Camilla Lynch is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, she worked at Georgetown University and the American Overseas School of Rome. 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 and maintains in-house research, serving both workplace and high-net-worth clients with tailored solutions.

Michael Pintar is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has three years of industry experience, currently with Rockefeller Financial LLC since 2023. His prior roles include positions at Sierra Nevada Wealth Management, Alliance Trust Company, and Glogovac and Pintar LTD. Outside of his advisory work, he is a part partner in a property management venture. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform.

Richard Samara is a CFP® with 42 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2014. He also has a concurrent affiliation with LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of programs featuring third-party asset managers, turnkey platforms, and a proprietary WealthSuite account program.

James Cronin is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016 and serves as Chief Investment Officer at Integrity Wealth Management, overseeing investment policy and portfolio management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, benchmarking, and investment management supported by due diligence across multiple management platforms.

Theodore Butynes is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation with one year of industry experience. His prior work includes roles within Goldman Sachs & Co. LLC and Risk Placement Services, Inc. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering services such as financial planning, portfolio management, and specialized executive wealth programs. The firm employs tailored allocation models and a range of fee arrangements, leveraging capabilities across the broader Goldman Sachs ecosystem.

Arvind Ramakrishnan is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at JPMorgan Securities, JPMorgan Chase Bank, and Morgan Stanley for a combined 11 years. Citigroup Global Markets serves individual and institutional clients across a range of private banking and wealth management 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 acting as a swap dealer and futures commission merchant.

Sonia Morales Rodriguez is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Mariner. She has been with Mariner Wealth Advisors since 2015, including her current role with Mariner since 2017. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs a discretionary, customized investment approach overseen by an Investment Committee and combines internal research with third-party managers across a range of asset classes and strategies.

Teresa Incao is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Oppenheimer since 2009. Oppenheimer serves a broad 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 tailored to client objectives.

Michael Cear is a financial advisor at Farther with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and 66. Prior to joining Farther in 2026, he worked at Summit Financial, LLC and Purshe Kaplan Sterling Investments, among other firms. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach uses Modern Portfolio Theory, proprietary model portfolios, and algorithmic rebalancing, incorporating ETFs, mutual funds, individual securities, and AI tools under internal controls.

John Di Bartolomeo is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. His prior work includes positions at Podell Financial Group, LLC and a background in education at the University of Delaware and West Essex High School. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with in-house research, swap dealing, and futures commission merchant activities.

Rohit Ahuja is a financial advisor with Goldman Sachs Wealth Services in Jersey City, NJ, holding a Series 66 designation and having seven years of industry experience. Prior to his current role since 2021, he worked at The Ayco Company, L.P./Mercer Allied and Boston Private Bank and Trust Company. 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 wealth programs. The firm employs strategic allocation models and proprietary analytics while integrating resources across the broader Goldman Sachs ecosystem.

Cory Weinreb is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and five years of industry experience. He previously worked at Morgan Stanley for four years and has experience in design through his role as a shirt designer at an online shop. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with execution and custody services. The firm integrates institutional-scale resources and specialized market roles, including in-house research and futures commission merchant activities, to provide a broad array of advisory solutions.

John Araneo is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, Araneo serves as Treasurer and board member of Eva’s Village, a nonprofit focused on feeding the hungry and assisting the homeless, where he leads fundraising committees. He also sits on the Board of Trustees of Tiro A Segno, a private Italian American heritage and dining club. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of more than 400 independent investment adviser representatives offering portfolio management and retirement plan consulting, utilizing a range of analytical approaches and fiduciary services.

Mouna Kammoun is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. She holds the Series 66 designation and has been with HSBC Securities and HSBC Bank USA since 2015. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and fully discretionary investment programs, using a multi-profile investment process supported by affiliated global asset management and fund due diligence providers.

Kayleigh Papa is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Mendoza College of Business and the University of Notre Dame. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains notable institutional scale and market roles, including in-house research and arrangements involving derivatives and futures.

Zachary Dunning is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Dana Distributors, Northwestern Mutual, Southern New Hampshire University, and MB&L Parking Solutions. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm integrates centralized investment resources and a range of affiliated services to deliver tailored wealth management solutions.

Fradjihaidavid Zeitoun is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Citigroup in 2022, he spent ten years at Santander Securities and sixteen years at Santander Bank. 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 and maintains large institutional scale with unique market roles, including in-house research and security-pricing activities.

Christopher Buldo is a financial advisor at Mercer Global Advisors Inc. in Morristown, NJ, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Mercer, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2023 to 2026. Outside of finance, his work history includes roles at Uber Eats and Urban Chicken. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other vehicles.

Katie Strickberger is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior experience includes roles at Oaktree Capital Management, Lord Abbett & Co LLC, and Credit Suisse Securities. Citigroup Global Markets Inc. 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, derivatives services, and bespoke solutions for very large relationships.

Karol Turner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. Prior to joining Steward Partners in 2024, Turner worked for Ameriprise and Burklow & Rotella, LLC from 2007 to 2024. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.