Amanda Azzopardi is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at The Ayco Company LP since 2017, following two years at Aetna. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management utilizing strategic allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, supported by integration with the wider Goldman Sachs platform.

Edward Hughes IV is a financial advisor with Goldman Sachs Wealth Services in New York, NY. He holds a Series 66 designation and has 14 years of industry experience, all of which he has spent with AYCO, Co./Goldman, Sachs & Co. since 2012. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Charles Chomali is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Penn Mutual Life Insurance Company. In addition to his advisory role, he is engaged in insurance brokerage activities related to Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs, financial planning, and retirement plan consulting. The firm offers both SEC-registered advisory and broker-dealer services, providing a range of custody, execution, and brokerage capabilities alongside investment advice.

Icaro De Santana Pazeti is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. 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 implements multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles, including security pricing and swap dealing.

James Cooney is a financial advisor at Hornor, Townsend & Kent, LLC with 14 years of industry experience. He holds the Series 66 credential and has worked at Hornor, Townsend & Kent since 2017, previously spending three years at MetLife Securities. Outside of his advisory role, he is active in multi-line insurance brokerage through several enterprises including Empire Wealth Strategies and 1847 Financial, where he focuses on insurance sales and service with multiple carriers. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, including custody and execution capabilities, and manages a substantial portfolio of discretionary and non-discretionary assets.

Christopher Brunner is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022. Prior to joining Citigroup, he was employed at Trader Joe's from 2018 to 2022. 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 maintains distinctive market roles including operating as a security-based swap dealer and futures commission merchant.

Ajit Sequeira is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and 1 year of industry experience. He has been with Citigroup since 2011 in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including functioning as a swap dealer and futures commission merchant.

Landrit Alibegu is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 65 and Series 63 credentials and has held positions at JPMorgan Chase Bank, J.P. Morgan Securities, Safra National Bank of New York, and several realty firms. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research, swap dealing, and futures commission merchant activities.

Eduardo Pieta is a financial advisor with Citigroup Global Markets in New York, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Deutsche Bank Securities Inc. and Db Trust Company Americas from 2012 to 2019 before joining Citibank in 2019. Citigroup Global Markets serves individual and institutional clients through multiple wealth management divisions, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, serving a broad client base from workplace investors to ultra-high-net-worth individuals.

Zachary Cohen is a financial advisor at Citigroup Global Markets with Series 66 credentials and one year of industry experience. His prior experience includes a role at TAG Associates. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as acting as a swap dealer and futures commission merchant.

Harris Collins is a financial advisor with Citigroup Global Markets holding a Series 66 designation and currently has less than one year of industry experience. His prior roles include positions at JP Morgan Chase, Republic Airways, and multiple engagements affiliated with Purdue University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight committees and manages both discretionary and non-discretionary portfolios, including exposure to alternative and digital-asset products.

Carly Ackerina is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2021. Prior to this, her work history includes positions at Abel HR II Inc and Susquehanna University, among others. 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 with a combination of discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Simon Kunthara is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, and other firms. Outside of his advisory role, he is the owner and partner of SiHa LLC, a real estate business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm serves individual clients within the Schwab ecosystem and does not exercise discretionary trading authority.

Bryan Dalessandro is a financial advisor at Farther with 17 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Bank of America, Merrill, and as a sole proprietor. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings with firm representatives. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

Juan Cediel Cervantes is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. He has held roles at Citigroup since 2020 and previously worked at several Colombian firms, including Grupo Cumplimos SAS ZOMAC and Citibank Colombia S.A. He completed full-time education at the University of The Andes from 2015 to 2019. 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 employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Jackson Boyer is a Series 66 licensed financial advisor at Empower Advisory Group with four years of industry experience. His prior roles include positions at Bank of America, Merrill, UBS Financial Services, and NewDay Financial. He is based in New York, NY. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

Natani Drati is a CFP® professional at Schwab Wealth Advisory with two years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Northwestern Mutual Investment Services LLC, JP Morgan, and Rick Hu. Outside of financial advising, he has worked as a food delivery driver for Instacart and Uber and is engaged in youth sports training for football and speed and agility. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s research and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Thomas Baxter is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple private banking and wealth management segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a notable combination of large institutional scale and specialized market roles, including in-house research and derivatives services.

Dean Loucka is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at UBS Financial Services, TD Ameritrade, Charles Schwab, AE Wealth Management, and Rightbridge Financial. He is based in Jersey City, NJ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm delivers investment recommendations across various asset classes and conducts annual financial reviews without exercising discretionary trading authority.

Deborah Divito Welch is a Series 66 licensed advisor with 13 years of industry experience, currently working at Citigroup Global Markets since 2011. She is based in New York, NY. 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 significant in-house research and market roles that distinguish it from other firms.