Runqi Wang is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Citi, Wang worked at Bank of America and held various roles in the hospitality sector. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a range of investment advisory programs and execution services that include multi-asset, multi-manager strategies and exposure to alternative investments. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Antonio Benedicto is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 10 years of industry experience. He has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Cedric Camara is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has a background that includes service in the US Army National Guard. Prior to joining Citigroup Global Markets, he worked at Cape Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, supporting complex and large-scale client solutions.

Colter De Coste is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. He has held positions at CitiGroup since 2022 and has prior experience at North River Shores Tennis Club, The Ohio State University - Fisher College of Business, QuadReal Property Group, and Stetson University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles and arrangements.

Tremaine Bembry is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Hornor Townsend & Kent since 2019. Prior to that, he was associated with MML Investors Services and MassMutual. Bembry also owns and operates a life insurance brokerage serving attorneys under the Attorney Resource Group brand. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs third-party asset managers in both discretionary and non-discretionary account structures.

Adam Sands is a CFA® charterholder with 16 years of industry experience. He is currently with Oppenheimer, where he has worked since 2023. His prior roles include positions at Lument (ORIX Real Estate Capital), STIFEL, First Empire Securities, Inc., Incapital LLC, and Kimberlite Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary management while maintaining custody of client assets.

Diana Cheung Ng is a financial advisor at Focus Partners Wealth, LLC in New York, NY, holding a Series 65 credential with four years of industry experience. Her prior roles include positions at Ballentine Partners LLC and academic appointments at Georgetown University and UCLA. Focus Partners serves a diverse client base, including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

Jonathan Peck is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 63 designation and 28 years of industry experience. He has worked at Underwriters Equity Corporation since 2002. In addition to his advisory role, he is an agent selling life and disability insurance with American General, VOYA, and Genworth. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and dynamic investment approaches.

Bruce Rothbard is a ChFC® with 34 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. He has held roles at Lion Street Financial, The Leaders Group Inc, and Mercury Financial Group, primarily focusing on life insurance sales. Outside of advising, he works as a consultant for a life settlement company and owns an independent insurance agency specializing in life insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a range of portfolio strategies and access to various custodial platforms and third-party managers.

Michael Meyer is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked with Citi Private Bank since 2018 and previously held roles at Aramark and the University of North Carolina. 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, delivering a broad range of advisory and execution services.

Alvaro Fernandez Jimenez is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently with Citigroup Global Markets, having previously worked at Citibank Switzerland AG, Nordea Asset Management, and State Street Luxembourg SA. 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 unique market roles, including in-house research, swap dealer and futures commission merchant services, and bespoke lending and advisory solutions.

Oluwatunmise Jinadu is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Prior to joining Goldman Sachs in 2021, Jinadu worked at The Ayco Company and Mercer Allied, as well as in roles at Nesco Resources, Uber, and the New York State Department of Health. Outside of advisory work, Jinadu is involved with the Finance Office of the United States Army, managing pay systems, budgeting, and forecasting. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, executives, and institutional clients. The firm utilizes strategic and tactical allocation models supported by multiple internal groups and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging the broader Goldman Sachs ecosystem to deliver integrated wealth management solutions.

Yukiko Watabe Ushijima is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2007. Outside of her advisory role, she serves as president of KYD Property Management LLC, where she manages tenant communications. 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 a blend of discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Monique Thacker is a financial advisor at Valic Financial Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for HSBC Bank USA N.A. for 11 years. Thacker is also involved with Mindful Departure LLC, operating as The Core Room. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs through a large network of advisors and employs a technology-driven approach utilizing unified managed accounts and model solutions.

John Foster is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 30 years of industry experience. His prior work includes roles at LPL Financial from 2007 and A.G. Edwards & Sons, Inc. from 2003. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including its proprietary WealthSuite platform. The firm’s fiduciary-based model involves client goal and risk assessment to either directly manage portfolios or assist in selecting managers and model portfolios from leading strategists, utilizing multiple investment methods and technology platforms.

Gianna Minasian is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and previously worked at Stonebridge Wealth Management. Minasian’s background includes roles at Vanderbilt University and community association involvement. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models and a range of implementation platforms, integrating resources across the Goldman Sachs ecosystem to offer specialized wealth programs and alternative investment access.

Jiselle Viera is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds the Series 66 and Series 63 designations and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies with internal oversight and provides specialized solutions for high-net-worth clients.

Michael Capriotti is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Merrill, and founded Capriotti & Company. Capriotti also provides non-variable insurance services, including life, health, disability, and fixed annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and program sponsors.

Brian Roth is a financial advisor at Oppenheimer with 22 years of industry experience, including 21 years at his current firm. He holds Series 63 and Series 66 licenses. Roth serves as president of the board of directors for Fox-Co-op, a residential cooperative, where he is involved in managing building operations. 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 programs and advisory services encompassing equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Jon Blum is a financial advisor at Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has worked at Citigroup since 2010, with a brief consulting role and involvement with La Loma Growth Ventures, LLC. Outside of his advisory work, he manages a non-investment-related revocable trust. 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 unique market roles, providing a broad range of advisory, execution, custody, and derivatives services.