Breanne Meaney is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2016. Located in New York, NY, her background is focused within this global financial institution. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth groups. The firm offers a wide range of investment advisory programs and brokerage services, applying multi-asset, multi-manager strategies with both discretionary and non-discretionary options, and incorporates unique market roles such as swap dealing and futures commission merchant activities.

Mark Lenert is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been associated with Eagle Strategies since 2013 and has operated Lenert Financial Group since 2017. Outside of his advisory work, Lenert coaches a boys’ soccer team and serves on the board of a local men’s club, where he is treasurer. 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 emphasizes tailored advice and manages a substantial majority of assets on a non-discretionary basis.

Miranda Douglass is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has held positions at Citigroup and Veronica Beard. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and market roles such as swap dealing and futures commission merchant activities.

Joshua Comune is a financial advisor at PNC Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including TD Bank, DAI Securities, and Prosperity - An EisnerAmper Company. Prior to his financial services career, he was involved with Comune Chiropractic Center and has experience with Rutgers Business School. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital, discretionary model account offered as an invitation-only employee pilot. The firm uses algorithm-driven portfolio recommendations with investments executed via mutual funds and ETFs, relying on third-party delegates for implementation and proxy voting.

Thomas Nadratowski Jr. is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional scale with unique market roles including operating as a swap dealer and futures commission merchant.

Susan Portnoi is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Her prior experience includes eight years at Traust Sollus Wealth Management, LLC before joining Mercer Global Advisors. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, and offers a range of portfolio management and planning services.

Amanda Adamczyk is a financial advisor with Oppenheimer in New York, NY, holding a Series 63 designation and 13 years of industry experience. She has been with Oppenheimer since 2015 in various roles. 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 investment and consulting services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement planning.

Kerry White is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup affiliated firms since 2012. 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 with internal oversight and provides specialized solutions for high-net-worth clients, combining large institutional scale with unique market roles.

Renato Lema is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2010, accumulating sixteen years of tenure at the firm. 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 with both discretionary and non-discretionary options, supported by internal standards and oversight committees.

Jason Sangekar is a CFA® charterholder with 15 years of industry experience. He is currently with Hightower Advisors and has previously worked at Purshe Kaplan Sterling Investments, Journey Strategic Wealth LLC, Magnus Financial Group LLC, and Maple Securities USA Inc. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager investment approach that includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Robert Toth is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 2010 and previously worked at Agia. Outside of his advisory work, he occasionally teaches yoga to adults and children. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Marc Lopez is a Series 66–registered financial advisor with 22 years of industry experience. He currently works at Citigroup Global Markets, having joined in 2022, and previously held positions at Wells Fargo Clearing and Chase Investment Services Corp. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Sharon Loy is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Citigroup Global Markets since 2003. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing both discretionary and non-discretionary solutions.

Atta Young is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Eagle Strategies, Atta worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he operates APY Rise Wealth Strategies, a DBA through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers a range of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrea De Mar is a financial advisor at Citigroup Global Markets with a Series 66 designation and experience at multiple Deutsche Bank entities and Citibank NA, spanning from 2012 to the present. Based in New York, NY, De Mar has worked in the financial services industry since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and 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, security-pricing activities, and roles as a swap dealer and futures commission merchant.

Lisa Little is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

William Brown III is a financial advisor with TIAA-CREF and holds a Series 66 designation. He has 19 years of industry experience and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm also acts as adviser to a donor-advised fund and offers both model and customized portfolio management within a vertically integrated structure.

Teresa Forde is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 credential and 21 years of industry experience. She has been with Citigroup since 2011. Outside of her advisory role, she is the founder and CEO of ZEJ Digital Solutions LLC, a website design company, and is involved with Plexus Worldwide, selling nutritional products through online marketing. 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 and maintains in-house research and securities pricing, operating with a combination of large institutional scale and unique market roles.

Jenny Chan is a Series 66 licensed financial advisor with Oppenheimer in New York, NY, where she has worked since 2004. She has 13 years of industry experience. Oppenheimer is a registered investment adviser and broker-dealer serving a broad range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers various programs and advisory services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Jose Matias is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has held positions at TIAA, J.P. Morgan Securities, and Bank of America during his career. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.