Juan Jimenez Hernandez is a Series 66-licensed advisor with Citigroup Global Markets, where he has worked since 2015. He is based in Beverly Hills, CA, and has multiple years of experience within the firm’s enterprise platform. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by internal oversight and a broad range of investment options.

Samantha Lee is a CFP® professional with 23 years of industry experience. She is currently an advisor at Citigroup Global Markets, where she has worked since 2018. Prior to that, she was with HSBC Bank USA, N.A. 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 broker-dealer services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Lissette Dametta 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 2023, following seven years at U.S. Bancorp Investments, Inc. in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and maintains a combination of large institutional scale and specialized market roles, including derivatives and futures services.

Khadijah Jenkins is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup since 2022, following eight years at Merrill. Based in Jacksonville, FL, Jenkins operates within a firm that serves a diverse client base across private banking and wealth management segments. Citigroup Global Markets Inc. provides investment advisory programs, broker‑dealer execution, and custody services to individual and institutional clients. The firm employs multi‑asset, multi‑manager strategies with a combination of discretionary and non‑discretionary programs, supporting a broad range of financial products and maintaining significant institutional scale and market roles.

Rocio Mora Salazar is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and 19 years of industry experience. She has worked at Citigroup since 2017 and at HSBC Securities (USA) Inc. since 2009. 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 operates with large institutional scale and provides a variety of advisory, execution, custody, and derivatives services.

Viktoriya Irlinsky is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and entrepreneurial ventures such as Modern Optika Inc. Outside of her advisory work, she serves as a caregiver in a Consumer Directed Personal Assistance Program (CDPAP), providing daily living support to a family member. 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 in-house research and fulfills unique market roles as a swap dealer and futures commission merchant.

Gilbert Hess is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Citigroup Global Markets since 2012 and previously worked at Concordia University and Wealth 4 Purpose. 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 swap dealing and futures commission merchant activities, and provides a broad range of advisory and brokerage services.

Tze Liang Low is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 13 years. Outside of finance, he is a dog trainer at Kevin's K9 School. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Harold Mcmillan Jr. is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Citigroup since 2014. Outside of his financial career, he is the owner of Housatonic River Outfitters, a business he has operated since 1996. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and manages complex arrangements for high-net-worth and institutional investors.

Vanessa Keller Dias is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Banco do Brasil Securities LLC and Sabadell Securities USA, Inc. in roles spanning over a decade. Citigroup Global Markets serves individual and institutional clients, offering a wide range of investment advisory programs and execution services across various wealth segments. The firm employs multi-asset, multi-manager strategies and leverages its institutional scale and unique market roles to provide diverse investment solutions.

Monica Dawson is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She has been with Citigroup since 2013. 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 with rigorous manager selection and oversight processes, supporting both discretionary and non-discretionary portfolios.

Jeffrey Locke is a financial advisor with Citigroup Global Markets in New York City, holding Series 63, 65, and 66 licenses and possessing 14 years of industry experience. He has been with Citigroup since 2010. Locke serves on advisory boards for multiple private equity and real estate funds and holds an observer seat on the iCapital Advisory Council. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with unique market roles and arrangements.

John Jacobson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering diverse investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees and operates at a large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Peter Krieger is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Citibank Private Wealth Management since 2014. 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 operating as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for very large client relationships.

Matthew Hecht is a financial advisor with Citigroup Global Markets, holding a Series 66 license and eight years of industry experience. He has worked at Citigroup since 2019 and previously at Axa 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 such as swap dealing and futures commission merchant activities.

Koel Johnson is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds the Series 66 designation and has worked in various roles at Citi since 2022. Outside of her advisory role, she is the founder and president of the Hazel Foundation Inc., a nonprofit focused on fundraising and supporting students in need. 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 maintains in-house research capabilities while supporting large-scale, bespoke discretionary solutions.

Michael Moss is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 29 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 with discretionary and non-discretionary options, supported by internal standards and oversight committees. The firm combines large institutional scale with unique market roles, including in-house research and security-pricing, and provides a range of services such as lending secured by advisory assets and bespoke discretionary solutions for very large clients.

Michael Burns is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 1996. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles such as swap dealer and futures commission merchant.

Aidan Mcgaugh is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Citigroup in 2025, he held roles at Fidelity Investments, Needham Bank, Corelant, and has experience working at Gunstock Mountain Resort and in collegiate settings including Bates College and Belmont Hill. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments and offers multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Andrew Schniers is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and ten years of industry experience. He has worked at Citigroup since 2018 and previously held roles at JPMorgan Securities LLC and JPMorgan Chase Bank from 2015 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of advisory programs and execution services. The firm employs multi-asset, multi-manager investment strategies and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.