Reynante Bueno is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup since 2011. Outside of his advisory role, he is an independent singer and performs as a vocalist for a band in New York. 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 using internal oversight and integrates both discretionary and non-discretionary programs.

Gabriel Epstein is a financial advisor at Integrity Alliance, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Lion Street Advisors and Kestra Investment Services. Epstein is a minority owner of Lion Street, Inc., a network of life insurance professionals. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans. It operates a large advisor network managing approximately $5.4 billion in client assets, providing portfolio management, financial planning, and access to third-party managers through various platforms.

Anthony Pizzariello is a financial advisor with Principal Financial Services based in Melville, NY. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at T3 Trading Group and Axiom Markets. In addition to advisory work, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Pak is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a silent investor in Pinetree Enterprises LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

James Mc Ateer is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. He has been with Capital Group and its affiliates since 2015. Outside of his advisory role, he is co-owner of FTG Rentals LLC, a real estate investment business. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach with separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Louis Margro is a financial advisor with Eagle Strategies (NY Life) holding ChFC® and Series 63 credentials and has 27 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and concurrently operates Summit Wealth Solutions & Insurance Services and Nylife Securities Inc., maintaining a longstanding relationship with New York Life Insurance Company since 1997. His other business activities include brokering health, life, fixed annuities, disability, and property and casualty insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations delivered via multiple program types, with a majority of its assets managed on a non-discretionary basis.

Lance Bylow is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill. He serves on the advisory board of the Institute for Family Governance, assisting in planning its annual conference focused on ultra-high-net-worth families. 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 with an emphasis on internal standards and oversight committees to select and monitor managers.

Marc Merber is a Series 63-licensed advisor with Primerica Advisors and has 32 years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2014. Outside of his advisory role, he serves as a director on his cooperative board in Lynbrook, NY. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs proprietary and third-party investment strategies across various programs and supports discretionary and non-discretionary account management.

James Roche is a CFP® and ChFC® with 13 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2012. Park Avenue Securities serves a wide range of retail clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports diverse account features such as tax harvesting and securities-based lending.

Loron Traina is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked at Citigroup Global Markets since 1993 and spent 17 years at Morgan Stanley Smith Barney from 2009. 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 supported by internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.

Jared Jones Crosby is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Bank of America and Merrill. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management through model or customized portfolios, applying a fiduciary standard to its advisory services.

Jakhongir Yuldoshev is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at TD Bank, H&R Block, Mini-Circuits, and Westminster International University in Tashkent. 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 investors, offering portfolio management, access to various investment products, and financial planning support through a combination of affiliated and third-party sub-managers.

Christopher Jones is a CFP® professional with 21 years of experience in financial advising. He is currently with Commonwealth Financial Network and Full Spectrum Financial Solutions, having previously worked at Securities America Advisors, Inc. for nearly two decades. Jones also spends a portion of his time involved in fixed insurance sales at his branch location. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Matthew Rizzo is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at Paris International, MML Investors Services, and Mass Mutual Life Insurance Company. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and practice management, enabling advisors to offer customized portfolio solutions and model portfolios through its Investment Management and Research team.

Bryan Carlucci is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Guardian Life Insurance Company and Northeast Financial Network. Outside of his advisory work, he has entrepreneurial experience with Luigi's Pizzeria. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers multiple proprietary programs and third-party investment platforms, managing accounts through various investment strategies and solutions.

Thomas Lynch is a financial advisor at VALIC Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with VALIC Financial Advisors since 2013. In addition to his advisory role, Lynch works as an agent for Agia, focusing on 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.

Michael Korzenko is a Series 66-licensed financial advisor with 19 years of industry experience, currently with RBC Rochdale, LLC in New York. He has been with City National Rochdale since 2013. Korzenko has also served as a grader for the CFA Level 3 examination. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs an active, multi-strategy investment process combining quantitative screening with fundamental analysis, utilizing proprietary tools and collaborating with third-party sub-advisors to construct tailored portfolios.

Shengying Li is a CFP® with eight years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors since 2018. Prior to this, Shengying worked at Barclays for 11 years and is also associated with Banyan Path Service LLC. Shengying is engaged in selling insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary program options, and a range of insurance and brokerage products.

Keith Landry is a financial advisor at Citigroup Global Markets with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2016. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, which distinguishes it from peers.

Devon Yogman is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at several major firms including JP Morgan Securities, Bank of America, Merrill, TD Bank, HSBC Bank, and served six years in the United States Army. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.