Annabelle Bunn is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds the Series 66 designation and has previously worked at multiple Credit Suisse entities from 2012 to 2023. 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 swap dealer and futures commission merchant activities.

Yi Wang is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He has been with Citigroup Global Markets since 2007. Wang holds the Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

Matthew Sanders is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup in various roles since 2007, including a brief period of unemployment in 2017. 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 employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and market roles such as swap dealer and futures commission merchant.

Di Lu is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having 13 years of industry experience. His career includes roles at Dilight and Noble Consulting Inc. and involvement with the Global Youth Leadership Organization Inc. and Youth Leaders Development Organization. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary options, supported by affiliated retirement and recordkeeping entities.

Aimee Adler is a CFP® professional with six years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at Shufro, Rose & Co., Cerity Partners LLC, and Payne Capital Management. She serves as a volunteer board member for Camp Dream Street. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Christine Mcanally is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2013. Outside of her advisory role, she is a landlord of rental property in Hoboken, NJ. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Thomas O Connell is a financial advisor at RBC Rochdale, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America. Outside of his advisory role, he has worked as an Uber Eats driver. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and governmental entities. The firm employs an active, multi-strategy investment process that combines quantitative models with fundamental analysis to construct tailored portfolios across equities, fixed income, real assets, and alternative investments.

Scott Greenspon is a financial advisor with Janney Montgomery Scott and holds Series 63 and Series 66 designations. He has 26 years of industry experience and has been with Janney in various capacities since 2016. 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.

Isaac Addo is a financial advisor at Eagle Strategies (NY Life) with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with New York Life Insurance Company and Nylife Securities, Inc. since 2003 and 2006, respectively. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory program types, managing the majority of its assets on a non-discretionary basis.

Allyne Pascoal is a financial advisor with Citigroup Global Markets, holding a Series 63 designation and 20 years of industry experience. She has been with Citibank N.A. since 2009. Outside of her advisory role, she owns a rental property in Miami, Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, operating with institutional scale and specialized market roles.

Christopher Volberg is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2017. Outside of his advisory role, he serves as a board member for FOLD at Bentley University and provides limited consulting to his family's business, Quality A/C & Heating. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions tailored to client needs.

Steven Work is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 34 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Guy Bodner is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life, Evercore, and Jones Day, as well as a position at Crest Hollow Country Club. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with individual investors, plan sponsors, and charitable and corporate clients.

Kritameth Pongcheewin is a CFA® and holds a Series 66 license, currently serving as a financial advisor at Commonwealth Financial Network with three years of industry experience. Prior to this role, Kritameth worked at EverRise and Eurofins Lancaster Laboratories PSS, and also has experience in the restaurant industry managing White Coconut Thai Restaurant. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

Chor Shing Chan is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Merrill, JPMorgan Chase Bank, and HSBC Bank USA. HSBC Securities (USA) Inc. offers managed account programs catering to individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of client-directed and discretionary investment solutions, utilizing model risk profiles and asset allocation strategies developed with HSBC Global Asset Management.

Aye Swe is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies within discretionary and non-discretionary programs and operates with institutional scale alongside unique market roles such as swap dealing and futures commission merchant activities.

Matthew Spatola is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Guardian Life. Outside of his advisory role, he is involved with several business entities unrelated to investment activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates technology platforms and third-party managers to deliver customized investment solutions.

Qi Wang is a CFA® charterholder and holds a Series 63 license, with three years of industry experience. She has worked continuously at Citigroup since 2015 in various capacities. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

George Russo Jr. is a financial advisor at Empower Advisory Group with 18 years of industry experience and holds a Series 66 designation. His prior work includes roles at J.P. Morgan Securities and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Benjamin Zeller is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has worked at institutions including Instituto Tecnológico Autónomo de México, Praescient Analytics, and Vianovo Consulting. He was also affiliated with Georgetown University and Saint Mary's Hall earlier in his career. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm integrates internal standards and oversight committees in its manager selection and monitoring processes, and operates with a combination of large institutional scale and specialized market roles.