Mauricio Reid is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and operates with large institutional scale, providing both discretionary and non-discretionary solutions tailored to high-net-worth clients.

Joseph Reilly is a financial advisor with Commonwealth Financial Network in Metuchen, NJ, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. He is co-owner of Reilly Financial Group, LLC, which facilitates securities, advisory, and insurance business. Reilly also serves as an advisory board member for Thriv, a lifestyle conference in Metuchen. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.

Anthony Cicitta Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Hornor Townsend & Kent since 2011 and also maintains a CPA practice focused on tax and accounting services. Cicitta is involved in life insurance brokerage and wealth management services that include life insurance, annuities, and approved securities products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options and maintaining over $8 billion in discretionary assets under management.

Kjeld Engberg is a financial advisor at Oppenheimer in New York, NY, with 17 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Oppenheimer in 2018, he worked at Deutsche Bank Securities Inc. from 2016 to 2018. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation across equity, balanced, and fixed income strategies, combined with manager selection and periodic rebalancing.

Suraj Kalia is a CFA® charterholder with 21 years of industry experience. He has been with Oppenheimer since 2019 and previously worked at Northland Securities, Inc for seven years. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Jenna Harms is a Series 66-licensed financial advisor with Citigroup Global Markets, based in New York, NY, and has three years of industry experience. Her work history includes multiple roles at Citigroup as well as positions at several other firms over the past few years. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, providing multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm is notable for its large institutional scale, in-house research and pricing functions, and its roles as a security-based swap dealer and futures commission merchant.

Jierong Cheng is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. In addition to his advisory role, he is president of Spring Beauty Spa and a partner at Pacific Tax and Consulting Group LLC, where he prepares tax returns for individuals and corporations. Cheng has worked with Transamerica Financial Advisors since 2017 and has prior experience at World Financial Group and academic institutions. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment models, with discretionary and non-discretionary program options.

Dino Stanisic is a financial advisor at &Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. &Partners serves a diverse range of clients, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Chantae Reid is a Series 66 licensed financial advisor with six years of industry experience. She has worked at Citigroup Global Markets since 2018 and previously held positions at NYU and NYU School of Medicine. 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 is notable for its large institutional scale, in-house research capabilities, and roles as a swap dealer and futures commission merchant.

Alinne Fash is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 66 and Series 63 licenses and has been with Citigroup since 2018, previously working at Community Bank from 2016 to 2018. 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 both discretionary and non-discretionary options and supports complex solutions for large clients alongside its institutional-scale operations.

Eric Barrios is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Signature Securities Group Corp./Signature Bank for ten years before joining Citigroup in 2023. 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 operating as a swap dealer and futures commission merchant, and providing customized discretionary solutions for very large client relationships.

Victor Ochaney is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across multiple 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 combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Oksana Gniza Yurchenko is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2021, following prior roles including four years at Icap Corporates LLC. Citigroup Global Markets serves individual and institutional clients across a range of segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research, and roles as a swap dealer and futures commission merchant.

James Bassett is a CFP®, CFA®, and Series 65-licensed financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2025, he worked for Altfest Personal Wealth Management for eight years. In addition to his advisory role, Bassett serves as a consultant at KAZE Creative, where he assists with business strategy and financial operations. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Paul Purwin is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. He is also co-owner of Longwave Financial, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custodial services.

James Tindall is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Edward Jones, and Massachusetts Mutual Life Insurance Co. 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 and maintains large institutional scale with specialized market roles and arrangements.

Mary Cunningham is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds a Series 66 designation and has previously worked at Merrill and held various roles outside finance, including positions at Colegio Edith Stein and St. Mary Health Care Center. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and derivatives services.

Adriana Goncharov is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank and Jpmorgan Securities LLC prior to joining Citigroup. 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 employs multi-asset, multi-manager strategies and provides both discretionary and non-discretionary portfolio management, combining large institutional scale with specialized market roles.

Michael Gasparino is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience with JP Morgan Securities, LLC and JP Morgan Chase Bank, N.A. In addition to his advisory role, he serves as Treasurer and CFO of Cafe Here LLC, managing the financial operations of the business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Andres Rios is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company for 11 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.