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 financial advisor at Citigroup Global Markets with two years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2023. Prior to that, she worked at Sanikind in 2021. Gillian is also a long-term student at Hobart and William Smith Colleges. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diversified investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and execution capabilities, supporting both discretionary and non-discretionary portfolios.

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.

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 six years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019. Outside of his advisory role, he is involved with K&S Solutions LLC and Cleat Shield LLC, and previously taught at Kean University. 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 strategic and tactical asset allocation and manages assets through various investment vehicles, maintaining a range of discretionary and non-discretionary programs.

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.

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.

Henry Mc Kain is a financial advisor at Citigroup Global Markets with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at Cambridge Associates and BlackRock Investments. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Anthony Ballato is a financial advisor at Citigroup Global Markets with a Series 66 credential and two years of industry experience. He previously worked at KNS Group and has a background that includes roles at Fordham University and Archbishop Molloy High School. Outside of his advisory work, he serves as president of The Ballato Consulting Group LLC, a consulting business based in New York, NY, and acts as a website consultant for KNS Building Restoration. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with market roles such as swap dealing and futures commission merchant activities.

Cyrielle Rivera is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has held roles at New York Life Insurance Company, Nylife Securities LLC, Elle Financial Strategies, and The Firm Financial Group, LLC. Rivera is the founder of Boss Lady, a networking group that organizes educational seminars and events for professional women. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a substantial majority of its assets on a non-discretionary basis, working extensively within the New York Life affiliate structure.

Steven Nikolopoulos is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as the parish council president for Annunciation Greek Orthodox Church in Stamford, CT. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Frank Petrone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is also an owner of a non-investment related rental business. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees. Their investment approach utilizes approved model strategies managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external providers.

Teal Schoonover is a Series 66-licensed financial advisor with two years of industry experience. She is currently with CWM, LLC and has prior experience at UBS Financial Services, Inc. and several law firms. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Michael Geczi is a Series 66-licensed financial advisor with Guardian Life in Westfield, NJ, bringing three years of industry experience. He previously operated Michael Geczi & Associates LLC, which manages his insurance business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.