Abiola Adetunji is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2018. His prior experience includes roles at Merrill and the New Mexico Financial Institutions Division. 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, swap dealer functions, and bespoke solutions for high-net-worth clients.

Peter Cavazos is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Citigroup in 2017, he worked at BBVA Compass Bank (now PNC Bank) and Tesla Motors & Energy. 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 in-house research and market roles that distinguish it from many peers.

Samphors Chea is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Citigroup in 2018, he worked at Texas A&M University - San Antonio and H&R Block. Outside of his advisory role, he owns and manages a bakery shop, working approximately 10 hours per month on cash flow and operations, and also works as a baker for Shipley Donuts. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, providing discretionary and non-discretionary strategies that include exposure to alternative and digital-asset products.

Patrick Warchol Sr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and nine years of industry experience. He has been with Citibank since 2015. Outside of his advisory role, he creates and sells handcrafted woodworks such as birdhouses and planter boxes at local community events in San Antonio. 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 specialized market roles, providing both discretionary and non-discretionary portfolio management and bespoke solutions for high-net-worth clients.

Ronnie Kirby is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2025, previously associated with Equitable Advisors, LLC, and experience in various roles outside of finance including positions at FedEx and Techtronic Industries. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs and execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and its roles as a security-based swap dealer and futures commission merchant.

Tyrone Wells is a financial advisor at Citigroup Global Markets with nine years of industry experience. He has been with Citibank since 2014 and holds Series 63 and Series 65 licenses. 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 maintains large institutional scale combined with specialized market roles such as acting as a swap dealer and futures commission merchant.

Jerel Rodney Ona is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding a Series 66 designation and 19 years of industry experience. He has worked at Citigroup Global Markets since 2007. Outside of his advisory role, he serves as a board member and youth teacher at Gam Yachad Messianic Congregation. Citigroup Global Markets serves individual and institutional clients, 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 in-house research, swap dealer, and futures commission merchant activities.

Veronica Alvarez is a financial advisor at Citigroup Global Markets with 12 years at the firm and four years of industry experience. She holds Series 66 and Series 63 licenses and is based in San Antonio, TX. 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 uses multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains in-house research and security-pricing activities alongside its market roles as a swap dealer and futures commission merchant.

Roger Ventura is a financial advisor at Citigroup Global Markets with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Citibank and Northwestern Mutual. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Stephen Zepeda is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Citigroup since 2018, with prior experience at Frost Brokerage Services and USAA Investment Management Company. 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 combines large institutional scale with specialized market roles, including acting as a swap dealer and futures commission merchant.

Isaiah Williams is a financial advisor at Citigroup Global Markets with 10 years of industry experience and a Series 66 designation. His prior roles include positions at USAA Life Insurance Company, USAA Investment Services Company, and J.P. Morgan Securities LLC. 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 implemented through discretionary and non-discretionary programs and is notable for its large institutional scale and involvement in market roles such as swap dealer and futures commission merchant.

Brandon Bernardo is a financial advisor at Citigroup Global Markets with nine years of industry experience. He has held positions at Citigroup since 2018 and previously worked at Scottrade from 2014 to 2018. He also spent three years at the University of Texas at San Antonio. Bernardo holds a Series 66 designation. 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 and maintains significant institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Yasir Haq is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citi Corp since 2014. Based in San Antonio, TX, his career has been focused within the firm over the past decade. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale and specialized market roles, including swap dealer and futures commission merchant activities.

Everett Pimentel is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with CitiBank since 2008. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering investment advisory programs, 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 such as operating as a swap dealer and futures commission merchant.

Joshua Aguilar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Citibank across two periods from 2015 to the present, with a brief gap year. Citigroup Global Markets 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 large-scale institutional capabilities, including in-house research and specialized market roles.

Harold Krause is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Citigroup Global Markets since 2007. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains institutional-scale operations that include in-house research, swap dealing, and futures commission merchant services.

David Glad is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and Whole Foods Market. 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 through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Larry Zimmerman is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 credentials and has 24 years of industry experience. He has worked at Citibank since 2020 and previously held positions at Victory Capital Advisers, Inc. and USAA in various financial planning and investment management roles. Citigroup Global Markets serves individual and institutional clients across a 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 unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Eric Valdez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Citigroup Global Markets since 2005. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant internal research and market functions, supporting both discretionary and non-discretionary investment solutions.

Melita Rohm is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 65 and Series 63 licenses. Her work history includes roles at Citigroup, JCrew, HEB, and VIP Kid, as well as over two decades of self-employment. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities, and uses internal standards and oversight committees to select and monitor investment managers.