Marco Moreno Garcia is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Baja Wealth Advisors LLC for eight years and Poplr Inc. for one year. He is based in New York, NY. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and rebalancing with access to alternative and private market solutions.

Robert Meyer is a CFA® charterholder with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2023. His prior experience includes roles at Roosevelt Investments and The Roosevelt Investment Group, Inc. Outside of his advisory work, Meyer serves as Chairman of the Investment Committee and a member of the Finance Committee at East Side House Settlement, a nonprofit focused on educating disadvantaged youth. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates individual security strategies with third-party manager solutions and employs various risk management tools and alternative investment options.

Alan Derose is a financial advisor with Oppenheimer in New York, NY, holding 41 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Rosangela Dutra is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Chase Bank and JP Morgan Securities. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research and acting as a swap dealer and futures commission merchant.

Michael Nolan is a Series 66-licensed financial advisor at Citigroup Global Markets with 20 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he manages a residential rental property. 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 internal standards and oversight, combining large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Joseph Razzano is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 designations. He has 43 years of industry experience, including prior roles at UBS Financial Services and LPL Financial. Razzano also serves as an independent contractor providing non-variable insurance through Integrated Financial Concepts. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model using various investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

Quetzal Baum is a Series 66-licensed financial advisor at Citigroup Global Markets with three years of industry experience. Prior to joining Citigroup, Baum pursued full-time studies for seventeen years. Outside of advising, Baum teaches fitness classes at Pure Barre on weekends. Citigroup Global Markets serves individual and institutional clients across various wealth segments, delivering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and offers bespoke solutions for large relationships, supported by in-house research and specialized market roles.

Ryan Rosmarin is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 63 designation with six years of industry experience. His prior work includes roles at Graypoint LLC and Goldman Sachs Ayco. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Robert Sablowsky is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 56 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1996. Sablowsky serves as a director and trustee for RBB Funds, where he is vice chairman and chairperson of the regulatory oversight committee. 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 variety of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Maura Mandell is a financial advisor at TLG Advisors, Inc. with three years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at DBM Legal & Business Services and 4M Ventures LLC, where she has been involved since 2012. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Anthony Lam is a financial advisor at Kestra Advisory with a Series 65 credential and three years of industry experience. He previously worked at Perpetual Limited for 15 years and had a brief tenure at Sayers Wealth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, benchmarking, and employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and other large institutional investors.

Karen Nichols is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and 65 licenses and bringing 34 years of industry experience. She has been with Oppenheimer since 2004. Outside of her advisory role, she is a member of a family entity and serves as a trustee for two private trusts. 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 programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory models.

Gerald Faller is a CFP® with 41 years of industry experience, currently serving as an advisor at Lincoln Investment Planning Inc since 2008. He is a partner at The Faller Company LLC, which is involved in the sales and service of life insurance. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and various third-party managers.

Guang Yao Li is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked at Citi since 2017, following two years at Bank of America. 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 through both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Elsa Ramirez Gonzalez is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been with CGMI since 2009. 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 using internal standards and oversight committees, with a combination of large institutional scale and unique market roles.

Rupesh Parikh is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. He holds the Series 63 designation and is based in New York, NY. Outside of his advisory role, he serves as a trustee for an insurance-related family trust. Oppenheimer is a registered investment adviser and broker-dealer providing services to individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, with a notable portion of assets managed on a non-discretionary basis while maintaining custody of client assets.

Zion Durden is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior roles include positions at Nirvana Healthcare Ventures, Cerity Partners, and BLK Capital Management, Corp. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant, and employs internal standards and oversight committees to select and monitor investment managers.

Benjamin Newman is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has worked at Citigroup and HSBC entities since 2013. Outside of his advisory role, he is a partner investor in a real estate-related business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, combining large institutional scale with unique market roles and arrangements.

Gabriel Couto is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at the University of Central Florida and Trade-PMR, Inc. outside the wealth management sector. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and specialized market roles.

Qi Wang is a CFA® charterholder and holds a Series 63 license, with three years of industry experience. She has worked continuously at Citigroup since 2015 in various capacities. Citigroup Global Markets Inc. 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 maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.