Deann Trees is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Citigroup Global Markets since 2002. Outside of her advisory role, she sells diet supplements through a direct-selling business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains significant institutional capabilities, including in-house research and market roles such as swap dealing and futures commission merchant services.

Juan Castillo is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup since 2017, following a one-year sabbatical. Based in San Antonio, TX, Castillo’s career includes a notable tenure at a major enterprise firm. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

Sitsofe Amesawu is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked at Citigroup since 2014. Outside of her advisory role, she performs food delivery and secret shopper assignments 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 execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging extensive in-house research and unique market roles.

Robert Smith is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives and futures trading. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with significant scale and distinctive market roles.

Josalyn Madrigal is a financial advisor at Citigroup Global Markets with 9 years of industry experience. She holds Series 63 and Series 66 credentials and 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 alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and offers solutions for a diverse client base, including high-net-worth and ultra-high-net-worth individuals.

Avery Barrientez is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Avery has been with Citigroup since 2016 and previously worked at Macy's from 2013 to 2017. 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 combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Judith Phu is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Victory Capital Services, Inc., Victory Capital Management, Inc., Money Concepts Capital Corp, and New York Life Insurance Co. Phu is the founder of Ministerio de Misericordia, a financial literacy program supporting individuals leaving abusive situations. 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, along with broker-dealer execution and custody services.

Xienh Ly is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citi since 2015. 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 holds distinctive market roles including operating as a swap dealer and futures commission merchant.

Charles Mercer IV is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Citibank NA since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees to select and monitor investment managers, and it combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Jeremy Thompson is a Series 66-licensed advisor at Citigroup Global Markets with three years of industry experience. He has been with Citibank since 2019 and has prior work experience at Revamped Home Security and TruGreen Lawn Care. Citigroup Global Markets serves individual and institutional clients through multiple wealth management platforms, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and supports complex, large-scale client relationships with bespoke discretionary solutions.

Robin Fenn is a financial advisor with Raymond James Financial in Helotes, TX, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Raymond James in 2021, Fenn worked at Edward Jones for eight years. Fenn is also vice president of Dominion Wealth and Retirement, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining distinctive arrangements such as municipal advisor affiliation and specialized SIMPLE IRA employer advisory programs.

Juan Zayas is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has worked at Merrill and Bank of America since 2020 and was previously employed by JP Morgan Securities LLC and JPMorgan Chase Bank from 2014 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jorge Cazarez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch before joining Raymond James in 2018. Outside of his advisory role, he serves as a trustee and executor for a family estate trust. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining specialized municipal advisory services and plan-level SIMPLE IRA consulting programs.

Austin Lane is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Cetera since 2023. He previously worked at J.P. Morgan Securities and American Funds. Lane is president of Greenwing Wealth Management LLC and serves on the boards of the Bandera Natural History Museum and the City of Helotes Economic Development Corporation. He is also an author of books related to financial concepts and participates in community service through a local Rotary Foundation committee. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individual, corporate, and institutional clients. The firm offers a multi-manager platform with a diverse range of portfolio management options, financial planning services, and access to third-party managers, overseeing more than $256 billion in assets.

Raquel Mc Cain is a financial advisor with Charles Schwab, holding a Series 63 designation and bringing 29 years of industry experience. Her prior roles include extensive tenures at USAA in financial planning and investment management from 2007 to 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Eric Fenn is a financial advisor with Raymond James Financial Services Advisors, Inc. and has 25 years of industry experience. He previously worked at Edward D. Jones for 21 years and is currently involved with Oak Crest Advisors and Dominion Wealth and Retirement in Helotes, TX. He holds Series 63 and Series 66 credentials. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs non-discretionary planning and risk profiling tools to tailor recommendations and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jonathan Poblete is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses, and has 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016, and previously held roles at Citigroup Global Markets and Citicorp Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including non-discretionary consulting and discretionary retirement plan investment management, relying on research from its Wells Fargo Investment Institute and third-party analytics.

Hollie Cuellar is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at USAA for 25 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and a broad branch footprint.

Wesley Landrus Mc Gee is a financial advisor with Edward Jones in San Antonio, TX, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Academy Sports & Outdoors and JP Morgan Chase Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Laurel Collums is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.