Peter Cvikevich is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house capabilities, including research and security pricing, supporting large-scale and complex client relationships.

Cristina Garcia is a Series 66-licensed financial advisor at Citigroup Global Markets in New York, NY, with two years of industry experience. Prior to joining Citigroup, she worked at Onnit Labs Inc. and held teaching positions at the University of Texas at Austin and the University of Texas at San Antonio. Outside of her advisory role, she is involved in managing a rental property in Austin, TX. 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 and maintains institutional-scale operations, including in-house research, swap dealer activities, and bespoke discretionary solutions for large relationships.

Laura Dowe is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds Series 63 and Series 66 designations. Her prior work history includes positions at Fidelity Investments, Synovus Bank, and involvement with Young Life Ministry. Citigroup Global Markets 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 employs multi-asset, multi-manager strategies and maintains large institutional scale with in-house research and specialized market roles.

Michael Calabrese is a CFP® certificant with 19 years of industry experience, currently serving at Citigroup Global Markets since 2022. He previously worked at Woodbury Financial Services, Inc. for nine years. 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 specialized market roles, including acting as a swap dealer and futures commission merchant.

Lashawn Johnson is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He has been with CitiBank since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke solutions for large relationships, combining large institutional scale with unique market roles.

Hakeem Fox is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several major firms including Bank of America, Merrill, and JP Morgan Chase. Fox 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 utilizes multi-asset, multi-manager strategies with in-house research and executes both discretionary and non-discretionary portfolios.

Stacey James is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2022, she worked at E*TRADE Securities LLC and E*TRADE Capital Management LLC from 2016 to 2022. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Ashok Choudhary is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Sterling National Bank and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures trading. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

James Klem is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following a four-year tenure at M&T Securities. Citigroup Global Markets 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 employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains a distinctive combination of large institutional scale and specialized market roles.

Anton Gringut is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. He has worked at Citigroup Global Markets since 2020 and previously held positions at Fiera Capital and Oppenheimer Asset Management. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.

Zachary Weinstein is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Barclays, UBS Financial Services, Van Wagner Sports & Entertainment, and Crystal Plaza Group. 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 combines large institutional scale with specialized market roles, providing broad advisory and execution services as well as bespoke solutions for very large relationships.

Robert Allendorf is a financial advisor at Citigroup Global Markets with 18 years of industry experience. His prior roles include positions at Ameriprise, Comerica, Merrill, and City National Bank. He holds Series 66, Series 63, and Series 65 licenses. 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 operates with a combination of large institutional scale and specialized market roles, including in-house research and derivative services.

Ronald Meraz is a financial advisor at Citigroup Global Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and UBS Financial Services. Outside of his advisory role, he serves on the boards of Heateflex Corp., a manufacturer of high-purity heat devices, the nonprofit Valley Economic Development Corporation, and Town Hall Los Angeles, which presents speakers on public issues. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions, combining large institutional scale with unique market roles.

Shelly Wong is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at Deutsche Bank Securities, HSBC Securities, and Novus Partners. 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 employs multi-asset, multi-manager strategies and leverages its institutional scale and specialized market roles to provide diverse solutions, including discretionary mandates and alternative product exposures.

Johanna Mussche is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 23 years of industry experience. She has worked at Citigroup since 2018 and previously spent five years at UBS Financial Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a 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 and arrangements.

Lawrence Kigin is a financial advisor with Citigroup Global Markets holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at several firms including E*TRADE Securities, Edward Jones, TD Ameritrade, and Weiss Insurance Agency. He serves as an agent of record for personal and long-term care insurance policies in a non-active capacity. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions for high-net-worth and ultra-high-net-worth clients, supported by in-house research and specialized market roles.

Xing Ma is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains a combination of large institutional scale and specialized market roles.

Nicholas Foci is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. His work background includes roles at Citi and Northwestern Mutual, as well as employment in the restaurant industry. 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 in-house research and unique market roles.

Mike Melek is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, BMO Harris Bank, The Huntington Investment Company, and Wells Fargo. 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 combines large institutional scale with unique market roles, including in-house research and derivatives trading, and provides multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Alexander Harb is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Fidelity Investments, JPMorgan, Bank of America, and Merrill. Outside of his advisory work, he is active in real estate and holds a real estate agent license in Miami, Florida. 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 including swap dealing and futures commission services.