Adam Sands is a CFA® charterholder with 16 years of industry experience. He is currently with Oppenheimer, where he has worked since 2023. His prior roles include positions at Lument (ORIX Real Estate Capital), STIFEL, First Empire Securities, Inc., Incapital LLC, and Kimberlite Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary management while maintaining custody of client assets.

Diana Cheung Ng is a financial advisor at Focus Partners Wealth, LLC in New York, NY, holding a Series 65 credential with four years of industry experience. Her prior roles include positions at Ballentine Partners LLC and academic appointments at Georgetown University and UCLA. Focus Partners serves a diverse client base, including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

Jonathan Peck is a financial advisor with Lincoln Investment based in Cranford, NJ, holding a Series 63 license and having 28 years of industry experience. He has worked at Underwriters Equity Corporation since 2002. In addition to his advisory role, Peck is an insurance agent for American General, VOYA, and Genworth, specializing in life and disability insurance. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and employs an in-house Investment Management & Research team to construct strategic and adaptive investment strategies.

Corrie Feldotto is a financial advisor with TLG Advisors, Inc. She holds the Series 66 designation and has 13 years of industry experience. Her prior work includes roles at The Leaders Group Inc, GBS, Princor Financial Services Co, Principal Life Insurance Co, and MSI Financial Services, Inc. Outside her advisory duties, she is a Senior Life Specialist involved in the insurance business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers a direct-to-consumer digital program called Starlight Portfolios.

Bruce Rothbard is a ChFC® with 34 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. He has held roles at Lion Street Financial, The Leaders Group Inc, and Mercury Financial Group, primarily focusing on life insurance sales. Outside of advising, he works as a consultant for a life settlement company and owns an independent insurance agency specializing in life insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a range of portfolio strategies and access to various custodial platforms and third-party managers.

Michael Meyer is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked with Citi Private Bank since 2018 and previously held roles at Aramark and the University of North Carolina. 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, delivering a broad range of advisory and execution services.

Alvaro Fernandez Jimenez is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently with Citigroup Global Markets, having previously worked at Citibank Switzerland AG, Nordea Asset Management, and State Street Luxembourg SA. 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 dealer and futures commission merchant services, and bespoke lending and advisory solutions.

Oluwatunmise Jinadu is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Goldman Sachs in 2021, Jinadu worked at The Ayco Company, L.P./Mercer Allied and Nesco Resources. Outside of financial advising, Jinadu serves in a finance role with the United States Army, managing budgeting and forecasting. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm leverages strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, while offering specialized programs and access to alternative investments within the broader Goldman Sachs ecosystem.

Yukiko Watabe Ushijima is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2007. Outside of her advisory role, she serves as president of KYD Property Management LLC, where she manages tenant communications. 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 with a blend of discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Monique Thacker is a financial advisor at Valic Financial Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for HSBC Bank USA N.A. for 11 years. Thacker is also involved with Mindful Departure LLC, operating as The Core Room. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs through a large network of advisors and employs a technology-driven approach utilizing unified managed accounts and model solutions.

Michael Melly is a financial advisor at Valic Financial Advisors with ChFC®, Series 65, and Series 63 credentials. He has held various roles in the financial services industry since 2020 and has experience with firms including Cetera and Mass Mutual Life Insurance Co. Outside of his advisory work, Melly has been involved with Celtic Shores Realty since 2010 and Sutton Place Occupational Therapy from 2010 to 2025. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing a technology-driven approach with discretionary managed accounts and overlay services.

Gianna Minasian is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and previously worked at Stonebridge Wealth Management. Minasian’s background includes roles at Vanderbilt University and community association involvement. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models and a range of implementation platforms, integrating resources across the Goldman Sachs ecosystem to offer specialized wealth programs and alternative investment access.

Jiselle Viera is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds Series 66 and Series 63 designations and has been with Citigroup since 2016. 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 using internal standards and oversight committees to select and monitor managers.

Brian Roth is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Oppenheimer since 2005. Outside of his advisory role, Roth serves as president on the board of directors for his residential co-operative, Fox-Co-op. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a wide range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts with a focus on strategic asset allocation and manager selection.

Jon Blum is a financial advisor at Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has worked at Citigroup since 2010, with a brief consulting role and involvement with La Loma Growth Ventures, LLC. Outside of his advisory work, he manages a non-investment-related revocable trust. 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, providing a broad range of advisory, execution, custody, and derivatives services.

Maximus Calovi is a financial advisor at Citigroup Global Markets with Series 66 and Series 63 credentials and one year of industry experience. He previously worked at Morgan Stanley and held roles at several other firms and companies. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, providing both discretionary and non-discretionary investment solutions.

Jonathan Savorgiannakis is a CFP® professional with seven years of industry experience currently serving at Beacon Pointe Advisors, LLC. He has held roles at Beacon Pointe Advisors since 2021 and has prior experience with Equitable Advisors, AXA Advisors, Hightower Securities, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent with Beacon Pointe Insurance Services, where he is involved in the sale of life, health, and accident insurance. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines its asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Derdley Fleuridor is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has prior experience at firms including J.P. Morgan Securities LLC and Mutual of America Securities LLC. Outside of advising, he is part investor in a car rental business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm emphasizes long-term portfolio returns and annual rebalancing, delivering services integrated with Empower’s recordkeeping and administrative platforms.

Dana Matuozzi is a CFA® charterholder with eight years of experience in the financial industry, currently serving as an advisor at Citigroup Global Markets. Prior to joining Citigroup in 2025, Dana worked at BlackRock Investments, LLC from 2017 to 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, including operating as a swap dealer and futures commission merchant.

Eliana Pereira is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior roles include positions at Merrill and J.P. Morgan Securities. 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 and provides a wide range of advisory and execution services.