Kevin Neu is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2014 to 2023 before joining Citigroup in 2023. Outside of his advisory role, he operates as a self-employed photographer, selling prints and providing commissioned portrait services. 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 emphasizes multi-asset, multi-manager strategies supported by internal standards and oversight, combining large institutional scale with specialized market roles and arrangements.

Alexander Nosal is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been affiliated with both firms since 2006. Outside of his advisory role, he is involved with Physician Advisory Associates, LLC, a physician-related business venture. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs including proprietary and third-party model portfolios.

Jacob Neuhofer is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and AXA Advisors. Neuhofer is based in Jacksonville, FL. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including serving as a swap dealer and futures commission merchant.

Linda Wall is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds a Series 63 designation and has worked at Janney Montgomery Scott since 2021. Prior to that, she was with Wells Fargo Clearing for four years and INVEST Financial Corp for 17 years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Temple Waltemeyer is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2021, following prior experience at AXA Advisors. Outside of his advisory role, he has been involved with The Valley Inn for over a decade. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Daniel Fusco is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has previous experience at Morgan Stanley, UBS Financial Services, Charles Schwab, and LPL Financial LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by multiple custodial platforms and third-party portfolio tools.

Michael Liverano is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Citigroup Global Markets, having joined in 2024, and previously worked at Merrill from 2015 to 2024. 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 at large institutional scale with notable roles including swap dealing and futures commission merchant activities.

Scott Snider is a CFP® professional with 18 years of industry experience. He is currently with Mercer Global Advisors Inc. and has worked previously at firms including Paragon Wealth Strategies, Mellen Money Management, and The Huntington Investment Company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services as well as financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using a range of investment vehicles and provides additional specialized services and educational content.

Steven Dodge is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, New York Life Insurance Company, NYLife Securities LLC, and PNC Investments LLC. 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 dealing, and futures commission merchant activities.

Alexis Beasley is an investment advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses. She has experience in financial services roles since 2020, including positions at Wells Fargo and Fifth Third Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, combining multiple investment strategies and portfolio management options.

Danielle Nantz is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Citigroup Global Markets, Danielle worked at Ally Invest Securities, Morgan Stanley, and E*TRADE Securities among other firms. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and brokerage services. The firm combines large institutional scale with unique market roles, including in-house research and execution capabilities.

Todd Bernstein is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously spent seven years with BB&T Securities. Outside of his advisory role, he serves as a board member of the Maserati Club of the Southeast, where he assists in planning events. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs that combine in-house and third-party portfolio management.

Kirk Gravelle is a CFP® professional with over 31 years of experience in financial services. He is currently with Truist Advisory Services and Truist Investment Services, where he has worked since 2022. Prior to that, he spent 13 years at Morgan Stanley Smith Barney and 7 years at Morgan Stanley Private Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering a range of solutions including asset allocation, fiduciary support, and a manager-selection program through its AMC Advantage platform.

Bethany Tanner is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds Series 65 and Series 66 designations and has worked previously at firms including Morgan Stanley, JPMorgan Securities LLC, and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management approaches supported by third-party platform relationships and an Equity Research team that employs AI-enabled tools.

Dustin Smith is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, J.P. Morgan Securities, and Fidelity Investments. Smith also served as a medic in the Florida Army National Guard from 2018 to 2021. Citigroup Global Markets serves individual and institutional clients across multiple 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 maintains unique market roles such as swap dealer and futures commission merchant.

John Noel is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Merrill and Wells Fargo. His background also includes roles at MassMutual Life Insurance Co., MML Investors Services LLC, and Advised Assets Group, LLC. Citigroup Global Markets serves individual and institutional clients across a broad spectrum including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Kevin Garcia is a financial advisor with Citigroup Global Markets in Jacksonville, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining Citigroup in 2020, he worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2012 to 2020. 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 through discretionary and non-discretionary programs and maintains a unique combination of large institutional scale and specialized market roles.

Christopher Walshe is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 credentials. He has eight years of industry experience, including roles at Credit Suisse Securities (USA and Europe), UBS Securities LLC, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program, combining discretionary and non-discretionary approaches with various third-party platform and manager arrangements.

Brian Hoffman is a financial advisor with Citigroup Global Markets. He holds a Series 66 designation and has three years of industry experience, including time at Citibank NA. His prior work includes roles outside finance at First Baptist Church of Orange Park and 1-800-PackRat. 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, including in-house research and derivative services.

Christina Dodson is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for nine years before joining Citigroup in 2023. 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 unique market roles, including in-house research and derivatives services.