Brendon Roth is a financial advisor at Citigroup Global Markets in New York, NY, holding the Series 66 designation with five years of industry experience. His work history includes prior roles at Oppenheimer & Co. and Cammack Retirement Group, Inc. Outside of his advisory role, Roth engages in social media content creation focused on lifestyle, home, fashion, tech, and beauty products. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Bryan Alzate is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with Schwab Wealth Advisory in Jersey City, NJ. His prior work includes roles at Bank of America, Merrill, Santander Bank, National Securities Corp, and Edward Jones. He holds a Series 66 license. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, serving clients through annual financial reviews and investment recommendations based on Schwab’s standard asset allocation models and research tools. The firm does not exercise discretionary trading authority and operates under a cost-and-expense plus arrangement through Charles Schwab & Co., Inc.

Antoinette Yock is a financial advisor at Kestra Advisory with 30 years of industry experience. She holds the Series 63 and Series 66 credentials. Her background includes long-term roles at Foresters Financial Services from 1994 to 2019 and subsequent positions within Kestra Investment Services and Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Brian Nagel is a CFA® charterholder with 26 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment vehicles to meet client objectives.

Jamie Schemmel is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked primarily with Citigroup since 2020, with prior experience including roles at the University of Florida and the Chartered Institute of Public Finance and Accountancy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs along with broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale and unique market roles.

Amanda Caster is a CFP® with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in New York, NY. Her work history includes roles at Mercer Global Advisors and Hall Capital Partners, as well as academic positions at the University of Wisconsin-Madison. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles, and provides educational content and specialized programs for its clients.

Mariana Arbiza Costa is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds a Series 66 designation and has worked within various units of Citigroup since 2014, including Citi International Financial Services LLC and Citigroup Global Markets. She is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, supporting both discretionary and non-discretionary client solutions.

Devin Wendel is a financial advisor at United Planners Financial Services of America with two years of industry experience. He holds the Series 66 designation and has worked at United Planners Financial Services and Wendel Financial Group since 2023. Outside of his advisory role, he is involved as a Data Solutions Architect for AI fintech firms Mega Stock Picker Inc and My Stock Picker Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, with a distinctive limited partnership ownership structure held mostly by financial professionals.

Faye Wang is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual as well as held roles at the University of Texas at Austin and Ruffalo Noel Levitz. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a broad range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies and operates with institutional scale that includes in-house research and specialized market roles.

Giovanni Classen is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 65 and Series 66 designations and has eight years of industry experience. His prior roles include work with NYLIFE Securities LLC, New York Life Insurance Company, and Eyrium Wealth Strategies, LLC. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Alexander Liu is a Series 66-licensed financial advisor with Citigroup Global Markets in New York, NY. He has two years of industry experience, including prior roles at JRNY Inc. and Clipper Advisor, LLC. His background also includes four years at the University of Michigan. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and execution services across workplace, high-net-worth, and ultra-high-net-worth segments. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealer and futures commission merchant activities.

Shady Shamaa is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. He has been with Citigroup Global Markets since 2021 and previously worked at Citibank NA and Rocco's Pastry Shop. 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 operates with large institutional scale and provides a range of advisory, execution, custody, and derivatives services.

Kevin Hysenbegasi is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citigroup, JPMorgan Chase Bank, J.P. Morgan Securities LLC, Citibank, and National Securities Corp. Outside of his advisory role, he is an owner and partner in a residential real estate investment business. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains roles as a security-based swap dealer and futures commission merchant, combining large institutional scale with specialized market functions.

Dilshad Rahmonov is a financial advisor with Eagle Strategies (NY Life) in Brooklyn, NY. He holds Series 66 and Series 63 licenses and has 14 years of industry experience. In addition to his advisory role, he is the principal and owner of Alfraganus LLC, which brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types, tailoring recommendations to client objectives and plan sponsor criteria, with a significant focus on non-discretionary assets and institutional relationships.

Margaret Bluhm is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and it combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Kostas Koufidis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 24 years of industry experience. He is co-owner of Reilly Financial Group, LLC, where he dedicates a significant portion of his time to investment-related activities. His prior experience includes roles at MassMutual Investors Services and Massachusetts Mutual Life Insurance Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of advisors and manages a broad range of client assets with discretionary and nondiscretionary managed-account programs and access to third-party asset managers.

Warner Pierre is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Pierre has been with Empower since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm offers an integrated service model tied to Empower’s recordkeeping and administrative platforms, including both point-in-time financial plans and optional managed account solutions.

Sean Featherstone is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, he worked at Premium Merchant Funding and gained experience in various roles including a position at Ramsey Golf and Country Club. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and a variety of implementation methods, supported by an extensive Goldman Sachs ecosystem and proprietary research tools.

Nathaniel Henein is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 66 license, with 19 years of industry experience. He has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2011. Henein serves as a board member at large on a church council, engaging in governance and organizational matters. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Jason Ng is a financial advisor at Citigroup Global Markets with two years of industry experience and holds a Series 66 designation. His prior roles include positions at Meridian Real Estate Partners and API Accounting and Computer Consultant. 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 utilizes multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by internal standards and oversight committees.