Craig Calderone is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Voya Investments Distributor, LLC and Voya Investment Management. He is based in New York, NY. 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 through discretionary and non-discretionary programs, integrating in-house research and maintaining unique market roles such as swap dealer and futures commission merchant.

Ramon Valet Jr. is a financial advisor with Oppenheimer in New York, holding Series 65 and Series 66 licenses and having 21 years of industry experience. He has worked at Oppenheimer since 2012 and previously spent one year at Merrill. Outside of his advisory role, he serves as the executor of the Pallavi Shah estate, a non-investment-related responsibility involving estate settlement and tax coordination. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, and maintains custody of client assets as a qualified custodian.

Mejico Borjas is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities and JPMorgan Chase NA. Outside of his advisory role, he is involved in home care services through Caring Professionals. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management under a fiduciary standard within a vertically integrated structure.

Muhammad Karim is a financial advisor at Mariner with eight years of experience. He has been with Mariner Wealth Advisors since 2013. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, with specialized offerings in tax integration and family office services.

David Chabbott is a financial advisor at Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at Power Forward Group and has a background in the coffee industry, including leadership roles at Coperaco Coffee LLC and Gillies Coffee Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual registered advisory and broker-dealer platform, managing both discretionary and non-discretionary assets through a network of advisers and third-party asset managers.

Joshua Marin is a CFA® charterholder and financial advisor with Oppenheimer, where he has worked since 2022. He has a total of three years of industry experience, including prior roles at BNY Mellon and Hamilton Lane Advisors. 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 with discretionary and non-discretionary services, covering equity, balanced, and fixed-income portfolios, along with consulting and retirement planning.

Juan Rojas Ospina is a financial advisor at Citigroup Global Markets with a Series 66 designation and approximately two years of experience in advisory roles. His prior work includes positions at Dane Street and Florida Valet Parkin. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.

Brendan Walsh is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Graypoint LLC and Atlas Private Wealth Management, LLC. He is based in New York, NY. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Elaine Freeman is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at JP Morgan Securities LLC, Farmers Financial Solutions, and Brooklyn Knight Insurance Brokerage. 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 combined with broker-dealer execution and custody services. The firm is notable for its large institutional scale and unique market roles, including serving as a swap dealer and futures commission merchant.

Christina Morales is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. She has been with Citigroup since 2015. 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 and maintains distinctive market roles, including in-house research and security pricing, as well as acting as a swap dealer and futures commission merchant.

Christian Pierce is a financial advisor at Farther with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, and E*TRADE. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm uses Modern Portfolio Theory with proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary private fund recommendations.

Ryan Bohn is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 63 designation and has 17 years of industry experience. He has worked at Park Avenue Securities since 2016 and Guardian Life Insurance since 2015. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, retirement-plan consulting, and business consulting, utilizing a range of investment strategies and proprietary programs.

Camille Forde is a financial advisor at Hightower Advisors with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Bank of America, Merrill, J.P. Morgan Securities, and RBC Capital Markets. Outside of her advisory role, Camille is involved in creating and selling custom art through her business, Camilla J Art. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with a focus on multi-manager solutions and discretionary and non-discretionary portfolio management. The firm utilizes both affiliated and third-party managers and offers access to a range of investment vehicles, including alternative investments and custom indexing.

Jerry Wolf is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fahnestock & Co. Inc. for over two decades. Outside of his advisory role, he coaches a high school rugby program at Fordham Prep School two days a week. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Jaime Monn is a financial advisor at William Blair with 11 years of industry experience. He has worked at William Blair since 2018 and previously spent three years at Alliance Bernstein. Jaime holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Daniel Lee is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at LG Electronics North America and Winia Daewoo Electronics. 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 with both discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Ashutosh Shandilya is a Series 66–registered advisor with Citigroup Global Markets in New York, NY. He has four years of industry experience and has been with Citigroup since 2005. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees and combines large institutional scale with specialized market roles.

Anna Cappucci is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. She has been with Cerity Partners since 2024 following her academic studies. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors, managing approximately $126.9 billion in assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and customized portfolios.

Anjana Peddi is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds a Series 66 designation and previously worked across several roles including positions at Windsor Lake Coffee, Gib's Bagels, and the Jellison Living Learning Center. 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 with both discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as acting as a swap dealer and futures commission merchant.

Chung Lin is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes roles at HSBC Bank USA, N.A., HSBC Securities (USA) Inc., Infinex Investments, Inc., and Popular Bank, where he has been involved in banking and wealth management since 2022. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary management.