Alec Sciarra is a CFP® professional with six years of industry experience, currently serving as a financial advisor at PNC Wealth Management in Morristown, NJ. His prior roles include positions at Janney Montgomery Scott and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that employs algorithm-driven risk assessment and uses mutual funds and ETFs with annual rebalancing.

Stacey Schultz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Citigroup Global Markets since 2000. Outside of her advisory role, she is involved in business development for Totally Tropical Slimes, a consumer goods company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Alex Suriano is a financial advisor at HSBC Securities (USA) Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Deloitte from 2016 to 2019. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation, utilizing affiliated providers for fund selection and portfolio management.

Jeffrey Jordan is a CFP® with ten years of industry experience currently with Mariner Wealth Advisors. He has worked previously at Fidelity Brokerage Services LLC and TIAA-CREF. 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 coordinated tax services. The firm employs a discretionary, customized investment approach supported by an internal portfolio management team and integrates tax and accounting services through affiliated CPAs and enrolled agents.

James Messina is a financial advisor at Citigroup Global Markets with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. Based in New York, NY, he operates within one of the largest enterprise firms in the sector. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique institutional capabilities, including in-house research and derivatives services.

Angel Tineo is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior roles include positions at Citi Wealth Advisors, Bank of America, and Merrill. He holds Series 63 and Series 65 licenses. 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 a broad range of investment approaches and offers portfolio management through Advisor-Directed programs, Separately Managed Accounts, and Unified Managed Accounts.

Mitchell Lanzl is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Guardian Life and Park Avenue Securities. His previous work includes positions at North East Private Client Group and Strategic Turnaround, as well as teaching experience at Kean University. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning, retirement consulting, and investment advisory programs, utilizing both proprietary and third-party models.

Sharon Kim is a financial advisor at Citigroup Global Markets with a Series 66 designation. She began her career at Citi in 2024 and has no prior industry experience before joining the firm. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains notable institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Lucia George is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has 13 years of industry experience. Her career includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where she manages a team of agents and is involved in hiring and training. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerance.

Ehsaon Ezzat is a financial advisor with Citigroup Global Markets in New York, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include a four-year tenure at TIAA and positions at the University of Colorado at Boulder. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer 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.

James Reilly is a CFP® with 24 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 22-year tenure at RegentAtlantic. His background includes roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Alan Derose is a financial advisor with Oppenheimer in New York, NY, holding 41 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Rosangela Dutra is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Chase Bank and JP Morgan Securities. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research and acting as a swap dealer and futures commission merchant.

Michael Nolan is a Series 66-licensed financial advisor at Citigroup Global Markets with 20 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he manages a residential rental property. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight, combining large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Joseph Razzano is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 designations. He has 43 years of industry experience, including prior roles at UBS Financial Services and LPL Financial. Razzano also serves as an independent contractor providing non-variable insurance through Integrated Financial Concepts. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model using various investment strategies and technology platforms while providing access to both proprietary and third-party managed account solutions.

Quetzal Baum is a Series 66-licensed financial advisor at Citigroup Global Markets with three years of industry experience. Prior to joining Citigroup, Baum pursued full-time studies for seventeen years. Outside of advising, Baum teaches fitness classes at Pure Barre on weekends. Citigroup Global Markets serves individual and institutional clients across various wealth segments, delivering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and offers bespoke solutions for large relationships, supported by in-house research and specialized market roles.

Maura Mandell is a financial advisor at TLG Advisors, Inc. with three years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at DBM Legal & Business Services and 4M Ventures LLC, where she has been involved since 2012. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Gerald Faller is a CFP® with 41 years of industry experience, currently serving as an advisor at Lincoln Investment Planning Inc since 2008. He is a partner at The Faller Company LLC, which is involved in the sales and service of life insurance. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and various third-party managers.

Guang Yao Li is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked at Citi since 2017, following two years at Bank of America. 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 through both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Elsa Ramirez Gonzalez is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been with CGMI since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, with a combination of large institutional scale and unique market roles.