James Lebenthal is a CFA® charterholder with 22 years of industry experience. He has worked at Cerity Partners LLC since 2017, following a decade at Lebenthal Asset Management and three years at Levy, Harkins & Co., Inc. In addition to his advisory work, he serves as an on-air commentator for CNBC. Cerity Partners advises a diverse client base, including individuals, families, institutions, and business entities, providing customized wealth management services driven by client-specific investment profiles and a combination of proprietary and third-party strategies.

Robert Lee is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials with 16 years of industry experience. He has worked at Infinex Investments, Inc. and Popular Bank since 2018, and previously at CitiGroup from 2015 to 2018. Lee also serves as a private banker at Popular Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a network of investment adviser representatives, operating a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Colin Gaven is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Rosenblatt Securities and Merrill Lynch. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, technology, investment management, and compliance support, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Francis Mulvey is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at J.P. Morgan Securities, StoneX Financial Inc., Exoduspoint Capital Management, Stifel Nicolaus & Co Inc, and SG Americas Securities, LLC. 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 employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles including in-house research, swap dealing, and futures commission services.

Jacob Pusateri is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2012. Outside of finance, he is involved as a producer for a film titled "Coaled Blood," assisting with budgeting and production management. 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 through discretionary and non-discretionary programs and maintains large-scale institutional capabilities alongside specialized market roles.

Anthony Dibisceglie is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He has been with Citigroup Global Markets Inc. since 2013 and holds Series 63 and Series 65 licenses. 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 discretionary and non-discretionary programs and operates with notable institutional scale and unique market roles.

Junqi Wu is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. He has worked with HSBC Bank USA, N.A. and HSBC Securities (USA), Inc. since 2018, and previously with TD Bank N.A. from 2016 to 2018. In addition to his advisory role, Wu serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering client-directed and fully discretionary options. The firm uses five model risk profiles and combines strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management to manage portfolios.

Abyssinia Vanterpool is a financial advisor at Goldman Sachs Wealth Services with 11 years of experience. She holds Series 65 and Series 66 licenses and has been with Goldman Sachs & Co. since 2015. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.

Ozan Volkan is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Fahnestock & Co., Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary management, with a focus on strategic asset allocation, manager selection, and tailored performance reporting.

Peter Cadaret is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer and Oppenheimer Asset Management Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Robert Lowenthal is a Series 66-registered advisor with Oppenheimer who has 25 years of industry experience. He has been with Oppenheimer since 1999 and also has experience at Freedom Investments, Inc. since 2018. He serves as a director of Buzzbox Beverages, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Katherine Moore is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at BlackRock Investments for nine years. Moore serves on the investment committee for the Robin Hood Foundation, New York City's largest poverty-fighting organization, and is a member of the Board of Trustees and investment committee for The Lawrenceville School. 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 including swap dealing and futures commission services, providing a broad range of advisory and execution services.

Robert Fowler is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 credential and has 24 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Fcg Advisors LLC. Outside of his advisory work, he serves as a board member for a charity sponsoring and mentoring needy Catholic high school students and is a finance committee member for New Eyes for the Needy. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm’s advisers use a combination of fundamental and technical analysis and may manage accounts on both discretionary and non-discretionary bases.

Marissa Mehling is a financial advisor at Goldman Sachs Wealth Services based in New York, NY, holding a Series 66 designation with two years of industry experience. Her background includes multiple roles at Goldman Sachs since 2022 and earlier experience working at Northstar Cafe and Roots Natural Kitchen. Outside of finance, she has been involved with Soccer Motiv8. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and integrates a broad range of resources across the Goldman Sachs organization.

David Aaron is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and three years of industry experience. He has worked at Cerity Partners since 2020 and previously spent 13 years at EMM Group, LLC. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors. The firm offers customized wealth management services and employs a client-specific investment framework incorporating quantitative screening, manager selection, and access to alternative and private market solutions.

Kevin Hoegler is a CFP® professional with nine years of experience in the financial industry. He is currently an advisor at Farther, having joined in 2025. His prior roles include positions at BlackRock, Prudential, PGIM Investments, and J.P. Morgan. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary model portfolios, algorithmic rebalancing, and a range of asset classes supplemented by AI tools under internal controls.

Christina Ferguson is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 66 credential and previously worked at Goldman Sachs for five years. Her background includes roles in diverse industries such as retail and hospitality. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a client-specific investment framework.

Antonia Roig is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Eagle Strategies since 2015 and has been affiliated with New York Life Insurance Company since 1998. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Meyer Laniado is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and eight years of industry experience. He operates Planning Alliance Consulting, a fee-based consulting business for business and estate clients. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering both advisor-led discretionary management and model-based strategies supported by third-party platforms.

John Stefanidis is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2018. His prior roles include positions at Infiniti of Englewood, LLC and the University of Delaware. 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 approaches, supported by in-house research and complex market roles.