Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Catherine T

Series 63, Series 65

New York, NY

Citigroup Global Markets

Catherine Turullols is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 22 years of industry experience. She has been with CITI Private Bank since 2010 in New York, NY. 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 combines large institutional scale with roles as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Jiqian Z

Series 66

New York, NY

Citigroup Global Markets

Jiqian Zhao is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and two years of industry experience. Prior to joining Citigroup, Zhao worked at Pacific Western Bank and Brinc, and has academic experience at Boston College. Outside of financial advising, Zhao is the marketing lead and co-founder of BlossomsAI LLC, an educational software company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging in-house research and distinctive market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Santiago R

Series 66

New York, NY

Citigroup Global Markets

Santiago Romero is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Banco Santander, and held academic positions at Georgetown University and The George Washington University. 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 operates with considerable institutional scale and specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Jason L

Series 63, Series 66

Mission Viejo, CA

Citigroup Global Markets

Jason Lilly is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He has held positions at Citigroup since 2011, with additional roles at LPL Financial and California Bank and Trust. Lilly holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with significant institutional scale and operates in unique market roles, including as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Vanessa F

Series 65, Series 63

Miami, FL

Citigroup Global Markets

Vanessa Foltinger Garcia is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Her prior roles include a decade at JPMorgan Chase Bank and J.P. Morgan Securities, as well as positions at Solidcore and Town Tennis Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Tarina R

Series 63, Series 66

Oak Brook, IL

Citigroup Global Markets

Tarina Rodgers is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds the Series 63 and Series 66 designations. Before joining Citigroup in 2022, she worked at Merrill, the University of Phoenix, J.P. Morgan Securities, and JP Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Christina B

Series 63, Series 66

Fort Lee, NJ

Citigroup Global Markets

Christina Bouphavan is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2006. 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 combines large institutional scale with unique market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Sofia M

Series 63, Series 65

Chicago, IL

Citigroup Global Markets

Sofia Mondragon Castillo is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Citigroup Global Markets serves a broad range of individual and institutional clients, 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 and security pricing, and provides a variety of advisory, execution, and custody services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Marissa S

Series 66

New York, NY

Citigroup Global Markets

Marissa Sheridan is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Her prior work includes roles at Tiaa, Tanorama, Kay Jewelers, and several service-oriented companies. 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 and is notable for its large institutional scale and unique market roles, including in-house research and derivatives trading.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

James D

Series 63, Series 65

New York, NY

Citigroup Global Markets

James Desharnais is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 unique market roles, providing investment advisory, execution, custody, and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Emilio R

Series 66

Miami, FL

Citigroup Global Markets

Emilio Rodriguez is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across several segments including workplace, high-net-worth, and ultra-high-net-worth, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Juan R

Series 63, Series 65

New York, NY

Citigroup Global Markets

Juan Ramos is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2018, following a six-year tenure at J.P. Morgan Securities. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees, and it operates with large institutional scale and complex market roles that distinguish it from peers.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Brooke B

Series 66

Melville, NY

Citigroup Global Markets

Brooke Blumberg is a financial advisor at Citigroup Global Markets with a Series 66 license and three years of industry experience. Prior to joining Citigroup, Brooke worked at Vanderbilt University for four years and spent nine years in education at Half Hollow Hills High School East and West Hollow Middle School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains sizable institutional capabilities, including in-house research and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Nairon M

Series 66

West Orange, NJ

Citigroup Global Markets

Nairon Majeed is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles such as swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Katarina M

Series 65, Series 63

Tampa, FL

Citigroup Global Markets

Katarina Milojevic is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds the Series 65 and Series 63 designations and has worked at Citigroup since 2018, with prior roles at Raymond James and Franklin Templeton. Outside of her financial career, she was involved with the St. Pete Volleyball Club for five years and worked at the University of Tampa for two years. Citigroup Global Markets serves individual and institutional clients across a wide range of wealth segments, offering multi-asset, multi-manager investment strategies through various advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, providing customized solutions for high-net-worth clients.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

William N

Series 63, Series 66

New York, NY

Citigroup Global Markets

William Nastasi is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. Citigroup Global Markets is notable for its multi-asset, multi-manager strategies and its combination of large institutional scale with specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Alexander A

Series 66

Turlock, CA

Citigroup Global Markets

Alexander Aliagaauqui is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. His prior roles include positions at U.S. Bancorp Advisors, U.S. Bank, Bank of America, Merrill Lynch, and BBVA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a 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 significant institutional capabilities including in-house research and unique market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Gloria G

Series 66

New York, NY

Citigroup Global Markets

Gloria Gomez Orourke is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 66 designation and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with in-house research and oversight committees to manage and monitor investments.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Teresa R

Series 63, Series 65

Jacksonville, FL

Citigroup Global Markets

Teresa Radzinski is a financial advisor at Citigroup Global Markets with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for 12 years. Radzinski serves on the fundraising committee for Flagler College, contributing her business background to institutional advancement efforts. Citigroup Global Markets serves individual and institutional clients with a range of investment advisory programs and custody services, employing multi-asset, multi-manager strategies across various client segments including workplace, high-net-worth, and ultra-high-net-worth investors.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Rose M

Series 66

New York, NY

Citigroup Global Markets

Rose Marini is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has worked at Citigroup since 2019. Prior to her financial career, she was employed at Lehigh University, Johnny Fries Restaurant, and Marini & Manci Dentistry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")