Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Eugene N

Series 63, Series 65

Chicago, IL

Citigroup Global Markets

Eugene Nacci is a financial advisor at Citigroup Global Markets in Chicago, IL, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has previously worked at Merrill, Oppenheimer & Co. Inc, Capital Asset Advisory Services, Three Sixty Wealth Management, and Fidelity Brokerage Services LLC. Citigroup Global Markets serves individual and institutional clients across a variety of segments, offering multi-asset, multi-manager investment advisory programs along with broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research, and specialized market roles including derivatives and futures services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Kollin S

Series 66

Chicago, IL

Citigroup Global Markets

Kollin Schaudt is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked previously at Northern Trust Bank, Northern Trust Securities, and SagePoint Financial. His background also includes positions at Wintrust Bank and roles outside finance at Iowa State University, Peach and Green, and Fareway Stores, Inc. Citigroup Global Markets serves individual and institutional clients, offering investment advisory programs, broker-dealer execution, and custody services across a range of wealth segments. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Kristian M

Series 66

Chicago, IL

Citigroup Global Markets

Kristian Malcontento is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has worked previously at firms including J.P. Morgan Securities, U.S. Bancorp Investments, and Merrill. Outside of his advisory roles, he was involved with The Whiskey Hound from 2022 to 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by extensive in-house research and a variety of proprietary oversight processes.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Daniel L

Series 66

Chicago, IL

Citigroup Global Markets

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.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Jake B

Series 66

Chicago, IL

Citigroup Global Markets

Jake Bernarde is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Service LLC and Robert Mohr. Bernarde’s background also includes roles at Hillcrest Builders and Allar Unlimited. Citigroup Global Markets serves individual and institutional clients across various 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 combines large institutional scale with unique market roles, including in-house research and serving as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Lev Aviv S

Series 63, Series 65

Chicago, IL

Citigroup Global Markets

Lev Aviv Shuber is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with CitiBank since 2012, accumulating a total of 14 years in the firm. 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 combines large institutional scale with unique market roles, including research, security pricing, and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Ryan K

Series 63, Series 66

Chicago, IL

Citigroup Global Markets

Ryan Keenan is a financial advisor with Citigroup Global Markets Inc. He holds Series 63 and Series 66 registrations and has 10 years of industry experience. Prior to joining Citigroup in 2025, he worked for JP Morgan Securities, LLC and JP Morgan Chase Bank from 2017 to 2025, and also had a role at Stevee Mengyan in 2016. 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 employs internal standards and oversight committees to select and monitor managers, while also maintaining in-house research and engaging in market roles such as swap dealing and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Tyrone S

Series 63, Series 66

Chicago, IL

Citigroup Global Markets

Tyrone Stephens is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Cresset Asset Management, LLC, and J.P. Morgan Chase Bank NA. 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 combines large institutional scale with specialized market roles, including derivatives and futures services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Kenny G

Series 66

Chicago, IL

Citigroup Global Markets

Kenny Garcia is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2019, following a three-year tenure at Wells Fargo Bank, N.A. Based in Chicago, IL, Garcia currently serves clients through Citigroup’s enterprise platform. 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 with internal oversight and provides specialized solutions for high-net-worth and ultra-high-net-worth clients.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Desiree L

Series 66

Chicago, IL

Citigroup Global Markets

Desiree Lukian is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple tenures at Citigroup Global Markets as well as positions at Merrill and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside execution and custody services. The firm is notable for its combination of large institutional scale, in-house research and pricing activities, and specialized market roles such as swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Onjada H

Series 63, Series 66

Chicago, IL

Citigroup Global Markets

Onjada Haggard Richardson is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Citigroup Global Markets since 2007. Richardson serves on the Board of Directors for Mercy Housing Lakefront, an organization that provides affordable housing and social services in Chicago and the greater Chicagoland area. 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 security-pricing activities, swap dealing, and futures commission merchant operations.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Cole C

Series 66

Chicago, IL

Citigroup Global Markets

Cole Charles is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Northwestern Mutual. Charles also has experience outside finance, including roles at Elmhurst University and in the hospitality industry. 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 using both discretionary and non-discretionary programs and is notable for its large institutional scale and specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Michael B

Series 63, Series 65

Chicago, IL

Citigroup Global Markets

Michael Bibbiano is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Northern Trust Securities, Cetera Advisors, and Megent Financial. 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 internal oversight and manages both discretionary and non-discretionary programs, combining large institutional scale with unique market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Usha L

Series 63, Series 66

Chicago, IL

Citigroup Global Markets

Usha Lettman is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Bank of America, Merrill, Fifth Third Securities, and U.S. Bancorp Investments. She is based in Chicago, IL. 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 combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Scott K

Series 63, Series 65

Chicago, IL

Citigroup Global Markets

Scott Kriegshaber is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth clients. The firm offers a broad range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Stephen S

Series 63, Series 66

Chicago, IL

Citigroup Global Markets

Stephen Schneider is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He previously worked at Merrill for 18 years before joining Citigroup in 2024. Schneider holds Series 63 and Series 66 licenses and serves as an adjunct faculty member teaching online finance courses at Southern New Hampshire University. 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, providing comprehensive advisory, execution, and custody services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Brian R

CFA®, Series 63

Chicago, IL

Citigroup Global Markets

Brian Respeliers is a CFA® charterholder with six years of industry experience. He is currently with Citigroup Global Markets in Chicago, having joined in 2026 after eight years at Northern Trust and three years at Legal and General Investment Management America. 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 through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Craig A

Series 63, Series 66

Chicago, IL

Citigroup Global Markets

Craig Abraham is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cresset Asset Management and J.P. Morgan Securities. Based in Chicago, IL, he joined Citigroup in 2024. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles, including in-house research and futures services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Akeil R

Series 63, Series 66

Chicago, IL

Citigroup Global Markets

Akeil Roberts is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, E*Trade Securities, and Kingston Market. Roberts co-founded AB Tutoring Ltd, an educational venture. 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 is notable for its large institutional scale, in-house research capabilities, and unique market roles including swap dealer and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
user avatar
firm logo

Joseph K

CFA®, Series 63

Chicago, IL

Citigroup Global Markets

Joseph Keller is a CFA® charterholder with 13 years of industry experience. He is currently with Citigroup Global Markets, having joined in 2024, and previously worked at Northern Trust and Grosvenor Capital Management. 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 through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)