Michael Leary is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services in various capacities. 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 and operates with significant institutional scale and specialized market roles.

Christie Morrison is a ChFC® and Series 66-licensed financial advisor with two years of industry experience. She is currently with Truist Advisory Services and previously worked at Edward Jones. Outside of her advisory role, she is involved with Fleet Feet, a retail business specializing in running shoes and apparel, where she fits customers for footwear. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses both discretionary and non-discretionary manager relationships supported by third-party platforms and emphasizes inter-affiliate integration within the Truist enterprise.

Magdy Anise Jr. is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 designations and bringing 19 years of industry experience. His prior roles include positions at Franklin Templeton Distributors, Inc. and Franklin Distributors, LLC. He is based in Tampa, FL. Citigroup Global Markets serves a broad range of individual and institutional clients across multiple wealth segments, offering diverse investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Florence Yagoda is a financial advisor with Citigroup Global Markets Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Citigroup Global Markets since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with in-house research and unique market roles.

Charmaine Earlington Wong is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. She has worked with SunTrust Advisory Services LLC, SunTrust Investment Services, Inc., and SunTrust Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services including asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a blend of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Brandy Beck is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She has held her current position since 2012 and holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm operates at a large institutional scale with unique market roles, including derivatives and futures services, and provides customized solutions for high-net-worth relationships.

Gunnar Gavin is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has worked in various roles within affiliated entities since 2007. Outside of advisory work, he serves as treasurer of a condominium association and is a partner in self-storage rental businesses. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Steffen Watkins is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James and Watchdog Capital. Watkins is based in Tampa, FL. 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 operates with large institutional scale, including in-house research and regulatory roles uncommon among peers.

Maria Blotner is a financial advisor with Citigroup Global Markets in Tampa, FL, holding a Series 66 credential and five years of industry experience. She has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Leah Waldrip is a financial advisor with United Planners Financial Services of America and holds the Series 63 and Series 66 designations. She has 24 years of industry experience, having worked previously at firms including LPL Financial, Raymond James & Associates, and Cambridge Investment Research Advisors. Her career also includes a role outside finance as an instructor for VIP Kid. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, and institutional clients. The firm supports independent advisors through a limited-partnership ownership structure and offers both advisory and brokerage services with a focus on non-discretionary account management.

Michael Mcmillan is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Citigroup since 2019, following five years at Raymond James Financial Services. Outside of finance, he was the owner and chocolatier of Indulge Right Now LLC, a business that sold products at local arts and crafts fairs. 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 specialized market roles and provides a broad set of advisory and execution services.

Jason Flucker Williams is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and four years of industry experience. He has held roles at firms including Raymond James Financial, AXA Advisors, and World Financial Group. Outside of financial advising, he serves as a Procurement Analyst for Polk County, where he manages contract and procurement functions in the public sector. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, offering discretionary and non-discretionary program options.

India Thomson is a financial advisor at Citigroup Global Markets with nine years of industry experience. She has held her current role since 2017 and previously worked at Aptask for one year. Thomson 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 broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Tiffany Leroy is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Schwab Wealth Advisory Inc., where she has worked since 2023, and has held various roles within Charles Schwab and USAA from 2015 through 2023. Her prior experience includes six years at Ameriprise. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s advisory approach is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering customized recommendations with client authorization required for trades.

Brendan Flannery is a financial advisor at T. Rowe Price Advisory Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with T. Rowe Price since 2014. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning and discretionary investment management, utilizing proprietary mutual funds and ETFs. The firm serves individual investors and households, providing point-in-time financial plans and ongoing portfolio management tailored to retirement goals.

Andres Cartaya is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Mutual of Omaha and Truist Investment Services. Outside of his advisory role, he is involved in a valet parking business in Tampa, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships and third-party platforms.

Thiago Silveira is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing, and CUSO Financial Services. Outside of his advisory work, he owns a small farm operation and a private business unrelated to investments in Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diverse investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary portfolios, supported by extensive in-house research and market resources.

Katarina Milojevic is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Raymond James Financial Services and Raymond James & Associates. Outside of finance, she was involved with the St. Pete Volleyball Club for five years. 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 through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Nicholas Menzies is a financial advisor with Truist Advisory Services in Lakeland, FL, holding a Series 66 designation and two years of industry experience. He previously worked at Ameriprise Financial Services and Edward Jones, and spent over a decade with Polk County Public Schools. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates inter-affiliate services and utilizes AI-enabled tools for research and manager oversight.

Desiree Trader is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Morgan Stanley Smith Barney and Citigroup Global Markets, where she has been since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles, including swap dealing and futures commission merchant activities.