Anastasia Tkatschow is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 credentials and has 31 years of industry experience. She has been with Citigroup entities since 2015, currently working at Citigroup Management Corp. since 2017. In addition to her advisory role, she serves as a non-public arbitrator for FINRA, participating in dispute resolution panels. 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 and combines large institutional scale with unique market roles and arrangements.

Benjamin Zeller is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has worked at institutions including Instituto Tecnológico Autónomo de México, Praescient Analytics, and Vianovo Consulting. He was also affiliated with Georgetown University and Saint Mary's Hall earlier in his career. 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 integrates internal standards and oversight committees in its manager selection and monitoring processes, and operates with a combination of large institutional scale and specialized market roles.

Matthew Hamati is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Columbia University, The McLean Group, and Johns Hopkins University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution and custody services, and derivatives and futures services. The firm combines large-scale institutional capabilities with specialized market roles, utilizing internal standards and oversight committees to manage investments.

Keith Roberts is a CFP® with three years of industry experience, currently with Kestra Advisory. His prior roles include positions at Christopher Street Financial, Northwestern Mutual Investment Services, Northwestern Mutual Life Insurance Company, CCS Fundraising, Louis Vuitton, and the American Ballet Theatre. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice. The firm serves large institutional investors and supports complex investment solutions within its supervisory framework.

Frank Ventura is a financial advisor with Eagle Strategies (New York Life) based in New York, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes over two decades at Richard A. Rosenblatt & Co., Inc., as well as roles at Park Avenue Securities and Guardian Life Insurance Co. of America. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Carlo Mantica is a financial advisor at Eagle Strategies (New York Life) with five years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with New York Life Insurance Company and its related entities since 2020. Mantica previously owned Mantica Ventures Inc., a now dormant business. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing customized advice and primarily managing assets on a non-discretionary basis.

Immanuel Tan is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 63 designation and previously worked at United Capital Financial Advisers, LLC. Based in New York, NY, he has been with Goldman Sachs since 2010. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with unique cross-affiliate capabilities.

Katherine Ryan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior work includes 11 years at TIAA-CREF and one year at New England Securities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment approach that combines passive and active managers and is overseen by an internal Investment Committee.

Thomas Savona is a financial advisor at Schwab Wealth Advisory, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial LLC and Wells Fargo Advisors. Outside of his advisory roles, he was involved with Savona Printing Inc. for five years. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on asset allocation models and internal research tools.

Sophia Hagerty is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer, she held short-term roles at Legado Family Office Management, Greenhaven Road Capital, and Grand Ventures. 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 programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Ying Lu is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including Cetera and ICBC Bank. Her other business activities include managing a rental property with her husband. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer services. The firm combines large institutional scale with unique market roles, including swap dealing and futures commission merchant services.

Louis Gelormino is a CFA® charterholder with 24 years of industry experience. He has been affiliated with Fahnestock & Co. Inc. since 2002. Outside of his advisory role, he serves as trustee and beneficiary of a family trust established by his parents. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and services that include discretionary and non-discretionary management, strategic asset allocation, manager selection, and retirement consulting.

Oi Ching Wong is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Transamerica in 2026, Wong worked at Prudential / LPL and Pruco Securities LLC. Outside of advising, Wong is involved in real estate activities, including acting as an agent for residential real estate transactions with Weichert Realtors. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm operates as both a registered broker-dealer and RIA, managing discretionary and non-discretionary assets with annual client reviews.

Daniela Abbo is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She previously completed full-time education through undergraduate studies. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

Guillermo Viladot is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities LLC and Morgan Stanley. 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 through both discretionary and non-discretionary programs and is notable for its large institutional scale and diverse market roles.

Kristin Hovmiller is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 credentials, with 24 years of industry experience. She has been with Principal Financial Services and Principal Life Insurance Company since 2001. Kristin also serves as a bank/trust officer to support and manage Principal retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through direct advisory programs.

Gina Martin Adams is a CFA® charterholder with 10 years of industry experience. She has worked at HB Wealth Management since 2025 and previously spent eight years at Bloomberg. Adams serves as Secretary on the Board of Directors for the CMT Association and is an advisory board member for the University of Florida’s Warrington College of Business. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth and investment management, financial planning, and outsourced chief investment officer services, using a combination of quantitative and qualitative due diligence across public and private investment strategies.

Yolanda Colon is a financial advisor with Eagle Strategies (New York Life) based in New York, NY. She holds Series 66, Series 63, and Series 65 licenses and has nine years of industry experience. Prior to joining Eagle Strategies, she worked at Crisil Coalition Greenwich for 18 years and at UBS Financial Services for two years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a nationwide network of advisers. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis.

Jonathan Rosenbaum is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 13 years of industry experience. His work history includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. He has a part-time involvement in selling insurance outside of Guardian. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory solutions.

Prakash Shahani is a CFA® charterholder with 25 years of industry experience, currently serving as a registered representative at HSBC Securities (USA) Inc. and as a Bank Officer at HSBC Bank USA N.A., an affiliated entity. His prior experience includes roles at Santander Securities LLC, Citigroup Global Markets, and Citicorp Investment Services. Outside of his advisory work, he is a passive partner in a warehousing business storing merchandise and owner of a second home used as a rental property. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment solutions with a risk-profile-based approach. The firm integrates global asset management resources and offers specialized programs including offshore accounts for qualified non-resident clients.