Jerome Delsordo is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 19 years at The AYCO Company, L.P. and its affiliates. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging integrated resources across the Goldman Sachs ecosystem.

Andre Libnic is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Babson College and Gulliver Preparatory. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm integrates internal oversight committees and multiple investment vehicles, including separately managed accounts and alternative funds, to support its diverse client base.

Robert Weiss is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has held his current role at Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and specialized market roles.

Sean Kuchta is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. His prior work history includes positions at Morgan Stanley, Capco, First Derivatives, and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Joseph Kaufman is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2022. Prior to his advisory role, he had positions at Metro by T-Mobile and completed his education at the University of Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Robert Kelly is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Farther since 2021. His prior experience includes roles at Bank of America, Merrill, JPMorgan Chase Bank, and Grisanti Capital Management. He is a trustee for Imagine, A Center for Coping with Loss, a nonprofit providing free grief services to children. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and discretionary investment management. The firm’s approach is based on Modern Portfolio Theory, using bespoke and algorithmic model portfolios primarily invested in ETFs, mutual funds, equities, and fixed income.

Michael Desaulnier is a CFP® with 24 years of experience in the financial advisory industry. He has worked at Private Advisor Group, LLC and LPL Financial since 2012, and previously held positions at Stifel, Ryan Beck & Co., and J. B. Hanauer & Co. Outside of advisory work, he is involved in tax preparation and accounting services in Morristown, NJ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a variety of investment strategies and technology platforms.

Juan Pablo Rojo Fernandez is a financial advisor at Citigroup Global Markets with the Series 66 designation. He has experience at Citigroup Global Markets beginning in 2025 and has a background that includes roles at Columbia University, Coronado High School, and the American School Foundation. 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 and combines large institutional scale with unique market roles such as swap dealer and futures commission merchant.

Jason Pilger is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Credit Suisse in Singapore before joining Citigroup in 2018. Pilger is a minority investor in two small properties in Japan. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a 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 and security-pricing capabilities.

Rosa D'ambrosio is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Her prior roles include positions at LCH - London Stock Exchange, BNP Paribas, and Natixis. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains roles as a swap dealer and futures commission merchant.

Barry Cash is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity. He has been with Oppenheimer since 2020. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Juan Yu is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Highlevel, United Healthcare, ACV Auctions, and Cosmo Insurance Agency. Outside of financial advising, he is involved in consulting on group health insurance and managing equity compensation programs for digital and vehicle auction companies. Transamerica Financial Advisors serves a diverse client base that includes individual investors, institutions, and charitable organizations. The firm offers a range of advisory and broker-dealer services featuring proprietary and third-party model portfolios, with program options that are discretionary or non-discretionary.

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.

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.

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 financial advisor at Oppenheimer with four years of industry experience. His prior roles include positions at Citigroup, Arca Investments, Barclays Capital, and General Electric. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

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.

Miguel Gonzalez is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 22 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2012, and previously held roles at Chase Investment Services Corp., Wells Fargo Clearing, and Merrill. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model with a variety of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

Catarina Wolf Rohde is a financial advisor with Sanctuary Advisors, LLC in New York, NY. She holds a Series 66 designation and has one year of industry experience. Her work background includes time at Kennedy Lewis and an academic role at the University of Notre Dame. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports its advisors with a broad platform of portfolio management options and employs various analytical approaches, serving both onshore and offshore strategies.

Nadia Polack is a financial advisor at Oppenheimer with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, Bank of America Merrill Lynch, Aflac, and VALIC Financial Advisors. She is also involved in FINRA dispute resolution, arbitrating hearings between investors and securities firms. Oppenheimer is a registered investment adviser and broker-dealer serving a wide range of clients including individuals, corporations, and charitable organizations. The firm offers various investment programs and provides both discretionary and non-discretionary advisory services with a focus on strategic asset allocation and portfolio management.