Kevin Mc Kenna is a financial advisor with RBC Rochdale, LLC in New York, NY, holding a Series 66 designation and four years of industry experience. His work history includes positions at City National Rochdale, Acap, Akam, Morgan Stanley, and WeWork, as well as time spent at Loyola University Maryland. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs a multi-strategy investment process that combines quantitative and fundamental analysis, utilizing proprietary tools like the Galaxy asset-allocation model to tailor portfolios across various asset classes.

Emilio La Fontaine is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Moody's Analytics, Rutgers University, Commonwealth Bank of Australia, Monsoon Ventures Inc., and Israel Discount Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Anthony Larocca is a financial advisor with Money Concepts Capital Corp in Williston Park, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Money Concepts Capital Corp since 2014. Outside of his advisory role, Larocca is president of a company focused on sales and marketing of insurer-related products including health, disability, and long-term care insurance, and he also works as a business consultant during non-securities hours. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, combining model portfolios, IAR-designed portfolios, and third-party sub-advisers to serve approximately 14,700 clients with around $3.33 billion in assets under management.

Michael Lynch is a CFA® charterholder with 16 years of industry experience. He has been with Citigroup Global Markets since 2016 and previously worked at Maltin Wealth Management, Inc. from 2012 to 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and integrates internal standards and oversight committees to select and monitor managers, operating at a large institutional scale with unique market roles and arrangements.

Lauren Elson is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Citibank and Amazon Studios. Outside of finance, she has been involved in content creation for fashion and beauty companies for over eight years. 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 employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, and manages complex arrangements reflecting its large institutional scale.

Lilly Johnsen is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active and passive investments and integrating wealth planning with portfolio management.

Charlie Yeung is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is associated with The Bohea Associates Ltd., a food importing and wholesale business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with a combination of internal oversight and external partnerships, supporting a wide range of discretionary and non-discretionary investment solutions.

Edison Aracena Lorenzo is affiliated with Citigroup Global Markets and holds Series 63 and Series 66 designations. He has six years of industry experience, having worked at Citigroup since 2017 in various capacities, as well as prior roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Pay-O-Matic. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains substantial institutional scale with specialized market roles such as acting as a swap dealer and futures commission merchant.

Richard Cea is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Citigroup since 2019 and previously spent five years at UBS-S. 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 manages multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

David Chan is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup since 2017. Prior to that, he was with Santander Securities LLC and Santander Bank NA from 2015 to 2017. Citigroup Global Markets serves both individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

Karl Rozak is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been associated with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, Rozak serves as a director at Gigaware Technology, Inc., focusing on cybersecurity and data mining, and is a board member of Sam Latinoamerica, assisting in identifying new business opportunities. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of advisory services including asset management, financial planning, and retirement consulting, with a combination of discretionary and non-discretionary approaches.

David Heitner is a financial advisor with Independent Financial Group, LLC and holds Series 63, 65, and 66 licenses. He has 12 years of industry experience and has worked at several firms including Securities America Advisors and LPL Financial. Outside of financial services, he is the owner of Heits Building Services, Inc., a commercial cleaning business established in 2003. Independent Financial Group, LLC serves a wide range of clients including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through various platforms, utilizing a mix of active and passive investment strategies tailored to client risk profiles.

Thomas Brown is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill, JPMorgan Securities LLC, and Capital One Bank. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and unique market roles.

Delmy Lopez Cordero is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, Financial Partners Capital Management, Farmingville Tax Services Corp, and Stony Brook University. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party separate accounts, and private funds within an enhanced open architecture framework.

Samuel Colin is a financial advisor at First Manhattan Co. LLC in New York, NY, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been with First Manhattan Co. since 2002. Outside of his advisory role, he serves as a director for the Colin Family Foundation and the Simon & Eve Colin Foundation, both family charitable organizations. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management with tailored advice delivered through individually managed portfolios.

Andres Fernandez Salvador is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and previously held roles at Kings Point Capital Management LLC and Charles Schwab. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that includes quantitative and fundamental analysis.

Frank Savelli is a financial advisor at Equity Services, Inc. with 28 years of industry experience. He holds a Series 63 designation and has worked at Equity Services since 2002. Savelli has held roles with multiple firms, including National Life of Vermont and Penn Mutual Insurance Company, spanning over three decades. He also engages in educational activities, speaking with medical residents on basic financial services. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and uses a variety of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

William Kelsey is a financial advisor with TIAA-CREF in New York, NY, holding a Series 66 designation and 12 years of industry experience. His background includes roles at HSBC Securities (USA) Inc. and Santander Securities LLC, as well as a position at New York Brain Spine and Joint. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time financial planning and ongoing discretionary management through model and customized portfolios.

Darius Brummell is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked at Citi since 2020. His prior roles include positions at Intercontinental Capital Group d.b.a Fellowship Home Loans and various academic institutions. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, brokerage, and custody services. The firm employs multi-asset, multi-manager strategies and maintains notable market roles including operations as a swap dealer and futures commission merchant.

Jack Zahl is a CFP® with 32 years of industry experience and has been with Oppenheimer since 2015. Prior to joining Oppenheimer, he worked at Wells Fargo Clearing for one year. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services that include both discretionary and non-discretionary management, with an emphasis on strategic and tactical asset allocation, manager selection, and customized consulting.