Raymond Connors IV is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior experience includes roles at Wells Fargo Advisors and Mazzola Financial, as well as a four-year period at Baruch College and seven years at The Scholars Academy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Sean Howard is a financial advisor at Citigroup Global Markets with 31 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 designations. 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 through discretionary and non-discretionary programs and is notable for its large institutional scale, in-house research capabilities, and distinctive market roles such as acting as a swap dealer and futures commission merchant.

Rashad Bekirov is a financial advisor with Citigroup Global Markets holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley, The Prudential Insurance Company of America, and Pruco Securities LLC. 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 oversight committees and provides services such as discretionary managed accounts, mutual funds, ETFs, and alternative investments.

Joseph Mastronardi is a financial advisor at Citigroup Global Markets with nine 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 various segments, including high-net-worth and ultra-high-net-worth individuals. The firm offers a range of investment advisory programs and execution services, utilizing multi-asset, multi-manager strategies with in-house research and specialized market roles.

Georgia Mouzakis is a CFP® professional with 32 years of industry experience, currently serving at Citigroup Global Markets since 2007. She has held the position of past president and remains a member of the Hellenic American Bankers Association, Inc. in New York. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a broad range of advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains a combination of institutional scale and specialized market roles.

Thomas Moran is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets Inc. since 2013. 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 incorporates a combination of large institutional scale and unique market roles.

Luis Seabra is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds a Series 66 credential and has worked at Citigroup since 2017, following a one-year tenure at Morgan Stanley. Outside of his advisory role, he is involved as a partner and owner in several trucking and real estate businesses in New Jersey, managing operations and property management activities outside of securities trading hours. 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 utilizes multi-asset, multi-manager strategies with internal oversight to select and monitor managers, and maintains a combination of large institutional scale and market roles including futures and derivatives services.

Charles Scarallo is a CFP® with Wealthspire Advisors in Melville, NY, where he has worked since 2016. He has five years of industry experience. Outside of his advisory role, he manages CKAS Equipment LLC, a heavy equipment acquisition business involved in a cooperative rental platform. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients, employing an institutional-style asset allocation framework with diverse investment vehicles and ongoing client monitoring.

Lisa Chalker is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Heartland Institute of Financial Education and Revolt Healthcare Alliance. Outside of her advisory role, she owns Family Affair Distributing Inc., a marketing company specializing in promotional products and printing services. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.

Rafael Mesquita is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Citibank N.A. since 2017, following a two-year period at Agriforte S.A. Outside of his advisory role, he is involved in restaurant management as a waiter and provides transportation services as a driver with Uber. 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 and derivatives services, to support its advisory and execution capabilities.

Nicholas Spinella is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 65 and Series 63 licenses and five years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance. He has also been involved in local government and university environments, having worked with the Town of Hempstead and Adelphi University. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Michalis Stylianou is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he worked in education at North Shore Senior High School and North Shore Middle School and operated Stylianou Accounting for five years. He also attended Adelphi University for four years. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shahid Syed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has extensive experience with related entities, including MirQuest Financial, LLC and Ameritas Life Insurance. Outside of his advisory role, he serves as president of MirQuest Financial, LLC and executive director of MirQuest Insurance Services, LLC, where he is involved in agent recruitment, training, and business planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a range of portfolio management strategies and investment products across multiple platforms, supported by a corporate structure that includes affiliated broker-dealer and insurance entities.

Paul Serie is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2022 and previously spent 12 years at TIAA-CREF. He serves on the board of the nonprofit Mt Olivet Cemetery. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture model with affiliated and third-party platforms, offering discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions.

Brett Burian is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has been with Citigroup and its affiliated entities since 2015. 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 and provides a broad range of advisory, execution, and custody services.

Katherine Agrillo is a financial advisor at Carson Wealth with ChFC® and Series 63 credentials. She has over 28 years of industry experience, including prior roles at The Pinnacle Financial Group and LPL Financial. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and providing tailored solutions such as custom indexing and access to alternative investments.

Elyanur Jalilova is a Series 66 licensed financial advisor at Citigroup Global Markets with three years of industry experience. She has worked at Citibank N.A. since 2020 and previously held roles at AK&Z Food and Piada Inc. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering a variety of investment advisory programs and custody services. The firm emphasizes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Christopher Ponte is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 21 years of industry experience. He has worked at Citi Bank Personal Wealth Management since 2011. Outside of his advisory role, he is involved in managing a rental property in Long Island City, NY. 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 specialized market roles, providing a variety of advisory and execution services tailored to workplace, high-net-worth, and ultra-high-net-worth segments.

Timothy Schmoll is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Intersect Capital LLC and Procapita Partners, LLC. Outside of finance, he has a background in professional sports, having worked with Dover Athletic Football Club, Aldershot Town FC, and the New York Red Bulls. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Maria Ocampo is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Premier Asset Solutions Inc., Nylife Securities, LLC, and New York Life Insurance Company. Ocampo operates Ocampo Financial Strategies, LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.