Carol Ng is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and eight years of industry experience. She has worked at Citigroup since 2018 and previously spent three years at UBS Financial Services. Citigroup Global Markets serves 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 through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Brian Geltzeiler is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets and Merrill. Outside of finance, he is an on-air radio host for Sirius XM and an NBA analyst for Turner Broadcasting. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies.

Boodram Someria is a financial advisor at OSAIC Institutions, INC. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and David Lerner Associates, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments. The firm’s advisory approach combines fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets.

James Clark is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 50 years of industry experience, including long-term roles at Leonard & Cantrill, State Mutual Companies, and Lincoln National Sales Corp. Clark is also a licensed agent and vice president at Cantrill Clark, Inc., offering non-variable insurance products. Private Advisor Group serves a diverse client base, including individuals, businesses, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through various programs. The firm offers access to third-party asset managers, turnkey platforms, and its WealthSuite separately managed account program, supported by a network of investment adviser representatives and multiple strategic partnerships.

Constantine Moutsatsos is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2006. 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 operates with large institutional scale, combining in-house research, derivatives capabilities, and bespoke solutions for very large client relationships.

Maxim Pogorelov is a financial advisor with Mariner holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked at UBS Financial Services and Swarthmore College. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and integrates tax and accounting services alongside portfolio management.

Christopher Glatz is a financial advisor at Mariner with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research and FCG Advisors. He is also involved with MSEC, LLC as a registered representative. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax and administrative solutions uncommon in large advisory enterprises.

Elozor Preil is a Series 66-licensed financial advisor with 22 years of industry experience, currently affiliated with Primerica Advisors. He has worked extensively with Park Avenue Securities and Guardian Life Insurance, holding roles at both firms since 2002 and 2003 respectively. Outside of his advisory work, he manages a long-term care and term life insurance business under Wealth Advisory Group. Park Avenue Securities serves a broad retail client base including individual, high-net-worth, charitable, and corporate clients, offering both brokerage and advisory services. The firm employs a mix of proprietary portfolios, third-party managers, and digital advice platforms to implement investment strategies on discretionary and non-discretionary bases.

Daniel Hankinson is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has six years of industry experience and previously worked at Lyft and Uber. Outside of his advisory role, he serves as a director of the West Milford Chamber of Commerce and volunteers as a travel basketball head coach. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans.

Nicole Gould is a Certified Financial Planner® with 19 years of industry experience. She has worked at Focus Partners Wealth, LLC since 2024 and was previously with Buckingham Asset Management, LLC for nine years. Focus Partners Wealth serves a broad range of clients, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach with a diverse selection of public and alternative investment options, supported by an extensive network of affiliated service companies and product relationships.

Stephen Stafutti is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. Based in New York, NY, he provides services within a large enterprise firm. 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 utilizes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Brian Alarcon is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Hector Roche is a financial advisor at Citigroup Global Markets with 8 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, N.A. He is based in Belleville, NJ. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment strategies through discretionary and non-discretionary programs. The firm operates at large institutional scale with in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Asia Cesa is a financial advisor with Goldman Sachs Wealth Services in New York, holding a Series 66 designation and three years of industry experience. Prior to joining Goldman Sachs in 2022, she worked at Pardee School at Boston University, Ayco, Studio Grassi Cagnato, DLA Piper, and Boston University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and various implementation options, leveraging capabilities across the broader Goldman Sachs ecosystem.

Anne Sullivan is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. She has been with Private Advisor Group and affiliated with LPL Financial since 2012. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing both in-house and third-party managers, and supports held-away account management through technology partnerships.

Robert Sorge is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Private Advisor Group since 2017 and has also been associated with LPL Financial since 2011. Outside of his advisory work, Sorge conducts workshops and seminars for parents and college students through CollegeFunding4Me. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Jamie Ireland is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Mercer Wealth Management. Prior to his career in financial advising, he was employed in retail at Ascena Retail/Loft for several years. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, offering a range of portfolio management, financial planning, and retirement consulting services. The firm utilizes a variety of investment approaches and provides access to multiple third-party asset managers and proprietary model portfolios.

James Apostolico is a CFP® and ChFC® with 38 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and has previously worked at Lion Street Financial, The Leaders Group Inc, and Integrated Financial Planning. Outside of advisory services, he owns The IFP Group, Inc, which provides life, fixed annuity, and health insurance products. Integrity Alliance, LLC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a variety of investment strategies and platforms.

Eldridge Hawkins is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 license and three years of industry experience. Prior to joining Eagle Strategies, he worked at New York Life and Equitable Advisors. He is also the sole owner and CEO of Black Belt Security & Investigations, LLC, a security guard business. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary asset management within the New York Life affiliate structure.

John Conners is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 16 years of industry experience. He previously worked at Janney Montgomery Scott from 2012 to 2024 before joining LPL Financial. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party platforms.