John Aiello is a financial advisor with HSBC Securities (USA) Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at various HSBC entities since 2011, including HSBC Bank USA, National Association, and HSBC Securities USA, Inc. Outside of his advisory role, Aiello is the owner of investment properties and manages an LLC focused on future property acquisitions. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary options. The firm’s investment approach incorporates model risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence, serving a broad client base through multiple program types.

Robert Krumme is a financial advisor at Hightower Advisors in New York, NY, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Muriel Siebert & Co, Similarweb, and Northwestern Mutual. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers with access to mutual funds, ETFs, alternative investments, and custom indexing strategies.

Andrew Mischel is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Citi Private Bank for four years and UBS AG - Private Bank for 22 years. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Christopher Aliseo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at First Republic Securities, HSBC Securities, and Wells Fargo Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary strategies, with a combination of institutional scale and specialized market functions.

Kyle Kratochvil is a CFP® professional with five years of industry experience, currently serving at Corient. His background includes roles at RegentAtlantic and Equitable Advisors, among others. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach with a mix of in-house strategies and third-party solutions, supported by extensive risk management and alternative investment options.

Lauren Palacio is a Series 66-licensed financial advisor with 17 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2015, holding various roles within the firm over that time. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and a range of implementation methods, leveraging tools such as tax-aware techniques and AI-driven analytics, while integrating capabilities across the broader Goldman Sachs organization.

Alexandera Rudish is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following prior roles at SVB Wealth LLC and Boston Private Wealth LLC. Rudish’s background also includes four years at Lehigh University. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments, utilizing proprietary quantitative screens alongside external managers and securities.

Katherine O'Connor is a Series 66 licensed financial advisor at Hightower Advisors with 1 year of industry experience. She previously worked at Bank of America Private Bank and several other financial firms. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a multi-manager approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to pooled investment vehicles and private funds.

Rafael Garcia Filpo is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved with Human Care LLC. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital advisory portfolios and managed accounts, operating as a broker-dealer and insurance agency under full ownership of Citizens Bank, N.A.

Christopher Weir is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Eagle Strategies and related New York Life entities since 2017. Outside of his advisory role, he has an interest in cryptocurrency investing as a passive investor. Eagle Strategies serves a diverse client base including individuals and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Klara Muratova is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Primerica Advisors and Guardian Life Insurance Company from 2010 to 2020, and has been with Park Avenue Securities and Guardian Life Insurance Company since 2020. In addition to her advisory role, she serves as assistant treasurer for a condominium board, acting as a liaison between the CPA and the board. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.

Delano Jarrett is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and 15 years of industry experience. Prior to joining Citigroup in 2023, he worked at Santander Securities, LLC, and Santander Bank, NA for a combined 20 years. 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 through both discretionary and non-discretionary programs and maintains several in-house research and security-pricing activities.

Lily Ku is a ChFC® credentialed financial advisor with 24 years of industry experience. She is currently affiliated with Eagle Strategies (NY Life) and has held roles at New York Life Insurance Company, NYLife Securities LLC, and Mass Mutual Investors Services throughout her career. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Aleksandar Blagojevic is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2018, with prior work experience in the restaurant industry. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and security-pricing activities.

Carolyn Pagan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase N.A., where she spent over a decade, and had a brief tenure at Appen. 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 and operates with institutional scale and specialized market roles, including in-house research and swap dealer functions.

Christopher Lanzilotti is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, JPMorgan Chase Bank, and JP Morgan Securities. 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 specialized market roles, including in-house research and derivatives services.

John Livingstone is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and previously served in various roles with the US Army, including assignments at the US Mission to NATO and Headquarters, Department of the Army. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a 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 specialized market roles and commercial arrangements.

Herbert Cheesman is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He has held positions at Citigroup since 2018 and previously worked at Summit Equities from 1999 to 2018. He holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across multiple 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, providing both discretionary and non-discretionary solutions.

Marlon Altoe is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY, holding Series 63 and Series 65 licenses with nine years of industry experience. Prior to joining Eagle Strategies in 2020, he worked at Parabellum Capital from 2013 to 2016. Outside of his advisory role, he is involved in rental property ownership. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types with an emphasis on tailoring recommendations to client objectives, managing a majority of assets on a non-discretionary basis.

Anthony Jones Jr is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.