Amanda Adamczyk is a financial advisor at Oppenheimer with 13 years of industry experience. She holds a Series 63 designation and has been with Oppenheimer since 2015. Oppenheimer serves individual, corporate, pooled vehicle, and retirement plan clients with a broad range of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs varied investment approaches across multiple strategies and had approximately $36.7 billion in assets under management as of December 31, 2025.

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.

Marc Lopez is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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 execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains extensive in-house research and market functions.

Paul Cheng is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. His prior experience includes roles at Lifestyle Strategies Inc. and World Financial Group, INC. Outside of advisory work, he is involved in the sale of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm uses a model portfolio and third-party manager approach, delivering services through multiple advisory platforms such as Transamerica ONE and the TFA365 Advisory Program.

Atta Young is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 credentials, and has four years of industry experience. Prior to joining Eagle Strategies, Young worked at Max Mara USA and has been involved with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Young also operates under the DBA APY Rise Wealth Strategies, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm provides a range of advisory programs emphasizing tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Lisa Little is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 licenses and totaling 16 years of industry experience. She previously worked at Cowen and Company, LLC from 2006 to 2016 before joining Citigroup. Citigroup Global Markets serves individual and institutional clients across multiple 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 large institutional capabilities, including in-house research and unique market roles as a security-based 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 financial advisor at Oppenheimer with 13 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2004. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, investment consulting, retirement services, and financial planning.

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.

Christopher Rivas is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Goldman Sachs in 2024, he worked with several advisory professionals and firms, including Paul Tortorella, Stephen Schwartz, Kevin Luchetta, James DiNardo, and Northwestern Mutual Investment Services LLC. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and manager selections from within Goldman Sachs and affiliated entities, providing clients access to a broad array of investment and advisory resources.

Alexander Labibi is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and previously worked at Stony Brook University and Walgreens. 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 and derivatives services.

Jigisha Thakor is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc since 2015. Outside of her advisory role, she teaches yoga, co-hosts a podcast focused on working mom entrepreneurs, and serves as a board member of the Greater Westfield Chamber of Commerce. Hornor, Townsend & Kent serves individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual registration as an SEC-registered adviser and FINRA-member broker-dealer, providing a broad range of custody, execution, brokerage, and investment management services.

John Fagoni is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2020. Prior to that, he was with JPF Insurance for four years and spent a year at the US Census. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services.

Mark Shpizner is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at BlackRock Investments and Centerbridge Partners before joining Citigroup. 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 with in-house research and specialized market roles, supporting bespoke solutions for high-net-worth clients and leveraging institutional scale.

Martine Gulliver is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Her prior roles include positions at Dartmouth College and involvement with community organizations such as the YMCA of Montclair and Montclair United Soccer Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and incorporates both discretionary and non-discretionary programs.

Jacob Cowen is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. His prior work history includes roles at WOOD & Company, Northrop Grumman, Fordham University, and Kayne Anderson Rudnick. 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 combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Nicholas Tsakon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Pruco Securities, LLC for 14 years before joining Transamerica Financial Advisors and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, with a range of discretionary and non-discretionary investment programs.