Christine Fong is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. before joining Citigroup in 2025. 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 specialized market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Americo Paez is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has been with CITI Private Bank since 2011. Citigroup Global Markets serves individual and institutional clients across various 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 portfolios and supports a range of investment products including separately managed accounts, mutual funds, ETFs, and alternative funds.

Matthew Delricco is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He has worked at Cresset Asset Management, LLC since 2021 and previously spent six years at SEI Investment Company. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due diligence program covering public equities, fixed income, alternatives, real estate, and private markets.

Robert Mcloughlin is a financial advisor with Guardian Life and holds a Series 63 designation. He has 15 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2009. Outside of his advisory work, he serves as a trustee and executor for his mother's estate. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, to deliver tailored financial planning and consulting services.

James Nolan Jr. is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and nine years of industry experience. He has been with Citi Private Bank since 2017 and previously worked at Citibank NA from 2015 to 2017. Outside of his advisory role, he officiates high school basketball games in New York. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains institutional-scale capabilities including in-house research and specialized market roles.

Christopher Koehler is a financial advisor at Mariner with 12 years of experience at the firm and a total of 4 years in the industry. Based in New York, NY, he has focused his career at Mariner Wealth Advisors. Mariner serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, tax services, Core Family Office services, and employer financial-wellness tools, using discretionary, customized portfolios supported by in-house research and third-party managers.

Katherine Hearden is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Her work history includes roles at Citigroup Inc., Citibank, and Bonhams Skinner, as well as prior positions outside finance such as at O'Donoghue's Irish Pub and Grill and Twigs Boutique. She is based in New York, NY. 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 and maintains significant in-house research, execution, and clearing capabilities.

Jack Riina is a CFP® with four years of industry experience, currently with Focus Partners Wealth, LLC. He previously worked at Belle Haven Investments, L.P. for five years and has experience in educational roles at the University of Maryland and New Rochelle High School. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Pierson Friend is a financial advisor at Focus Partners Wealth, LLC in New York, NY, with four years of industry experience. He previously worked at The Colony Group for five years and New Providence Asset Management for eleven years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Kyle Minerva is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at CitiBank since 2019 and previously at J.P. Morgan Securities and JPMorgan Chase from 2014 to 2019. Outside of his advisory role, he is a member of Quiver Properties LLC, where he participates in purchasing land and coordinating property construction. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique roles such as operating as a security-based swap dealer and futures commission merchant.

Justin Miller is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Prior to his financial career, he served four years with the United States Coast Guard Station Washington. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, combining proprietary and third-party investment programs.

Douglas Gonzalez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Citigroup in 2022, he worked at Deutsche Bank Wealth Services and Morgan Stanley. Outside of his advisory role, Gonzalez serves as a cycling instructor for Bike New York, teaching bicycle safety through community education and outreach. Citigroup Global Markets serves individual and institutional clients across various wealth segments, employing multi-asset, multi-manager investment strategies with a range of discretionary and non-discretionary programs. The firm operates at large institutional scale and combines advisory services with broker-dealer execution, custody, and derivatives capabilities.

Miles Tomlinson is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Strategic Asset Services and Mutual of America. Outside of finance, he has experience in hospitality and recreation, including roles at The Rathskeller Bar and Sunningdale Country Club. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs a variety of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Lee Samson is a financial advisor with Hightower Advisors in New York, NY, holding Series 63 and Series 65 registrations and over 33 years of industry experience. His prior roles include fourteen years at UBS Financial Services and four years at Lindbrook Capital, LLC. He serves as a trustee for a family irrevocable trust. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Robert Catalino is a Series 65-licensed financial advisor at Mariner with four years of industry experience. He previously worked at Andersen Tax before joining Mariner, where he has been since 2019. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party manager allocations, also providing specialized services such as Core Family Office solutions and employer financial wellness tools.

Richard Brown is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has worked with Ameritas advisory and insurance entities since 2008 and previously was involved with Yolo Marine LLC. Outside of advising, Brown consults on individual health insurance plan selection through his own business. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies including model portfolios, mutual funds, ETFs, and individual securities, and supports both discretionary and non-discretionary programs.

Mark Ostroff is a financial advisor at Cresset Asset Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at MAI Capital Management, Evoke Advisors, Oath Private Capital, and Alloy Asset Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation with active and passive management across various asset classes.

Erin Hoffman is a financial advisor at Guardian Life with a Series 66 designation and five years of industry experience. She has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of financial advising, she serves as Vice Chair and Board Member of the New Jersey National Women in Roofing Council and holds board positions with Eminae Network and Spry Forward. She also operates Erin Hoffman Consulting LLC, providing guidance on networking and personal brand development. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting solutions tailored to client needs.

Adam Schwartz is a financial advisor at First Manhattan Co. LLC with 23 years of industry experience. He holds the Series 63 designation and has been with First Manhattan since 2001. Outside of his advisory role, he participates in 3i Cap, a private investment networking group focused on entrepreneurship. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management with a blend of actively managed holdings and third-party passive investments.

Khine Khant Zaw is a financial advisor at Citigroup Global Markets based in New York, NY, holding Series 63 and Series 65 licenses. He has been with Citigroup since 2026 and previously held positions at JPMorgan Chase Bank, J.P. Morgan Securities, Citibank, and Network Capital Funding Corporation. Khant Zaw has no prior industry experience before 2022. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains distinctive institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.