Guilherme Moreira Garcez is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Thrivent Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles including research, security pricing, and derivatives services.

Kevin Neacy is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Cabrera Capital Markets, Northwestern Mutual, and The Sagamore Resort. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives operations.

Akira Kuwada is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Citigroup and Citibank since 2017. Outside of finance, Kuwada provides sport consulting services and works as a tennis and padel instructor through his own business. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies across discretionary and non-discretionary programs and maintains unique market roles such as swap dealing and futures commission merchant activities.

David Harris is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including USAA Financial Advisors and CUSO Financial Services. Outside of his advisory role, he owns and operates a small single-family home rental business in San Antonio. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Daniel Leibforth is a financial advisor with Citigroup Global Markets in Chicago, IL, holding a Series 66 license and 14 years of industry experience. He has been with Citi since 2012. Outside of his advisory role, he manages DLJB Ventures LLC and 532 Capital LLC, where he focuses on investment and real estate opportunities. 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 unique market roles, including in-house research and derivatives services.

Richard Knuth is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Santander Securities, Ameriprise Financial Services, and Allstate Financial Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including derivatives and futures services, and provides customized solutions for high-net-worth clients.

Robert Cornilles is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked exclusively at Citigroup since 2019, with earlier roles at EPIC Ventures and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments with multi-asset, multi-manager investment strategies. The firm combines large institutional scale with unique market roles, offering a broad range of advisory programs and execution services.

John Kuhn is a CFA® charterholder with a Series 66 license, currently advising at Citigroup Global Markets. He has nine years of prior experience at Morgan Stanley Investment Management before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a diverse range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities including in-house research, derivatives services, and customized discretionary solutions.

Anthony Roderick is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. His professional background includes roles at Citibank and Converse, as well as a four-year period at Northeastern University. He 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 execution services. The firm implements multi-asset, multi-manager strategies and maintains large institutional scale combined with specialized market roles and arrangements.

Michael Hill is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and Fidelity Brokerage Services. Citigroup Global Markets serves individual and institutional clients across a range of wealth management segments, offering diverse investment advisory programs and broker-dealer services. The firm combines multi-asset, multi-manager strategies with institutional-scale resources and specialized market roles.

Emily Wasco is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2021, following 14 years at Merrill. 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, including in-house research, security pricing, and derivatives services.

Phyllis Afriyie is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is the owner of Prime Textile Group LLC, a dry cleaning business based in Rockville, MD. 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 and maintains large institutional scale with specialized market roles, including in-house research and derivatives services.

Ryan Trainor is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, with prior roles at Morgan Stanley and Toscafund Asset Management. Trainor is also affiliated with Manhattanville College. 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 integrates multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and market roles such as swap dealing and futures commission merchant activities.

Jimmy Lazos is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 8 years of industry experience. He has worked at various divisions within Citigroup, including the Private Bank and Global Markets, since 2016, with a brief period of unemployment between 2024 and 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm uses multi-asset, multi-manager strategies and maintains in-house research and pricing activities, supporting a combination of large institutional scale and specialized market roles.

Ryan Schultz is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and previously worked at Regions Bank and Cetera Investment Services LLC. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight committees and provides both discretionary and non-discretionary solutions, including exposure to alternative and digital-asset products.

Caroline Galdabini is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She has held her current position at Citigroup Global Markets since 2007 and holds Series 63 and Series 66 licenses. 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 and maintains a combination of large institutional scale and specialized market roles.

Stefan Rojas Ayala is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His background includes multiple roles at Citigroup and FedEx Ground prior to his current position. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Amir Saffari is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, he coaches Padel Tennis and Pickleball, providing lessons to improve game skills. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm operates with significant institutional scale and unique market roles, including research, derivatives services, and bespoke discretionary solutions for very large relationships.

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.

Peng Wang is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and possessing five years of industry experience. Prior to his current role, he worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., TD Ameritrade, and China Merchant Bank. He also has experience in the United Army Reserve and has been affiliated with Washington University in St. Louis. 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 and operates with institutional scale, in-house research capabilities, and unique market roles such as serving as a swap dealer and futures commission merchant.