Elena Shevchenko is a financial advisor at Oppenheimer with four years of industry experience. She holds a Series 66 credential and has worked at Oppenheimer since 2022. Prior to joining Oppenheimer, she held positions at REDD Latin America LLC, Yeohlee Inc., Enna Bakery, Bookher LLC, Keybops LLC, Reem Acra LLC, and Muse NYC. 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 wide range of advisory programs, including asset management, consulting, and retirement services, with a mix of discretionary and non-discretionary accounts.

Ainsley Stamberger is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. She has worked at Citibank N.A. since 2019 and previously held positions at Newport Capital Group and Yorkville Advisors. Outside of finance, she served with the Sea Girt Beach Patrol for four years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer and futures commission merchant functions, and commercial arrangements with third parties.

Benjamin Cheung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Christopher Denisulk is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Graypoint LLC and Bender Lane Advisory, LLC. Denisulk is based in New York, NY. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services that integrate proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Karen Creel is a financial advisor with TLG Advisors, Inc. in Summit, NJ, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at First Republic Securities Company, LLC, Rockefeller Financial LLC, and MetLife Investment Distributors Company. She currently serves as Head of Wealth Structuring at Sequent (Florida) LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection approach grounded in fundamental analysis and Modern Portfolio Theory, offering portfolio management, financial planning, and fiduciary services through a network of independent advisors and sub-advisors.

Ashley Chowdhury is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. She has been with The Ayco Company LP since 2016. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office programs and Financial Wellness, leveraging strategic allocation models and extensive resources within the Goldman Sachs ecosystem.

Joseph Messina is a CFP® certificant with 30 years of industry experience. He is currently with Osaic Advisory Services, LLC, where he joined in 2024 after spending 22 years at American Portfolios Financial Services, Inc. In addition to his advisory work, he maintains a CPA practice focused on income tax preparation and holds a minimal insurance agent role specializing in life and long-term care products. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, combining fundamental and technical analysis with access to alternative investments and institutional platforms.

Jonathan Gerrard is a financial advisor with TLG Advisors, Inc. based in Summit, NJ. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Gerrard Advisors LLC, The Leaders Group, Douglas Gerrard, TIAA-CREF, Merrill, and Penn Mutual Life Insurance Company. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, using manager selection and ongoing monitoring grounded in fundamental analysis and Modern Portfolio Theory.

Richard Chesterton is a CFA® charterholder at Corient with five years of industry experience. He previously worked for Inverness Counsel, LLC for sixteen years and has also held roles at CIPW Service Company, LLC. He serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that integrates in-house strategies and third-party managers, with continuous portfolio monitoring and risk management tools.

Max Roy is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds a Series 66 designation and has worked at several firms including UBS Financial Services, M&T Bank, and Citibank. Prior to his advisory career, he was involved with Club Z Tutoring and Bergen Community College. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm uses standard asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, while trades require client authorization.

Rohit Bhalla is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and adviser selection through a network of over 400 independent representatives using various investment approaches and account structures.

Pierre Couture is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at Citi Private Bank since 2019, following a 12-year tenure at Voya Financial. 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 through discretionary and non-discretionary programs and integrates internal standards and oversight committees to select and monitor managers.

Richard Burkimsher is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at HSBC Bank USA and David Lerner Associates. 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 employs multi-asset, multi-manager strategies supported by internal standards and oversight committees and operates with a combination of large institutional scale and unique market roles.

James Mcbratney is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and UBS Financial Services. Outside of advising, he has ownership interest in a restaurant in Staten Island, NY. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans with portfolio management and financial planning services. The firm employs a fiduciary-based approach combining client goals and risk tolerance assessments with access to both proprietary and third-party investment strategies.

Quinn Lamontagne is a financial advisor with Cerity Partners LLC in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Cerity Partners in 2025, Lamontagne worked at The Vanguard Group from 2023 to 2025 and at Wealth Enhancement Group in 2022. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, with approximately $166.2 billion in client assets as of the end of 2025. The firm’s investment approach is based on tailored Investment Profiles and asset allocation, incorporating proprietary quantitative screening and access to alternative and private market solutions for qualified clients.

Mark Gold is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials. He has been in the financial services industry since 2026 and has prior experience in healthcare and startup sectors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

David Sprung is a CFP® and Series 66-registered advisor with Schwab Wealth Advisory, where he has worked since 2022. He has four years of industry experience, including prior roles at Charles Schwab & Co., Inc and Monroe Capital. Outside of financial services, he has experience in entrepreneurial ventures such as College Movers & Junk Hauling. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm emphasizes asset allocation and investment selection based on proprietary research and standard models, offering tailored advice without discretionary trading authority.

Edwin Colvin Jr. is a financial advisor with Tlg Advisors, Inc. and holds the Series 63 and Series 65 licenses, with 41 years of industry experience. He has been associated with Capitas Financial LLC and The Leaders Group, Inc. since 2009. Outside of his advisory roles, he is a partner and agent at Pinnacle Group, which supports life insurance and annuity brokerage services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

Bogdana Sokolov is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2015. Outside of her advisory role, she owns and instructs at Hayatidance, a dance studio in Buffalo, NY, where she also performs. 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 combines large institutional scale with specialized market roles and multi-asset investment strategies.

Mark Gori is a Series 66-licensed advisor with six years of industry experience. He is currently affiliated with TLG Advisors, Inc. and The Leaders Group Inc. Prior to these roles, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. TLG Advisors, Inc. serves a diversified client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both advisor-managed and direct-to-consumer investment programs.