Christine Fong is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. before joining Citigroup in 2025. 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. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Americo Paez is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has been with CITI Private Bank since 2011. 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 portfolios and supports a range of investment products including separately managed accounts, mutual funds, ETFs, and alternative funds.

James Nolan Jr. is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and nine years of industry experience. He has been with Citi Private Bank since 2017 and previously worked at Citibank NA from 2015 to 2017. Outside of his advisory role, he officiates high school basketball games in New York. 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 with both discretionary and non-discretionary programs and maintains institutional-scale capabilities including in-house research and specialized market roles.

Brian Batter is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including World Financial Group and Valle Incorporated. Outside of finance, he is a freelance bio writer conducting interviews and author reviews related to athletics and personal training. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary model portfolios alongside access to third-party managers, with discretionary and non-discretionary program options.

Katherine Hearden is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Her work history includes roles at Citigroup Inc., Citibank, and Bonhams Skinner, as well as prior positions outside finance such as at O'Donoghue's Irish Pub and Grill and Twigs Boutique. She is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research, execution, and clearing capabilities.

Kyle Minerva is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at CitiBank since 2019 and previously at J.P. Morgan Securities and JPMorgan Chase from 2014 to 2019. Outside of his advisory role, he is a member of Quiver Properties LLC, where he participates in purchasing land and coordinating property construction. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique roles such as operating as a security-based swap dealer and futures commission merchant.

Tony Shen is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 66 credentials. Outside of his advisory role, Tony contributes to Columbia International University by translating master’s degree materials into Chinese for students in China. Citigroup Global Markets serves individual and institutional clients across 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 and maintains unique market roles, including in-house research and functions as a swap dealer and futures commission merchant.

Thomas Scala is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 and combines large institutional scale with unique market roles, including proprietary research and arrangements as a swap dealer and futures commission merchant.

Douglas Gonzalez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Citigroup in 2022, he worked at Deutsche Bank Wealth Services and Morgan Stanley. Outside of his advisory role, Gonzalez serves as a cycling instructor for Bike New York, teaching bicycle safety through community education and outreach. Citigroup Global Markets serves individual and institutional clients across various wealth segments, employing multi-asset, multi-manager investment strategies with a range of discretionary and non-discretionary programs. The firm operates at large institutional scale and combines advisory services with broker-dealer execution, custody, and derivatives capabilities.

Zhuobei Deng is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has worked at Citigroup Global Markets since 2014 and previously at Chase Investment Services Corp. from 2010 to 2011. Citigroup Global Markets serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Ethan Weisenberg is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at LPL Financial, The Retirement Group, LLC, and a 12-year tenure at Fsc Securities, alongside operating his own business for over 30 years. He is also involved in insurance sales and underwriting as a sole proprietor. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, utilizing a diversified investment approach that combines passive and active management supported by quantitative, momentum, and fundamental analysis, with portfolio oversight by an internal Investment Committee.

Meiyue Jin is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior experience includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Citi Bank, spanning various positions since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Joseph Barbagallo is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 10 years of industry experience. His prior roles include positions at Prudential, National Life Group, and Equity Services, Inc. Outside of his advisory work, he serves as Second Deputy Chief of the New Hyde Park Fire Department. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Evan Steinlauf is a Series 66-credentialed financial advisor at Citigroup Global Markets with 26 years of industry experience. He has worked extensively with J.P. Morgan entities from 2004 to 2025 before joining Citi Wealth Management in 2025. 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 using both discretionary and non-discretionary programs, and maintains in-house research and pricing capabilities alongside its unique market roles.

Francis Becker II is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at American Portfolios Financial Services, Inc. and OSAIC. He is also the owner of Frank J Becker Inc., an agency selling life, LTC, and annuities products. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office support, including investment management, trading, technology, and compliance services.

John Macri is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with Corient, where he has worked since 2023, following eight years at La Ferla Group LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and specialized offerings such as private fund capabilities and affiliated trust services.

William Puvogel is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Christina Koehler is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 11 years of industry experience, including work with LPL Financial since 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a range of advisory programs. The firm employs a fiduciary-based model and utilizes multiple strategies and technology platforms to deliver customized investment solutions.

Danling Cao is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. She has worked with organizations including IMG Global, World System Builders, and World Financial Group since 2012. Her activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services with a combination of proprietary and third-party investment models. The firm operates as both a registered broker-dealer and a registered investment advisor, providing various program choices that can be discretionary or non-discretionary.

John Sulit is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. since 2016 and previously was employed at Chase Investment Services Corp. from 2002 to 2006. Sulit also serves as a Bank Officer for HSBC Bank USA, engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary programs. The firm uses multiple model risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence, serving clients through assigned Investment Adviser Representatives who handle suitability and account reviews.