Jeanette Bishop

Daniela Vasquez Izquierdo is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 designations and two years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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 maintains in-house research, security pricing, and unique market roles such as swap dealer and futures commission merchant.

Teng Lin is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Citigroup, Teng worked at Queens College and Queens Borough Community College. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market functions.

Joseph Karcic is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has held his current position at Citigroup Global Markets since 2012. He holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies underpinned by internal standards and oversight committees, and it leverages its significant institutional scale and distinctive market roles in its service offerings.

Zachary Hess is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience following prior service in the United States Navy. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charities, offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning and delivers structured Tailored Professional Services engagements alongside discretionary asset management through in-house portfolio models.

Chandler Dodge is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and serves as a Second Lieutenant in the Virginia Army National Guard, where he oversees fire direction for a field artillery battery and performs administrative and supervisory duties. Prior to joining First Command, his background includes roles in both military and civilian sectors. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a platform offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes face-to-face financial coaching and structured 12-month planning engagements, with specialized services for active-duty military clients.

Isaac Critchlow is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, MML Investors Services, MassMutual, and Jackson National Life Distributors. He is the proprietor of Elevate Financial Group, a life insurance brokerage providing financial services and advice. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm offers financial planning, consulting, and retirement plan services, utilizing third-party asset manager platforms and a range of investment strategies.