Charles Churchill is a financial advisor at Citigroup Global Markets with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including HSBC Securities, Merrill, UBS Financial Services, and Chase Investment Services. Churchill has been with Citigroup since 2014. 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, as well as brokerage and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Jacqueline Flyer is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds the Series 66 designation and has worked at Citigroup since 2022, following roles at E*TRADE Securities and TD Ameritrade. Prior to her advisory career, she was employed at Corporate Insight for three years. 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 maintains several unique market roles, including operating as a swap dealer and futures commission merchant.

Jack Ko is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2017. Prior to that, he worked at Mindlance Staffing for one year. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Vincent Nestorovski is a CFP® professional with three years of experience, currently affiliated with Eagle Strategies (NY Life). His prior roles include positions at Eyrium Wealth Strategies, LLC, M&A Executive Benefit Insurance Solutions, LLC, Aergis Financial Strategies LLC, NYLIFE Securities LLC, and New York Life, where he has been associated since 2014. Outside of his advisory work, he owns a construction company engaged in building and renovating residential and commercial properties. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Martin Moy is a CFP®-certified financial advisor with 27 years of industry experience, currently with Citigroup Global Markets in New York, NY, where he has worked since 2012. His credentials include the Series 63, 65, and 66 licenses. Citigroup Global Markets Inc. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains substantial institutional scale with specialized market roles and commercial arrangements.

Boureima Diallo is a CFP® professional with four years of industry experience, currently serving at Transamerica Financial Advisors. He has a long-standing association with United Financial Services and the Transamerica Agency Network, where he has been involved in recruiting, training, and business development since 2002. Diallo also engages in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and digital platforms, serving clients through an extensive advisor network.

Mario Kustera is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Oppenheimer since 2018, following three years at Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary account management.

Enrique Davila is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has previously worked at UBS Asset Management and the University of Chicago Booth School of Business. 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 combines large institutional scale with specialized market roles such as acting as a swap dealer and futures commission merchant.

Larry Daniels III is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously with Encompass More Asset Management LLC and Verity Asset Management. Outside of his advisory role, he is an attorney specializing in real estate law and serves as New York Market President for C-Suite for Christ, an organization focused on Christian business practices. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internally managed and third-party models, discretionary asset management, and financial planning services.

Andreas Kokkinos is a financial advisor with Citigroup Global Markets holding Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Citigroup Global Markets since 2014, with a brief period of unemployment from 2019 to 2020. He has an affiliation as a life insurance agent with a Mass Mutual Insurance Agency but has not actively pursued this role beyond personal and family-related cases. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, custody services, and derivatives trading. The firm combines large institutional scale with in-house research, swap dealer activities, and bespoke discretionary solutions for very large clients.

Brian Robinson is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 63, Series 65, and Series 66 licenses and has five years of industry experience, including prior roles at NYLIFE Securities LLC, New York Life Insurance Company, and Churchill Credit Solutions. He is also an independent contractor appointed to broker non-registered insurance products with outside carriers. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a variety of advisory programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

John Male is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Citigroup Global Markets, where he has worked since 2022. His prior roles include positions at American Portfolios Financial Services, Inc. and Guardian Life Insurance Co. of America. 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 with large institutional scale, providing bespoke discretionary solutions and maintaining roles such as swap dealer and futures commission merchant.

Emma Hodges is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has been with Hornor, Townsend & Kent since 1995. Outside of her advisory role, she serves as Vice-President and agent in an insurance brokerage, Empire Wealth Strategies, where she is involved in sales, recruiting, and training for multiple insurance carriers. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs and broker-dealer services. The firm offers tailored financial planning and investment strategies, managing approximately $8.37 billion in discretionary assets as of the end of 2025.

Alisha Patel is a Series 65 licensed financial advisor at Mariner with one year of industry experience. Her career includes roles at TritonPoint Capital, TritonPoint Wealth, and Sage Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm offers customized discretionary portfolios supported by in-house research and a range of strategies spanning equities, fixed income, alternatives, and digital assets, along with integrated tax and accounting services.

Luca Pautasso is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2021, as well as prior service with the New York Army National Guard and Nat Sherman International. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages most of its assets on a non-discretionary basis within an integrated affiliate structure.

Joseph Hymowitz is a Series 66 licensed financial advisor at Empower Advisory Group with 11 years of industry experience. Prior to joining Empower, he worked at J.P. Morgan Securities and JPMorgan Chase Bank for nine years, as well as PNC Investments and PNC Bank for one year each. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model ties financial planning and managed account solutions to Empower’s recordkeeping and administrative platforms.

Katherine Calvo Espinoza is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at NYLife Securities, LLC and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale alongside specialized market roles such as swap dealing and futures commission merchant activities.

Nadieda Dazile is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. Her career includes multiple roles at Citigroup and periods affiliated with New York University Stern School of Business. Outside of her advisory role, she is involved in social media activities as a brand ambassador and influencer, promoting beauty products and managing affiliate storefronts. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and derivatives services.

Jake Kreppel is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Alphastar Capital Management, JPMorgan Chase Bank, and Equitable Advisors. Kreppel also serves as Vice President and Independent Insurance Sales Agent at Kreppel Tax Advisory Group, specializing in tax planning and insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion using discretionary model portfolios and offers comprehensive reporting and client review services through a standardized platform approach.

Paul Branca is a financial advisor with Empower Advisory Group, holding Series 65, Series 63, and Series 66 credentials and bringing 23 years of industry experience. His prior roles include nearly a decade at J.P. Morgan Institutional Investments and National Professional Planning Group. Outside of his advisory work, he serves as a caretaker assisting his disabled daughter. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.