Ari Wald is a financial advisor at Oppenheimer in New York, NY, with 21 years of industry experience. He holds the CFA® designation and Series 63 license and has been with Oppenheimer since 2014. Wald is applying for a board position at the CMT Association, a nonprofit focused on technical analysis education, where he has been actively involved for over a decade as head of technical analysis at Oppenheimer. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and other entities through a range of advisory and brokerage services, offering equity, balanced, and fixed-income portfolios with discretionary and non-discretionary management options.

Dennis Mclaughlin is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CitiGroup since 2018, following eight years at Wells Fargo Advisors LLC. Based in New York, NY, he is part of a large team of advisors servicing diverse client needs. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and acting as a security-based swap dealer and futures commission merchant.

Evan Pollack is a financial advisor with Hornor, Townsend & Kent, LLC, based in New York, NY, holding a Series 66 designation and eight years of industry experience. He has worked at Hornor Townsend & Kent since 2019 and has prior experience with Penn Mutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory role, Pollack is involved in multiple insurance brokerage activities and is a proprietor of a service industry business focused on heavy machinery rentals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment advisor and a FINRA-member broker-dealer, managing approximately $8.37 billion in discretionary assets and providing clients with both discretionary and non-discretionary account options.

Casey Riviezzo is a CFP® professional with four years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2019. Prior to joining Wealthspire, Casey held positions at Interlock Financial and Rynkar Vail & Barrett LLP. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, employing an institutional-style asset allocation approach using mutual funds, ETFs, private investments, and separate account managers under centralized oversight.

Mahanoor Hussain is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds the Series 66 designation and has worked at Citigroup since 2023, with previous roles including positions at Deutsche Bank and the University of Miami. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant operations.

Michael Ajello Jr. is a financial advisor at Corient with five years of industry experience. He previously worked at Inverness Counsel, LLC for 13 years. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining proprietary strategies with third-party managers and uses risk management tools and continuous portfolio monitoring.

Alexandra Levi is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Commonwealth and Element Financial Group since 2011, where she serves as managing partner and owner of Element Financial Group LLC. Outside of her advisory work, she has participated in public service announcements addressing improvements in the education system. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm offers various program structures and discretionary model portfolios, delivering operational and practice-management support to affiliated advisors.

John Aiello is a financial advisor with HSBC Securities (USA) Inc. in Brooklyn, NY, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with various HSBC entities since 2011, including HSBC Bank USA, National Association, and HSBC Securities USA, Inc. Outside of his advisory role, he owns investment properties and manages Aiello Properties LLC, which is set up for future property investments. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charities, and corporations through client-directed and discretionary portfolios. The firm’s investment process incorporates strategic and tactical asset allocation supported by HSBC Global Asset Management and includes a range of operational features such as an Offshore Spectrum program and the use of affiliated and third-party providers for advisory and administrative services.

Kyle Kratochvil is a CFP® professional with five years of industry experience, currently serving at Corient. His background includes roles at RegentAtlantic and Equitable Advisors, among others. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach with a mix of in-house strategies and third-party solutions, supported by extensive risk management and alternative investment options.

Lauren Palacio is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2015, holding various roles within the firm over that time. 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 employs strategic allocation models and a range of implementation methods, leveraging tools such as tax-aware techniques and AI-driven analytics, while integrating capabilities across the broader Goldman Sachs organization.

Adel Gerges is a financial advisor with HSBC Securities (USA) Inc. in Chatham, NJ, holding Series 66 and Series 63 licenses and 14 years of industry experience. He has been with HSBC Securities and HSBC Bank USA, N.A. since 2015. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary portfolio options. The firm employs a multi-profile investment process supported by global asset management and fund due diligence teams, serving clients through both non-discretionary and discretionary managed portfolios.

Alexandera Rudish is a CFP® with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her prior roles include positions at SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. 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 an investment framework that incorporates proprietary quantitative methods alongside third-party strategies and direct security selection.

Rafael Garcia Filpo is a financial advisor at Citizens Securities, Inc. in Brooklyn, NY, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as a business activity with Human Care LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with a business model encompassing both discretionary and commission-based brokerage activities.

Clauter Charleston is a Series 66-licensed financial advisor at Citigroup Global Markets with 16 years of industry experience. He previously worked at Merrill for 16 years and UBS Financial Services for one year. Charleston is based in New York, NY. 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, swap dealing, and futures commission merchant services.

Christopher Weir is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Eagle Strategies and related New York Life entities since 2017. Outside of his advisory role, he has an interest in cryptocurrency investing as a passive investor. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Delano Jarrett is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and 15 years of industry experience. Prior to joining Citigroup in 2023, he worked at Santander Securities, LLC, and Santander Bank, NA for a combined 20 years. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains several in-house research and security-pricing activities.

Jonathan Powell is a CFA® charterholder and holds a Series 66 license, with 11 years of industry experience. He has been with Corient since 2026, following a lengthy tenure at Summit Trail Advisors, LLC, and a prior role at Barclays Capital Inc. Corient provides investment advisory and financial planning services to individual, high-net-worth, institutional, and charitable clients. The firm employs a goals-based, team approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Lily Ku is a ChFC® credentialed financial advisor with 24 years of industry experience. She is currently affiliated with Eagle Strategies (NY Life) and has held roles at New York Life Insurance Company, NYLife Securities LLC, and Mass Mutual Investors Services throughout her career. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Aleksandar Blagojevic is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2018, with prior work experience in the restaurant industry. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and security-pricing activities.

Carolyn Pagan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase N.A., where she spent over a decade, and had a brief tenure at Appen. 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 and operates with institutional scale and specialized market roles, including in-house research and swap dealer functions.