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.

Christopher Muthuveren is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 licenses. He has 19 years of industry experience with prior roles at Bolton Global Asset Management, Bolton Global Capital, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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 through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Gabriela Mercado Candia is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Citibank since 2022, following roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2017 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, custody services, and derivatives capabilities. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including swap dealer and futures commission merchant activities.

Axel Moncada is a Series 66 licensed financial advisor at Citigroup Global Markets with three years of industry experience. His prior roles include positions at Seventy2 Capital Wealth Management and a four-year tenure at Washington University in St. Louis. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Lisa Smoltino is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Eagle Strategies since 2011 and has worked with New York Life Insurance Company and Nylife Securities LLC since 2008. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm provides tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Weal Goma Androus is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with CitiBank since 2012. Outside of his advisory role, Androus has held passive or silent partner positions in pharmacy-related businesses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and broker-dealer services. The firm combines large institutional scale with specialized market roles and provides multi-asset, multi-manager strategies across discretionary and non-discretionary programs.

Poonam Capitani is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds the Series 66 designation and has worked at Citigroup since 2018, with prior experience at Brown Brothers Harriman and the University of Chicago. 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 and operates with significant institutional scale, including unique market roles such as acting as a swap dealer and futures commission merchant.

Matthew Brand is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and two years of industry experience. His prior work history includes roles at Fellowship Home Loans and engagements in educational and corporate settings, such as Hobart & William Smith Colleges and Record Access Corporation. 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, supported by extensive in-house research and unique market roles.

Anthony Condina is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at the U.S. Postal Service for 14 years. Outside of his advisory work, he co-owns a rental property with his wife. Eagle Strategies serves a diverse client base including individuals, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Edita Raslova is a CFA® charterholder with 19 years of industry experience. She has worked at Oppenheimer since 2019 and previously spent six years with Foresters Financial Services, LLC. Raslova holds a Series 63 license and is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. 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 management.

Joyce Chan is a CFP® professional with 20 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. Her work history includes roles at MSI Financial Services and multiple securities firms dating back to 2008. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services.

Ben Kronish is a financial advisor with Kestra Advisory Services, LLC in New York, NY, holding a Series 63 designation and having 40 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2016 and has operated Kronish Associates since 1992. Kronish serves as a board member for an insurance-related business and is involved as a Private Client Director focusing on life insurance sales. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Nycole Vannata is a financial advisor at &Partners with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services Inc. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis, as well as proprietary and third-party strategies, managing accounts on both a discretionary and non-discretionary basis.

Jared Gostanczik is a financial advisor at TLG Advisors, Inc. with 24 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including The Leaders Group Inc. and Bonsai LLC, where he currently oversees internal sales. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors, providing investment supervisory services, portfolio management, and fiduciary services. The firm employs a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, and also offers a direct-to-consumer digital program called Starlight Portfolios.

Adelaide Agyemang is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with NYLIFE Securities LLC and Carnegie Mellon University. Outside of her advisory role, she maintains an artist website showcasing her visual and written art and volunteers with the Carnegie Mellon University Alumni Association Board and the NAACP. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on retirement investors and institutional plan sponsors.

James Corselli is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. 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 employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and security pricing, as well as serving as a swap dealer and futures commission merchant.

Terrance White is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Citigroup and Royal Alliance. Outside of his advisory role, he manages a seasonal Christmas light installation business through Conerstone Creations of Texas LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering advisory, brokerage, and insurance services. The firm provides both a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency under ownership by Citizens Bank, N.A.

Dygoro Atariguana is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup Global Markets Inc. since 2014. Based in New York, NY, he operates within a large enterprise firm of over 2,400 advisors. Citigroup Global Markets Inc. 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 with both discretionary and non-discretionary options, leveraging internal oversight and extensive market roles including derivatives and futures services.