Julianne De Marco is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily at The Ayco Company L.P., with additional experience at New York University’s Stern School of Business and as a freelance professional. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, integrating cross-affiliate capabilities within a large financial group.

Jack Wiener is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years before joining &PARTNERS. Wiener is also the owner of JLJ Advisors, LLC, a financial practice based in Florham Park, NJ. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies using the Envestnet platform.

Leigh Russo is a CFP® with 12 years of industry experience, currently serving at Mariner Wealth Advisors. Her prior work includes roles at Cambridge Investment Research and FCG Advisors, among others. She is a member of the Finance Committee for Executive Women of New Jersey. Mariner Wealth Advisors serves a wide range of clients, including high-net-worth individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Matthew Rice is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Morgan Stanley, TD Ameritrade, Charles Schwab and Co., Inc., and Schwab Wealth Advisory since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Henry Falquez is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Valic Financial Advisors since 2014 and has been with Agia since 2022. Outside of advisory work, he serves as a notary public in New Jersey. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet’s UMA models and maintaining approximately $26.4 billion in discretionary assets across a large advisor network.

Soulemane Bagayoko is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Credit Suisse Securities, UBS Securities, and Wells Fargo Clearing. His career also includes a position at Uber prior to entering the financial sector. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Christina Dispigna is a financial advisor at Citigroup Global Markets with nine years of industry experience. She has been with Citigroup since 2016 and holds a Series 66 designation. Outside of her advisory role, she is listed as the owner of an investment-related LLC formed for a property purchase in Iowa. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer services. The firm leverages its large institutional scale and unique market roles to provide discretionary and non-discretionary investment solutions, including bespoke offerings for very large relationships.

Helena Macke is a financial advisor at Citigroup Global Markets with a Series 66 designation and no prior industry experience. Her background includes roles at Citi Bank and a degree from Claremont McKenna College. She has experience in hospitality and education sectors through previous positions with Tucci Boutique, Whiskey and Leather, and Horizon Prep. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and swap-dealer operations.

Alana Bichutsky is a financial advisor at Citigroup Global Markets with three years of industry experience. She has been with Citigroup since 2019 and previously worked at Rochester Institute of Technology. She holds the Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Andrew Tsororos is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. He has worked at Goldman Sachs & Co, LLC since 2019, following roles at GfK, SE, The Ayco Company, and Bullard Law Group, PLLC. Goldman Sachs Wealth Services serves a diverse client base including individual investors across wealth segments, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, using strategic allocation models, manager selections, and both discretionary and non-discretionary implementations integrated within the broader Goldman Sachs network.

Nicholas Minter is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Tuttle Capital Management LLC, where he served as Vice President supporting client-facing operations. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, charitable organizations, and corporations, offering a wide range of financial planning and portfolio management services. The firm provides advice primarily through non-discretionary arrangements and operates both as an SEC-registered investment adviser and a broker-dealer.

Terence Coyle is a financial advisor at Private Advisor Group, LLC with 47 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes over two decades at LPL Financial and 15 years with Private Advisor Group. Outside of his advisory work, he is involved in offering health savings account plans and occasionally sells disability income insurance through related business activities. Private Advisor Group, LLC manages over $41 billion for a diverse client base including individuals, trusts, estates, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and coordinating custody and reporting through multiple custodians.

William Pasko is a financial advisor at Goldman Sachs Wealth Services with credentials including Series 63 and Series 65 and three years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and the Better Business Bureau. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm uses strategic allocation models and proprietary analytics to tailor plans and portfolios, leveraging the broader Goldman Sachs ecosystem to provide access to a wide range of financial solutions.

Juan Becerra is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He has previously worked at Goldman Sachs & Co. LLC for seven years and Bergenfield Billiards for one year. Becerra holds Series 63 and Series 65 licenses. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers portfolio management through various account structures and employs multiple analytical approaches, operating as a fiduciary when a written advisory agreement is in place.

Husain Bazzi is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding Series 63 and 66 licenses and five years of industry experience. He has been with Goldman Sachs & Co, LLC since 2019 and also spent three years at Brooklyn Law School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients, providing financial planning, portfolio management, and specialized programs. The firm integrates strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs network to offer a wide range of investment and advisory services.

Joseph Canciglia is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2014. He holds Series 63 and Series 65 licenses and is based in Hackensack, NJ. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charities, and municipal clients. The firm offers a range of brokerage services, financial planning, consulting, and advisory programs, utilizing both in-house and third-party portfolio management.

Leonardo Diaz is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Citigroup since 2013. Outside of his advisory role, he is a member of an LLC managing personal real estate holdings in Miami, FL. 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 and execution services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealer and futures commission merchant.

Ashley Bittar is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds the Series 66 designation and previously worked at Merrill and in academic roles at Montclair State University and Bergen Community College. Outside of finance, she was involved with Giovanna's Cafe. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a range of in-house and third-party managers.

Brian Ocampo is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Barrington Media Group. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with an emphasis on strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Frederick Corsentino Jr. is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets implements multi-asset, multi-manager strategies using both discretionary and non-discretionary programs, supported by internal standards and oversight committees.