Christina Morales is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. She has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles, including in-house research and security pricing, as well as acting as a swap dealer and futures commission merchant.

Brandon Potucek is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, NA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering investment banking and placement services alongside an integrated investment platform.

Ashutosh Shandilya is a Series 66–registered advisor with Citigroup Global Markets in New York, NY. He has four years of industry experience and has been with Citigroup since 2005. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees and combines large institutional scale with specialized market roles.

Chung Lin is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes roles at HSBC Bank USA, N.A., HSBC Securities (USA) Inc., Infinex Investments, Inc., and Popular Bank, where he has been involved in banking and wealth management since 2022. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving 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 a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary management.

Genna Luisi is a financial advisor at Citigroup Global Markets with a Series 66 credential and four years of industry experience. She has previously worked at JP Morgan Chase Bank and Morgan Stanley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains a large institutional scale with unique market roles including swap dealing and futures commission merchant activities.

Matthew Farago is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at PepsiCo and in various roles related to recreation and education. Farago’s experience includes work at the University of Connecticut and several community organizations. Goldman Sachs Wealth Services advises a broad range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management using strategic allocation models and a variety of fee arrangements, supported by a wide network of affiliated Goldman Sachs entities and specialized advisory programs.

Kristy Feinberg is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds a Series 66 designation and has prior experience at Citibank and Fannie Mae. Feinberg also has a background that includes roles at Duke University and in secondary education. 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, providing a broad set of advisory, execution, and custody services.

Joseph Corcoran is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. His career includes extensive tenure at Avantax Investment Services and related entities, as well as a long-standing role with MS Investment Partners, LLC. He also serves as an administrator of employee benefit plans at MS Administrators, Inc. and has experience as a co-executor of an estate. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified allocations through mutual funds and ETFs and provides ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers, leveraging its integration within the larger Cetera network.

Dylan O’Shea is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. He holds the Series 66 credential and previously worked for Bank of America and Merrill from 2012 to 2022. He serves as a volunteer advisory board member for Teach For America New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent advisers with multiple investment approaches and offers portfolio management through various account types and third-party platforms.

Roberto Casale is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios, while applying a fiduciary standard to its advisory services.

Brent Croonquist is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and previously worked at Lord Abbett for six years before joining Janney in 2022. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Joseph Pecoraro is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior work includes roles at Advisors Capital Management, LLC and Goldman Sachs Wealth Services. He also holds a position as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, and institutional clients. The firm employs a mix of active and passive investment strategies, combining proprietary asset-allocation modeling with third-party independent managers, and provides comprehensive portfolio management and reporting services.

Svetlana Zuyeva is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at TIAA-CREF since 2019 and previously spent 13 years at Scottrade, Inc. She also has a background as a homemaker for one year. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides tailored portfolio management alongside fiduciary standards and acts as adviser to a donor-advised fund sponsored by Charityvest.

David Corson is a financial advisor at Private Advisor Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Advisor Group and LPL Financial since 2015. Prior to that, he was with PNC Wealth Management for 11 years and J.J.B. Hilliard, W.L. Lyons, LLC for one year. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and offers proprietary managed account solutions alongside third-party programs and alternative investments.

Connor Cademartori 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, with prior roles in various sectors including education and athletics at Boston College. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Andrew Westhuis is a financial advisor with Oppenheimer, holding the CFP® and CFA® designations and the Series 66 license. He has 19 years of industry experience and has been with Oppenheimer since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs with discretionary and non-discretionary advisory services that cover equity, balanced, and fixed-income portfolios, supported by periodic portfolio reviews and customized consulting and retirement services.

Peter Mancini is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Steven Ries is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. He previously worked at LPL Financial LLC, Janney Montgomery Scott, LLC, and UBS Financial Services. Ries provides investment advisory services through Private Advisor Group, an independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, using technology platforms and a range of investment strategies, often implementing recommendations through third-party managers and TAMPs.

Jean Victor is a financial advisor with Empower Advisory Group based in Maplewood, NJ, holding Series 66 and Series 63 licenses and 25 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as Vice President of the Jefferson Condominium Association board and co-owns an online reselling business with his wife. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Matthew Alberico is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 registrations. He has 16 years of industry experience, including prior roles at Nylife Securities LLC, New York Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is a partner in a small music label affiliated with his church, where he oversees business functions. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis and specialized advisory services linked to insurance and annuity products within the New York Life affiliate structure.