Shana Dimarco is a financial advisor at Equity Services, Inc. with four years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at National Life Group, NYLIFE Securities LLC, New York Life Insurance Company, and Nexstar Media Group. Outside of her advisory role, she is active as an independent contractor for Uber Eats. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a range of third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Ted Ryoo is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Spinnaker Capital LLC, Bank of New York Mellon, and served on the faculty at Brandeis International Business School. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment advisory programs and brokerage services. The firm operates with large institutional scale and provides bespoke discretionary solutions alongside its broad set of advisory and execution capabilities.

Douglas Pi is a financial advisor at Equity Services, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including WealthBridge Financial and Ameritas Investment Corp. Outside of his advisory role, he is also an insurance agent affiliated with National Life Insurance Company. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Jonathan Picchione is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 designation with two years of industry experience. Prior to joining Cerity Partners, he spent eleven years in full-time education. Cerity Partners serves a diverse client base including individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Lise Christine Mason is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022, with prior experience including roles at AllianceBernstein LP and various positions at Swarthmore College. Citigroup Global Markets serves individual and institutional clients across private banking, wealth management, and workplace segments, offering a broad 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.

Ramon Ardaya is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Morgan Stanley and Citibank, along with work experience in various sectors such as food service and education. Citigroup Global Markets serves individual and institutional clients across wealth management segments with multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer operations, and customized lending and discretionary solutions for high-net-worth clients.

Diane Aurelio is a CFP® and Series 66 designated advisor with 17 years of industry experience. She has been with Transamerica Retirement Advisors, LLC since 2014, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement planning guidance, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Gillian Parrett is a Series 66-licensed financial advisor with Citigroup Global Markets, based in New York, NY, and has three years of industry experience. Prior to joining Citigroup in 2023, she worked at Sanikind in 2021. She has also been engaged as a student at Hobart and William Smith Colleges since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, custody, and derivatives services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles including swap dealer and futures commission merchant activities.

Claire Horner is a financial advisor at Citigroup Global Markets Inc. holding a Series 66 designation. She has accrued experience through various roles at Citibank and Washington and Lee University, with additional work at Lewis Media Company and as a self-employed caregiver. Citigroup Global Markets Inc. serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary investment solutions.

Adam Katz is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, Bank of America, Kore Private Wealth, and CIPW Service Company before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments when appropriate.

Max Kimmel is a financial advisor with Citigroup Global Markets in New York, holding Series 63 and Series 65 designations and nine years of industry experience. He has been with Citigroup since 2016. 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 combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Kole Schleimer is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2019. In addition to his advisory work, Schleimer has been involved with K&S Solutions LLC and Cleat Shield LLC since 2015 and previously worked at Kean University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary advisory services.

Nicholas Wilcox is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. His background also includes roles in education and various service positions. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with third-party strategies and direct security selection, providing access to alternative and private market solutions for qualified clients.

Elizabeth Blanchard is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has worked at Kestra Advisory since 2016 and previously was with Sopher Financial Group for two decades. Blanchard is also the owner and president of Front Porch Financial LLC, where she continues to provide financial advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary services, employee education, and plan-level investment advice while managing approximately $79.8 billion in assets and serving a range of clients from plan sponsors to sovereign wealth funds.

Sheri Pak is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2022, following seven years at HSBC Securities (USA) Inc. She is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and has notable in-house research capabilities and market roles, including acting as a swap dealer and futures commission merchant.

Joshua Rodriguez is a financial advisor with Citizens Securities, Inc. in Matawan, NJ, holding the Series 63 and Series 66 licenses. He has 10 years of industry experience, including prior roles at Citigroup, New York Life Securities, and JPMorgan Chase. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital portfolio program managed in partnership with SigFig and a Managed Account program.

Brian Rosevear is a financial advisor at Citigroup Global Markets with eight years of prior experience at Morgan Stanley. He holds a Series 66 designation and is based 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 unique market roles, including in-house research, derivatives services, and bespoke solutions for very large relationships.

Raiford Chappell is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Cerity Partners LLC with one year of industry experience. He previously worked at Merrill from 2024 to 2026 and has experience at other firms including TransTech and Wilmington Expogo. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment approach that combines quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Justin Murphy is a CFP® with 14 years of experience in financial advising. He is currently with Cerity Partners LLC and has previously worked at Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The AYCO Company, L.P./Mercer Allied. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm employs a customized wealth management approach centered on client-specific investment profiles and asset allocation, offering access to alternative and private market solutions alongside traditional investment management and financial planning services.

Donna Donaldson is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2010. Outside of her advisory role, she is a self-published author focused on Christian-themed works. 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 discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.