Jake Taylor is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and previously worked at Rockefeller Financial LLC and Rockefeller & Co. for four years. Taylor studied at the University of Southern California and attended Eton College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of investment, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across various portfolio strategies.

Guadalupe Cabrera is a Series 66-licensed financial advisor with Citigroup Global Markets, based in New York, NY, and has three years of industry experience. Prior to joining Citigroup, Guadalupe worked at American Express and was involved with CAFE LA TROVA. Citigroup Global Markets serves a range of individual and institutional clients through multiple wealth management segments, offering diversified investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and leverages internal research and oversight committees to select and monitor investment managers.

Michael Bencivengo is a Series 66-licensed advisor at Citigroup Global Markets with seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, JPMorgan Securities, MUFG, and UBS. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and brokerage services with a focus on both discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Boban Markovic is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. He is currently with Oppenheimer & Co. Inc and previously worked at Credit Suisse, Atoll Financial Group/BA Securities, the Institute of International Finance, Ankura Consulting, and Zivid Ventures, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches and maintains custody of client assets while operating its advisory and broker-dealer businesses.

Angela Aguayo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Citi Corp since 2015. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Valeriya Kolesnikova is a CFP® professional with six years of industry experience, currently affiliated with Eagle Strategies (NY Life) in New York, NY. Her work history includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and DSM-Firmenich. Outside of advisory services, she is involved in authoring a children's book on financial literacy and works as a wellness advocate selling essential oils. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers various program types emphasizing tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, with notable involvement in institutional retirement plan clientele.

Natthavadee Khemsuwan is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 4 years of industry experience. Her background includes roles at Eagle Strategies, Nylife Securities LLC, New York Life Insurance Company, At Home Recipe Corp, and Rani Arabella. She also works as an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of assets on a non-discretionary basis.

Jared Patterson is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. His prior work history includes roles at Deutsche Bank and multiple positions affiliated with Morgan State University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Edgardo Contreras is a financial advisor with Citizens Securities, Inc. in Valley Stream, NY, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. for seven years and at Bridge Capital Solutions Corp for three years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. Its advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while the firm also operates as a broker-dealer and insurance agency.

John Fredette is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with three years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at High Peaks Asset Management and held roles at Nottingham Trent University, Amplience Ltd., and Manhattan College. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored wealth solutions through a combination of discretionary and non-discretionary management within a large integrated financial group.

Kevin Koeller is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets, Newport Asset Management Corp., and Accenture. Koeller has also pursued entrepreneurial interests involving the establishment of an LLC intended to acquire and manage residential rental properties. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Ryan Natsch is a financial advisor at Citigroup Global Markets with 9 years of industry experience. He has held his current position since 2018 and previously worked at Sidoti & Company LLC from 2016 to 2018. Natsch holds Series 65 and Series 63 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

Philippe Malvett is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 licenses and 16 years of industry experience. His career includes roles at Dome Medical Technologies, Foreside Fund Services, Investec Asset Management North America, RBC Capital Markets, and Merrill. He has been with Citigroup since 2017. 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 implements multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by internal standards and oversight committees.

Donald Smith is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and totaling 23 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves both individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

Marisa Luciano is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mariner since 2025. Her prior experience includes roles at CitiGroup, Shufro, Rose & CO., LLC, and Wells Fargo Clearing. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services as well as operational CFO capabilities.

Michael Kane is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2016, with prior roles at MSI Financial Services and New England Securities. Kane is involved in multiple insurance-related ventures, including serving as CEO of two multi-line insurance brokerages and holding board positions with an insurance company and a professional networking group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm offers both advisory and broker-dealer services, including discretionary and non-discretionary account options, supported by third-party asset manager relationships within a dual SEC-registered adviser and FINRA-member broker-dealer structure.

Dmitriy Khalilov is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has a longstanding role as president of Karakoyunlu Solutions, LLC, where he brokers non-registered insurance products. Khalilov also operates as an insurance broker outside of New York Life Insurance. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Peter Nielsen is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He has held his current position since 2007. His credentials include the Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across several segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Esmeralda Spahiu is a financial advisor with Eagle Strategies (New York Life) and holds a Series 66 designation. She has one year of industry experience, previously working at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types and focuses on tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Solomon Dayan is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program. Their process integrates quantitative and qualitative research and may include ESG frameworks, supported by services from affiliated investment management entities.