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.

Diane Aurelio is a CFP® and Series 66 designated advisor with 17 years of industry experience. She has been with Transamerica Retirement Advisors, LLC since 2014, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement planning guidance, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Gillian Parrett is a Series 66-licensed financial advisor with Citigroup Global Markets, based in New York, NY, and has three years of industry experience. Prior to joining Citigroup in 2023, she worked at Sanikind in 2021. She has also been engaged as a student at Hobart and William Smith Colleges since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, custody, and derivatives services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles including swap dealer and futures commission merchant activities.

Claire Horner is a financial advisor at Citigroup Global Markets Inc. holding a Series 66 designation. She has accrued experience through various roles at Citibank and Washington and Lee University, with additional work at Lewis Media Company and as a self-employed caregiver. Citigroup Global Markets Inc. serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary investment solutions.

Gonzalo Delgado Caymes is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets in New York. He has been with Citigroup since 2013. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles including swap dealer and futures commission merchant activities.

Jason Grantz is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63, 65, and 66 licenses and four years of industry experience. He previously worked at Unified Trust Company for 12 years, followed by roles at American Trust and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Max Kimmel is a financial advisor with Citigroup Global Markets in New York, holding Series 63 and Series 65 designations and nine years of industry experience. He has been with Citigroup since 2016. 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 combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Kole Schleimer is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2019. In addition to his advisory work, Schleimer has been involved with K&S Solutions LLC and Cleat Shield LLC since 2015 and previously worked at Kean University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary advisory services.

Elizabeth Blanchard is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has worked at Kestra Advisory since 2016 and previously was with Sopher Financial Group for two decades. Blanchard is also the owner and president of Front Porch Financial LLC, where she continues to provide financial advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary services, employee education, and plan-level investment advice while managing approximately $79.8 billion in assets and serving a range of clients from plan sponsors to sovereign wealth funds.

Joshua Rodriguez is a financial advisor with Citizens Securities, Inc. in Matawan, NJ, holding the Series 63 and Series 66 licenses. He has 10 years of industry experience, including prior roles at Citigroup, New York Life Securities, and JPMorgan Chase. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital portfolio program managed in partnership with SigFig and a Managed Account program.

Brian Rosevear is a financial advisor at Citigroup Global Markets with eight years of prior experience at Morgan Stanley. He holds a Series 66 designation and is based in New York, NY. 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 very large relationships.

Donna Donaldson is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2010. Outside of her advisory role, she is a self-published author focused on Christian-themed works. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Andrew Barnes is a financial advisor with Citigroup Global Markets in New York, holding Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at Liquidnet Europe and has been with Citigroup since 2017. Barnes is co-founder of Sameday, LLC, a consumer services company, where he contributes to market research and business development outside of securities trading hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke solutions for large relationships, combining institutional scale with unique market roles.

Jared Zahn is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to entering the financial advisory field, he worked at Cushman & Wakefield and Robert Half. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through a large network of advisors.

Robert Scrabis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Commonwealth and Reilly Financial Group since 2021, with prior experience at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and METLIFE Securities Inc. Outside of his advisory work, he is a band member of Blue Highways and Sheriff Restless. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

William Antone is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent seven years at The Ayco Company LP. Antone also maintains a long-term affiliation with The MDE Group, Inc. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to implement tailored strategies across various client segments.