Jorrell Best is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Citigroup, he worked at Pan American Life Insurance Group from 2016 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with oversight committees and utilizes both discretionary and non-discretionary programs.

Zachary Wilkes is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at CitiBank, Bank of America, Merrill, Constellis, Wells Fargo Advisors, and American University. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and market roles such as swap dealing and futures commission merchant activities.

Muhammad Shahzad is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2017, following four years at Peoples United Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

George Kurosawa is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at KeyBanc Capital Markets Inc. and Fisher Investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as operating as a swap dealer and futures commission merchant.

Emilene Andrews is a Series 66-licensed financial advisor at Citigroup Global Markets with 16 years of industry experience. She has been with CITI Private Bank since 2010 and has a longer tenure with Citibank NA dating back to 2003. Citigroup Global Markets serves individual and institutional clients across various 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 both discretionary and non-discretionary programs and operates with institutional scale and specialized market roles, including derivatives and futures services.

Monica Amador Potts is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Oppenheimer & Co., JPMorgan Chase Bank, and Regions Bank. 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 through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Alexa Paiva is a Series 66-licensed financial advisor at Citigroup Global Markets with three years of industry experience. She previously worked at UBS Financial Services and People's Alliance Federal Credit Union. Outside of finance, she has experience working in the food service industry at Strathmore Bagels. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including swap dealer and futures commission merchant activities.

Chi Lam is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. Prior to joining Citigroup in 2022, he worked at JP Morgan Chase Bank N.A. for four years and at Scottrade from 2016 to 2018. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees, and combines large institutional scale with unique market roles and arrangements.

Kevin Johnson is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets since 2017, following four years at JP Morgan Securities LLC. Based in New York, NY, his career spans significant roles at major financial institutions. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Philip Corrales is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at the University of Miami and Compass Management and Consulting. 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 utilizes multi-asset, multi-manager strategies with oversight committees to select and monitor managers and combines large institutional scale with unique market roles and commercial arrangements.

Cenovio Melendez is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2021. Prior to that, he held various roles at Wells Fargo entities from 2008 to 2021. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research, derivatives services, and bespoke discretionary solutions.

Paul Giscard is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds a Series 66 credential and has been with Citigroup since 2013. Based in Miami, FL, he operates within one of the largest enterprise firms serving a diverse client base. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains substantial institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Daniel Gardner is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 licenses and six years of industry experience. He has previously worked at Empower Financial Services, Ally Invest Advisors, and Fidelity Brokerages Services LLC, among other firms. Gardner is based in New York, NY. 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 through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles such as acting as a security-based swap dealer and futures commission merchant.

Mosi Li is a CFA® charterholder with series 66 and 63 licenses, currently serving as a financial advisor at Citigroup Global Markets in Los Angeles. He has five years of industry experience, including prior roles at Bank of America and Merrill. Outside of his advisory work, he owns and operates Alle James LLC, a retail business selling personal clothing items. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and acting as a security-based swap dealer and futures commission merchant.

Dennis Mclaughlin is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CitiGroup since 2018, following eight years at Wells Fargo Advisors LLC. Based in New York, NY, he is part of a large team of advisors servicing diverse client needs. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and acting as a security-based swap dealer and futures commission merchant.

Hubert Cruz is a Series 66-registered financial advisor with Citigroup Global Markets in Miami, FL, where he has worked since 2007. He has 25 years of industry experience. Outside of his advisory role, Cruz is an owner and landlord of a rental property in Miami. 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 with both discretionary and non-discretionary options, supported by internal standards and oversight committees.

Justin Pagan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Citigroup since 2015. Outside of his advisory role, he serves as Marketing Manager for Jade Management Services LLC, a medical management company focused on cosmetic medical services. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm’s scale and market roles include in-house research, derivatives and futures services, and bespoke solutions for large clients.

Kwan Yoon is a financial advisor with Citigroup Global Markets in Los Angeles, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs and execution services, combining institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Joseph Cothron is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at Deutsche Bank Securities Inc. from 2011 to 2019. Citigroup Global Markets serves individual and institutional clients across various 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 and provides a broad range of advisory and execution services.

Mahanoor Hussain is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds the Series 66 designation and has worked at Citigroup since 2023, with previous roles including positions at Deutsche Bank and the University of Miami. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant operations.