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.

Domenick Pugliese is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer & Co. Inc. since 2018 following two years at Markets Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a wide range of programs and advisory services across various asset classes, utilizing both discretionary and non-discretionary approaches.

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 at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses. Before his current tenure at Hornor, Townsend & Kent, he worked at MML Investors Services, LLC, MassMutual Life Insurance Company, Penn Mutual Life Insurance Company, and Torrison Stone & Garden. Outside of his advisory role, he owns One Stop Solutions, LLC, a marketing entity through which he provides insurance planning, financial consulting, investment consulting, and tax planning services. 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 as an SEC-registered adviser and a FINRA-member broker-dealer, with a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

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 licenses and has been with Citigroup Global Markets since 2014. Outside of her advisory work, she designs jewelry under the name "Healing Circles Designs," dedicating approximately 20 hours per week to this business. 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 with internal oversight and combines large institutional scale with unique market roles and arrangements.

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.

Erica Eiler is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2010. She holds the Series 63 designation and is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Christopher Frydenborg is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and four years of industry experience. He has been with Citigroup since 2019 and has prior work history in logistics and food service. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs that utilize multi-asset, multi-manager strategies through both discretionary and non-discretionary approaches. The firm operates at a large institutional scale with in-house research capabilities and provides services including brokerage execution, custody, derivatives, and futures.

Scott Francis is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Penn Mutual Life Insurance Company and Allied Wealth Partners, among others. In addition to his advisory role, he serves as a member of the Hopatcong Board of Education. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options alongside custody and brokerage services.

Jonathan Kuang is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. He holds a Series 66 designation and also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his firm. His prior roles include positions at Gong Cha, Baruch College, and City College. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary investment solutions. The firm employs a risk-profile-based investment process supported by multiple affiliated and third-party providers for advisory and fund selection services.

Helen Wong is a financial advisor at Citigroup Global Markets with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007, following three years at Citicorp Investment Services. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a large institutional scale, including roles as a swap dealer and futures commission merchant.

Sam Hsiao is a financial advisor at Citizens Securities, Inc. in New York, NY, with nine years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for a combined six years. Prior to his current role, he was involved with ecbargains.com for over a decade. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Zhihua Yang is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2011. He holds the Series 63 designation and is based in New York, NY. 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 offers a wide range of programs and advisory services including equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches tailored to client objectives.

Christian Kosik is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Fahnestock & Co., Inc., a division of Oppenheimer, since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and services, including asset management, consulting, and retirement planning, with a focus on both discretionary and non-discretionary account management.

John Fauci is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2009. Outside of his advisory role, he is a 25% owner and member-manager of LPFS 1 Holdings LLC, a residential rental property business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering 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 in-house research, derivatives trading, and bespoke discretionary solutions for very large clients.

Jason Rogers is a CFP® certified financial advisor with seven years of industry experience. He is currently with Schwab Wealth Advisory and has previously worked at firms including Fisher Investments, Merrill Lynch, and Bank of America. Outside of his advisory role, he is involved in financial services through a DBA and engages in life and health insurance sales. 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, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Roger Felberbaum is a financial advisor at Oppenheimer with 61 years of industry experience. He has previously worked at RBC Capital Markets LLC and City National Bank. He is the president of the Felberbaum Family Foundation, a family foundation established for charitable donations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Erik Donohue is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas. His career includes a lengthy tenure at Citi Private Bank prior to his current role. 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 and maintains unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Juan Quiroz Vergara is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup since 2016. 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 utilizes multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.