Nicole Gould is a CFP® professional with 19 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Asset Management, LLC and Classic Capital, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

David Aodu 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 Citigroup and various organizations including Albemarle County and the McIntire School of Commerce. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies and manages unique institutional roles including in-house research, swap dealing, and futures commission merchant activities.

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.

Ernest Geohagen is a financial advisor at Oppenheimer with 20 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 1979. He also serves as a trustee for the Ivy Geohagen 1992 Trust. 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 provides a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

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.

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.

Thomas Hippner is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab, Bank of America, Merrill, and CheckMate Industries. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment selections. The firm operates under a structure that compensates advisors through Charles Schwab & Co. and offers a range of investment options including mutual funds, ETFs, and separately managed accounts.

Annie Bui is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds a Series 66 designation and has worked within various Charles Schwab entities since 2023. Outside of advising, she has been involved in marketing ideation and execution for an advertising firm. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Timothy Schmoll is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Intersect Capital LLC and Procapita Partners, LLC. Outside of finance, he has a background in professional sports, having worked with Dover Athletic Football Club, Aldershot Town FC, and the New York Red Bulls. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

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 Wedeking is a CFA® charterholder with five years of industry experience. He currently serves as an advisor at Corient and previously worked for 13 years at Geller Advisors LLC. Outside of his advisory role, he is involved with a private charter-fishing business, where he coordinates activities and reviews operations. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, utilizing advanced risk management tools and offering specialized private fund solutions.

Robert Kaslander III is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at MassMutual and Penn Mutual. Kaslander is also active as a life insurance broker through Empire Wealth Strategies and serves as a financial advisor with the Power Forward Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered advisor and broker-dealer platform that combines investment advice with custody and brokerage services.

Simon Greenhalgh is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Robert W. Baird. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager strategies, incorporating both affiliated and third-party managers, and employs proprietary research and portfolio construction techniques across a variety of investment vehicles.

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 seven years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, Merrill Lynch, and The Ayco Company. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily based on Charles Schwab’s asset-allocation models and research tools.

Erin Kavanaugh is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her prior experience includes five years at Goldman Sachs & Co. LLC and six years at The Ayco Company, L.P. and Mercer Allied. She is based in New York, NY. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services that combine proprietary quantitative methods with third-party strategies and direct security selection, and provides access to alternative and private market solutions along with OCIO services.

Dustin Dolloway is a CFP® professional at Cerity Partners LLC with experience spanning several roles since 2018. Prior to joining Cerity Partners, he worked at Graypoint LLC and Enterprise, and he has academic and fund management experience at the University at Albany, SUNY. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and combines proprietary quantitative methods with both third-party and direct investment strategies, including access to alternative and private market solutions for qualified 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.