Ernest Geohagen is a financial advisor at Oppenheimer with 20 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 1979. He also serves as a trustee for the Ivy Geohagen 1992 Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Brett Burian is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has been with Citigroup and its affiliated entities since 2015. 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 broad range of advisory, execution, and custody services.

Antonio Alves is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Katherine Agrillo is a financial advisor at CWM, LLC with the designations ChFC® and Series 63. She has over two decades of industry experience, having previously worked at The Pinnacle Financial Group and LPL Financial, and operates Multiplex Planning dba Agrillo Financial Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing model portfolios and a combination of fundamental and technical analysis supported by an in-house Investment Committee.

Elyanur Jalilova is a Series 66 licensed financial advisor at Citigroup Global Markets with three years of industry experience. She has worked at Citibank N.A. since 2020 and previously held roles at AK&Z Food and Piada Inc. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering a variety of investment advisory programs and custody services. The firm emphasizes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Christopher Ponte is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 21 years of industry experience. He has worked at Citi Bank Personal Wealth Management since 2011. Outside of his advisory role, he is involved in managing a rental property in Long Island City, NY. Citigroup Global Markets serves a broad range of individual and institutional clients, 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 variety of advisory and execution services tailored to workplace, high-net-worth, and ultra-high-net-worth segments.

Timothy Schmoll is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Intersect Capital LLC and Procapita Partners, LLC. Outside of finance, he has a background in professional sports, having worked with Dover Athletic Football Club, Aldershot Town FC, and the New York Red Bulls. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Gabriel Bonebrake is a financial advisor with Eagle Strategies (NY Life) in Brooklyn, NY, holding a Series 66 designation and 10 years of industry experience. He has previously worked with Nylife Securities LLC, Cardinal Financial Advisers, Accenture, and New York Life Insurance Co. among other roles. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Xin Cheng Mai is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2017, following earlier work at Scottrade. 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 through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including operations as a swap dealer and futures commission merchant.

Linna Wu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Citigroup since 2017, including roles at HSBC Securities (USA) Inc. and HSBC Bank USA National Association prior to joining Citigroup Global Markets. 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 maintains large-scale institutional capabilities alongside unique market roles such as swap dealer and futures commission merchant.

Elena Shevchenko is a financial advisor at Oppenheimer with four years of industry experience. She holds a Series 66 credential and has worked at Oppenheimer since 2022. Prior to joining Oppenheimer, she held positions at REDD Latin America LLC, Yeohlee Inc., Enna Bakery, Bookher LLC, Keybops LLC, Reem Acra LLC, and Muse NYC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a wide range of advisory programs, including asset management, consulting, and retirement services, with a mix of discretionary and non-discretionary accounts.

Alex Kavazis is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and National Financial Network/Guardian. Prior to his financial services career, he was involved with Marios Pizzeria and Farmingdale State College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Joseph Messina is a CFP® with 30 years of industry experience, currently serving at Osaic Advisory Services, LLC. He previously worked for American Portfolios Financial Services, Inc. for 22 years. Outside of his advisory role, Messina operates a CPA practice focused on income tax preparation and holds a life and long-term care insurance agent license with minimal insurance sales activity. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of investment management and financial planning services through various program models, utilizing multiple custodians and third-party platforms.

Robert Crothers is a financial advisor at TIAA-CREF with 21 years of industry experience. He holds a Series 66 license and spent 19 years at BlackRock Investment Management before joining TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement relationships. The firm provides both point-in-time planning services and ongoing portfolio management through model or customized portfolios under a fiduciary standard.

Anthony Mancusi Jr. is a registered representative with HSBC Securities (USA) Inc. and holds the Series 63 and Series 66 designations. He has 21 years of industry experience and has worked at HSBC Securities and its affiliate HSBC Bank USA N.A. since 2006. In addition to his advisory role, he serves as a Bank Officer at HSBC Bank USA N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation advice with due diligence and ongoing fund monitoring, offering both U.S. and offshore investment solutions.

Maria Linares is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Linares is 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 alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains in-house research and security-pricing activities.

Drew Newman is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He has worked at Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Alphonso Brown is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and five years of industry experience. He previously spent 30 years at Morgan Stanley and also worked at New York Life and NYLIFE Securities. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jimena Galindo is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. Her prior roles include positions at Anchor Consultants, Tapestry Inc., Global Americans, Urban Outfitters Inc., and Fordham University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and security pricing, as well as acting as a security-based swap dealer and futures commission merchant.

Kenneth Murphy is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving 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 spanning equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.