Mofolafoluwa Laolu Akande is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. He has been with Citigroup since 2021 and previously worked at Wisdom Protective Services, Nationwide Court Services, and Forster and Garbus. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale and involvement in market roles such as swap dealing and futures commission merchant activities.

Natalia Vazquez Radoszycki is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and JP Morgan Chase Bank NA. 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 supported by internal standards and oversight committees and operates with a combination of large institutional scale and unique market roles.

Connor Cassidy is a financial advisor at Oppenheimer with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Morgan Stanley and Bank of America. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Christopher Risko is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Signature Realty and Quest Capital Strategies. His outside activities include managing sales agents and placing life and health insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering advisory and broker-dealer services through proprietary and third-party investment models with both discretionary and non-discretionary program options.

Michael Fritz is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously been affiliated with Goldman Sachs in various capacities since 2022. Prior to joining Goldman Sachs, he spent four years at Fairfield University and seven years at La Salle Institute. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm utilizes strategic allocation models and third-party analytics, including AI, to tailor investment solutions within the broader Goldman Sachs ecosystem.

Michael Bokach is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Agia and 1Force before joining Valic Financial Advisors. Outside of his advisory work, he is involved with Agia as an insurance agent focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and offers portfolio management and financial planning through a large network of advisors.

Luke Adams is a financial advisor with Oppenheimer in New York, NY, holding a Series 66 designation and seven years of industry experience. He has been with Oppenheimer & Co. Inc. since 2018. His prior work history includes positions at Moriello Pool and Rutgers University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation, manager selection, and regular portfolio reviews.

Madonna Johnson is a financial advisor at Oppenheimer with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Robert W Baird & Co., Morgan Stanley, and Citigroup Global Markets. Johnson has been with Oppenheimer since 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs that include discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a focus on strategic asset allocation, manager selection, and comprehensive suitability and monitoring processes.

Jiqian Zhao is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and two years of industry experience. Prior to joining Citigroup, Zhao worked at Pacific Western Bank and Brinc, and has academic experience at Boston College. Outside of financial advising, Zhao is the marketing lead and co-founder of BlossomsAI LLC, an educational software company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging in-house research and distinctive market roles.

Santiago Romero is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Banco Santander, and held academic positions at Georgetown University and The George Washington University. 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 and operates with considerable institutional scale and specialized market roles.

William Nastasi is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. Citigroup Global Markets is notable for its multi-asset, multi-manager strategies and its combination of large institutional scale with specialized market roles.

Gloria Gomez Orourke is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds a Series 66 designation and has been with Citigroup and its affiliated entities since 2004. Citigroup Global Markets Inc. serves individual and institutional clients across various segments including workplace, high-net-worth, and ultra-high-net-worth. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, offering a broad range of investment advisory services along with execution and custody solutions.

Alexander Gennaro is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for three years before joining Citigroup in 2020. Outside of his advisory role, he serves as a manager for Gordon Bateman Ventures LLC, a real estate investment business. 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 and operates with a combination of large institutional scale and specialized market roles, including derivatives and futures services.

Matthew Harrow is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Citigroup Global Markets since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant operations.

Yong Lin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at Aetna, Emerson Reid, and Wfgia, alongside his longstanding position at Transamerica Financial Advisors. He is also the owner of Lin Family Dynasty Inc. Outside of investment advisory, Lin assists clients with health insurance enrollment through affiliated firms. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to deliver advisory services through a large network of advisors and multiple program platforms.

Natalie Mc Govern (Papayannoulis) is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2016. Outside of her advisory role, she is involved in dog walking services in New York. 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 specialized market roles, including proprietary research and derivatives services.

Roberto De Andrade is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 66 designation and has been with Citi Private Bank since 2010. Citigroup Global Markets Inc. serves individual and institutional clients across a range of private banking and wealth management segments, offering diverse investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Qiaoping Ren is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has worked with Nylife Securities LLC and New York Life Insurance Company since 2010. Outside of his advisory role, Ren is a partner in a commercial real estate venture. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored, primarily non-discretionary solutions.

Joseph Falisi is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Ameritas Advisory Services since 2021, Mulberry Lane Advisors since 2016, and Independent Financial Solutions since 2015. Falisi is also involved in managing and training agents in the sale of life insurance and annuities and develops personalized Social Security claiming strategies through his other business activities. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of portfolio management options utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by multiple program platforms and third-party technology.

Lawrence Olson is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Oppenheimer & Co. Inc. since 2016. He holds the Series 63 license and is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs, including discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios, as well as consulting and retirement services tailored to client objectives.