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 financial advisor at Oppenheimer with four years of industry experience. Prior to joining Oppenheimer, Jiang worked at Moody's Investors Service, Navigant Consulting, Inc., and Columbia University. He is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with investment approaches spanning equity, balanced, and fixed-income portfolios.

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.

Gus Kasun is a financial advisor at Citigroup Global Markets with Series 66 credentials and one year of industry experience. His prior work includes a brief tenure at Baird before joining Citi. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services that combine multi-asset strategies with both discretionary and non-discretionary management.

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.

Michael Moorby is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 25-year tenure at The Ayco Company, L.P./Mercer Allied. Outside of finance, he owns Rebel Forces LLC, an apparel company based in New York. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering a range of tailored services such as Executive Wealth and Private Family Office support, and operates within a large integrated financial group with access to banking and specialized advisory capabilities.

Eric Gregerson is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2014, following a brief tenure at UBS Financial Services. 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 range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Edward Harrington is a financial advisor at Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Oppenheimer 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 programs and advisory services, including strategic and tactical asset allocation, manager selection, consulting, and retirement services, delivered on both discretionary and non-discretionary bases.

Julia Peppard is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022. Prior to her current role, she has held multiple positions including engagements at Fordham University and Oak Hill Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using both discretionary and non-discretionary programs and maintains significant institutional capabilities such as in-house research and derivatives services.

Caterina Gage is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Outside of her advisory role, she is the authorized representative of Gagliardi Tile Installations LLC, a non-investment-related business that is currently inactive. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with large institutional scale and unique market roles.

Cody Hoffman is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citi since 2018, following three years at SG Americas Securities, LLC. 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 combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Michael Kushch is a financial advisor with OSAIC Institutions, INC., holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His prior roles include positions at Ridgewood Bank and Infinex Investments, as well as HSBC Bank USA and HSBC Securities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and emphasizing a co-advisory model with both discretionary and non-discretionary account options.

Wolf Perl is a financial advisor at Primerica Advisors with 28 years of industry experience. He holds a Series 63 designation and has worked with Park Avenue Securities and Guardian Life Insurance for over two decades. Outside of his advisory role, he serves as a trustee for a family estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Eric Sprung is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Valic Financial Advisors, he worked at Valley Financial Management, Inc., Valley National Bank, and Jefferies. He also served in the U.S. Air Force and earned an MBA from Baruch College. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers discretionary unified managed accounts through Envestnet’s platform, portfolio management, and financial planning services, and operates at scale with over 1,200 advisors managing approximately $29.2 billion in client assets.

Ekta Parekh is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding a Series 66 designation and five years of industry experience. She previously worked with Mass Mutual Investors Services and MassMutual Life Insurance Company before joining Eagle Strategies and affiliated NY Life entities in 2023. Outside of her advisory role, she is involved as a committee member with Boys Scout Troop 86. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, often integrating insurance and annuity products, with a focus on tailored, mostly non-discretionary advisory solutions.

Craig Ballington is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been affiliated with both Penn Mutual and Hornor, Townsend & Kent since 2002. Outside of his advisory role, he is involved in life insurance brokerage, serving as an agent and managing partner of related insurance ventures. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.