Christopher Barsky is a CFA® charterholder affiliated with Oppenheimer, where he has worked since 2006. He holds a Series 63 license and has 10 years of industry experience. Barsky is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Michelle Najul is a financial advisor with Citigroup Global Markets holding a Series 66 designation and nine years of industry experience. She has been with Citigroup Inc. since 2017 and previously worked at the University of Florida from 2014 to 2016. 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.

John Paul Szabo is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley Smith Barney, Morgan Stanley, and Citigroup Global Markets. 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 based on Schwab’s asset-allocation models and internal research tools.

Mante Osei is a financial advisor at TD Private Client Wealth LLC in New York, NY, with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Bank of America, Merrill, Wells Fargo, Santander, and Astoria Bank. 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. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Seranthony Felix is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2017, and prior to that spent a year at Community Financial Service Center. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through multiple portfolio options, providing ongoing portfolio management and financial planning support.

Dongming Sun is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience and has been affiliated with New York Life and its related entities since 2010. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types focused on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Alex Martinez is a Series 66-licensed financial advisor with 14 years of industry experience, currently practicing at Citigroup Global Markets in New York, NY. He has been with Citi since 2011. Outside of his advisory role, Martinez occasionally serves as a substitute pacer for the Mile High Run Club during marathon training seasons. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains substantial institutional capabilities, including proprietary research and unique market roles.

Paul Mora is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a partner in Daisy Realty Group LLC, a real estate investment entity. 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 employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Jacob Schmitt is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with Oppenheimer & Co. Inc., having joined in 2023, and his prior roles include positions at Heim, Young & Associates, Robinhood Markets, U.S. Bancorp Investments, TD Ameritrade, Scottrade, and PNC Wealth Management. 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 investment programs and services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Kevin Neacy is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Cabrera Capital Markets, Northwestern Mutual, and The Sagamore Resort. 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 unique market roles, including in-house research and derivatives operations.

Nicholas Maffucci is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at HSBC Private Bank and Wells Fargo Clearing, and he also serves as a bank officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types, combining strategic asset allocation and fund due diligence supported by HSBC Global Asset Management and affiliated providers.

Anjalee Daryani is a financial advisor at Goldman Sachs Wealth Services based in New York, NY, holding a Series 66 designation with 12 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management with access to specialized executive wealth programs, alternative investments, and a variety of fee arrangements and platforms, supported by integrated research and technology tools within the broader Goldman Sachs ecosystem.

Michael Schwartz is a financial advisor at Oppenheimer with 56 years of industry experience. He holds a Series 63 designation and has been with Fahnestock & Co., Inc., a division of Oppenheimer, since 2003. Based in New York, NY, he has spent over two decades with his current firm. 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 range of advisory programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary account options.

Jacqueline Huerter is a financial advisor at Cerity Partners LLC in New York, NY, with three years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Cerity Partners, she worked at Graypoint LLC and Goldman Sachs & Co. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities.

Stefan Hermann is a financial advisor at Beacon Pointe Advisors, LLC in New York, NY, with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Beacon Trust for 10 years before joining Beacon Pointe in 2026. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and also acts as general partner for proprietary private funds.

Ted Burton is a financial advisor with MAI Capital Management, LLC, holding a Series 65 designation. He has been with MAI Capital since 2024 and previously worked at Texas A&M University from 2023 to 2024. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and integrates financial planning and tax services into client relationships.

Pablo Pico is a financial advisor at Oppenheimer in New York, NY, with 26 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked for JPMorgan Chase Bank and J.P. Morgan Securities for 14 years. Outside of his advisory work, he is involved in managing a social media platform where his son uploads videos about soccer and life events. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable emphasis on custody of client assets and a significant portion of non-discretionary advisory assets.

Kyle Bernstein is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has worked previously at Edward Jones and State Farm Insurance. Bernstein also has experience with the University of Missouri from 2015 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by private market investments and tax-loss harvesting, managing approximately $295.6 billion in client assets.

Robert Cornilles is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked exclusively at Citigroup since 2019, with earlier roles at EPIC Ventures and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments with multi-asset, multi-manager investment strategies. The firm combines large institutional scale with unique market roles, offering a broad range of advisory programs and execution services.

John Kuhn is a CFA® charterholder with a Series 66 license, currently advising at Citigroup Global Markets. He has nine years of prior experience at Morgan Stanley Investment Management before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a diverse range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities including in-house research, derivatives services, and customized discretionary solutions.