Maximus Calovi is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Citigroup in 2025, he worked at Morgan Stanley and operated Khaos To Value Consulting LLC. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains a combination of large institutional scale and specialized market roles.

Jonathan Savorgiannakis is a CFP® with six years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His career includes prior roles at Equitable Advisors, AXA Advisors, Hightower Securities, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent with Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced CIO services to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Derdley Fleuridor is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has prior experience at firms including J.P. Morgan Securities LLC and Mutual of America Securities LLC. Outside of advising, he is part investor in a car rental business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm emphasizes long-term portfolio returns and annual rebalancing, delivering services integrated with Empower’s recordkeeping and administrative platforms.

Robert Streit Jr. is a financial advisor at Private Advisor Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, LLC and Invest Financial Corporation. Additionally, he has been affiliated with Beneficial Savings Bank since 2008. 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 model that utilizes both proprietary and third-party investment strategies and technology platforms.

Steven Filiaci is a financial advisor at Sanctuary Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Sanctuary Advisors and Sanctuary Securities since 2022, following nine years at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a range of portfolio management options, fiduciary oversight, and a variety of analytical approaches.

Dana Matuozzi is a CFA® charterholder with eight years of experience in the financial industry, currently serving as an advisor at Citigroup Global Markets. Prior to joining Citigroup in 2025, Dana worked at BlackRock Investments, LLC from 2017 to 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, including operating as a swap dealer and futures commission merchant.

Eric Lyons is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 registrations. He has 29 years of experience in the industry, with prior roles at Signature Securities, Terra Capital Markets, and Diamond Wholesale Corp. Lyons has been associated with Private Advisor Group and LPL Financial since 2022. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often utilizing third-party managers and model portfolios.

Frank Deluca is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at Financial Resources Federal Credit Union, CUSO Financial Services, L.P., Pruco Securities LLC, and Beacon Trust Company. He also serves as trustee for the Deluca Family Trust, overseeing investment decisions and asset distributions. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides 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 accounts.

Eliana Pereira is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior roles include positions at Merrill and J.P. Morgan Securities. 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 and provides a wide range of advisory and execution services.

David Gatto is a financial advisor at Private Advisor Group, LLC with a Series 65 designation and recent industry experience. His prior roles include positions at Capstone Wealth Management and The Siegfried Group, as well as twelve years at L3Harris Technologies, Inc. He is based in Morristown, NJ. Private Advisor Group provides portfolio management, financial planning, retirement plan consulting, and managed account solutions to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model that combines client goal assessment with varied investment strategies and leverages third-party managers and proprietary technology platforms.

Peter Klock is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Raymond James and Wells Fargo. Outside of his advisory role, he is involved in a military-related business. 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 leverages its institutional scale and specialized market roles to provide tailored investment solutions.

Brian Sullivan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

John Gurrieri is a financial advisor with Hornor, Townsend & Kent, LLC, holding the CFP® designation and Series 66 license. He has 14 years of industry experience and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. In addition to his advisory role, he is involved in multiple insurance brokerage activities through firms such as Empire Wealth Strategies and Black Belt Wealth Advisory, focusing on life, disability, and property/casualty insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, supporting discretionary and non-discretionary accounts with third-party asset manager relationships and a broad range of investment and custody capabilities.

Thea Vunk is a financial advisor at Oppenheimer with five years of industry experience. She holds the Series 66 designation and previously worked at Cravath, Swaine & Moore and New England Country Foods. Her background also includes roles in education and the hospitality industry. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs covering equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Gelber Castillo is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Berkeley Heights, NJ, and has three years of industry experience. His prior roles include work at Agia and involvement with the Immigration and American Citizenship Organization. Castillo also serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled 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-developed UMA models to construct client portfolios.

Yong Hu is a financial advisor at Citigroup Global Markets with Series 66 credentials and four years of industry experience. Prior to joining Citi in 2022, he worked briefly at Northwestern Mutual in 2019 and was engaged in full-time education from 2014 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional resources with unique market roles, including operating as a swap dealer and futures commission merchant.

Joseph Norris is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 21 years of industry experience. His career includes roles at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Norris operates under the hybrid Registered Investment Advisor model within Private Advisor Group. 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 approach, combining client-specific goals with multiple investment strategies implemented directly or through third-party managers and technology platforms.

Peter Levine is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His work history includes positions at Apple Bank, Infinex Investments, JP Morgan Securities, and HSBC Securities. Outside of finance, Levine works part-time in event staffing as a waiter and bartender and has experience merchandising supermarkets and drugstores. OSAIC Institutions, Inc. is an SEC‑registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives and operates a hybrid adviser/broker‑dealer model that includes access to alternative investments and a lending marketplace.

Sanket Shah is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Pershing Advisor Solutions LLC and Pershing LLC. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple advisory program structures, primarily offering non-discretionary recommendations.

Conner Decker is a financial advisor at Guardian Life with a Series 66 credential and two years of industry experience. Prior to his current role, he worked at Park Avenue Securities and Guardian Life Insurance Company. He is also involved in a family-owned business selling snack products. Guardian Life’s affiliated firm, Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.