Luis Juarez Reyes is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2021. His prior experience includes roles at Columbia University, Metabase Q, and the Ministry of Finance and Public Credit. 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 in-house research and security-pricing activities, operating at a scale that includes roles as a security-based swap dealer and futures commission merchant.

Joseph Koehler is a financial advisor with LPL Financial in Garden City, NY, holding CFP® certification and Series 63 and 65 licenses. He has 32 years of industry experience and has been affiliated with LPL Financial since 2005 and Private Advisor Group since 2013. Outside of his advisory work, he is involved with Reewire Holdings Pte Ltd, a technology company. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Leonardo Ramirez is a financial advisor at AE Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Aegis Capital Corp and National Life Group. Outside of his advisory role, he is also an insurance agent involved in explaining annuities to prospects. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, charities, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, operating a platform that integrates both internal and third-party investment models.

Darrell Marques is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2004. Marques is also active as an insurance agent specializing in multi-line insurance and life insurance brokerage, including portfolio construction for advisory accounts. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, providing advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

Nicholas Miradoli is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to entering the financial industry, he worked at Strathmore Vanderbilt Country Club for seven years and at Manhasset Secondary School for four years. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services alongside financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services including lending solutions and donor-advised funds.

Albert Donofrio is a financial advisor at TIAA-CREF with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Empower Advisory Group, Agia, and Valic Financial Advisors. Based in New York, NY, he joined TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and corporate entities. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Arnold Taub is a financial advisor at Oppenheimer with 58 years of industry experience. He has been with Fahnestock & Co. Inc., a division of Oppenheimer, since 2003. Taub holds Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with services including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation across multiple asset classes, with both discretionary and non-discretionary management options.

Joseph Ruiz is a financial advisor with Empower Advisory Group in Brooklyn, NY, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at GWFS Equities, Inc. and New York Life Insurance Company. Ruiz is not personally involved in his family’s real estate business, though he discloses the relationship due to joint tax filing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering long-term focused financial plans and managed account options.

Alexandra Comaniciu is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and two years of industry experience. Her background includes roles at TD Bank N.A., Swarthmore College, George Washington University, Siemens Healthineers, and Lawrenceville School. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, providing portfolio management, access to mutual funds, ETFs, and separately managed accounts through a combination of affiliated and third-party investment managers.

Roger Forman is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has worked previously at HSBC Securities (USA) Inc. and Wells Fargo Clearing. Forman is based in New York, NY. 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 combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.

Jillian Lam is a financial advisor at Cerity Partners LLC with nine years of industry experience. She holds a Series 65 designation and previously worked at AJ Wealth for ten years before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Nicholas Colangelo is a financial advisor at Cerity Partners LLC with eight years of industry experience. He previously worked at Goldman Sachs & Co. LLC for ten years and at Shade Tree Advisors LLC for one year. Colangelo holds a Series 66 designation and is also an independent licensed insurance agent in New York. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, charitable organizations, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Rodney Van Vlerken is a CFA® and financial advisor at Hightower Advisors with 11 years at the firm and 2 years of industry experience. He is based in New York, NY. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Christopher Distaulo is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its combination of large institutional scale and specialized market roles.

James Lebenthal is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2017. Prior to this, he worked for ten years at Lebenthal Asset Management. He also appears as an on-air commentator for CNBC, contributing over 12 hours per month. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Jeames Castillo is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Citigroup since 2018 and previously held roles at HSBC Securities USA Inc., HSBC Bank USA National Association, and JP Morgan. 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 and operates with in-house research and specialized market roles uncommon among peers.

Claribel Henriquez is a financial advisor with Eagle Strategies (NY Life) in New York, NY. She holds Series 65 and Series 63 licenses and has four years of industry experience. Her work history includes roles at Eagle Strategies LLC and NYLIFE Securities LLC, as well as prior experience with New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a large portion of assets on a non-discretionary basis.

Robert Lee is a financial advisor with OSAIC Institutions, Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Infinex Investments, Inc., Popular Bank, and CitiGroup. He also serves as a private banker at Popular Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model that combines discretionary and non-discretionary management.

Francis Mulvey is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at J.P. Morgan Securities, StoneX Financial Inc., Exoduspoint Capital Management, Stifel Nicolaus & Co Inc, and SG Americas Securities, LLC. 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 employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles including in-house research, swap dealing, and futures commission services.

Jacob Pusateri is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2012. Outside of finance, he is involved as a producer for a film titled "Coaled Blood," assisting with budgeting and production management. Citigroup Global Markets 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 and maintains large-scale institutional capabilities alongside specialized market roles.