Dylan Maziarz is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services, Morgan Stanley, and Gian-Grasso & Tomczak P.C. prior to joining Oppenheimer. Outside of finance, he has experience with DoorDash and has been involved in academic roles at Loyola University of Maryland and St. Joseph's Preparatory School. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions, while also serving as a qualified custodian and providing both discretionary and non-discretionary investment management programs.

Cristina Garcia is a Series 66-licensed financial advisor at Citigroup Global Markets in New York, NY, with two years of industry experience. Prior to joining Citigroup, she worked at Onnit Labs Inc. and held teaching positions at the University of Texas at Austin and the University of Texas at San Antonio. Outside of her advisory role, she is involved in managing a rental property in Austin, TX. 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 maintains institutional-scale operations, including in-house research, swap dealer activities, and bespoke discretionary solutions for large relationships.

Michael Dwyer is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with Eagle Strategies since 2012 and has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2009. He serves as a board member of the Harbor Green Shore Club, a local community organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Anton Gringut is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. He has worked at Citigroup Global Markets since 2020 and previously held positions at Fiera Capital and Oppenheimer Asset Management. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.

Zachary Weinstein 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 Barclays, UBS Financial Services, Van Wagner Sports & Entertainment, and Crystal Plaza Group. Citigroup Global Markets serves individual and institutional clients across a range of 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, providing broad advisory and execution services as well as bespoke solutions for very large relationships.

Michael Whittemore is a CFP® and CFA® with 18 years of experience in the financial advisory industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2019, including time at its affiliated entity Beacon Pointe Wealth Advisors, LLC. His prior experience includes roles at Heller Wealth Advisors, LLC and U.S. Trust - Bank of America. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer solutions to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across multiple asset classes.

Shelly Wong is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at Deutsche Bank Securities, HSBC Securities, and Novus Partners. 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 leverages its institutional scale and specialized market roles to provide diverse solutions, including discretionary mandates and alternative product exposures.

Matthew Nirenberg is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2008. He holds a Series 63 license and is based in Briarcliff Manor, NY. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and private-fund management. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies, with a distinctive approach that includes acting as a qualified custodian and utilizing commission-based advisory programs.

Johanna Mussche is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 23 years of industry experience. She has worked at Citigroup since 2018 and previously spent five years at UBS Financial Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs alongside 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 unique market roles and arrangements.

William Smalls is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has four years of industry experience and previously worked with NYLife Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as president of the Deacon's Union and Women's Auxiliary of Monmouth & Adjacent Counties, focusing on promoting and establishing Christian education. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers a range of program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Hailey Roberti is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding Series 63 and Series 65 licenses and with one year of industry experience. Prior to joining Eagle Strategies, she was affiliated with Merrill and has held various roles outside finance, including positions at Newtown Athletic Club and Daddy O Hotel. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored recommendations through multiple program types and emphasizes fiduciary responsibilities, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alexander Filosa is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2016. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

David Collis is a CFA® charterholder with 18 years of industry experience. He is currently a financial advisor at Citigroup Global Markets, where he has worked since 2019. Prior to joining Citigroup, he held positions at Anchor Consultants and P1 Analytics Inc. Collis is also involved as a member and partner in an investment-related business focused on strategic management decisions outside securities trading hours. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal oversight committees and a combination of in-house research and unique market roles.

Natalia Vazquez Radoszycki is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and JP Morgan Chase Bank NA. 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 supported by internal standards and oversight committees and operates with a combination of large institutional scale and unique market roles.

Connor Cassidy is a financial advisor at Oppenheimer with Series 66 and Series 63 licenses and three years of industry experience. He previously worked at Morgan Stanley, Bank of America, and PNC Financial Services. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varying investment approaches across equity, balanced, and fixed income strategies and manages approximately $36.7 billion in assets as of December 31, 2025.

Tonisha Kerr is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses. She has recent experience at several firms including Northwestern Mutual and Canaras Capital Management, with an overall industry tenure starting in 2015. Kerr has also been self-employed since 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm’s integrated approach includes point-in-time financial plans and optional managed account solutions delivered through proprietary platforms.

Diego Almau Gonzalez is a financial advisor at Citigroup Global Markets with a Series 66 designation and experience at firms including BlackRock and Grupo Solfin. His background also includes roles in academia and environmental consulting. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services with a focus on multi-asset, multi-manager strategies and comprehensive risk oversight.

Christopher Risko is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Signature Realty, Horner Townsend and Kent, and Penn Mutual Life Insurance Company. In addition to advisory work, he is involved in managing sales agents and placing insurance products with affiliated companies. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios and provides discretionary and non-discretionary investment programs.

Michael Fritz is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously been affiliated with Goldman Sachs in various capacities since 2022. Prior to joining Goldman Sachs, he spent four years at Fairfield University and seven years at La Salle Institute. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm utilizes strategic allocation models and third-party analytics, including AI, to tailor investment solutions within the broader Goldman Sachs ecosystem.

Michael Bokach is a financial advisor at Valic Financial Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Valic Financial Advisors since 2018, with prior roles at Agia, 1Force, and Keypoint Government Solutions. Outside of his advisory work, he is involved with Agia as an agent focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts on Envestnet’s platform and incorporating tax-aware and ESG overlay options.