Alinne Fash is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at Citigroup since 2018, following two years at Community Bank. 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 combines large institutional scale with specialized market roles and arrangements.

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 at Citigroup Global Markets with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at J.P. Morgan Securities LLC, Edward Jones, Massachusetts Mutual Life Insurance Co, and Morgan Stanley. 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 with both discretionary and non-discretionary programs and maintains capabilities as a swap dealer and futures commission merchant.

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 previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

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. Prior to joining Citizens Securities in 2025, he worked at JP Morgan Securities, LLC and JP Morgan Chase Bank, N.A. from 2022 to 2025. He also serves as Treasurer and CFO of Cafe Here Inc, where he manages financial responsibilities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory program managed in partnership with SigFig and a Managed Account program, operating 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.

Vishaw Sondhi is a financial advisor at TLG Advisors, Inc. with 28 years of industry experience. He holds Series 63 and 66 designations and has worked at firms including The Leader's Group, Tucker Asset Management LLC, Equity Services Inc, and Integrated Financial Concepts LLC. He also owns and manages Vishaw Sondhi CPA PC, an accounting and tax services practice. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, with client portfolios often managed through sub-advisors and program platforms.

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.

Matthew Aber is a financial advisor at Citigroup Global Markets Inc. with Series 63 and Series 65 licenses. He has experience working at Citigroup Global Markets, OmniGrowth Wealth Professionals, and LPL Financial, and has been in the industry since 2025. Outside of his advisory role, he creates content on YouTube. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs that include multi-asset, multi-manager strategies implemented through discretionary and non-discretionary approaches. The firm operates with large institutional scale, in-house research capabilities, and unique market roles such as acting as a swap dealer and futures commission merchant.

Vincent Zaccaria is a CFP® professional with nine years of industry experience, currently affiliated with Schwab Wealth Advisory. His prior roles include positions at Charles Schwab Bank, Ameriprise Financial Services, and New York Life Insurance Company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, relying on proprietary asset-allocation models and internal research tools. The firm advises on a range of investments, with trades executed only upon client authorization, and serves a large client base with over $218 billion enrolled in its program.

Matthew Diquollo is a CFP® with 11 years of experience in the financial advisory industry. He currently works at Beacon Pointe Advisors, LLC and has previously held roles at Glenmede Trust Company and Mariner Wealth Advisors. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing third-party independent managers and quantitative due diligence processes, and sponsors proprietary investment vehicles and private funds.

Brenda Pokojowczyk Smith is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Citigroup since 2015. Outside of her advisory role, she is an independent consultant for Norwex and a consultant for Pampered Chef, engaging in direct sales of household cleaning and kitchen products. 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 in-house research and market roles that distinguish it among large institutional firms.

Jamie O Sullivan is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds a Series 66 designation and has held previous roles at RBC Capital Markets and Credit Suisse Securities. O Sullivan serves on the advisory board of the Heavenly Harvst Foundation, which works to address food insecurity by providing high-protein meals with long shelf lives to areas in need. 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 unique market roles, including in-house research and derivatives services, and provides a broad range of advisory and execution solutions.