Jeuris Ramon Pena is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has two years of industry experience and has held roles in both financial advising and the music industry, currently serving as Accounting Manager for LVRN Records LLC. Pena’s background includes positions at World Financial Group, City Winery, and Concord Music Group. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and offers multiple program platforms such as Transamerica ONE and TFA365.

Michael Gourd is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 10 years before joining Citigroup in 2026. Citigroup Global Markets 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, swap dealing, and futures commission merchant activities.

Seth Bassin is a financial advisor with Eagle Strategies (NY Life) in Saddle Brook, NJ, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Co and Nylife Securities LLC since 2012 and 2013, respectively. In addition to his advisory role, he is appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves a diverse mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm specializes in tailored advice delivered via multiple program types, with the majority of assets managed on a non-discretionary basis and a focus on serving both retail and institutional sponsors.

Craig Marone is a financial advisor at Citigroup Global Markets with Series 66 and Series 63 licenses. He has worked in the financial industry since 2015, primarily with Citibank in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide 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 commercial arrangements.

Joseph Yeager is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 12 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, institutional clients, and plan sponsors. The firm offers financial planning and portfolio management along with specialized programs and uses strategic allocation models and both discretionary and non-discretionary implementations to tailor solutions to client objectives.

Kevin Salvatore is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at TIAA-CREF since 2025, following a tenure at TIAA dating back to 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm acts as adviser to a donor-advised fund and operates within a vertically integrated group offering affiliated funds under a fiduciary standard.

Christopher Turso is a CFP® affiliated with Cerity Partners LLC and has four years of industry experience. His prior roles include positions at Round Table Wealth Management and Northwestern Mutual. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Mark Macdonald is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has been involved with Advanced Wealth Preservation, LLC since 2014. Outside of his advisory role, he manages a college planning consulting business focused on college selection, admission, and preparation. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients such as sovereign wealth funds, employing a variety of discretionary investment strategies and supporting a large advisor network.

Aaron Berlow is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and serves clients from Cranford, NJ. Outside of Lincoln Investment, Berlow is Vice President of Strategy and Operations at Wildenstein & Co., Inc., where he oversees strategic direction and operational analysis. He is also the owner of Amber USA LLC, a leather goods manufacturing venture. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm employs a combination of strategic and dynamic investment approaches across a range of advisory and model portfolio services.

Jerome Delsordo is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 19 years at The AYCO Company, L.P. and its affiliates. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging integrated resources across the Goldman Sachs ecosystem.

Andre Libnic is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Babson College and Gulliver Preparatory. 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 oversight committees and multiple investment vehicles, including separately managed accounts and alternative funds, to support its diverse client base.

Robert Weiss is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has held his current role at Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. 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 operates with significant institutional scale and specialized market roles.

Sean Kuchta is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. His prior work history includes positions at Morgan Stanley, Capco, First Derivatives, and Merrill Lynch. Citigroup Global Markets 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 high-net-worth clients.

Joseph Kaufman is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2022. Prior to his advisory role, he had positions at Metro by T-Mobile and completed his education at the University of Florida. Citigroup Global Markets 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 specialized market roles, including in-house research and derivatives services.

Robert Kelly is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Farther since 2021. His prior experience includes roles at Bank of America, Merrill, JPMorgan Chase Bank, and Grisanti Capital Management. He is a trustee for Imagine, A Center for Coping with Loss, a nonprofit providing free grief services to children. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and discretionary investment management. The firm’s approach is based on Modern Portfolio Theory, using bespoke and algorithmic model portfolios primarily invested in ETFs, mutual funds, equities, and fixed income.

Michael Desaulnier is a Certified Financial Planner™ (CFP®) with 23 years of industry experience. He has been with Private Advisor Group, LLC and LPL Financial since 2012. Outside of his advisory role, he is involved in tax preparation and accounting services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through various platforms and third-party asset managers.

Jason Pilger is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Credit Suisse in Singapore before joining Citigroup in 2018. Pilger is a minority investor in two small properties in Japan. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and security-pricing capabilities.

Rosa D'ambrosio is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Her prior roles include positions at LCH - London Stock Exchange, BNP Paribas, and Natixis. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains roles as a swap dealer and futures commission merchant.

Barry Cash is a financial advisor with Oppenheimer & Co. Inc., holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Oppenheimer since 2020 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of late 2025.

Serge Tinovsky is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been associated with New York Life and Nylife Securities Inc. since 1994 and currently operates Spearhead Wealth Group, LLC, through which he brokers non-registered insurance products. Tinovsky is also a shareholder of NYLARC Holding Company, Inc., involved in reinsuring life insurance policies. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.