Amelia Levitt is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. Her career includes multiple periods at Citigroup and a brief tenure at Bank of America Merrill Lynch. Citigroup Global Markets serves a range of individual and institutional clients through various advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, offering both discretionary and non-discretionary investment solutions.

Emma Weinfurt is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She previously worked at Sincerus Advisory and has a background including roles at William and Mary and Durham School of the Arts. 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 combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Miranda Josephson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. She has worked at Goldman Sachs since 2022 and previously held positions at BlackDiamond Wealth Management and New York University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by specialized teams and integrates a range of resources across the broader Goldman Sachs organization.

Christopher Leddy is a financial advisor at Wealthspire Advisors with five years of industry experience. He holds the Series 65 designation and previously worked at Lenox Wealth Advisors, LLC from 2018 to 2022. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach implemented through a diversified mix of investment vehicles and subject to centralized due diligence and oversight.

Pablo Mon is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He has been with CitiBank since 2012 and holds Series 63 and Series 65 licenses. 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 employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and security pricing, while providing bespoke discretionary solutions for very large relationships.

Raul Nazario Gonzales is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at First Republic Investment Management, J.P. Morgan Securities, and JPMorgan Chase Bank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by quantitative and fundamental research.

Raju Punnoose is an investment advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Since 2016, he has been associated with Infinex Investments, Inc. Punnoose also works as a financial consultant for Ridgewood Savings Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive service and distribution model.

Amy Frank Goldman is a financial advisor at Independent Financial Group, LLC with 21 years of industry experience. She holds Series 63, Series 66, and Series 65 licenses. Her prior experience includes roles at Kalos Management, OppenheimerFunds, and AllianceBernstein. Goldman is also the founder of Hug Hoboken, a nonprofit supporting local food pantries, homeless shelters, frontline workers, and seniors. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and manager selection with a mix of passive and active exposures.

Mya Abate is a financial advisor at Wealthspire Advisors with a Series 65 designation and one year of industry experience. Her prior experience includes roles at A&M Financial Services LLC and involvement with LiLuxe LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, offering comprehensive wealth management and investment services through an institutional-style asset allocation framework and tailored client solutions.

Michael Reyes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at National Financial Network and experience outside finance with Sundown Ski and Snowboard as well as teaching positions at Adelphi University and Dominican College. He has also been involved with the Police Activity League. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and retirement consulting services.

Chi Mak is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Apple Bank for Saving, and Infinex Investments, Inc. He is currently based in New York, NY. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high‑net‑worth private clients, and retail TDIS clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third‑party sub‑managers, utilizing platforms from Envestnet and custodians such as Pershing.

Luca Damaro is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, along with experience at Mode De Vie, Ferris Street Services, DezignKraft, and Mercato Trattoria. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Bernardo Leiferman Dayan is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. from 2017 to 2025. 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 utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Claire Gallagher is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and over 10 years of industry experience. She has worked at Hornor, Townsend & Kent since 2016 and has been affiliated with Penn Mutual Life Insurance Co since 2015. Outside of her advisory role, she is involved with the Children's Research Medical Foundation as an Emerging Leader Member, participating in fundraising events. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, combining advisory services with custody, execution, and brokerage capabilities.

Jonathan Leach is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He has held his current position since 2015 and holds a Series 66 credential. Outside of his advisory role, he owns a rental property in the UK but does not devote time to its management. 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 operates with a large institutional scale and unique market roles.

Nicholas Pepitone is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at TD Bank N.A. and Dominick's Bakery Cafe. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, using a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Camilla Lynch is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, she worked at Georgetown University and the American Overseas School of Rome. 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 in-house research, serving both workplace and high-net-worth clients with tailored solutions.

Matthew Serkes is a CFP® professional at Cerity Partners LLC with six years at the firm and a total of 14 years in the financial industry. Prior to joining Cerity Partners in 2020, he worked at Executive Monetary Management from 2011 to 2019. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and various affiliated financial services.

Benjamin Uhing is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase from 2015 to 2026. Outside of his advisory role, he is a passive investor and owner/partner in a virtual design and construction services company. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that combines internal strategies with third-party managers, utilizing risk management tools and alternative investment options where appropriate.

Arvind Ramakrishnan is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at JPMorgan Securities, JPMorgan Chase Bank, and Morgan Stanley for a combined 11 years. Citigroup Global Markets serves individual and institutional clients across a range of private banking and wealth management 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 acting as a swap dealer and futures commission merchant.