Angela Romeo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Citigroup since 2002. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and pricing capabilities while providing bespoke solutions for large relationships.

Melvin Finkelstein is a Series 63 licensed financial advisor with Janney Montgomery Scott, where he has worked since 2008. He has 44 years of industry experience. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

William Forte is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2018, following two years at AXA Advisors. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Michael Tynan is a CFP® with 16 years of industry experience, currently advising at Oppenheimer since 2017. Prior to joining Oppenheimer, he worked at TIAA-CREF from 2015 to 2017. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, providing various advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs multiple investment approaches across equity, balanced, and fixed income strategies, with a substantial focus on non-discretionary relationships.

Caroline Kelley is a CFP® and Series 66-licensed financial advisor at First Manhattan Co. LLC with 11 years of industry experience. She has worked at First Manhattan since 2020 and previously at Merrill from 2016 to 2020. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented portfolio management tailored to individual client objectives, managing roughly $38 billion across a team of about 65 portfolio professionals.

Jack Varon is a financial advisor with First Manhattan Co. LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with First Manhattan Co. since 2002. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm employs a long-term, research-driven, value-oriented approach to managing equity and fixed-income portfolios, integrating wealth planning with portfolio management.

Bhavika Beniwal is a financial advisor at Capital Group Private Client Services, Inc. with three years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Capital Group Companies, Alliance Bernstein, and Anchin, Block & Anchin LLP. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm offers portfolios through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategy funds.

Matthew Solano III is a financial advisor with GWN Securities Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining GWN Securities in 2022, he worked at Equitable Advisors and AXA Advisors, LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Robert Campbell III is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund, providing services within a vertically integrated structure that includes affiliated funds.

Kimberly Trimmer is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms, including Affinity FCU, LPL Financial LLC, Raymond James Financial Services, and Lakeland Financial. Outside of her advisory role, she also works as a bookkeeper in a non-investment-related capacity. Citigroup Global Markets 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 and maintains significant institutional capabilities, including in-house research, swap dealer activities, and bespoke solutions for very large clients.

Stephanie Roman is a financial advisor at First Manhattan Co. LLC with two years of industry experience. She holds the Series 66 designation and previously worked at MML Investors Services LLC and Mass Mutual Life Insurance Company. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, with tailored advice delivered through individually managed portfolios that combine active and passive investments.

Keith Brennan is a financial advisor with Capital Group Private Client Services, Inc. He holds Series 66 and Series 65 licenses and has 13 years of industry experience. Prior to joining Capital Group, he worked at Neuberger Berman BD LLC and First Manhattan Co. Capital Group Private Client Services provides discretionary investment management primarily for high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach that emphasizes fundamental research and a long-term horizon.

Owen Ashley is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Investment Management Services LLC and New York Life Insurance Company. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services and manages a large participant base relative to its advisor headcount.

Donald Keegan is a financial advisor with Centaurus Financial, Inc., holding Series 63, 65, and 66 licenses and 29 years of industry experience. Prior to joining Centaurus Financial in 2025, he worked at The Investment Center Inc for nine years and Ic Advisory Services Inc for seven years. Outside of his advisory role, he is a partial owner of Yellow Pages Directory Inc., which provides U.S. company information to the public. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm delivers financial planning and portfolio management through its CLASSIC Plus platform, using both discretionary and non-discretionary arrangements with a combination of fundamental and technical analysis.

Nadieda Dazile is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. Her career includes multiple roles at Citigroup and periods affiliated with New York University Stern School of Business. Outside of her advisory role, she is involved in social media activities as a brand ambassador and influencer, promoting beauty products and managing affiliate storefronts. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and derivatives services.

Michael Egan is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He is the owner of Kingsbridge Capital Advisors, a private entity focused on securities, advisory, and insurance business. His prior experience includes roles at American Portfolios Financial Services, Inc. and OSAIC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, compliance, and practice-management support while enabling advisors to construct portfolios from a broad range of securities and insurance products.

Javier Cisneros Merino is a Series 66 licensed financial advisor at Citigroup Global Markets with two years of industry experience. His work history includes roles at Citi since 2022, as well as previous positions at the Consulate General of Spain, Deyde, and BBVA. 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, security pricing, and derivatives services.

Jan Hugo Johan Braune is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and JP Morgan from 2013 to 2026. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, distinguishing it through its scale and market roles.

James Pigot is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His prior work experience includes roles at LPL Financial and KPMG, as well as a position at SUNY Binghamton School of Management. He provides administrative support to several independent investment advisor firms affiliated with LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives, utilizing multiple analytical approaches and access to third-party asset managers and turnkey asset management platforms.

Francis Dispigna is a financial advisor with Principal Financial Services, holding a Series 63 license and over 40 years of industry experience. He has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2007. Outside of his advisory role, he is involved in managing several property-related ventures with family members. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.