Peter Klock is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Raymond James and Wells Fargo. Outside of his advisory role, he is involved in a military-related business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and leverages its institutional scale and specialized market roles to provide tailored investment solutions.

Brian Sullivan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

John Gurrieri is a financial advisor with Hornor, Townsend & Kent, LLC, holding the CFP® designation and Series 66 license. He has 14 years of industry experience and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. In addition to his advisory role, he is involved in multiple insurance brokerage activities through firms such as Empire Wealth Strategies and Black Belt Wealth Advisory, focusing on life, disability, and property/casualty insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, supporting discretionary and non-discretionary accounts with third-party asset manager relationships and a broad range of investment and custody capabilities.

Thea Vunk is a financial advisor at Oppenheimer with five years of industry experience. She holds the Series 66 designation and previously worked at Cravath, Swaine & Moore and New England Country Foods. Her background also includes roles in education and the hospitality industry. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs covering equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Gelber Castillo is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Berkeley Heights, NJ, and has three years of industry experience. His prior roles include work at Agia and involvement with the Immigration and American Citizenship Organization. Castillo also serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Andrew Karasyk is a CFP® with eight years of industry experience, currently advising at Farther. His prior roles include positions at Wells Fargo Advisors, Symmetry Wealth Advisory Group, and First Republic Bank. He serves as co-chair of the Finance for Israel Committee at Jewish National Fund USA. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, employing proprietary model portfolios with algorithmic rebalancing and utilizing ETFs, mutual funds, individual equities, fixed income, and AI-supported advisor judgment.

Yong Hu is a Series 66 licensed financial advisor at Citigroup Global Markets with four years of industry experience. He has worked at Citi since 2022 and previously spent time at Northwestern Mutual in 2019. Hu’s background includes five years of full-time education at the college level. Citigroup Global Markets serves both individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies using internal oversight and provides access to diverse investment vehicles, including separately managed accounts and alternative products, supported by its institutional scale and unique market roles.

Peter Levine is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His work history includes positions at Apple Bank, Infinex Investments, JP Morgan Securities, and HSBC Securities. Outside of finance, Levine works part-time in event staffing as a waiter and bartender and has experience merchandising supermarkets and drugstores. OSAIC Institutions, Inc. is an SEC‑registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives and operates a hybrid adviser/broker‑dealer model that includes access to alternative investments and a lending marketplace.

Sanket Shah is a financial advisor at Voya Financial Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. His prior firms include Pershing Advisor Solutions LLC and Pershing LLC, where he worked for over two decades before joining Voya. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology-enabled tools to structure client relationships primarily around investment policy statements and model allocations.

Nancy Protopapas is a financial advisor with Principal Financial Services in Holmdel, NJ, holding a Series 63 designation and over 22 years of industry experience. She has worked at Principal Securities Inc. since 2002 and Principal Life Insurance since 2001. Outside of her advisory role, she serves as president of Auto Solutions Inc. and is a designated bank officer at Principal Bank and Trust Company, supporting retirement plan account relationships. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Benjamin Rosenberg is a financial advisor with Empower Advisory Group in Jersey City, NJ. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Empower Advisory Group, he worked at Empower Financial Services, Inc. and spent twelve years at Englewood Hospital. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

Sahil Varma is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Simone & Associates. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market functions such as swap dealing and futures commission merchant activities.

Timothy Anthony is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include six years at The Brookings Institution and a period of self-employment before joining Citi in 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and leverages its large institutional scale and market roles to offer complex solutions, including discretionary accounts and alternative investments.

Richard Soroka is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2012. 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 using internal standards and oversight committees, and it operates with a combination of large institutional scale and unique market roles including in-house research and swap dealer activities.

Vatsal Patel is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding the Series 66 credential and seven years of industry experience. He has worked at firms including Bank of America, Merrill, Edward Jones, and New York Life. Outside of his advisory work, Patel owns and operates a beer and wine convenience store called Windsor Shoppe. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and focuses on tailoring advice to client goals, with a significant portion of assets managed on a non-discretionary basis.

Alejandro Noa is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Bank NA. 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 operates with large institutional scale and a range of market roles, including derivatives and futures services, providing tailored solutions for high-net-worth clients.

Logan Kostko is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. His career includes roles at Citigroup and Citibank from 2018 to the present, following prior experience in the logistics sector with UPS, FedEx, DHL, and Nasha Pochta. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and involvement in market roles such as swap dealing and futures commission merchant services.

Jordan Heller is a CFP® and CFA® with 20 years of experience in the financial advisory industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2019, following 11 years at Heller Wealth Advisors, LLC. Outside of his advisory role, he serves on the Board of Directors for the New York School of Podiatric Medicine and the audit committee for Alzheon, Inc., a biomedical company. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles and private funds.

Michael Ricciardi is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Investment Management Services and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Leonard Isaacs is a financial advisor at Eagle Strategies (NY Life) with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Eagle Strategies since 2021. Isaacs also operates Isaacs Financial Group, Inc., through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.