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.

Angelo Coppolino is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Avantax Investment Services and 1st GLOBAL ADVISORS, Inc. In addition to his advisory work, he serves as a CPA at Moore Stephens, P.C. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified portfolios using mutual funds and ETFs tailored to client objectives and risk tolerance, supported by integrated tax, bookkeeping, and estate-planning services.

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 with Citizens Securities, Inc. in Brooklyn, NY, holding Series 66 and Series 63 licenses and four years of industry experience. He previously worked at JP Morgan Securities, LLC and JP Morgan Chase Bank, N.A. from 2022 to 2025. Gasparino also serves as Treasurer and CFO for Cafe Here Inc., where he manages the company’s finances. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory, brokerage, and insurance services. The firm provides a digital advisory program with ETF-based portfolios and discretionary management alongside commission-based brokerage and other services.

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.

Vishaw Sondhi is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at The Leader's Group, Tucker Asset Management LLC, Equity Services Inc, and Integrated Financial Concepts LLC. He also manages his own accounting and tax practice, Vishaw Sondhi CPA PC. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering services through a network of independent advisors and sub-advisors as well as a direct-to-consumer digital program.

Giuliana Tenerelli is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2015. 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 employs multi-asset, multi-manager strategies and maintains large institutional scale with in-house research and specialized market roles.

Matthew Hershenhorn is a CFA® charterholder with 10 years of industry experience, currently advising at Oppenheimer & Co. Inc since 2016. Based in New York, NY, he is also a member of the band "Exile on Broad Street," performing as a musician in his spare time. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of investment and consulting services through both discretionary and non-discretionary approaches. The firm provides portfolio management across equities, balanced, and fixed-income strategies, with emphasis on asset allocation, manager selection, and ongoing account monitoring.

Miguel Varela Acosta is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has held roles at several financial institutions, including Citibank, Ocean Bank, and Wells Fargo. Outside of finance, he has been involved with TranscribeMe Inc. and has a background connected to Uber Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale and unique market roles, such as acting as a security-based swap dealer and futures commission merchant.