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 in New York, NY, holding Series 63 and Series 65 licenses and bringing 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 at Empire Wealth Strategies, where she is involved in insurance sales, recruiting, and training. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

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.

Mariella Foley is a Certified Financial Planner (CFP®) with 17 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022, following a 22-year tenure at Round Table Wealth Management. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Tiago Sardeli is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Stefan Cherneski is a financial advisor at TLG Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advisor Solutions Inc, The Leaders Group Inc, and Underwriters Brokerage Services. Outside of advisory work, he is involved in insurance wholesaling and serves as a wholesaler and owner at Maple Leaf Insurance Services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, and ERISA fiduciary services. Its approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor client portfolios.

Robert Davis is a CFA® charterholder with 18 years of experience in the financial advisory industry. He has worked at Cerity Partners LLC since 2022 and previously spent 16 years at Round Table Wealth Management. Outside of his advisory role, he serves as a general partner and manager of due diligence, selection, and monitoring for a private equity fund of funds through CV Management GP, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Zhiyu Jiang is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has worked at Oppenheimer since 2021 and previously held positions at Moody's Investors Service, Navigant Consulting, Inc., and Columbia University. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to construct client portfolios, with a distinctive focus on both discretionary and non-discretionary advisory programs.

Bachir Nasrany is a financial advisor with Eagle Strategies (New York Life) holding a Series 66 credential and one year of industry experience. His prior work includes roles at Globe Life, ExamFX, Google-Coursera, EquiElite LLC, and Keller Williams. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and manages most assets on a non-discretionary basis, with a significant focus on institutional and plan sponsor relationships.

John Coviello is a financial advisor with Citigroup Global Markets in New York, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Exoduspoint Capital Management, BlueCrest Capital Management, Bessemer Trust, PointState Capital Management, and Moore Capital Management. 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 very large client relationships.

Bruce Scharf is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. 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 through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.