Jeffrey Fahs is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including six years at Citigroup and six years at J.P. Morgan Securities prior to that. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and provides specialized solutions for high-net-worth and institutional clients.

Brian Kazanchy is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. He previously worked for RegentAtlantic for 18 years before joining Corient and related entities. Outside of his advisory role, he is president of two rental real estate businesses. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm follows a goals-based, team investment approach combining internal strategies with third-party managers and employs various risk management tools to align portfolios with client objectives.

Sofia Taveras is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Citibank since 2012. 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 operates with large institutional scale, including in-house research and unique market roles.

Andrew Roberts is a CFP® with 10 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His career includes eight years at Fidelity Brokerage Services, LLC and multiple roles within Beacon Pointe Advisors and its affiliated insurance services. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

William Angelo is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 65 designation and concurrently practices as a Certified Public Accountant at Angelo & Associates CPAs PC, where he provides tax advice and tax preparation services. He is also licensed to sell insurance and offers certain insurance products on a commission basis, separate from his investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates multiple investment strategies and technology platforms, often implementing advice through third-party managers and third-party asset management programs.

Elizabeth Bond is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her prior work includes roles at Tokio Marine and Starbucks. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

William Mcnair is a CFP® and CFA® with 25 years of industry experience, currently serving at Kestra Advisory since 2016. He also holds leadership roles in Preferred Pensions LLC and U.S. Financial Services, where he oversees retirement plan services and assists with wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and investment management supported by comprehensive due diligence. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Ryan Zhao is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 designations and having eight years of industry experience. He has worked at several affiliates of HSBC since 2017 and also has prior experience at Wells Fargo Bank. Zhao holds a concurrent role as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. offers managed account programs catering to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm’s investment process involves strategic and tactical asset allocation supported by affiliated global asset management and fund selection teams, serving diverse client needs with specialized program features.

Jane Desmond is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds a Series 66 designation and has worked previously at United Capital Financial Advisers, LLC and 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial group affiliates to offer tailored wealth management solutions.

Barron Natelli is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and seven years of industry experience. He has been with Oppenheimer since 2017, with a brief period as a student before and during his early career at the firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, investment consulting, and retirement planning.

Maya Spaulding is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds the Series 66 designation and previously worked in education at Gwinnett County Public Schools and New York University. Outside of her advisory role, Spaulding creates and sells handmade ceramic pieces through her small business, MJS Ceramics. 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 unique market roles, including swap dealing and futures commission merchant activities, supported by internal research and oversight committees.

Max Kaplan is a financial advisor at &PARTNERS with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and ERISA consulting services using a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Luis Granados is a CFP® professional with 18 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial since 2014. He previously worked at Edward Jones from 2008 to 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers proprietary and third-party managed account solutions, employing a fiduciary-based advisory model that incorporates various investment strategies and technology platforms.

David Sebastian is a Series 66-registered financial advisor with Kestra Advisory and has 26 years of industry experience. He serves as President and Owner of Sebastian Wealth Management Group, LLC, which provides comprehensive wealth management services. Sebastian has been with Kestra Advisory since 2016 and previously worked at Summit Financial Resources and Summit Equities. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary services and plan-level investment advice. The firm serves a diverse client base, ranging from plan sponsors to sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Gian Carlos Ng Zheng is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at Merrill, JPMorgan Chase Bank, HSBC, and Citibank before joining Citigroup. Outside of his advisory work, he is involved as an AI Trainer in an educational AI training business focused on bilingualism and bias mitigation. 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 integrates internal standards and oversight committees to manage its strategies, combining large institutional scale with unique market roles.

Khionne Awer is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup since 2015. 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 and maintains a combination of institutional scale and unique market roles, including in-house research, swap dealer registration, and futures commission merchant activities.

Robert Wrage is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, and he has been with Citigroup-affiliated firms since 2013. 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 combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke discretionary solutions for very large client relationships.

Ananya Malhotra is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has worked at Citigroup since 2023 and previously held roles at Hudson Peak Wealth Advisors, Anthropologie, and the University of Miami. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and supports large institutional scale with in-house research and specialized market roles.

Jonathan Caplan is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds a Series 63 designation and previously worked at Mariner Independent Advisor Network, Atlas Private Wealth Advisors, and Caplan Capital Management, Inc., where he served as president. He continues to be involved with Caplan Capital Management, Inc. in an investment advisory capacity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary platforms and third-party managers. The firm operates a fiduciary-based advisory model combining client goals with multiple investment strategies and technologies.

Joshua Gelber is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include positions at City National Bank and PNC Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements and AI-enabled research tools.