Daniel Lee is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at LG Electronics North America and Winia Daewoo Electronics. 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 with both discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Ashutosh Shandilya is a Series 66–registered advisor with Citigroup Global Markets in New York, NY. He has four years of industry experience and has been with Citigroup since 2005. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees and combines large institutional scale with specialized market roles.

Anna Cappucci is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. She has been with Cerity Partners since 2024 following her academic studies. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors, managing approximately $126.9 billion in assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and customized portfolios.

Anjana Peddi is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds a Series 66 designation and previously worked across several roles including positions at Windsor Lake Coffee, Gib's Bagels, and the Jellison Living Learning Center. 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 with both discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as acting as a swap dealer and futures commission merchant.

Chung Lin is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes roles at HSBC Bank USA, N.A., HSBC Securities (USA) Inc., Infinex Investments, Inc., and Popular Bank, where he has been involved in banking and wealth management since 2022. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary management.

Rossana Ionescu is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her career includes roles at TD Bank N.A. and Lord Capital LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Mariano Pinto is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is involved with the Disney Store in Brooklyn, NY, working in cash room and sales audit functions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

Genna Luisi is a financial advisor at Citigroup Global Markets with a Series 66 credential and four years of industry experience. She has previously worked at JP Morgan Chase Bank and Morgan Stanley. 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 through discretionary and non-discretionary programs and maintains a large institutional scale with unique market roles including swap dealing and futures commission merchant activities.

Sonam Lama is a Series 66-licensed financial advisor at Hightower Advisors with four years of industry experience. Prior to joining Hightower in 2021, Sonam held positions at H&R Block and the New York Botanical Garden. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of pooled investment vehicles. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and offering a range of portfolio management and financial planning services.

Robert De Boyrie is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. His previous work experience includes roles at Citigroup since 2017, Bareburger, and the University at Albany SUNY. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and integrates in-house research, operating at a scale and with market roles that distinguish it from many peers.

Gregory Nelson II is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 credential and has worked at Citigroup and Ruffalo Noel Levitz. 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 and derivatives services.

Kristy Feinberg is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds a Series 66 designation and has prior experience at Citibank and Fannie Mae. Feinberg also has a background that includes roles at Duke University and in secondary education. 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 specialized market roles, providing a broad set of advisory, execution, and custody services.

Christopher Lazos is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Oppenheimer since 2008. Outside of his advisory role, he serves as co-trustee of a living trust. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Michael Steiner is a Certified Financial Planner (CFP®) at Corient with 21 years of industry experience. He was previously with RegentAtlantic for 22 years before joining Corient and its related entities in 2022 and 2023. Based in New York, NY, Steiner’s background spans multiple roles within the firm’s enterprise structure. 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 corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, employing risk management tools and alternative investments where appropriate.

Jack Somer is a financial advisor with Equity Services, Inc. in New York, NY, holding a Series 63 designation and over 34 years of industry experience. His prior work includes a long tenure at Guardian Life from 1993 to 2019. Outside of advisory services, he is involved in insurance sales focusing on long-term care, group and individual health benefits, fixed annuities, and life insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a variety of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms and often utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Salvatore Isola is a Series 66 credentialed advisor at Citigroup Global Markets with three years of industry experience. His prior work includes roles at Gio's Atlantic Beach and media companies BQE Media and Queens Ledger. Citigroup Global Markets serves a diverse range of individual and institutional clients with multi-asset, multi-manager investment programs, combining large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Uri Kaufthal is a financial advisor at Oppenheimer in New York, NY, holding a Series 66 license with 15 years of industry experience. He has been with Oppenheimer since 2010. Outside of his advisory role, he serves as a trustee and officer for several family trusts and a family foundation involved in charitable donations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and more. The firm offers a range of advisory programs, including asset management, consulting, and retirement services, delivered on both discretionary and non-discretionary bases.

Fred Seid is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2008. Prior to joining Oppenheimer, he worked at Merrill for nine years. He resides in New York, NY. Outside of his advisory role, he is the trustee of a personal revocable trust and co-owns a dormant LLC with his wife that holds a personal apartment in Aruba. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, emphasizing strategic asset allocation, manager selection, and tailored consulting and retirement services.

Meng Dan Xiao is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Securities, HSBC Bank USA, New York Life, and J.P. Morgan Chase Bank. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of program types that combine client-directed and discretionary portfolio management, using model risk profiles and leveraging resources from HSBC Global Asset Management and affiliated providers.

Sean Viola is a financial advisor with Eagle Strategies (New York Life) based in New York, NY. He holds Series 63 and Series 66 designations and has 18 years of industry experience. Sean has been with Eagle Strategies since 2018 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2008. 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 offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.