Antoinette Yock is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 31 years of industry experience. She previously worked at Foresters Financial Services for 25 years and has been with Kestra Advisory Services since 2022. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Benjamin Lyons is a financial advisor at Oppenheimer in New York, NY, holding a Series 66 designation and entering the industry with one year of experience. His prior experience includes positions at Gallery Residential, University of Georgia, and High County Outfitters. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment and consulting services using both discretionary and non-discretionary approaches, with notable custody and oversight practices that distinguish it within the enterprise category.

Brian Nagel is a CFA® charterholder with 27 years of industry experience. He has been with Oppenheimer since 2009. Based in New York, NY, he holds a Series 63 license. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches with a focus on asset allocation, manager selection, and tailored consulting services.

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 with Citigroup Global Markets in New York, holding a Series 66 designation and 15 years of industry experience. She has been with Citigroup and its affiliates since 2014, including eight years at Citigroup Global Markets. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing both advisory and execution services.

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 with Citigroup Global Markets holding a Series 66 designation and four years of industry experience. She has worked at Citigroup since 2022 and previously held roles at Northwestern Mutual and Ruffalo Noel Levitz. Wang’s background also includes academic positions at the University of Texas at Austin. Citigroup Global Markets serves individual and institutional clients across multiple 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 operates with institutional scale and complex market roles, including derivatives and futures services.

Giovanni Classen is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 66 and Series 65 licenses and eight years of industry experience. His work history includes roles at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Company, and Eyrium Wealth Strategies, LLC. Eagle Strategies serves a diverse mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations across various program types and manages most assets on a non-discretionary basis, particularly serving institutional sponsors alongside individual investors.

Alexander Liu is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at JRNY Inc. and Clipper Advisor, LLC. Liu’s background also includes academic roles at the University of Michigan, Cranbrook Kingswood Upper School, and Greenwich High School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and pricing activities, supporting complex and large-scale client relationships.

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) based in Brooklyn, NY, holding Series 63 and Series 66 licenses and with 15 years of industry experience. He has worked with NYLIFE Securities LLC since 2011 and New York Life Insurance Company since 2009. Rahmonov is also the principal and CEO of Alfraganus LLC, a firm that brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis.

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.

Michael Fischer is a CFP® professional with 10 years of industry experience. He has been with Cerity Partners LLC since 2022 and previously worked at Round Table Services for 11 years. Based in Westfield, NJ, he is part of a large team serving a diverse client base. Cerity Partners advises individuals, families, institutions, and other entities on wealth management, offering customized investment management, financial planning, tax services, and more. The firm manages approximately $166.2 billion in client assets and provides access to both traditional and alternative investment solutions through proprietary and third-party strategies.

Pamela Johnson is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. She holds Series 65 and Series 63 credentials and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Pamela is also the owner of Ponce & Associates LLC, a business focused on brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by 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, working with a diverse range of clients including defined contribution and defined benefit plans.

Zach Lucas is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, CCI, and M&T Bank. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.