Yukiko Watabe Ushijima is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2007. Outside of her advisory role, she serves as president of KYD Property Management LLC, where she manages tenant communications. 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 employs multi-asset, multi-manager strategies with a blend of discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Gianna Minasian is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and previously worked at Stonebridge Wealth Management. Minasian’s background includes roles at Vanderbilt University and community association involvement. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models and a range of implementation platforms, integrating resources across the Goldman Sachs ecosystem to offer specialized wealth programs and alternative investment access.

Jiselle Viera is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds the Series 66 and Series 63 designations and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies with internal oversight and provides specialized solutions for high-net-worth clients.

Brian Roth is a financial advisor at Oppenheimer with 22 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 66 designations. Roth serves as president of the board of directors for the Fox Co-op where he resides and is a trustee of a family trust. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment vehicles, while also acting as a qualified custodian.

Jon Blum is a financial advisor at Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has worked at Citigroup since 2010, with a brief consulting role and involvement with La Loma Growth Ventures, LLC. Outside of his advisory work, he manages a non-investment-related revocable trust. 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, providing a broad range of advisory, execution, custody, and derivatives services.

Maximus Calovi is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Citigroup in 2025, he worked at Morgan Stanley and operated Khaos To Value Consulting LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains a combination of large institutional scale and specialized market roles.

Derdley Fleuridor is a financial advisor with Empower Advisory Group holding a Series 66 designation and six years of industry experience. He has previously worked at Mutual of America Securities LLC, Wizest Inc, Amazon, J.P. Morgan Securities LLC, and Mass Mutual Investors Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage clients. The firm’s integrated approach ties financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Dana Matuozzi is a CFA® charterholder with eight years of experience in the financial industry, currently serving as an advisor at Citigroup Global Markets. Prior to joining Citigroup in 2025, Dana worked at BlackRock Investments, LLC from 2017 to 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, including operating as a swap dealer and futures commission merchant.

Eliana Pereira is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior roles include positions at Merrill and J.P. Morgan Securities. 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 and provides a wide range of advisory and execution services.

Hugo Real is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citibank since 2016. Outside of his advisory role, he is an owner of a rental property in New York. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and unique market roles such as swap dealing and futures commission merchant services.

Peter Klock is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Raymond James and Wells Fargo. Outside of his advisory role, he is involved in a military-related business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and leverages its institutional scale and specialized market roles to provide tailored investment solutions.

Thomas Lieuw is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors, LLC and Paramount Group. Outside of his advisory work, he spends limited time selling collector cards through Quicksell TCG. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm emphasizes strategic and tactical asset allocation using a blend of affiliated and third-party investment managers.

Brian Sullivan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

John Gurrieri is a financial advisor with Hornor, Townsend & Kent, LLC, holding the CFP® designation and Series 66 license. He has 14 years of industry experience and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. In addition to his advisory role, he is involved in multiple insurance brokerage activities through firms such as Empire Wealth Strategies and Black Belt Wealth Advisory, focusing on life, disability, and property/casualty insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, supporting discretionary and non-discretionary accounts with third-party asset manager relationships and a broad range of investment and custody capabilities.

Thea Vunk is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. Her prior work includes roles at Cravath, Swaine & Moore and various positions outside finance, including at Elon University and The Reluctant Panther Inn and Restaurant. Oppenheimer serves a diverse client base, including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and retirement services. The firm utilizes strategic asset allocation and a range of investment strategies, acting as a qualified custodian with a mix of commission-based and consulting-oriented advisory programs.

Andrew Karasyk is a CFP® professional with seven years of industry experience, currently serving as an advisor at Farther. His prior roles include positions at Wells Fargo Advisors, Symmetry Wealth Advisory Group, Cresset Asset Management, First Republic Bank, and SunTrust Robinson Humphrey. He is co-chair of the Finance for Israel Committee at Jewish National Fund USA. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach with algorithmic rebalancing and incorporates AI tools alongside advisor judgment.

Yong Hu is a financial advisor at Citigroup Global Markets with Series 66 credentials and four years of industry experience. Prior to joining Citi in 2022, he worked briefly at Northwestern Mutual in 2019 and was engaged in full-time education from 2014 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional resources with unique market roles, including operating as a swap dealer and futures commission merchant.

Peter Levine is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His work history includes roles at Infinex Investments, Apple Bank, JP Morgan Chase, HSBC Securities, and TD Ameritrade. Outside of finance, he works as a waiter and bartender for a staffing company and has been involved in merchandising for supermarkets and drugstores for over a decade. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Sanket Shah is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Pershing Advisor Solutions LLC and Pershing LLC. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple advisory program structures, primarily offering non-discretionary recommendations.

Nancy Protopapas is a financial advisor with Principal Financial Services in Holmdel, NJ, holding a Series 63 designation and over 22 years of industry experience. She has worked at Principal Securities Inc. since 2002 and Principal Life Insurance since 2001. Outside of her advisory role, she serves as president of Auto Solutions Inc. and is a designated bank officer at Principal Bank and Trust Company, supporting retirement plan account relationships. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.