Rafael Arellano is a CFP® professional with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and has held various roles there since 2018. Prior to that, he worked at Beacon Wealth Management, LLC and JFL Consulting, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified portfolios with multi-factor tilts and tax management, and offers a range of implementation options and affiliated service lines.

Jeffrey Papa is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and 25 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank (IN), where he spent over two decades. Outside of his advisory role, he is an owner and partner of Cardinal Property Group, a real estate business focused on purchasing consumer properties for rental. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types that combine client-directed and discretionary management, using a structured investment process guided by HSBC Global Asset Management and supported by affiliated and third-party providers.

Anastasia Tkatschow is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 credentials and has 31 years of industry experience. She has been with Citigroup entities since 2015, currently working at Citigroup Management Corp. since 2017. In addition to her advisory role, she serves as a non-public arbitrator for FINRA, participating in dispute resolution panels. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Matthew Hamati is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Columbia University, The McLean Group, and Johns Hopkins University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution and custody services, and derivatives and futures services. The firm combines large-scale institutional capabilities with specialized market roles, utilizing internal standards and oversight committees to manage investments.

Carlo Mantica is a financial advisor at Eagle Strategies (New York Life) with five years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with New York Life Insurance Company and its related entities since 2020. Mantica previously owned Mantica Ventures Inc., a now dormant business. 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, emphasizing customized advice and primarily managing assets on a non-discretionary basis.

Jonathan Cohen is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at HSBC Bank USA, N.A., HSBC Securities (USA) Inc., and J.P. Morgan Securities Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Immanuel Tan is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 63 designation and previously worked at United Capital Financial Advisers, LLC. Based in New York, NY, he has been with Goldman Sachs since 2010. 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with unique cross-affiliate capabilities.

William Sorrentino Jr. is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Equitable Advisors LLC and AXA Advisors, LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Katherine Ryan is a financial advisor at Wealth Enhancement Advisory Services, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF for 11 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts and estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Kevin Mullaney is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63, 65, and 66 licenses and offering 30 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2005, following prior roles at Banc of America Investment Services and Quick & Reilly. Outside of his advisory work, Mullaney is a partner in a brewery business consisting of three LLCs that plan to operate and manage a new brewery starting in 2025. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring client-directed and fully discretionary investment options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and operates both as an SEC-registered adviser and broker-dealer, offering specialized programs for private bank clients and qualified non-resident aliens.

Oi Ching Wong is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Transamerica, Wong worked at Prudential/LPL and Pruco Securities LLC. Outside of financial advising, Wong is active as a licensed real estate agent with Weichert Realtors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Daniela Abbo is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She previously completed full-time education through undergraduate studies. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody 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.

Gregory Meyer is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm uses strategic and tactical allocation models and provides access to a broad range of affiliated capabilities across the Goldman Sachs ecosystem.

Guillermo Viladot is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities LLC and Morgan Stanley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and diverse market roles.

Gina Martin Adams is a CFA® charterholder with 10 years of industry experience. She has worked at HB Wealth Management since 2025 and previously spent eight years at Bloomberg. Adams serves as Secretary on the Board of Directors for the CMT Association and is an advisory board member for the University of Florida’s Warrington College of Business. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth and investment management, financial planning, and outsourced chief investment officer services, using a combination of quantitative and qualitative due diligence across public and private investment strategies.

Yolanda Colon is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. She holds Series 63, 65, and 66 licenses and has nine years of industry experience. Her prior experience includes roles at Crisil Coalition Greenwich and UBS Financial Services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs and focuses on tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

John Korn is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 credentials and has held prior positions at firms including LPL Financial, Victory Capital Management, Amundi, Putnam Retail Management, and Columbia Management Investment Advisers. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while often implementing advice through third-party managers and TAMPs.

Evan Trent is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2018 to 2021, as well as at NewDay USA. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by integrated resources across the Goldman Sachs organization and a range of specialized programs and operational tools.

Elizabeth Grausso is a financial advisor at First Command Advisory Services with 17 years of industry experience. She holds the Series 66 designation and previously worked for Morgan Stanley Smith Barney LLC for 16 years before joining First Command Financial Services, Inc. in 2026. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team and Wealth Portfolio Managers to select and monitor model portfolios.

Patrick Schuchard is a financial advisor at Oppenheimer with 16 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to joining Oppenheimer in 2011, he worked at Principal Financial Services and Fidelity. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of investment programs and advisory services including equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management. The firm maintains custody of client assets while operating its broker-dealer and advisory businesses.