Marshall Lucas is a Series 66 licensed financial advisor with seven years of industry experience, currently with Citi Private Bank. His previous roles include positions at the Prescott Group and real estate firms such as Dave Perry Miller Real Estate and Wingert Real Estate. He also worked at SMU Grill Guys and Southern Methodist University early in his career. 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 leverages its large institutional scale alongside unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Debra Goodstein is a financial advisor at SPC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Ic Advisory Services Inc, The Investment Center Inc, and Levine & Associates. In addition to her advisory role, she is also licensed as a life and long-term care insurance agent. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies to provide a broad range of services.

Lauren Waldo is a CERTIFIED FINANCIAL PLANNER™ at Corient with five years of industry experience. She previously worked at Inverness Counsel, LLC for eight years before joining Corient in 2023. Waldo also serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charities, and corporations. The firm uses a goals-based, team investment approach that combines internal strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

Dustan Zavatsky is a CFP® at Cerity Partners LLC with three years of industry experience. He previously worked at IndexIQ Advisors LLC for five years before joining Cerity Partners. He serves on the investment committee of The Peninsula College Fund, an endowment for first-generation college students. Cerity Partners advises a diverse client base ranging from individuals to institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment approach incorporating quantitative screening, manager selection, and access to alternative and private market solutions.

Jonas Merk is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Ascensus and Nationwide Investment Services Corporation. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm uses model allocations invested exclusively in T. Rowe Price mutual funds and ETFs, applying tax-aware strategies and Monte Carlo simulations for retirement income planning.

Andrew Kim is a financial advisor at Corient with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Prudent Investor Advisors, Dowling & Yahnke, and Stevens First Principles. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools.

Jonathan Tulman is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds the Series 66 designation and has worked at Citibank since 2010, currently based in New York, NY. 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 utilizes multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles such as swap dealer and futures commission merchant.

Keith Mellen is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has worked at Eagle Strategies since 2021 and previously spent 13 years at Park Avenue Securities. His current roles also include positions with Nylife Securities LLC and New York Life Insurance Co. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers various program types, focusing on tailored recommendations and managing a majority of assets on a non-discretionary basis.

Ayobande Omomo is a CFP® professional with nine years of industry experience, currently serving at Citigroup Global Markets since 2021. Prior to this, he worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2016 to 2021. Outside of his advisory role, he is the owner of several residential rental properties with limited active management duties. 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 with extensive internal oversight and maintains unique market roles including in-house research and derivative services.

Kimberly Fitzmaurice is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. She has been with Fahnestock & Co. Inc. since 2003. Outside of her advisory role, she serves as unpaid board president of Roblinn Corp, a cooperative apartment building where she manages resident communications and interviews potential buyers. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, with a notable portion of its assets managed on a non-discretionary basis while maintaining custody of client assets.

Anthony Amendola is a financial advisor with Eagle Strategies (New York Life) based in New York, NY. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank from 2010 to 2020. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations to meet client objectives, managing the majority of its regulatory assets on a non-discretionary basis.

Samuel Warren is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Franklin Templeton, Neuberger Berman, and Chatham Asset Management. He studied at Tulane University from 2014 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles, including in-house research, security pricing, and derivative services.

Edward Babula is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been with Eagle Strategies since 2007 and has also been affiliated with Nylife Securities LLC and New York Life Insurance Company for over two decades. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and primarily manages assets on a non-discretionary basis.

Robert Palumbo is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 registrations with eight years of industry experience. His prior roles include positions at Fidelity Investments, Citigroup, First Republic Bank, and Northwestern Mutual. Outside of his advisory work, he is involved in insurance brokering for non-registered products with appointments at outside carriers. 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 advisers. The firm offers multiple program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Rebecca Schachtel is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and the University of Miami. Prior to her finance career, she was involved in retail management at Party Girl Dress Store. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including specialized market roles such as a security-based swap dealer and futures commission merchant.

Scott Kesselman is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide 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, combining large institutional scale with unique market roles and arrangements.

Kathryn Frevola is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 17 years before joining Citigroup Global Markets in 2024. 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, supported by in-house research and oversight committees.

Matthew Sanders is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup in various roles since 2007, including a brief period of unemployment in 2017. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and market roles such as swap dealer and futures commission merchant.

Lysa McMahon is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds a Series 63 designation and previously worked at Graypoint LLC and Bender Lane Advisory. McMahon serves as a co-trustee for a family trust. Cerity Partners advises a wide range of clients including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and periodic rebalancing alongside third-party strategies and direct security selection.

Victor Delgado is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and over 14 years of experience in the industry. His prior experience includes nine years at J.P. Morgan Securities. Outside of his advisory role, he is a partial owner and director of Delgado Family Group Inc., a small engine power equipment sales and service business, and DF Group Realty LLC, which holds real estate assets. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.