Jared D'entremont is a financial advisor with Citigroup Global Markets holding a Series 66 designation and four years of industry experience. He has previously worked at Morgan Stanley, Loomis & Sayles, Clean Harbors, and Clough Capital Partners. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and provides services including derivatives and futures trading, combining large institutional scale with specialized market roles.

Michael Amato is a CFP® with 35 years of industry experience, currently serving at Rockefeller Financial LLC. He has worked at Rockefeller Capital Management and Stifel, among other firms. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and retirement plans, offering portfolio management, financial planning, and brokerage services. The firm organizes client relationships through a Private Advisor model and delivers investment solutions via its global platform, combining discretionary management with access to alternative investments and brokerage capabilities.

Richard Weintraub is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Securities LLC and Goldman Sachs & Co. He is based in New York, NY. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional capabilities alongside specialized market roles.

Enrique Alvarez is a financial advisor with Citigroup Global Markets in New York, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Adam Moran is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources and model portfolios with a broad range of tailored services and operates within a large integrated financial group offering distinct features such as affiliated banking and retirement consulting capabilities.

Kevin Tapia is a financial advisor at Empower Advisory Group in Jersey City, NJ. He holds Series 63 and Series 66 credentials and joined Empower Financial Services, Inc. in 2024. Prior to his current role, he worked in window washing and in the valve and pump industry. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and savings rates in their planning approach.

Maggie De Francesco is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds the Series 66 designation and previously worked at IBM and Genworth. Outside of her advisory role, she is involved in managing a vacation rental property in Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, comprehensive in-house research, and unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Alec Sciarra is a CFP® professional with six years of industry experience, currently serving as a financial advisor at PNC Wealth Management in Morristown, NJ. His prior roles include positions at Janney Montgomery Scott and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that employs algorithm-driven risk assessment and uses mutual funds and ETFs with annual rebalancing.

Stacey Schultz is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2000. Outside of her advisory role, she is involved in business development for Totally Tropical Slimes, a consumer goods company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and provides specialized solutions for high-net-worth and institutional investors.

Jeffrey Jordan is a CFP® with ten years of industry experience currently with Mariner Wealth Advisors. He has worked previously at Fidelity Brokerage Services LLC and TIAA-CREF. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized investment approach supported by an internal portfolio management team and integrates tax and accounting services through affiliated CPAs and enrolled agents.

James Messina is a financial advisor at Citigroup Global Markets with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. Based in New York, NY, he operates within one of the largest enterprise firms in the sector. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique institutional capabilities, including in-house research and derivatives services.

Angel Tineo is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior roles include positions at Citi Wealth Advisors, Bank of America, and Merrill. He holds Series 63 and Series 65 licenses. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches and offers portfolio management through Advisor-Directed programs, Separately Managed Accounts, and Unified Managed Accounts.

Mitchell Lanzl is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Guardian Life and Park Avenue Securities. His previous work includes positions at North East Private Client Group and Strategic Turnaround, as well as teaching experience at Kean University. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning, retirement consulting, and investment advisory programs, utilizing both proprietary and third-party models.

Lucia George is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has 13 years of industry experience. Her career includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where she manages a team of agents and is involved in hiring and training. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerance.

Ehsaon Ezzat is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Citigroup in 2023, he worked at Tiaa from 2018 to 2023 and was affiliated with the University of Colorado at Boulder from 2015 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

James Reilly is a CFP® with 24 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 22-year tenure at RegentAtlantic. His background includes roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Jeffrey Benowitz is a financial advisor at Guardian Life with over 32 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Park Avenue Securities, WJB Financial Services, and Guardian Life since the mid-1990s. He is also involved in insurance activities outside of Guardian, including life and disability insurance from other companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships, including a hybrid digital advisory solution and tailored services.

Alan Derose is a financial advisor with Oppenheimer, holding 40 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside a range of investment products, with a focus on both discretionary and non-discretionary management.

John Paul Saitta is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 licenses. He has 14 years of industry experience and has been affiliated with New York Life and its related entities since 2010. He also owns and operates insurance brokering businesses including Thrive Financial Services & Insurance Solutions, LLC and Concierge Insurance Services. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types, focusing primarily on non-discretionary asset management and working within an integrated New York Life affiliate structure.

Rosangela Dutra is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Chase Bank and JP Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research and acting as a swap dealer and futures commission merchant.