Robert Cornilles is a financial advisor with Citigroup Global Markets holding a Series 66 designation and five years of industry experience. He has been with Citigroup since 2019, with prior roles at Wells Fargo and EPIC Ventures. 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 and maintains large institutional scale with unique market roles such as acting as a security-based swap dealer and futures commission merchant.

John Kuhn is a CFA® charterholder with a Series 66 license, currently advising at Citigroup Global Markets. He has nine years of prior experience at Morgan Stanley Investment Management before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a diverse range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities including in-house research, derivatives services, and customized discretionary solutions.

Emily Wasco is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch from 2007 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, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, serving both discretionary and non-discretionary client needs.

Mani Grant is a CFP® professional with four years of experience currently affiliated with Kestra Advisory. His prior roles include positions at Truist Financial and several other financial firms over the past few years. Grant is based in New York, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms, serving clients with assets totaling approximately $79.8 billion.

Caroline Galdabini is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She has held her current position at Citigroup Global Markets since 2007 and holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various 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 and maintains a combination of large institutional scale and specialized market roles.

Caroline Hirt is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and previously worked at SVB Wealth LLC. Her background includes roles outside finance, such as at Mohawk Golf Club and educational institutions. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers diversified portfolio management, financial planning, and access to alternative investments, managing approximately $126.9 billion in client assets as of December 31, 2024.

Jake Thomas is a CFP® professional at Janney Montgomery Scott with three years of industry experience. He has been with Janney Montgomery Scott since 2022 and also has experience in the sports and entertainment sectors, including roles at Prospect Sports and 1Vision Sports & Entertainment. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and investment management through a combination of in-house and third-party solutions.

Jaquelynne Elliott is a Series 66-licensed financial advisor with HSBC Securities (USA) Inc. in New York City. She has two years of industry experience, including roles at HSBC Bank USA, JPMorgan Chase Bank, Silicon Valley Bank, and Nav Technologies, Inc. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary portfolios. The firm’s investment process incorporates strategic and tactical asset allocation with ongoing fund due diligence, serving a broad client base with tailored advisory and account management services.

Gregory Vasilakos is a financial advisor with Eagle Strategies (NY Life) in New York, NY. He holds a Series 66 designation and has eight years of industry experience. He has been with Eagle Strategies since 2019 and has worked with affiliated New York Life entities since 2018. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kristen Owen is a CFA® charterholder with 15 years of industry experience and has been with Oppenheimer since 2015. She holds a Series 63 license and is based in New York, NY. Outside of her advisory role, she is a limited partner and minority investor in a commercial property ownership LLC. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation across various investment vehicles and acts as a qualified custodian for client assets.

Asher Booz is a financial advisor at Hightower Advisors with seven years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Hightower in 2021, he worked at Altfest Personal Wealth Management and Charles Schwab in various roles from 2016 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes multi-manager solutions and proprietary research, offering both discretionary and non-discretionary portfolio management alongside retirement plan consulting.

Dominick Angione Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various 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 through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Dennis Baum is a financial advisor at Oppenheimer with 58 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2012. Baum serves as a co-trustee for multiple family and investment trusts and is a board member of Selfhelp Community Services and the Leo Baeck Institute. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation with a range of investment vehicles, acting as a qualified custodian and providing both commission-based and fee-based programs.

Lauren Fonacier is a CFP® professional with 16 years of industry experience. She is currently affiliated with Commonwealth Financial Network and Element Financial Group. Her prior work includes roles at Kestra Advisory, Kestra Investment Services, LLC, and NFP Advisor Services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Lawrence Kaplow is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill and Bank of America. Kaplow is based in New York, NY. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and a manager-selection program supported by third-party platforms and research, combining discretionary and non-discretionary management approaches.

Benjamin Sax is a financial advisor at Corient with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America, and Kore Private Wealth. Sax serves as a board member of the Anti-Defamation League, a civil rights organization, where he participates in a subcommittee. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments when appropriate.

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.