Jenny Zhan Morales is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 11 years of industry experience. She has worked at Citigroup since 2016. 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 combines large institutional scale with unique market roles, including in-house research and derivatives services.

Bruce Scharf is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker‑dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Karina Kanakina is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. She has seven years of industry experience, with prior roles at Wells Fargo, Spencer Winston Securities, and BioDEX of Evome Medical Technologies. In addition to her advisory work, she manages short-term rental properties for Florida Best Realty Inc. 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 security pricing, derivatives and futures services, and bespoke solutions for high-net-worth clients.

Aidan Mejia is a financial advisor at Citigroup Global Markets, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Charles Schwab, Bolton Securities Corp, Bolton Global Capital, and JP Morgan Chase. Mejia is also dual registered with Bolton Global Capital as a Registered Representative and Bolton Securities as an Investment Advisor. 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 with internal oversight and provides specialized services including derivatives and futures trading.

Diane Kessler is a Series 66-licensed financial advisor at Citigroup Global Markets with 27 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and specialized market roles.

Jeffrey Marks is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles including swap dealing and futures commission merchant activities.

Jason Romeo is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2018, with prior experience at Anchor Consulting, DiVenti & Lee CPAs, and Cineflix. 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 provides both discretionary and non-discretionary investment solutions.

Juliet Park is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. 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 with both discretionary and non-discretionary options, supported by in-house research and extensive oversight committees.

Chen Xi Chung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Citigroup since 2014 and continues his career with its affiliate Citigroup Global Markets since 2019. 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 implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and specialized commercial arrangements.

Dawn Patak is a financial advisor at Citigroup Global Markets with 36 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2007. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees, and it operates with a combination of large institutional scale and unique market roles.

Cassie Khuu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Citi Private Bank since 2010 and at Citigroup Global Markets since 2007, both based in San Francisco, CA. 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 large institutional capabilities with complex market roles and arrangements.

Julia Peppard is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022. Prior to her current role, she has held multiple positions including engagements at Fordham University and Oak Hill Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using both discretionary and non-discretionary programs and maintains significant institutional capabilities such as in-house research and derivatives services.

Caterina Gage is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Outside of her advisory role, she is the authorized representative of Gagliardi Tile Installations LLC, a non-investment-related business that is currently inactive. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with large institutional scale and unique market roles.

Andrew Yang is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Citigroup since 2015. Outside of his advisory role, he is a partner in a food and boba drink shop where he is involved in business planning and weekend operations. Citigroup Global Markets serves a broad client base including individual and institutional clients across various wealth segments. The firm employs multi-asset, multi-manager investment strategies and offers a range of advisory programs, execution, and custody services, leveraging its large institutional scale and unique market roles.

Praveen Sekar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career has primarily been with Citigroup, including roles from 2013 to 2022 and from 2022 to the present, with a brief tenure at Wells Fargo Clearing in 2022. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

Cody Hoffman is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citi since 2018, following three years at SG Americas Securities, LLC. 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 combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Philip Diperna is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at National Securities Corporation. Outside of his advisory role, he serves as a representative administrator for Kor Materials Direct, LLC, a wholesale business operated by his spouse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and offers a range of discretionary and non-discretionary investment solutions.

Yingyi Situ is a financial advisor at Citigroup Global Markets with nine years of industry experience. Yingyi holds Series 63 and Series 66 licenses and has worked at Citigroup and JP Morgan in various roles since 2016. Prior to that, Yingyi worked at Chinese Hospital in 2018. Citigroup Global Markets Inc. 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 through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Eduardo Yepes is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2023. Prior to his current role, he was involved with the University of Florida and student government finance. 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 and maintains in-house research and security-pricing activities, providing solutions for both discretionary and non-discretionary portfolios.

Federico Mercado is a financial advisor with Citigroup Global Markets holding a Series 66 designation and four years of industry experience. His prior roles include positions at Raymond James & Associates and Park Street Imports. 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 applies multi-asset, multi-manager strategies and maintains institutional-scale research and market roles, providing customized discretionary solutions for high-net-worth clients.