Sofia Agredo is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs since 2023. Prior to that, she gained experience at The Colony Palm Beach and held various roles during her studies at The Ohio State University. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary analytics within the wider Goldman Sachs ecosystem.

Robert Diaz Lopez is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup since 2016. Citigroup Global Markets serves 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, combining large institutional scale with specialized market roles.

Sarjani Shah is a financial advisor at Citigroup Global Markets with a Series 66 credential and under one year of industry experience. Her prior roles include positions at Brookfield Renewable, Morgan Stanley, and involvement with the New York University Center of Social Media and Politics. 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 in-house research and distinctive market roles to support large-scale and complex client needs.

Shayn Foley is a financial advisor with Cerity Partners LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Cerity Partners in 2026, he worked at Goldman Sachs Ayco for five years and gained experience in marketing and business operations at Fingerpaint Marketing, Eversana, and Henry Street Taproom. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Bryan Tudor is a financial advisor at Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Fahnestock & Co. Inc., part of Oppenheimer, since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management, maintaining custody of client assets while operating multiple advisory and broker-dealer services.

David Heller is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Citi Bank and Lenox Advisors. Outside of finance, he has experience with Asphalt Green Day Camp. 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 in-house research and derivatives services.

Matthew Canner is a financial advisor at Cerity Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with 22 years of industry experience. He previously worked at Algonquin Advisors LLC and M&T Securities, Inc., as well as M&T Bank. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Andrew Cooper is a financial advisor at Cerity Partners LLC with 14 years of industry experience. He holds a Series 66 designation and was previously with AJ Wealth Strategies, LLC for 11 years before joining Cerity Partners in 2023. He is also licensed to sell insurance. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in assets. The firm emphasizes customized wealth management through client-specific investment profiles, combining quantitative screening, manager selection, and direct security selection, and offers access to alternative and private market solutions.

Justin Giacona is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Round Table Wealth Management and KPMG LLP. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative methods, third-party strategies, and direct security selection.

Julianne De Marco is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily at The Ayco Company L.P., with additional experience at New York University’s Stern School of Business and as a freelance professional. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, integrating cross-affiliate capabilities within a large financial group.

Latham Chamberlain is a financial advisor at Eagle Strategies (NY Life) based in New York, NY. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering tailored advice through various program types and emphasizing non-discretionary asset management within an integrated New York Life affiliate structure.

Matthew Rice is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley, TD Ameritrade, and Charles Schwab & Co. His current role at Schwab Wealth Advisory began in 2026. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations using Charles Schwab & Co.’s asset allocation models and research tools.

Soulemane Bagayoko is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Credit Suisse Securities, UBS Securities, and Wells Fargo Clearing. His career also includes a position at Uber prior to entering the financial sector. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Christina Dispigna is a financial advisor at Citigroup Global Markets with nine years of industry experience. She has been with Citigroup since 2016 and holds a Series 66 designation. Outside of her advisory role, she is listed as the owner of an investment-related LLC formed for a property purchase in Iowa. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer services. The firm leverages its large institutional scale and unique market roles to provide discretionary and non-discretionary investment solutions, including bespoke offerings for very large relationships.

Helena Macke is a financial advisor at Citigroup Global Markets with a Series 66 designation and no prior industry experience. Her background includes roles at Citi Bank and a degree from Claremont McKenna College. She has experience in hospitality and education sectors through previous positions with Tucci Boutique, Whiskey and Leather, and Horizon Prep. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and swap-dealer operations.

Alana Bichutsky is a financial advisor at Citigroup Global Markets with three years of industry experience. She has been with Citigroup since 2019 and previously worked at Rochester Institute of Technology. She holds the Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Olga Raykhelson is a CFP®-certified financial advisor with 24 years of industry experience, currently with Farther. She previously spent 26 years at Financial Life Focus. In addition to her advisory role, she is a licensed real estate agent with the Corcoran Group in New York. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, employing a Modern Portfolio Theory-based approach with algorithmic rebalancing and a mix of ETFs, mutual funds, equities, and fixed income. The firm supports its advisors with AI tools and maintains a focus on retail clients rather than corporate or business accounts.

Courtney Furubotten is a Series 66 licensed financial advisor with five years of industry experience. She is currently with Citigroup Global Markets, having previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Her background also includes roles in law and education. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with unique market roles and arrangements.

Eli Baer is a CFP®-designated financial advisor with three years of industry experience, currently affiliated with Commonwealth Financial Network and Hudson Advisory Group, LLC. His career includes multiple roles at both firms, along with a brief tenure at the Brooklyn Academy of Music. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform with a range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Alan Babbitt is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has been with Eagle Strategies since 2017 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.