Olaolu Aganga is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 65 registrations. His prior experience includes roles at Goldman Sachs, BlackRock, Mercer Investments, and MGI Funds Distributors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research and roles as a swap dealer and futures commission merchant.

Jenna Rodes is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding a Series 66 designation and 11 years of industry experience. She has worked with various divisions of TD Bank since 2014. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a blend of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Brandon Wester is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. His work history includes roles at Commonwealth Financial Network since 2021, as well as positions at Access Securities and Country Financial. He also has experience connected to the University of Portland. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services and provides operational, trading, compliance, and practice-management support to affiliated advisors, with investment solutions including discretionary model portfolios and personalized indexing options.

Rea Cranwell is a Series 66 licensed advisor with three years of industry experience, currently with Citigroup Global Markets in New York. Prior to joining Citigroup, Cranwell held various roles including positions at the University of Miami and the Monmouth County Prosecutor's Office. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs with both discretionary and non-discretionary approaches. The firm is notable for its large institutional scale, internal research capabilities, and specialized market roles such as acting as a swap dealer and futures commission merchant.

Michael Kohl is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at multiple Steward Partners entities since 2017 and previously at Raymond James Financial Services from 2017 to 2022. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management, financial planning, and consulting services.

Eric Ramirez is a financial advisor at Citigroup Global Markets with a Series 66 license and one year of industry experience. His prior work includes positions at PwC, Goldman Sachs & Co., and various roles outside the financial sector. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a 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, supported by internal standards and oversight committees.

Cynthia Howells is a CFP® and CFA® charterholder with three years of industry experience. She is currently with Schwab Wealth Advisory and previously worked at Equitable, Capital Management Group of New York, and Sagemark Consulting, Lincoln Financial Associates. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Efrain Torres is a financial advisor at TIAA-CREF in New York, NY, holding Series 63 and Series 66 licenses with 23 years of industry experience. His prior experience includes roles at Santander Securities, LLC, Santander Bank, NA, and J.P. Morgan Securities. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals with connections to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm separates its point-in-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund while operating within a vertically integrated group utilizing affiliated funds.

Marshall Lucas is a Series 66 licensed financial advisor with seven years of industry experience, currently with Citi Private Bank. His previous roles include positions at the Prescott Group and real estate firms such as Dave Perry Miller Real Estate and Wingert Real Estate. He also worked at SMU Grill Guys and Southern Methodist University early in his career. 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 large institutional scale alongside unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Debra Goodstein is a financial advisor at SPC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Ic Advisory Services Inc, The Investment Center Inc, and Levine & Associates. In addition to her advisory role, she is also licensed as a life and long-term care insurance agent. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that integrates affiliated broker-dealers and insurance agencies to provide a broad range of services.

Steven Schacter is a financial advisor with Primerica Advisors in New York, NY, holding a Series 63 designation and over 31 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities in various capacities since 1985. Outside of his advisory role, Schacter is involved with Adjust Inc., a business selling life, disability, and annuity products. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Tyler Tanen is a financial advisor at Truist Advisory Services with a Series 65 designation and three years of industry experience. He has worked at Truist Advisory Services and Truist Securities since 2021 and spent three years employed by the University of Rochester prior to that. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated approach with affiliated broker-dealer and banking services.

Lauren Waldo is a CERTIFIED FINANCIAL PLANNER™ at Corient with five years of industry experience. She previously worked at Inverness Counsel, LLC for eight years before joining Corient in 2023. Waldo also serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charities, and corporations. The firm uses a goals-based, team investment approach that combines internal strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

Dustan Zavatsky is a CFP® professional at Cerity Partners LLC with three years of industry experience. He previously worked at IndexIQ Advisors LLC for five years. He serves on the board of directors and investment committee for The Peninsula College Fund, an endowment supporting first-generation college students. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, charitable organizations, foundations, endowments, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Robert Brous is a financial advisor with NewEdge Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Outside of his advisory role, Mr. Brous is the Managing Principal of Advisium Wealth Management, LLC, where he handles accounting and HR functions. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

Tracey Schusterman is a CFP® with 40 years of experience in the financial services industry. She has worked at Janney Montgomery Scott since 2017, with prior roles at RBC Capital Markets and UBS Financial Services. Tracey is based in New York, NY. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Sunny Lee is a financial advisor at TD Private Client Wealth LLC based in New York, NY. He holds the Series 66 designation and has experience working at TD Bank NA since 2022 as well as prior roles at Ridgewood Savings Bank and Frekhtman & Associates. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm’s investment approach includes strategic and tactical asset allocation through proprietary portfolios and a combination of affiliated and third-party managers.

Andrew Kim is a financial advisor at Corient with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Prudent Investor Advisors, Dowling & Yahnke, and Stevens First Principles. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools.

Jonathan Tulman is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has worked at Citibank, N.A. and Citi since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies using both discretionary and non-discretionary approaches, combining large institutional scale with specialized market roles.

Keith Mellen is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has worked at Eagle Strategies since 2021 and previously spent 13 years at Park Avenue Securities. His current roles also include positions with Nylife Securities LLC and New York Life Insurance Co. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers various program types, focusing on tailored recommendations and managing a majority of assets on a non-discretionary basis.