Jared D'entremont is a financial advisor with Citigroup Global Markets holding a Series 66 designation and four years of industry experience. He has previously worked at Morgan Stanley, Loomis & Sayles, Clean Harbors, and Clough Capital Partners. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and provides services including derivatives and futures trading, combining large institutional scale with specialized market roles.

Ian Sawh is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through a variety of program types, operating predominantly on a non-discretionary basis within the integrated New York Life affiliate structure.

Christopher Trainor is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at firms including Raymond James Financial Services and LPL Financial. Trainor serves on the board of the non-profit Wellington Knolls Property Owners Corporation. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee, and offers multiple program options and implementation tools.

Richard Weintraub is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Securities LLC and Goldman Sachs & Co. He is based in New York, NY. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional capabilities alongside specialized market roles.

William Rockett is a CFA® charterholder with 21 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2024. Prior to this, he worked at Eaton Vance and Charles Schwab. He is an adjunct professor of finance and business ethics at Fordham University and teaches in the online MBA program at LaSalle University. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Robert Zimmerman is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked in education, including roles at Loyola University and St. Joseph High School. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and private funds, with approximately $166.2 billion in client assets under management as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach based on client-specific profiles, combining proprietary quantitative methods with access to alternative and private market solutions.

Hamza Elhabbal is a financial advisor at Cerity Partners LLC with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Graypoint LLC, EU Business School, The Ayco Company LP/Mercer Allied/Goldman Sachs & Co. LLC, and Le Moyne College. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework combining proprietary quantitative screening, manager selection, and both third-party and direct security strategies, with access to alternative and private market solutions for qualified clients.

Enrique Alvarez is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures capabilities. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and leverages large institutional scale along with specialized market roles.

Mark Franczyk is a CFP® professional with eight years of experience in the financial advisory industry. He is currently CEO of Christopher Street Financial and serves in senior operational roles at Kestra Advisory, where he has worked since 2021. His prior experience includes positions at Austin Hatch & Smith, LLC and Heat Watch LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Xue Fei Yu is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Citigroup, Yu worked at Jefferies and Fisher Investments, and has a background that includes time at McMorgan and Co as well as the University of Illinois at Urbana-Champaign. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives trading, and provides bespoke discretionary solutions for high-net-worth relationships.

Kevin Tapia is a financial advisor at Empower Advisory Group in Jersey City, NJ. He holds Series 63 and Series 66 credentials and joined Empower Financial Services, Inc. in 2024. Prior to his current role, he worked in window washing and in the valve and pump industry. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and savings rates in their planning approach.

Usha Krishnakumar is a financial advisor with Eagle Strategies (NY Life) in Edison, NJ, holding a Series 66 designation and bringing 21 years of industry experience. She has worked with Eagle Strategies since 2011 and has been associated with New York Life Insurance Co. and Nylife Securities since 2008 and 2005, respectively. Outside of her advisory role, Krishnakumar is involved in multiple nonprofit and community organizations focused on education, cultural activities, and entrepreneurship, including serving as a trustee for Gift A Future International and board member of Englishkadhavu. Eagle Strategies serves a broad mix 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 tailored advice across multiple program types and manages a significant portion of its assets on a non-discretionary basis, operating within an integrated structure affiliated with New York Life.

Maggie De Francesco is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds the Series 66 designation and previously worked at IBM and Genworth. Outside of her advisory role, she is involved in managing a vacation rental property in Florida. 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 is notable for its large institutional scale, comprehensive in-house research, and unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Howard Pickering is a financial advisor with Eagle Strategies (NY Life) in New York, NY. He holds the CFP® and ChFC® designations and has 10 years of industry experience. His prior work includes roles at NYLIFE Securities LLC, Facet Wealth, and Charles Schwab. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Stacey Schultz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Citigroup Global Markets since 2000. Outside of her advisory role, she is involved in business development for Totally Tropical Slimes, a consumer goods company. 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, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

James Messina is a financial advisor at Citigroup Global Markets with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. Based in New York, NY, he operates within one of the largest enterprise firms in the sector. 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 maintains unique institutional capabilities, including in-house research and derivatives services.

Angel Tineo is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior roles include positions at Citi Wealth Advisors, Bank of America, and Merrill. He holds Series 63 and Series 65 licenses. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches and offers portfolio management through Advisor-Directed programs, Separately Managed Accounts, and Unified Managed Accounts.

Sharon Kim is a financial advisor at Citigroup Global Markets with a Series 66 designation. She began her career at Citi in 2024 and has no prior industry experience before joining the firm. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains notable institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Theodore Katelas is a financial advisor with Guardian Life in New York, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Equitable Advisors, LPL Enterprise, and Park Avenue Securities. He has also been involved with BQE Café Billiards, an entrepreneurial venture spanning several years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies and technology platforms to tailor client relationships.

Ehsaon Ezzat is a financial advisor with Citigroup Global Markets in New York, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include a four-year tenure at TIAA and positions at the University of Colorado at Boulder. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.