Cory Weinreb is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and five years of industry experience. He previously worked at Morgan Stanley for four years and has experience in design through his role as a shirt designer at an online shop. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with execution and custody services. The firm integrates institutional-scale resources and specialized market roles, including in-house research and futures commission merchant activities, to provide a broad array of advisory solutions.

John Araneo is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, Araneo serves as Treasurer and board member of Eva’s Village, a nonprofit focused on feeding the hungry and assisting the homeless, where he leads fundraising committees. He also sits on the Board of Trustees of Tiro A Segno, a private Italian American heritage and dining club. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of more than 400 independent investment adviser representatives offering portfolio management and retirement plan consulting, utilizing a range of analytical approaches and fiduciary services.

Carlos Cadavillo is a financial advisor with Transamerica Financial Advisors in Edison, NJ, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Wfgia and A.F. Paredes & Co. CPAs, as well as a 25-year tenure at Philips Lighting Co. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party model portfolios.

Mouna Kammoun is a financial advisor with HSBC Securities (USA) Inc. in New York, NY. She holds the Series 66 designation and has 11 years of industry experience, all with HSBC Securities and HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various program types including client-directed and fully discretionary options. The firm uses a structured investment process with five model risk profiles and works with affiliated and third-party providers for advisory, fund selection, and administrative services.

Kayleigh Papa is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Mendoza College of Business and the University of Notre Dame. 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 and maintains notable institutional scale and market roles, including in-house research and arrangements involving derivatives and futures.

Zachary Dunning is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Dana Distributors, Northwestern Mutual, Southern New Hampshire University, and MB&L Parking Solutions. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm integrates centralized investment resources and a range of affiliated services to deliver tailored wealth management solutions.

Fradjihaidavid Zeitoun is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Citigroup in 2022, he spent ten years at Santander Securities and sixteen years at Santander 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 employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and security-pricing activities.

Christopher Buldo is a financial advisor at Mercer Global Advisors Inc. in Morristown, NJ, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Mercer, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2023 to 2026. Outside of finance, his work history includes roles at Uber Eats and Urban Chicken. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other vehicles.

Katie Strickberger is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior experience includes roles at Oaktree Capital Management, Lord Abbett & Co LLC, and Credit Suisse Securities. Citigroup Global Markets Inc. 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 unique market roles, including in-house research, derivatives services, and bespoke solutions for very large relationships.

Kevin Ross is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including roles at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Ross is also involved with Ballast Financial LLC, which operates his LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with both discretionary and non-discretionary portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary advisory model and utilizes various technology platforms and third-party managers to implement client strategies.

Joseph Barbara is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services from 2005 to 2013 before joining Private Advisor Group and LPL Financial in 2013. Outside of his advisory work, he serves as a notary public without charge. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to deliver customized investment solutions.

Ryan Mc Kenna is a Series 66-credentialed financial advisor with one year of industry experience. He has worked at Goldman Sachs & Co. LLC since 2025 and previously had a one-year tenure at BlackRock. His background includes four years at Washington and Lee University prior to entering the financial sector. Goldman Sachs Wealth Services advises individual investors, corporate participants, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm tailors strategies using proprietary and third-party analytics, integrating capabilities across the broader Goldman Sachs network.

Brooke Wallace is a financial advisor with Goldman Sachs Wealth Services in Morristown, NJ. She holds the Series 66 designation and has one year of industry experience. Her previous roles include positions at Wynkoop Financial and Tsamutalis and Company. Wallace attended Bucknell University from 2021 to 2025. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm utilizes strategic and tactical allocation models alongside proprietary research and offers a wide range of advisory programs and access to alternative investments.

Stephen Lee is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding a Series 66 license and bringing 20 years of industry experience. His prior roles include positions at KPG Capital Partners, Bank of America, Merrill, RiverSource Investments, and Columbia Management Advisors. Lee is also appointed as an insurance broker and independently contracts for property and casualty sales with outside carriers. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

Thomas Maker is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services and J.P. Morgan Chase Bank, including J.P. Morgan Securities. 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 using internal standards and oversight committees, operating at large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Lisa Purville is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She owns ShirleyLewis Incorporated, an investment-related business. 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 and is notable for its large institutional scale, in-house research capabilities, and unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Mohan Badgujar is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at Merrill Lynch from 2005 to 2017 before joining Suntrust Advisory Services in 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Intaek Oh is a financial advisor with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Prior to joining TIAA-CREF in 2018, he worked at PNC Bank and PNC Investments for four years. Outside of his advisory role, he is involved in managing a rental property. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm distinguishes between one-time planning services and ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Victor Kossowicz is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution currently available to select employees. The firm’s approach uses algorithm-driven risk assessment and approved third-party strategies, focusing on mutual funds and ETFs with annual rebalancing.

Cazimar Nieves is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is involved in real estate through ownership of CJ Luxury Developers LLC and CENO Real Estate LLC, focusing on property renovation and rental activities. Citigroup Global Markets serves a broad range of individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, execution services, and specialized lending solutions.