Craig Marone is a financial advisor at Citigroup Global Markets with Series 66 and Series 63 licenses. He has worked in the financial industry since 2015, primarily with Citibank in New York, NY. 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 scale with unique market roles and commercial arrangements.

Bryan Bielawski is a CFA® charterholder with 16 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018, following eight years at Traust Sollus Wealth Management, LLC. Bryan is based in New York, NY. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm follows a globally diversified, risk-appropriate investment approach using a mix of low-cost ETFs, index funds, and other strategies, supported by educational programming and integrated service platforms.

Benjamin Sullivan is a financial advisor at Wealthspire Advisors in New York, NY, with four years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2020, following a role at Beacon Bridge Wealth Partners. Prior to his financial career, he was involved in education at both the middle and high school levels. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a variety of investment vehicles alongside ongoing due diligence.

Evan Wohl is a financial advisor with Primerica Advisors based in New York, NY, holding the CFP®, ChFC®, and Series 66 designations and has 16 years of industry experience. He has worked at Park Avenue Securities, Guardian, and Hollywood Golf Club since 2008. Wohl serves on the advisory board of the Hoppe Gala, a nonprofit organization. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary models, third-party managers, and digital advice solutions.

Andre Libnic is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Babson College and Gulliver Preparatory. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm integrates internal oversight committees and multiple investment vehicles, including separately managed accounts and alternative funds, to support its diverse client base.

Robert Weiss is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has held his current role at Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. 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 significant institutional scale and specialized market roles.

Michael Ringel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at Primerica Advisors and Guardian Life Insurance Company, as well as Park Avenue Securities. Outside of his advisory work, he is also involved in accounting, tax, and consulting services through his CPA practice. Park Avenue Securities serves a diverse client base ranging from individual investors to corporations, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party models, supporting both discretionary and non-discretionary accounts.

Sean Kuchta is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. His prior work history includes positions at Morgan Stanley, Capco, First Derivatives, and Merrill Lynch. 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, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Joseph Kaufman is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2022. Prior to his advisory role, he had positions at Metro by T-Mobile and completed his education at the University of Florida. 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, including in-house research and derivatives services.

Jason Pilger is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Credit Suisse in Singapore before joining Citigroup in 2018. Pilger is a minority investor in two small properties in Japan. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and security-pricing capabilities.

Rosa D'ambrosio is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Her prior roles include positions at LCH - London Stock Exchange, BNP Paribas, and Natixis. 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 through discretionary and non-discretionary programs and maintains roles as a swap dealer and futures commission merchant.

Barry Cash is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity. He has been with Oppenheimer since 2020. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Julia Mcclung is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Eagle Strategies since 2010 and has prior affiliations with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and maintains a large non-discretionary asset base within the integrated New York Life affiliate structure.

Joseph Vet, Jr. is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He previously worked at Graypoint LLC (formerly JNB Advisors) for six years and Bender Lane Advisory for eight years. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services such as portfolio management, financial planning, retirement consulting, and access to alternative investments.

Serge Tinovsky is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been associated with New York Life and Nylife Securities Inc. since 1994 and currently operates Spearhead Wealth Group, LLC, through which he brokers non-registered insurance products. Tinovsky is also a shareholder of NYLARC Holding Company, Inc., involved in reinsuring life insurance policies. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

James Mc Gill III is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He previously worked at Charles Schwab and Charles Schwab Bank. Outside of his advisory role, he holds a treasurer position responsible for accounting and recordkeeping at a real estate LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Kristina Dawn Tira is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds the Series 66 designation and has worked at The Ayco Company LP since 2016. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing proprietary analytics and a range of advisory platforms integrated within the broader Goldman Sachs ecosystem.

Roberto Valdes Rodriguez is a CFA® charterholder and financial advisor at Oppenheimer with four years of industry experience. His prior roles include positions at Citigroup, Arca Investments, Barclays Capital, and General Electric. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Romonie Permaul is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Neuberger Berman, RBC Capital Markets, and STIFEL. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and in-house capabilities, including research, security pricing, and futures commission merchant services.

Timothy Faughnan is a CFP® with 21 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory duties, he is involved in writing business for term, group, and whole life insurance through other companies. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and offers both discretionary and non-discretionary account management.