Maynor Loaisiga Bojorge is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Private Bank. His background includes several roles connected to Bowdoin College and legislative work in the U.S. House of Representatives. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diverse investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and commercial arrangements.

Nicholas Cavallaro is a CFA® charterholder with 10 years of industry experience. He has been with City National Rochdale since 2015. In addition to his advisory role, he serves as an instructor at Columbia University during the summer. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management among other services. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Susan Davis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). She has been associated with New York Life Insurance Company and NYLife Securities LLC since 2015. Outside of her advisory work, she serves as a board member of the Young Israel of Jamaica Estates synagogue, where she participates in decisions regarding the organization's wellbeing and security. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Scott Wachs is a financial advisor at RBC Rochdale, LLC with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at City National Rochdale, UBS Financial Services Inc., and Diamond CapAdvisors. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management and sub-advisory services. The firm employs a multi-strategy investment approach combining quantitative modeling with fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Dowens Nicolas is a financial advisor at Empower Advisory Group with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Manhattan University and Varonis Systems. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through a financial planning service integrated with Empower’s recordkeeping and administrative platforms.

Michael Sweeney is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to his current role, he held positions at Trinity Health of New England, Burgerology, Pennsylvania State University, Churchill's Restaurant, and Chaminade High School. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at an institutional scale with specialized market roles.

Adele Weisman is a financial advisor at First Manhattan Co. LLC with one year of experience. She previously worked for Roanoke Asset Management Corp. for 44 years. First Manhattan Co. LLC provides discretionary and non-discretionary 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 of equity and fixed-income portfolios tailored to client objectives.

Christopher Barone is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 license and 14 years of industry experience. He has been with Citigroup since 2001. Citigroup Global Markets Inc. 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 comprehensive oversight and provides specialized solutions for high-net-worth relationships, combining large institutional scale with unique market roles.

Alberto Ottaviani is a financial advisor with Oppenheimer in New York, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches across its programs and maintains approximately $36.7 billion in assets under management.

David Kim is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and roles as a swap dealer and futures commission merchant.

Ana Ludemann is a financial advisor at Janney Montgomery Scott with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. Ana also has a background that includes experience at Adelphi University. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

John Carbone is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 22 years of industry experience. His career includes roles at LPL Financial and National Planning Corporation, alongside operating his own tax preparation and accounting firm, J Carbone & Associates, since 1993. He also maintains a licensed agent role in non-variable health and life insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party asset management programs and separately managed account strategies.

Monte Bailey is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Citigroup Global Markets, having previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. 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, including in-house research and derivatives services.

Eric Rothman is a financial advisor with Primerica Advisors in Lawrence, NY, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Outside of his advisory role, he serves as Managing Director of Rothman Financial Group and engages in insurance brokerage activities on a client-by-client basis. Primerica Advisors operates as an enterprise serving a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment programs.

Candace Kearney is a financial advisor at Money Concepts Capital Corp with 25 years of industry experience. She holds a Series 63 designation and has been with Money Concepts since 2008. Outside of her advisory role, she is a therapeutic riding instructor at Horseability and serves as an officer for the charity Project Thank A Cop. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Jason Fitz is a CFP® professional with 18 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Lincoln Financial Advisors Corporation for 10 years before joining Laurentide Wealth and Commonwealth Financial Network in 2024. Outside of advisory work, he serves as an expert witness providing financial analysis. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, including wealth management and retirement plan consulting. The firm offers operational, trading, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios and distinct program structures.

Peter Van Eyck is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 credentials and having 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Van Eyck is a non-active partner in an interior design business with his wife. 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 employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, operating at a large institutional scale with specialized market roles.

Joseph Falco III is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities and Ameriprise Financial Services. Outside of advisory work, he has been involved with Slyde Innovations LLC and Quick Ship Office, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

Mark Jaffe is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees to select and monitor managers, supporting both discretionary and non-discretionary programs.

David Neves Pereira is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and specialized market roles.