Nairon Majeed is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. 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 distinctive market roles such as swap dealer and futures commission merchant.

Anthony D’auria is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Royal Alliance Associates, Banc of America Investment Services, and Quick & Reilly. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm’s hybrid adviser/broker-dealer structure combines discretionary and non-discretionary advisory services, access to alternative investments, and lending solutions, while delegating investment management to its network of investment adviser representatives.

Alexander Scott is a CFP® with 4 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Fisher Investments, and MACRO Consulting Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Matthew Heilman is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has approximately one year of industry experience, including prior roles at Vela Capital and involvement with Velocity Swim Labs and Camps. Heilman has also been affiliated with the University of Virginia and ACAC Crozet in previous years. Goldman Sachs Wealth Services advises a wide range of clients, from individual investors to institutional entities, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics and benefits from integration with various Goldman Sachs affiliates to provide comprehensive financial solutions.

Christopher Ransom is a financial advisor with Primerica Advisors and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Guardian Life Insurance Company and Primerica Advisors. Outside of his advisory work, he is involved in selling insurance production beyond his Guardian affiliation. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services with a range of investment programs and account-level solutions. The firm uses a combination of proprietary and third-party investment strategies and supports various account management features including discretionary and non-discretionary options.

Yong Lin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at Aetna, Emerson Reid, and Wfgia, alongside his longstanding position at Transamerica Financial Advisors. He is also the owner of Lin Family Dynasty Inc. Outside of investment advisory, Lin assists clients with health insurance enrollment through affiliated firms. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to deliver advisory services through a large network of advisors and multiple program platforms.

Qiaoping Ren is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has worked with Nylife Securities LLC and New York Life Insurance Company since 2010. Outside of his advisory role, Ren is a partner in a commercial real estate venture. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored, primarily non-discretionary solutions.

Thomas Cantillon is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at Arthur J. Gallagher and a range of unrelated businesses and employment, as well as his attendance at the University of Maryland. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers with oversight from an internal Investment Committee.

Megan Resch is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Cetera Advisors LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party platforms and investment strategies.

Daniel Jago is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2007 and has been with Private Advisor Group, LLC since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides access to various managed account solutions, including its proprietary WealthSuite platform and third-party programs, often implementing advice through external managers and technology platforms.

Mark Reimet is a CFP® with 35 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and also associated with LPL Financial, having previously worked for MML Investors Services, Inc. and MassMutual Life Insurance Company. Reimet serves as a board member of the Ocean City Youth Athletic Association, a nonprofit organization. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm provides access to various managed account solutions and utilizes a fiduciary-based advisory model that incorporates technology platforms and third-party managers.

Kaitlyn Mohabir is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her industry career in 2026. Prior to her current role, she held positions at Johnson & Johnson and ConnectOne Bank, and has experience in the hospitality sector. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm offers tailored advisory services supported by dedicated investment strategy groups and access to a wide range of affiliated resources within the Goldman Sachs ecosystem.

Daniel Parks is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial LLC and his own Parks Wealth Management. Outside of advisory work, he has experience with Tactical Movers and various roles in educational and recreational organizations. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Andrew Kapyrin is a financial advisor at Corient with 17 years of industry experience. He holds a Series 66 designation and has worked at Corient and its affiliated entities since 2022, following a 15-year tenure at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Brian Mullally is a CFP®-certified financial advisor with Goldman Sachs Wealth Services in New York, NY, bringing 29 years of industry experience. He has been with Goldman Sachs & Co. since 2016. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management, leveraging strategic allocation models, manager selections, and a range of platforms and fee arrangements integrated within the broader Goldman Sachs ecosystem.

Brian Parsons is a CFP® with six years of industry experience, currently serving as a financial advisor at Mariner Wealth since 2024. He previously worked at Morgan Stanley from 2018 to 2024 and has held roles at Hennion & Walsh, Inc. and the University of Rhode Island. Parsons has experience in both advisory and academic settings. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized portfolio strategies with a combination of in-house research and third-party managers, and provides integrated tax and administrative CFO services uncommon in large advisory enterprises.

Pasquale Carannante is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He previously spent over two decades at Gappa LLC and is involved in several non-investment related business ventures, including ownership of restaurants and a media company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions through a fiduciary-based advisory model.

Thomas Coyle is a financial advisor at Goldman Sachs Wealth Services in New York, NY. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at Raich Ende Malter and Frank Hirth LLC. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs tailored strategic and tactical allocation models and leverages resources across the broader Goldman Sachs network.

Ashita Patel is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. Her current role is based in Jersey City, NJ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and uses standardized asset allocation models and Schwab research tools to guide clients.

Anubhav Bhatyal is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, ICICI Bank, Ernst & Young LLP, and IL&FS Financial Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory offerings such as a digital advisory program managed in partnership with SigFig and a Managed Account program.