Ali Salazar 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 Wells Fargo Clearing and A C Stern Business Consulting. He is based in Thousand Oaks, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Maria Linares is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Linares is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains in-house research and security-pricing activities.

Christopher Haley is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and five years of industry experience. His work history includes roles at Citibank, Merrill, and Centaurus Financial. Outside of finance, he spent seven years involved with The Blue Crab. 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 leverages its large institutional scale alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Melissa Abas is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA and HSBC Securities (USA) Inc. from 2016 to 2022. 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 and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Dongyue Lyu is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo, HSBC Securities, HSBC Bank USA, and Cathay Bank. Citigroup Global Markets Inc. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by in-house research and unique market roles such as swap dealing and futures commission merchant activities.

Drew Newman is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He has worked at Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Alexis Switzer is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and two years of industry experience. Prior to joining Citi Group in 2025, Alexis worked at Equitable Advisors, LLC for one year and has a background that includes academic and retail roles. 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 is notable for its large institutional scale, in-house research, and unique market roles such as operating as a swap dealer and futures commission merchant.

Bogdana Sokolov is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2015. Outside of her advisory role, she owns and instructs at Hayatidance, a dance studio in Buffalo, NY, where she also performs. 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 combines large institutional scale with specialized market roles and multi-asset investment strategies.

David Giuffrida is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and nine years of industry experience. His work history includes roles at Citigroup since 2019, Millennium Limited Partners in 2017 and 2018, and JP Morgan Securities from 2013 to 2017. 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 and combines large institutional scale with unique market roles and arrangements.

Jimena Galindo is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. Her prior roles include positions at Anchor Consultants, Tapestry Inc., Global Americans, Urban Outfitters Inc., and Fordham University. Citigroup Global Markets serves individual and institutional clients across various 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 maintains unique market roles, including in-house research and security pricing, as well as acting as a security-based swap dealer and futures commission merchant.

Norbert Lieblang is a CFP® professional with 27 years of industry experience, currently advising at Citigroup Global Markets since 2022. His prior experience includes roles at Pruco Securities, LLC, Prudential Insurance Company of America, and Allstate Insurance Company. He serves as a board member of the Apple Country Homeowners Association. 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, as well as brokerage, custody, and derivatives services.

Brennan Wayland is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 66 credentials. His prior work history includes roles at Wells Fargo Clearing Services, JPMorgan Chase Bank, and Commerce Bank. Outside of his advisory work, he coaches soccer with STLDA, a position he has held since 2014. 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 specialized market roles, including derivatives and futures services.

Carlos Henriquez is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 14 years before joining Citigroup in 2026. Outside of his advisory role, he is a sole proprietor involved in renting part of his primary residence. 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 and operates with significant institutional scale, including in-house research and a unique role as a swap dealer and futures commission merchant.

Julio Alejandro Torres Lopez is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He previously worked at Banco Nacional de Mexico and Dell Mexico before joining Citibank NA in 2022. Based in New York, NY, he has spent his career in banking and financial services. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs and execution services. The firm employs internal standards and oversight committees to manage multi-manager strategies, combining large institutional scale with unique market roles including swap dealing and futures commission merchant activities.

Rita Lee is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup since 2018, following a long tenure at Citibank NA from 1995 to 2018. Outside of her advisory role, she provides in-home supportive services to a family member. 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 services.

Scott Borg is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2016 and 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles including in-house research, security pricing, and futures commission merchant activities.

Irene Tagarelli is a financial advisor at Citigroup Global Markets with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Santander Securities, LLC and Santander Bank, NA. 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 uses multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Geetika Mehrotra is a financial advisor at Citigroup Global Markets with 19 years of industry experience and holds a Series 66 credential. Prior to joining Citigroup in 2026, she worked for Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. 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 large institutional capabilities, including in-house research and specialized market roles.

Andre Carter is a CFP® with nine years of industry experience currently serving at Citigroup Global Markets. His prior experience includes roles at Ameriprise Financial Services, Securities America, and OSAIC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles and partnerships, providing a broad range of advisory, execution, and custody services.

Nathan Afshin is a CFP® professional with eight years of experience in the financial industry. He is currently an advisor at Citigroup Global Markets, having joined the firm in 2024. Prior to this, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2018 to 2024, Edward Jones from 2017 to 2018, and Bank of America from 2013 to 2017. 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 maintains unique market roles such as operating as a swap dealer and futures commission merchant.