Bryan Dalessandro is a financial advisor at Farther with 17 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Merrill, Chase Investment Services Corp., and operated as a sole proprietor. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing, with a focus on ETFs, mutual funds, equities, fixed income, and supplemental AI tools.

Michael Tynan is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Oppenheimer since 2017. Prior to joining Oppenheimer, he worked at TIAA-CREF from 2015 to 2017. 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 variety of investment programs and advisory services that include equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Mary Pucciarelli is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and 41 years of industry experience. Her prior work includes roles at Reilly Financial Group, Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and METLIFE Securities Inc. She also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm provides a comprehensive adviser-support platform, including managed-account programs and access to third-party asset managers, while acting as a wrap-fee program sponsor and back-office provider.

Juan Cediel Cervantes is a Series 66 licensed financial advisor with Citigroup Global Markets, based in New York, NY. He has three years of industry experience and has held roles at Citigroup since 2020. Prior to joining Citigroup, he worked at several companies, including Grupo Cumplimos SAS ZOMAC and Citibank Colombia S.A., and completed his education at the University of The Andes. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, and supports large-scale institutional and bespoke discretionary solutions.

Jackson Boyer is a Series 66 licensed financial advisor at Empower Advisory Group with four years of industry experience. His prior roles include positions at Bank of America, Merrill, UBS Financial Services, and NewDay Financial. He is based in New York, NY. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

Natani Drati is a CFP® affiliated with Schwab Wealth Advisory, Inc. based in Jersey City, NJ, with two years of industry experience. His prior work includes roles at Charles Schwab & Co., Northwestern Mutual, JP Morgan, and Rick Hu. Outside of advisory work, he is involved in youth sports training, focusing on football and speed and agility for children under 16. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with trades executed only upon client authorization.

Thomas Baxter is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple private banking and wealth management segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a notable combination of large institutional scale and specialized market roles, including in-house research and derivatives services.

Dean Loucka is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services, TD Ameritrade, and Charles Schwab. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Deborah Divito Welch is a Series 66 licensed advisor with 13 years of industry experience, currently working at Citigroup Global Markets since 2011. She is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles that distinguish it from other firms.

Charles Churchill is a financial advisor at Citigroup Global Markets with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several 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 a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

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, 65, and 66 licenses and has five years of industry experience. His prior roles include positions at Churchill Credit Solutions, Chase Investment Services Corp., and Morgan Stanley DW Inc. In addition to his advisory work, Robinson is involved as an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with a focus on tailored recommendations and primarily non-discretionary asset management.