Kevin Rabbitt is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The Ayco Company, L.P./Mercer Allied. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high- and ultra-high-net-worth 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 access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Gyungnam Kang is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2017. Prior to joining Citigroup, he worked at Bonchon Franchise LLC for four years. 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 operates with institutional scale, providing both discretionary and non-discretionary solutions.

Spencer Friedman is a financial advisor at Wealthspire Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. His background also includes roles with SportsGrid and the University of Maryland Alumni Association. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation across various asset classes and ongoing portfolio reviews.

Duncan Parsley is a financial advisor with TD Private Client Wealth LLC in New York, NY. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior work includes roles at JPMorgan Securities LLC and TD Bank N.A. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios through a combination of strategic and tactical asset allocation, utilizing both affiliated and third-party sub-managers.

Timothy Malon is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Citigroup in 2021, he worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas from 2015 to 2021. 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-scale institutional capabilities with unique market roles, including in-house research and derivatives services.

Brian De Lisi is a CFA® charterholder with 20 years of experience in the financial industry. He is currently with Citigroup Global Markets, where he has worked since 2022, following a seven-year tenure at J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various 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.

Jeffrey Wingerter is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Citibank, City National Bank, and Citigroup. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program. The firm uses Charles Schwab’s proprietary asset allocation models and research tools to guide investment recommendations, leaving final trading decisions to clients.

Caillen Fort is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including JP Morgan Chase Bank and Morgan Stanley. Outside of his advisory role, he is the owner of Champeonscript, Inc., a publishing company established to manage sales proceeds from his self-published novel focused on adolescent decision-making. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals and various entities, often serving clients with existing TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing discretionary management with an emphasis on fiduciary standards across its advisory services.

Shaymus Contorno is a financial advisor at Oppenheimer with six years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Oppenheimer, he has worked at Woodside Country Club, Stony Brook University, and T3 Trading Group, among other roles. He has authored publications during his time as a graduate student at Stony Brook University. Oppenheimer is a registered investment adviser and broker-dealer that serves individual, corporate, and institutional clients through a range of advisory programs. The firm offers both discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Nicole Fox is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Cerity Partners LLC since 2023 and previously spent seven years at AJ Wealth. Nicole is based in New York, NY. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm manages approximately $126.9 billion in client assets and offers a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments. Cerity customizes portfolios based on client profiles, emphasizing diversified asset allocation and employing both proprietary quantitative screening and third-party managers.

Carlotta Porter is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and based in New York, NY. She joined the firm in 2025 after completing her studies at the University of Miami. Prior to that, she worked in various educational roles from 2014 to 2021. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a broad range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional-scale resources, including in-house research and specialized market roles.

Cynthia Wong is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 23 years of industry experience. She has been with Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Dmitry Veksler is a financial advisor at HSBC Securities (USA) Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with HSBC Securities and HSBC Bank USA since 2006. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers multiple program types ranging from client-directed to fully discretionary portfolios, utilizing a structured investment process that incorporates strategic and tactical asset allocation alongside ongoing fund due diligence.

Lucette Calas is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has worked previously at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2015 to 2021 before joining Citigroup in 2021. 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 unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Lynn Tsang is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds the Series 66 designation and has been with Citi since 2013. Based in New York, NY, her career has been focused solely within Citi throughout this period. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Jadon Jones is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has been with Goldman Sachs since 2020. Outside of finance, he is the founder of Revolving Solutions LLC, a clothing manufacturing company based in Dallas, Texas. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as executive wealth services and private family office support within a large integrated financial group.

Ricardo Kong is a CFA® charterholder with 16 years of industry experience. He is currently with RBC Rochdale, LLC and has prior work history at City National Bank/City National Securities and HSBC Securities (USA) Inc. In addition to his advisory work, he is the founder and owner of Klothe, Inc., a clothing website. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and municipal entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis to tailor portfolios across various asset classes, often partnering with sub-advisors and independent financial advisors.

Carlos Cortez is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and New York Life Insurance Company, with prior roles including Nylife Distributors LLC. Outside of advising, he serves as a notary public without charging fees. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Franklin Lainez is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining TD Private Client Wealth, he worked at TD Bank NA and CVS Health. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, offering portfolio management, financial planning support, and custody and reporting services. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through its TD Managed Portfolios and other investment platforms.

Liwen Li is a CFA® charterholder and registered representative with Citigroup Global Markets, where she has worked since 2017. She has four years of industry experience, including two years at Washington University in St. Louis prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, derivative services, and bespoke discretionary solutions for high-net-worth clients.