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 financial advisor at Carson Wealth with two years of industry experience and holds the Series 66 designation. Prior to joining Carson Wealth, Schoonover worked at UBS Financial Services and several law firms. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform that oversees approximately $50.6 billion through a network of more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor model portfolios and offering tailored investment solutions.

Michael Geczi is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and has previously operated Michael Geczi & Associates LLC, where he ran an insurance business. His prior work includes positions at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions tailored to client needs.

Michael Lozano is a CFA® charterholder affiliated with TIAA-CREF. He has been with the firm since 2014 and has one year of experience specifically under the TIAA-CREF entity. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, employing model portfolios and customized solutions within a vertically integrated structure.

John Davidson III is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked at Bigfish Restaurant and the University of Delaware. 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 operates with a combination of large institutional scale and unique market roles, including in-house research, swap dealing, and futures commission merchant services.

Gabrielle Lidgard is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 credential and previously worked at Morgan Stanley for five years before joining Citigroup in 2021. Outside of her advisory role, she operates a design and art business. 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 both discretionary and non-discretionary options, supported by internal standards and oversight committees.

Sophia Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and previously spent 13 years at the Federal Reserve Bank of New York. Outside of her advisory role, she is involved in providing home care services for families in New Jersey. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing billions in client assets across discretionary and non-discretionary programs.

Joaquin Canto is a financial advisor at Oppenheimer with 38 years of industry experience. He holds a Series 63 designation and has worked at Oppenheimer since 2021, following five years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches with a focus on strategic asset allocation and customized consulting and retirement services.

John Pegg is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and six years of industry experience. He has worked previously at JPMorgan, Bank of America Merrill Lynch, Northwestern Mutual, Vontobel, and Thrivent Financial. 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 such as acting as a swap dealer and futures commission merchant.

Guy Ferrera is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Henry Schein and multiple engagements with the University of California, Berkeley. 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 implements multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles such as security pricing and swap dealing.

Jackson Svete is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022. Prior to his current role, he was employed at Equitable Advisors and has experience in diverse sectors including retail and education. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and leverages internal standards and oversight committees to select and monitor investment managers.

Cameron Ginsberg is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses. He has one year of industry experience with prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial sector, he worked at Shoprite. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and works extensively with both individual investors and institutional sponsors, managing the vast majority of its assets on a non-discretionary basis.

Bruce Harris is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citigroup since 2018, following a tenure at Torino Capital LLC from 2015 to 2018. 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 and combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.

Cameron Andre is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. His prior work includes roles at Wiss Wealth Management LLC, WISS & Co., LLC, and JPMorgan Chase. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Dustin Andreas is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm employs internal standards and oversight committees to select and monitor investment managers and provides discretionary and non-discretionary solutions that include exposure to alternative and digital-asset products.

Elisa Carranza Salazar is a Series 66 licensed financial advisor at Citigroup Global Markets with four years of industry experience. She has held positions at Citigroup since 2022 and previously worked at Brown Brothers Harriman and New York University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and supports both discretionary and non-discretionary investment solutions.

Leonardo Renna is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup since 2013, following roles at Morgan Stanley from 2003 to 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operations as a swap dealer and futures commission merchant.

Isabella Laine is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Her background includes roles at Citi, State Street Investment Management, and various educational institutions. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and futures commission merchant activities.

Moishe Zirkind is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at NYLife Securities LLC and New York Life Insurance Company since 2021, as well as prior engagements in community and educational organizations. Zirkind also operates Zirkind Financial Strategies LLC, brokering non-registered insurance and property and casualty products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers comprehensive financial planning, investment management, and retirement plan advisory services, focusing largely on non-discretionary asset management within an integrated New York Life affiliate structure.