Robert Cornilles is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked exclusively at Citigroup since 2019, with earlier roles at EPIC Ventures and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments with multi-asset, multi-manager investment strategies. The firm combines large institutional scale with unique market roles, offering a broad range of advisory programs and execution services.

Emily Wasco is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2021, following 14 years at Merrill. 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, security pricing, and derivatives services.

Richard Summers is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has five years of industry experience, including roles at LPL Financial, Bank of America, Merrill, and Diversitex Inc., where he has a background spanning over a decade. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of strategies and technology platforms while offering access to both proprietary and third-party managed account solutions.

Marta Jankowski is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds a Series 66 designation and has worked with TIAA-CREF since 2018, including prior roles at Fidelity and Fidelity Brokerage Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to the TIAA Donor Advised Fund.

Jon Gagliardi is a PFS™ credentialed financial advisor with two years of industry experience, currently with Cetera Planning Partners. He has a background that includes roles at Avantax and 1st Global Advisors, and he serves as Chief Executive Officer of MSPC Certified Public Accountants and Advisors, which provides tax planning, financial attest services, and investment planning. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management and comprehensive financial planning, including tax and estate planning services. The firm employs a document-driven process centered on diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance.

Meizhen Chen is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. Chen also has experience with Century 200 Group, LLC and World Financial Group, Inc. In addition to her advisory role, she serves as a Medicare sales agent with Spark Insurance Services, helping clients select suitable Medicare plans. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm employs a combination of proprietary and third-party model portfolios and manages approximately $2.1 billion in assets under management as of December 2025.

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.

Stefan Rojas Ayala is a financial advisor at Citigroup Global Markets with a Series 66 designation and has been with the firm since 2023. His professional background includes roles outside the financial industry, including positions at FedEx Ground and in local parks and recreation. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains unique market roles as a security-based swap dealer and futures commission merchant.

James Sonneborn is a CFP® professional with 19 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 17-year tenure at RegentAtlantic. His background includes roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Theodore Schneider is a CFA® charterholder with 11 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent nine years at Round Table Wealth Management. Schneider holds a financial interest in P Shares LLC, a private investment business. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection processes and offers a range of services such as portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

Jaquelynne Elliott is a financial advisor with HSBC Securities (USA) Inc., holding a Series 66 designation and two years of industry experience. Her previous roles include positions at JPMorgan Chase Bank and Silicon Valley Bank. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm employs a structured investment process with multiple risk profiles and integrates asset allocation advice from HSBC Global Asset Management and other affiliated providers.

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 investment LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a wide range of programs including asset management, consulting, and retirement services, offering both discretionary and non-discretionary investment solutions.

Vincent Egan is a financial advisor with Benjamin F. Edwards & Company, Inc., holding the Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations, offering a range of fee-based wrap programs, financial planning, and investment management services. The firm employs both discretionary and non-discretionary strategies, with portfolios monitored and rebalanced regularly and supported by an internal trading desk.

Richard Coppa is a CFP® with 23 years of experience in financial advisory. He has worked at Mariner Wealth Advisors since 2020 and previously spent 17 years at Wealth Health, LLC. He serves as a board member of the Pediatric Cancer Foundation in New Jersey, where he contributes to awareness, fundraising, and financial governance. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers to offer customized portfolio solutions along with integrated tax and accounting services.

Johnny Covello Jr. is a financial advisor with Goldman Sachs Wealth Services, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. He has worked previously at The Ayco Company, L.P./Mercer Allied and Northwestern Mutual in both investment services and life insurance roles. Goldman Sachs Wealth Services advises a diverse client base, including individual investors ranging from non-high-net-worth to high-net-worth, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging a broad ecosystem within Goldman Sachs for research, implementation, and client service.

Jeffrey Varisco is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021, following a 23-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

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.

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.

Alex Coriddi is a financial advisor at Corient with 12 years of industry experience. He holds a Series 65 credential and previously worked at RegentAtlantic for nine years before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.