Rupesh Parikh is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. He holds the Series 63 designation and is based in New York, NY. Outside of his advisory role, he serves as a trustee for an insurance-related family trust. Oppenheimer is a registered investment adviser and broker-dealer providing services to individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, with a notable portion of assets managed on a non-discretionary basis while maintaining custody of client assets.

Zion Durden is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Nirvana Healthcare Ventures, Cerity Partners, and BLK Capital Management, as well as concurrent studies at Washington & Lee University. Citigroup Global Markets serves individual and institutional clients, providing a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies and maintains significant institutional scale and market roles, including in-house research and security-pricing activities.

Kevin Pfeffer is a CFP® professional at OSAIC Institutions, Inc. with nine years of industry experience. He has previously worked at Ameriprise Financial Services, First Eagle Investment Management, and AXA Distributors. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model, delegating investment analysis and account management to its investment adviser representatives while maintaining firm supervision.

Benjamin Newman is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2013, including roles at HSBC Securities (USA) Inc. and HSBC Bank USA National Association. Outside of his advisory work, he is a partner and investor in a real estate business. 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 significant institutional scale combined with unique market roles such as swap dealer and futures commission merchant.

Gabriel Couto is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at the University of Central Florida and Trade-PMR, Inc. outside the wealth management sector. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and specialized market roles.

Rafael Arellano is a CFP® professional with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and has held various roles there since 2018. Prior to that, he worked at Beacon Wealth Management, LLC and JFL Consulting, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified portfolios with multi-factor tilts and tax management, and offers a range of implementation options and affiliated service lines.

Steven Sutley is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and having 31 years of industry experience. His prior work includes roles at Pension Planners Securities, Inc. and Cetera Wealth Services, LLC. He serves as a board member of 1230 Park Owners Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management services through multiple platforms, utilizing a combination of passive and active investment strategies tailored to client risk profiles.

Jeffrey Papa is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and 25 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank (IN), where he spent over two decades. Outside of his advisory role, he is an owner and partner of Cardinal Property Group, a real estate business focused on purchasing consumer properties for rental. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types that combine client-directed and discretionary management, using a structured investment process guided by HSBC Global Asset Management and supported by affiliated and third-party providers.

Anastasia Tkatschow is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 credentials and has 31 years of industry experience. She has been with Citigroup entities since 2015, currently working at Citigroup Management Corp. since 2017. In addition to her advisory role, she serves as a non-public arbitrator for FINRA, participating in dispute resolution panels. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Matthew Hamati is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Columbia University, The McLean Group, and Johns Hopkins University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution and custody services, and derivatives and futures services. The firm combines large-scale institutional capabilities with specialized market roles, utilizing internal standards and oversight committees to manage investments.

Carlo Mantica is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as ownership of Mantica Ventures Inc. until 2020. He holds Series 65 and Series 63 credentials. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Jonathan Cohen is a financial advisor with Truist Advisory Services, based in New York, NY. He holds Series 63, Series 65, and Series 66 licenses and has 23 years of industry experience. His career includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. before joining Truist in 2020. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Immanuel Tan is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 63 designation and previously worked at United Capital Financial Advisers, LLC. Based in New York, NY, he has been with Goldman Sachs since 2010. 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 solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with unique cross-affiliate capabilities.

William Sorrentino Jr. is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Equitable Advisors LLC and AXA Advisors, LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Katherine Ryan is a financial advisor at Wealth Enhancement Advisory Services, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF for 11 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts and estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Kevin Mullaney is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63, 65, and 66 licenses and offering 30 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2005, following prior roles at Banc of America Investment Services and Quick & Reilly. Outside of his advisory work, Mullaney is a partner in a brewery business consisting of three LLCs that plan to operate and manage a new brewery starting in 2025. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring client-directed and fully discretionary investment options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and operates both as an SEC-registered adviser and broker-dealer, offering specialized programs for private bank clients and qualified non-resident aliens.

Daniela Abbo is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She previously completed full-time education through undergraduate studies. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

Gregory Meyer is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 17 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm uses strategic and tactical allocation models and provides access to a broad range of affiliated capabilities across the Goldman Sachs ecosystem.

Guillermo Viladot is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities LLC and Morgan Stanley. 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 both discretionary and non-discretionary programs and is notable for its large institutional scale and diverse market roles.

Gina Martin Adams is a CFA® charterholder with 10 years of industry experience. She has worked at HB Wealth Management since 2025 and previously spent eight years at Bloomberg. Adams serves as Secretary on the Board of Directors for the CMT Association and is an advisory board member for the University of Florida’s Warrington College of Business. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm provides wealth and investment management, financial planning, and outsourced chief investment officer services, using a combination of quantitative and qualitative due diligence across public and private investment strategies.