Danny Arroyave is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. His prior work experience includes positions at Merrill, Bank of America, American Express, and several other organizations. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Michael Nolan is a Series 66-licensed financial advisor at Citigroup Global Markets with 20 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he manages a residential rental property. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight, combining large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Kelley Trilling is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Steward Partners in 2024, Trilling worked at Burklow & Rotella, LLC and Ameriprise. Outside of advisory work, Trilling is involved in fiduciary activities serving in roles such as trustee and executor. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individual and institutional clients, providing a range of investment advisory, financial planning, and managed account services through both proprietary and third-party solutions.

Gerald Faller is a CFP®-designated financial advisor with 41 years of industry experience, currently serving at Lincoln Investment since 2008. He is also a partner at The Faller Company LLC, which is involved in the sales and service of life insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment strategies supported by an Investment Management & Research team.

Guang Yao Li is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked at Citi since 2017, following two years at Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Elsa Ramirez Gonzalez is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been with CGMI since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, with a combination of large institutional scale and unique market roles.

Rupesh Parikh is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. He holds the Series 63 license and acts as a trustee for the Parikh Insurance Trust, a family trust with responsibilities related to insurance and investments. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation with a variety of investment vehicles and acts as a qualified custodian for client assets.

Zion Durden 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 Nirvana Healthcare Ventures, Cerity Partners, and BLK Capital Management, as well as concurrent studies at Washington & Lee University. Citigroup Global Markets serves individual and institutional clients, providing a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies and maintains significant institutional scale and market roles, including in-house research and security-pricing activities.

Kevin Pfeffer is a CFP® professional with nine years of experience in the financial services industry. He is currently with Osaic Institutions, Inc. and has held prior roles at Ameriprise Financial Services, First Eagle Investment Management, and AXA Distributors, among others. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer structure.

Gabriel Couto is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at the University of Central Florida and Trade-PMR, Inc. outside the wealth management sector. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and specialized market roles.

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.

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 (NY Life) with five years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as ownership of Mantica Ventures Inc. until 2020. He holds Series 65 and Series 63 credentials. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Michael Weiss is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2004. Weiss also conducts life insurance business outside of Guardian. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and business consulting, utilizing a range of proprietary and third-party investment strategies and platforms.

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.

Gregory Meyer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth solutions through integrated financial group capabilities.

Gina Martin Adams is a CFA® charterholder with 10 years of industry experience. She currently works at HB Wealth Management and previously held positions at Bloomberg and Wells Fargo Securities. Adams serves as Secretary on the Board of the CMT Association and is an Advisory Board Member for the University of Florida’s Warrington College of Business. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm employs a combination of quantitative and qualitative due diligence across multiple asset classes and offers outsourced chief investment officer (OCIO) and institutional advisory services.

Yolanda Colon is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and previously worked for Crisil Coalition Greenwich for 18 years. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types, emphasizing tailored recommendations and managing a majority of assets on a non-discretionary basis.