Andre Libnic is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation. Prior to joining Citigroup, he worked at Babson College and Gulliver Preparatory. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, and provides a broad range of advisory, execution, and custody services.

Robert Weiss is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has held his current role at Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and specialized market roles.

Sean Kuchta is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. His prior work history includes positions at Morgan Stanley, Capco, First Derivatives, and Merrill Lynch. 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, derivatives services, and bespoke solutions for high-net-worth clients.

Robert Kelly is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Farther since 2021. His prior experience includes roles at Bank of America, Merrill, JPMorgan Chase Bank, and Grisanti Capital Management. He is a trustee for Imagine, A Center for Coping with Loss, a nonprofit providing free grief services to children. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and discretionary investment management. The firm’s approach is based on Modern Portfolio Theory, using bespoke and algorithmic model portfolios primarily invested in ETFs, mutual funds, equities, and fixed income.

Michael Desaulnier is a CFP® with 24 years of experience in the financial advisory industry. He has worked at Private Advisor Group, LLC and LPL Financial since 2012, and previously held positions at Stifel, Ryan Beck & Co., and J. B. Hanauer & Co. Outside of advisory work, he is involved in tax preparation and accounting services in Morristown, NJ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a variety of investment strategies and technology platforms.

Ruiying Dong is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors. Prior to joining Transamerica, she worked at Credit Suisse for eight years. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party model portfolios, with program options that include both discretionary and non-discretionary management.

Juan Pablo Rojo Fernandez is a financial advisor at Citigroup Global Markets with a Series 66 credential. He has been with the firm since 2025 and previously attended Columbia University. 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 in-house research, unique market roles, and commercial arrangements to provide a broad range of advisory and execution services.

Jason Pilger is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2018, following three years at Credit Suisse in Singapore. Outside of his advisory role, he is a minority investor in two small properties in Japan. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Barry Cash is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity. He has been with Oppenheimer since 2020. Oppenheimer is a registered investment adviser and broker-dealer that serves 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.

Serge Tinovsky is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been associated with New York Life and Nylife Securities Inc. since 1994 and currently operates Spearhead Wealth Group, LLC, through which he brokers non-registered insurance products. Tinovsky is also a shareholder of NYLARC Holding Company, Inc., involved in reinsuring life insurance policies. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Kristina Dawn Tira is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds the Series 66 designation and has worked at The Ayco Company LP since 2016. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing proprietary analytics and a range of advisory platforms integrated within the broader Goldman Sachs ecosystem.

Roberto Valdes Rodriguez is a CFA® charterholder and financial advisor at Oppenheimer with four years of industry experience. His prior roles include positions at Citigroup, Arca Investments, Barclays Capital, and General Electric. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Gabriella Khaskelis is a financial advisor at Citigroup Global Markets with a Series 66 designation and no prior industry experience. She recently completed her studies at the University of Pennsylvania. Citigroup Global Markets serves individual and institutional clients across various wealth management segments, offering multi-asset and multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including operating as a swap dealer and futures commission merchant.

Romonie Permaul is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Neuberger Berman, RBC Capital Markets, and STIFEL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and in-house capabilities, including research, security pricing, and futures commission merchant services.

Tahra Wohlert is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at several firms, including The Ayco Company, L.P./Mercer Allied and Ameriprise Financial Services. Goldman Sachs Wealth Services serves a broad client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates strategic allocation models and proprietary research tools within the broader Goldman Sachs ecosystem to tailor investment solutions to client objectives.

Daniel Erben is a financial advisor at Oppenheimer with 25 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Oppenheimer in 2026, he worked at TD Private Client Wealth LLC and TD Bank N.A. from 2018 to 2026, and managed family investment entities from 2005 to 2018. 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 including asset management, consulting, and retirement services, with advisory oversight that includes both discretionary and non-discretionary account management.

Miguel Gonzalez is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 22 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2012, and previously held roles at Chase Investment Services Corp., Wells Fargo Clearing, and Merrill. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model with a variety of investment strategies and technology platforms while offering access to proprietary and third-party managed account solutions.

Catarina Wolf Rohde is a financial advisor with Sanctuary Advisors, LLC in New York, NY. She holds a Series 66 designation and has one year of industry experience. Her work background includes time at Kennedy Lewis and an academic role at the University of Notre Dame. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports its advisors with a broad platform of portfolio management options and employs various analytical approaches, serving both onshore and offshore strategies.

Nadia Polack is a financial advisor at Oppenheimer with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, Bank of America Merrill Lynch, Aflac, and VALIC Financial Advisors. She is also involved in FINRA dispute resolution, arbitrating hearings between investors and securities firms. Oppenheimer is a registered investment adviser and broker-dealer serving a wide range of clients including individuals, corporations, and charitable organizations. The firm offers various investment programs and provides both discretionary and non-discretionary advisory services with a focus on strategic asset allocation and portfolio management.

James Clark is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored offerings through a combination of discretionary and non-discretionary managers within a large integrated financial group.