Rebecca Schachtel is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and the University of Miami. Prior to her finance career, she was involved in retail management at Party Girl Dress Store. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including specialized market roles such as a security-based swap dealer and futures commission merchant.

Michael Murray is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at American Express Financial Advisors Inc., Securities America Advisors, and OSAIC. He also has involvement in fixed insurance sales as part of his business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a comprehensive adviser-support platform, including managed account programs, access to third-party asset managers, and custody services, managing approximately $212.7 billion in client assets.

Daniel Collins is a financial advisor at HSBC Securities (USA) Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JP Morgan Securities Inc. for 19 years. He has also held a position at 185 Beach 125 Th Street LLC. HSBC Securities (USA) Inc. offers managed account programs that serve individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach includes multiple program types ranging from client-directed to fully discretionary accounts, using model risk profiles and a combination of strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management.

Yi Wang is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He has been with Citigroup Global Markets since 2007. Wang holds the Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

Scott Kesselman is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide 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, combining large institutional scale with unique market roles and arrangements.

Kathryn Frevola is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 17 years before joining Citigroup Global Markets. 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 through discretionary and non-discretionary programs supported by internal standards and oversight committees.

Tristan Cort is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Grove Point Advisors LLC, Grove Point Investments LLC, and operated Cort Financial Consultants. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Matthew Sanders is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup in various roles since 2007, including a brief period of unemployment in 2017. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and market roles such as swap dealer and futures commission merchant.

Lysa McMahon is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds a Series 63 designation and has previously worked at Graypoint LLC and Bender Lane Advisory. Outside of her advisory role, she serves as co-trustee for the Peggy and Scott Sampson Trust. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, and institutions. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers to build client portfolios.

Victor Delgado is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and over 14 years of experience in the industry. His prior experience includes nine years at J.P. Morgan Securities. Outside of his advisory role, he is a partial owner and director of Delgado Family Group Inc., a small engine power equipment sales and service business, and DF Group Realty LLC, which holds real estate assets. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Jared D'entremont is a financial advisor with Citigroup Global Markets holding a Series 66 designation and four years of industry experience. He has previously worked at Morgan Stanley, Loomis & Sayles, Clean Harbors, and Clough Capital Partners. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and provides services including derivatives and futures trading, combining large institutional scale with specialized market roles.

Alexander Mason is a CFP® professional affiliated with Eagle Strategies (NY Life) and has 19 years of industry experience. His career includes tenures at XL Financial Group and Nylife Securities, Inc., as well as New York Life Insurance Company. He is also appointed with various outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice across multiple programs and manages a significant portion of its assets on a non-discretionary basis.

Travis Walters is a financial advisor at Wealthspire Advisors with a Series 65 designation. He has been with Wealthspire Advisors LLC since 2011. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm utilizes an institutional-style asset allocation framework and offers wealth management, financial planning, retirement-plan consulting, and trustee services.

Richard Weintraub is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Securities LLC and Goldman Sachs & Co. He is based in New York, NY. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional capabilities alongside specialized market roles.

William Rockett is a CFA® charterholder with 21 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2024. Prior to this, he worked at Eaton Vance and Charles Schwab. He is an adjunct professor of finance and business ethics at Fordham University and teaches in the online MBA program at LaSalle University. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Savannah Crowther is a financial advisor with Oppenheimer in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, she worked at Equitable Advisors and has a background in audio-visual production, operating an AV production company on weekends. Oppenheimer is a registered investment adviser and broker-dealer serving a broad range of clients including individuals, corporations, and charitable organizations, offering various advisory programs that encompass equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary services.

Katelynn Weber is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at United Capital Financial Adviser and Janus Distributors LLC. She serves on the board of COFPA, contributing to the local Financial Planning Association community, and is the owner of KW Tastings, a business focused on wine education and viticulture. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets across a large advisor network, emphasizing diversified, risk-class based investment allocations that combine passive and active management strategies.

Hamza Elhabbal is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Graypoint LLC, EU Business School, The Ayco Company LP/Mercer Allied/Goldman Sachs & Co. LLC, and Le Moyne College. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio construction.

Enrique Alvarez is a financial advisor with Citigroup Global Markets in New York, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a 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.

Mark Franczyk is a CFP® professional with eight years of experience in the financial advisory industry. He is currently CEO of Christopher Street Financial and serves in senior operational roles at Kestra Advisory, where he has worked since 2021. His prior experience includes positions at Austin Hatch & Smith, LLC and Heat Watch LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.