Daniel Bertuzzi is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2017, following three years at JPMorgan. 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, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities.

Marie Tracy is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. She has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2011 and has been associated with Anthony M. Cicitta Jr., CPA, PC since 2005. Tracy is involved in life insurance brokerage and financial services, providing insurance sales and client support. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing approximately $8.37 billion in discretionary assets and offering a range of investment advisory and brokerage services.

Lynn Jacobowski is a financial advisor with TLG Advisors, Inc. in Summit, NJ, holding Series 63 and Series 66 licenses with 18 years of industry experience. Her prior roles include work at The Leaders Group, Inc., Park Avenue Securities, Guardian Life Insurance, and Wealth Advisory Group. She also maintains an independent insurance agent business focused on life insurance and Medicare sales. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Jemal Carter is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding the ChFC® designation and Series 63 license. He has 13 years of industry experience, including roles at Eagle Strategies since 2019, Nylife Securities LLC since 2013, and New York Life Insurance Company since 2012. Outside of his advisory work, Carter is involved in motivational speaking and writing through his Carter Family Business Group, focusing on helping individuals transition from traditional employment to entrepreneurship and pursuing their passions. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice and offers multiple program types, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

John Novello is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has five years of industry experience and has previously worked with BNI Business Developers and Securitas. Outside of his advisory role, he is involved in notary services and health insurance sales through his ownership of SJV Financial Group LLC. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers various advisory programs alongside retirement plan services.

Maryam Vahabzadeh is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and 31 years of industry experience. She has been with Goldman Sachs since 2004. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering specialized programs such as Executive Wealth and Private Family Office support within a large integrated financial group.

Mohannad Mekawy is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities LLC and National Income Life Insurance Company. Mekawy has been with Eagle Strategies and affiliated New York Life entities since 2019. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis, working with both retail and institutional sponsors within the New York Life affiliate structure.

James Nicolaidis Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Citigroup Global Markets since 2009. Citigroup Global Markets serves a wide range of individual and institutional clients through various wealth management segments. The firm offers multi-asset, multi-manager investment strategies and a broad suite of advisory and execution services, combining large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Daniel Room is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has been with Citigroup and its affiliated entities since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary portfolio solutions.

Christopher Devito is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in multi-line and life insurance brokerage through agencies including Empire Wealth Strategies and Power Forward Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options.

Rocio Mendez is a financial advisor at Eagle Strategies (NY Life) with over 21 years of industry experience. She holds the ChFC® designation and Series 63 license. Ms. Mendez has been associated with New York Life Insurance Company and NYLife Securities LLC since 2004 before joining Eagle Strategies in 2025. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types, including retirement plan consulting and co-advisory relationships, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Terence Gallagher is a financial advisor at Farther with 20 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Farther in 2024, he worked at Cetera and Allied Wealth Partners. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing, and offers services including retirement plan consulting and limited financial planning.

James Johnson is a financial advisor at Oppenheimer with 23 years of industry experience. He has been with Oppenheimer since 2013 and holds a Series 63 designation. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and a range of investment strategies tailored to client objectives.

Sara Mccarthy is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She previously worked at The Darien Sport Shop and has been with Citigroup since 2024. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside 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 derivatives services.

Joseph Argento is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including HSBC Bank USA, HSBC Securities, and Santander Securities. He is based in New York, NY. 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 combines large institutional scale with specialized market roles, providing discretionary and non-discretionary investment solutions.

Carl Antifonario is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He worked at J.P. Morgan Securities Inc. for 18 years before joining Citi in 2020. 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 and combines large institutional scale with unique market roles including swap dealing and futures commission merchant activities.

Brian Lynch is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Company, Penn Mutual Life Insurance Company, and Torrison Stone & Garden. Outside of his advisory work, Lynch is the owner of One Stop Solutions, LLC, a financial services firm offering insurance planning, financial consulting, investment consulting, and tax planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a dual-registration structure and a range of third-party asset manager relationships to support client portfolio management.

Ruthwick Guddeti is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Rutgers New Brunswick Computing Services. Ruthwick completed his education at Rutgers University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individuals, corporate participants, executives, and institutional clients. The firm offers customized investment solutions supported by integrated resources across the Goldman Sachs ecosystem.

Janice Phillips Da Silva is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 66 and Series 63 designations and has been with Citigroup since 2014. Outside of her advisory role, she designs jewelry through her business, Healing Circles Designs, based in Brooklyn, NY. 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, providing a broad range of advisory, execution, and custody services.

Anthony Lutri is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. He has been with Citigroup since 2023 and previously attended George Washington University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and capabilities as a swap dealer and futures commission merchant.