Barry Cash is a financial advisor with Oppenheimer & Co. Inc., holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Oppenheimer since 2020 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of late 2025.

Julia Mcclung is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Eagle Strategies since 2010 and has prior affiliations with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and maintains a large non-discretionary asset base within the integrated New York Life affiliate structure.

Joseph Vet, Jr. is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He previously worked at Graypoint LLC (formerly JNB Advisors) for six years and Bender Lane Advisory for eight years. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services such as portfolio management, financial planning, retirement consulting, and access to alternative investments.

Serge Tinovsky is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been associated with New York Life and Nylife Securities Inc. since 1994 and currently operates Spearhead Wealth Group, LLC, through which he brokers non-registered insurance products. Tinovsky is also a shareholder of NYLARC Holding Company, Inc., involved in reinsuring life insurance policies. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

James Mc Gill III is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He previously worked at Charles Schwab and Charles Schwab Bank. Outside of his advisory role, he holds a treasurer position responsible for accounting and recordkeeping at a real estate LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Kristina Dawn Tira is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds the Series 66 designation and has worked at The Ayco Company LP since 2016. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing proprietary analytics and a range of advisory platforms integrated within the broader Goldman Sachs ecosystem.

Roberto Valdes Rodriguez is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has worked at Oppenheimer since 2025 and previously held roles at Citigroup, Arca Investments, Barclays Capital, and General Electric. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a wide range of advisory services, including portfolio management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and offers both discretionary and non-discretionary investment programs.

Romonie Permaul is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Neuberger Berman, RBC Capital Markets, and STIFEL. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and in-house capabilities, including research, security pricing, and futures commission merchant services.

Vince Pasqualino is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied prior to joining Cerity Partners and CP Client Solutions. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Joshua Hincapie is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and possessing eight years of industry experience. He previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Asset Management. Outside of finance, he serves as a server at Punto Rojo Cafe, an authentic Colombian restaurant and café in Glen Cove, NY. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs and execution services. The firm employs 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.

Catarina Wolf Rohde is a financial advisor at Sanctuary Advisors, LLC based in New York, NY. She holds a Series 66 designation and has experience working at Kennedy Lewis from 2022 to 2024. Prior to her financial industry roles, she spent 15 years at the Pan American School of Porto Alegre and four years at the University of Notre Dame. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs delivered through various account types and employs a range of sub-advisors and third-party model platforms to implement strategies.

Benjamin Davis is a financial advisor at Oppenheimer with 35 years of industry experience. He has held his current role since 2002, previously working at Fahnestock & Co. Inc. Davis holds the Series 63, Series 65, and Series 66 licenses. Outside of finance, he is involved with the Gotham Burger Social Club, grilling burgers at pop-up events several times per year. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment vehicles, supporting both discretionary and non-discretionary management approaches.

Nadia Polack is a financial advisor at Oppenheimer with 15 years of industry experience. She holds the Series 66 designation and has previously worked at VALIC Financial Advisors, AFlac, and Bank of America Merrill Lynch. Outside of her advisory role, she participates in FINRA dispute resolution, arbitrating hearings between investors and securities firms. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Kenneth Hoffman is a financial advisor at Hightower Advisors with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hightower Advisors since 2012. Outside of his advisory role, he serves as Treasurer for Congregation Rinat Yisrael in Teaneck, NJ. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Philip Mastellone is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has four years of industry experience, including a prior role at Morgan Stanley. His background also includes work outside finance in education and automotive retail. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools.

Montaha Khatib is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at 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 alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides unique market roles such as swap dealing and futures commission merchant services.

Katlyn Valencia is a CFP® and holds a Series 65 license with six years of industry experience. She currently serves as a financial advisor at Corient and has prior experience with Brighton Jones and Pacific Capital Resource Group. Valencia also worked at the University of Washington for four years. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring.

Anthony Schaustal is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. Citigroup Global Markets serves a broad client base including individual and institutional investors, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles such as swap dealer and futures commission merchant.

Courtney Conway is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Prior to joining Citigroup, Courtney held positions at several organizations, including Gate Hospitality and CSX, and has an academic background involving the University of Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by in-house research and specialized market roles.

John Camiolo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at American Capital Partners, LLC and has been involved with John James Benefits, Ltd. since 1992. Outside of his advisory role, he serves as president and CEO of Unified Business Strategies, Ltd. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, allowing affiliated advisors discretion in portfolio construction while providing managed model portfolios and multiple program options.