private Bank since 2009. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments. The firm offers a range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies across discretionary and non-discretionary platforms.

Daniel Sullivan is a financial advisor with Oppenheimer in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at FINRA, Bank of America, and Merrill. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches, including strategic and tactical asset allocation across various asset classes, managing approximately $36.7 billion in assets as of December 31, 2025.

Matthew Kanakis is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Bank of America, and Merrill. Outside of finance, he has held roles in the restaurant industry. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Chrisos Papavasiliou is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Lantern Entertainment, Lantern Asset Management, Pico and Hudson LLC, and BTIG LLC. Outside of his advisory role, he is involved in managing a media and entertainment company as well as several non-investment real estate and restaurant holding companies. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, and institutional clients. The firm offers financial planning and portfolio management services supported by strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, with access to a broad range of affiliated financial services and specialized programs.

Arpita Gupte is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her background includes roles at Georgia Tech, Georgia State University, and Citigroup Global Markets. 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 maintains unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.