Anthony Caines is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior work includes positions at Goldman Sachs and Citi Bank. Outside of his advisory role, he is the owner and creator of The Renaissance Files Podcast, a personal development podcast focused on self-actualization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and unique market roles.

Edward O Connor is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in New York, NY. He has three years of industry experience, including prior work at AlphaSense. He has been with Goldman Sachs since 2022. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm offers tailored wealth solutions and utilizes centralized investment resources and model portfolios to implement strategies through both affiliated and unaffiliated managers.

Ling Mao is a financial advisor at Osaic Institutions, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Popular Bank and Infinex Investments since 2022, as well as HSBC Bank USA and HSBC Securities from 2014 to 2022. In addition to his advisory role, Mao serves as a sales coach at Popular Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary management.

Brendan Tully is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Strategic Wealth Management Group, Touchstone Securities, Inc., Western & Southern Financial Group, and Hartford Funds Distributors, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.

Shareef Doumet is a financial advisor with Principal Financial Services, holding a Series 66 designation and 15 years of industry experience. He previously worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions for six years. In addition to his advisory role, he serves as a bank/trust officer supporting retirement plan account relationships and assists with business development and consulting for a boutique interior design firm. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, with investment implementation generally handled on a discretionary basis by the TPMMs.

David Abramson is a Series 66 registered advisor with Schwab Wealth Advisory in Jersey City, NJ, and has eight years of industry experience. He previously worked at Invesco Ltd. for nine years and held roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC from 2022 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses Charles Schwab’s asset allocation models and research tools to guide clients, while clients retain final decision-making authority.

Gofran Chowdhury is a financial advisor with Citigroup Global Markets holding a Series 66 designation and over a decade of industry experience, including multiple tenures at Citigroup and a period at National Australia Bank. He is based in New York, NY. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains distinctive roles such as swap dealer and futures commission merchant.

Sergiy Mizevych is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2012. 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 with in-house research and risk management capabilities, operating at a large institutional scale with specialized market roles.

Jonathan Gordon is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Outside of his advisory role, he is involved as a member of GymExecutive LLC, an e-commerce business. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside 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 commercial arrangements.

Sandra Bershad is a financial advisor with Oppenheimer in New York, NY, holding Series 63, Series 65, and Series 66 licenses and bringing 27 years of industry experience. She has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and investment management through various programs and financial planning.

Karina Elizabeth Morales Medina is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Citigroup since 2016, with a brief period supporting Victory Capital Mutual Funds and serving as an HR Support Officer in the U.S. Army Reserve. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with in-house research and specialized market roles, providing a range of discretionary and non-discretionary investment solutions.

Michael Simon is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and manages complex market roles including swap dealer and futures commission merchant activities.

John Anderson is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Citigroup in 2022, he worked at JPMorgan in various capacities from 2004 through 2021. 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 and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.

Elker Meta is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and five years of industry experience. Prior to joining HSBC in 2025, Meta worked at Bank of America, N.A. and Merrill from 2019 to 2024. In addition to his role as a registered representative, he serves as a Bank Officer for HSBC Bank (USA) N.A., where he engages in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs for a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types, combining strategic and tactical asset-allocation advice with due diligence and ongoing monitoring conducted through affiliated providers, and operates both discretionary and client-directed portfolio options.

Robert Schwartz is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 41 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 range of investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Alfredo Alves De Lima is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Eagle Strategies since 2019 and previously worked with Nylife Securities and New York Life Securities. Outside of his advisory role, he owns and manages a cattle ranch in Brazil. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis and a focus on advisory services connected to insurance and annuity products.

Ana Slade is a Series 66-credentialed advisor with Citigroup Global Markets in New York, NY. She has held positions at Citi since 2024 and previously worked at Falfurrias Capital Partners and the U.S. Trade & Development Agency. Ana has also been engaged in full-time education since 2014 and had a role with the International Rescue Committee in 2020. 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 internal oversight and provides solutions tailored to high-net-worth and institutional investors.

Katherine Jimenez is a Series 66–licensed financial advisor at Citigroup Global Markets with six years of industry experience. She previously worked at Bank of America, N.A. and Merrill. Outside of her advisory role, she manages a small online retail business selling baby clothes. Citigroup Global Markets serves a broad range of individual and institutional clients, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Genti Qipo is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank from 2014 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique in-house capabilities such as security pricing and research, operating also as a swap dealer and futures commission merchant.

Sophie De Seynes is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously spent nine years at Morgan Stanley Distribution, Inc. before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various 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, providing a broad range of advisory programs, execution, and custody services.