Anthony Lutri is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. He has been with Citigroup since 2023 and previously attended George Washington University. 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 employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and capabilities as a swap dealer and futures commission merchant.

Erica Eiler is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2010. She holds the Series 63 designation and is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services spanning equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Christopher Frydenborg is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and four years of industry experience. He has been with Citigroup since 2019 and has prior work history in logistics and food service. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs that utilize multi-asset, multi-manager strategies through both discretionary and non-discretionary approaches. The firm operates at a large institutional scale with in-house research capabilities and provides services including brokerage execution, custody, derivatives, and futures.

Scott Francis is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Penn Mutual Life Insurance Company and Allied Wealth Partners, among others. In addition to his advisory role, he serves as a member of the Hopatcong Board of Education. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options alongside custody and brokerage services.

Peter Mccleary is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with eight years of industry experience. His prior experience includes roles at Cantor Fitzgerald & Co. and a period in full-time education before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Helen Wong is a financial advisor at Citigroup Global Markets with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2007. 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 with robust oversight and combines large institutional scale with unique market roles and arrangements.

Zhihua Yang is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2011. He holds the Series 63 designation and is based in New York, NY. 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 wide range of programs and advisory services including equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches tailored to client objectives.

James Galbraith III is a CFP®-designated financial advisor with 34 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC, having previously worked at firms including Steward Partners Global Advisory, Wells Fargo Advisors, and A. G. Edwards & Sons. In addition to his advisory work, he operates Galbraith Wealth Management, a non-investment related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines client goal assessments with discretionary and non-discretionary management, utilizing proprietary platforms and third-party strategists.

Christian Kosik is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Fahnestock & Co., Inc., a division of Oppenheimer, since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and services, including asset management, consulting, and retirement planning, with a focus on both discretionary and non-discretionary account management.

John Fauci is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2009. Outside of his advisory role, he is a 25% owner and member-manager of LPFS 1 Holdings LLC, a residential rental property business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering 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, including in-house research, derivatives trading, and bespoke discretionary solutions for very large clients.

Jason Rogers is a Certified Financial Planner® (CFP®) with seven years of industry experience. He currently works at Schwab Wealth Advisory and has held positions at firms including Fisher Investments and Merrill Lynch. Outside of his advisory work, he is involved with Toro Management LLC, a real estate management business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within Charles Schwab and does not directly charge fees to clients for its services.

Roger Felberbaum is a financial advisor at Oppenheimer with 61 years of industry experience. He has previously worked at RBC Capital Markets LLC and City National Bank. He is the president of the Felberbaum Family Foundation, a family foundation established for charitable donations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Brian Dorflinger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Raymond James Financial and Kennedy Insurance Services. Outside of advisory work, he is also an Uber driver and operates a property and casualty business through Edgewood Associates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines technology platforms and a range of investment strategies, frequently implementing advice through third-party managers and turnkey asset management programs.

Erik Donohue is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2007, including roles at Citi Private Bank and Deutsche Bank Securities. 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 and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Donna Sabatino is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner since 2020. Prior to joining Mariner, she worked at Wealth Health, LLC for five years. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and it provides integrated tax and accounting services alongside financial wellness programs for employer clients.

Juan Quiroz Vergara is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup since 2016. 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 utilizes multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Michael Rovito is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2007. Outside of his advisory role, he works as a part-time food delivery driver on weekends. 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 and maintains unique market roles, including in-house research and swap dealer activities, supporting large and complex client relationships.

Kayla Rodriguez is a CFP®-certified financial advisor with seven years of industry experience. She has worked at Mariner Wealth Advisors since 2018 and previously spent four years at Glen Eagle Advisors, LLC. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios supported by an Investment Committee and combines in-house research with third-party managers across a wide range of strategies, including alternatives and digital assets.

Elizabeth Espinal is a financial advisor at TIAA-CREF with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, LLC and Santander Securities, LLC. She is based in Princeton, NJ. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm provides discretionary management through model portfolios and customized solutions, applying a fiduciary standard within a vertically integrated structure that includes affiliated funds.

Ariola Turdiu is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Citizens Securities, Inc. and HSBC Securities (USA) Inc. in New York, NY. 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, swap dealing, and futures commission merchant services.