Zack Yevdeyev is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including JP Morgan Securities LLC, Prudential Investment Management Services LLC, and GWFS Equities, Inc. His current role at Empower Advisory Group follows prior experience at major financial institutions. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Angel Lopez is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TIAA, Merrill, Bank of America, and JPMorgan Chase. Outside of his advisory role, he co-owns a rental property in Port Jervis, NY, overseeing maintenance and repairs during non-trading hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles, including in-house research and futures commission merchant activities.

John Gavigan is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with Oppenheimer since 2021. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs a range of strategies including asset allocation and manager selection, and acts as a qualified custodian with distinctive features like commission-based advisory programs and non-discretionary asset management.

Lisa Crosta is a financial advisor with Sanctuary Advisors, LLC and holds the CFP® designation along with Series 65 and Series 66 licenses. She has 11 years of industry experience, including roles at Mass Mutual Life Insurance Company, Mutual Securities, Inc., and Hennion & Walsh Inc. Outside of advising, she has been involved as an independent contractor with Arbonne International, a direct sales company for personal health and beauty products. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a wide range of investment approaches and account types, offering portfolio management through Advisor-Directed programs, SMAs, UMAs, and third-party platforms, while operating as a fiduciary under written advisory agreements.

John Hyland is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Oppenheimer since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Trisha Arun is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has worked at Citigroup and Ameriprise during the past two years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and combines large institutional scale with specialized market roles such as security pricing and derivatives trading.

Susan Vitkus is a financial advisor at Oppenheimer with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing Services. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering advisory programs that include portfolio management, consulting, and financial planning. The firm employs various investment approaches across equity, balanced, and fixed income strategies and manages both discretionary and non-discretionary assets.

Shahid Malik is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has been with PNC Investments since 2004. He holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to approved third-party strategists.

Lisandro Enferri is a financial advisor with Citigroup Global Markets in Brooklyn, NY, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments and offers diverse investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including roles as a swap dealer and futures commission merchant.

Christopher Mccann is a financial advisor at Oppenheimer with 11 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer & Co Inc since 2012. Based in New York, NY, he is part of a large team of advisors at the firm. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation and a variety of investment strategies to meet client objectives.

Mario Meola is a Series 66-licensed financial advisor with Hornor, Townsend & Kent, LLC, based in Edison, NJ, with 23 years of industry experience. He has been associated with both Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2010. Meola is also involved in insurance brokerage through his ownership of Chimney Rock Financial and his role as an agent at Primary Financial, focusing on multi-line insurance and life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a hybrid model combining SEC-registered advisory services and broker-dealer capabilities, managing over $8 billion in discretionary assets and providing both discretionary and non-discretionary account options.

Mingzhe Jiang is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and is based in New York, NY. Jiang has been with Citigroup since 2006, spanning 20 years in various roles within the firm. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Arielle Lederman is a Series 65-licensed advisor at Mariner with three years of industry experience. She previously worked at Allen & Company and Arnold & Porter. Arielle serves as a Junior Council Steering Committee member for the American Museum of Natural History. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party allocations across a range of strategies, supported by tax and accounting integration and specialized operational capabilities.

Genna Grodin is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, she held roles at Macquarie and Merited Wealth and worked in business career services at 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 brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary approaches, supported by internal standards and oversight committees.

Gabriella Henry is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. She has been with Goldman Sachs since 2021 and previously worked at Bryant University for five years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging an integrated approach that includes strategic allocation models, manager selections, and a range of fee arrangements supported by both proprietary and third-party analytics.

Dana Valelly is a financial advisor with Wealth Enhancement Advisory Services, LLC in New York, NY. He holds a Series 65 designation and has one year of industry experience, including prior roles at Citi and National Grid. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process combines passive and active managers with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Joseph Chang is a CFP® with 26 years of experience in the financial services industry. He is currently with Empower Advisory Group and has held positions at GWFS Equities, Inc., Prudential Investment Management Services LLC, Pruco Securities, LLC, and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Robert Eichler is a CFP® professional with 33 years of experience, currently serving at Hornor, Townsend & Kent, LLC since 1993. He has maintained a long-term affiliation with Penn Mutual Life Insurance and holds multiple roles in insurance brokerage, including ownership of CCL Financial Group and involvement with other insurance enterprises. Eichler also serves as president of the board and faculty at the New York Center for Financial Studies and holds board memberships with organizations such as Finseca. Hornor, Townsend & Kent (HTK) provides advisory programs, financial planning, and retirement plan consulting to individuals, trusts, businesses, and charitable organizations. The firm operates a dual SEC-registered investment adviser and FINRA-member broker-dealer platform, managing both discretionary and non-discretionary assets with a network of advisers and relationships with third-party asset managers.

Ted Ryoo is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Spinnaker Capital LLC, Bank of New York Mellon, and served on the faculty at Brandeis International Business School. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment advisory programs and brokerage services. The firm operates with large institutional scale and provides bespoke discretionary solutions alongside its broad set of advisory and execution capabilities.

Lise Christine Mason is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022, with prior experience including roles at AllianceBernstein LP and various positions at Swarthmore College. Citigroup Global Markets serves individual and institutional clients across private banking, wealth management, and workplace segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.