Stephen Stafutti is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. Based in New York, NY, he provides services within a large enterprise firm. 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 utilizes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Brian Alarcon is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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 combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Hector Roche is a financial advisor at Citigroup Global Markets with 8 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, N.A. He is based in Belleville, NJ. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment strategies through discretionary and non-discretionary programs. The firm operates at large institutional scale with in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Asia Cesa is a financial advisor with Goldman Sachs Wealth Services in New York, holding a Series 66 designation and three years of industry experience. Prior to joining Goldman Sachs in 2022, she worked at Pardee School at Boston University, Ayco, Studio Grassi Cagnato, DLA Piper, and Boston University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and various implementation options, leveraging capabilities across the broader Goldman Sachs ecosystem.

Anne Sullivan is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. She has 12 years of industry experience and has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm provides access to both proprietary and third-party managed account solutions, employing a fiduciary-based advisory model that includes multiple investment approaches and technology platforms.

Robert Sorge is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at LPL Financial, Morgan Stanley, Citigroup Global Markets, and Eastern Point Advisors Inc. Sorge conducts workshops and seminars aimed at parents and college students through his involvement with CollegeFunding4Me. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various wrap and non-wrap advisory programs. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement a range of investment strategies.

Jamie Ireland is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Private Advisor Group in 2022, Ireland held roles at LPL Financial and Mercer Wealth Management. Outside of advisory services, Ireland is a commissioned notary. 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 uses a fiduciary-based advisory model and employs a range of investment strategies while providing access to proprietary and third-party managed account solutions.

James Apostolico is a CFP® and ChFC® with 38 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and has previously worked at Lion Street Financial, The Leaders Group Inc, and Integrated Financial Planning. Outside of advisory services, he owns The IFP Group, Inc, which provides life, fixed annuity, and health insurance products. Integrity Alliance, LLC 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 plan consulting, utilizing a variety of investment strategies and platforms.

John Conners is a financial advisor with Private Advisor Group, LLC in Morristown, NJ. He holds the Series 66 designation and has 17 years of industry experience. Prior to joining Private Advisor Group, he worked at LPL Financial and Janney Montgomery Scott. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based model, employing both proprietary and third-party strategies and technology platforms to tailor investment solutions.

Fernando Rendon is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Citi Private Bank since 2018, following two years at HSBC Securities (USA) Inc. Outside of finance, he is a partner in Seventh Star Entertainment, a business involved in organizing networking and concert production events. 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 holds unique market roles such as swap dealer and futures commission merchant, combining large institutional scale with specialized service offerings.

Gary Harrington is a financial advisor at Oppenheimer with 40 years of industry experience. He has been with Oppenheimer since 2011. Harrington holds Series 63 and Series 66 designations. Outside of his advisory role, he is a non-managing member of a family-owned entity that holds inherited land and minerals. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Anthony Roselli is a financial advisor with TIAA-CREF, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors and E*TRADE Capital Management. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals often connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through model and customized portfolios.

Jason Brown is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with Citigroup Global Markets since 2015. 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 both discretionary and non-discretionary options and supports large-scale, complex client relationships through in-house research and specialized market roles.

Robert Kaslander III is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Penn Mutual, MassMutual, and Northwestern Mutual. Outside of his advisory role, he is also involved in life insurance brokerage with Empire Wealth Strategies and participates as a financial advisor with the Power Forward Group team. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, supporting a range of discretionary and non-discretionary account options with over $8 billion in discretionary assets under management.

Robert Davis is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Oppenheimer since 2005, with prior positions at Morgan Stanley Dw Inc., Advest, Inc., Wells Fargo Clearing, and Prudential Equity Group, LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, employing both discretionary and non-discretionary investment strategies across equity, balanced, and fixed-income portfolios.

Devon Scarlett is a financial advisor at Schwab Wealth Advisory with Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., Inc., Devon worked at Fidelity Investments, Merrill Lynch, and The Ayco Company, L.P./Mercer Allied. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm focuses on wealth management education and annual financial reviews, with final trading decisions made by clients.

Zakir Banatwala is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and previously worked at HSBC Securities (USA) Inc. and StratEdge Quant Investors LLC. Outside of finance, he is a 50% partner in Iyana Jewelry Studio LLC, an e-commerce fashion jewelry business operated solely by his wife. Citigroup Global Markets serves individual and institutional clients across a range of 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 proprietary research and serving as a swap dealer and futures commission merchant.

Chadderdon O'Brien is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. He is currently with Corient in Morristown, NJ, where he has worked since 2022 and also had prior tenure at RegentAtlantic for eight years. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team-oriented investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options when appropriate.

Ainsley Stamberger is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. She has worked at Citibank N.A. since 2019 and previously held positions at Newport Capital Group and Yorkville Advisors. Outside of finance, she served with the Sea Girt Beach Patrol for four years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer and futures commission merchant functions, and commercial arrangements with third parties.

Benjamin Cheung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.