Ben Jamin Wooten is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Red Robin. Outside of finance, Wooten creates social media content focused on DIY home renovations, furniture projects, and musical performances. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Ibtisam Tahir is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, Fidelity Brokerage Services, and Citigroup. Tahir has been with Empower Advisory Group since 2024. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes integrated service models tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Myrdania Cherilus is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Prior to joining Citigroup, she held positions at Merrill and Randstad, and she has worked as a freelance translator for Baystate Interpreters Inc. She is also the owner of Prinstadane Estate Corp, a real estate business she plans to develop. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a comprehensive range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research, swap dealing, and futures commission merchant activities.

Christopher Russo is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2023, he worked at Jax Logistics and Bank of America/Merrill. Outside of his advisory role, he is a consultant for Backcountry JAX, an online clothing business based in Jacksonville, Florida. Citigroup Global Markets serves both 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 maintains unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Joshua Dubberly is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has previously worked at TD Bank, Chase Bank, Merrill, and the University Athletic Association, Inc. outside the financial sector. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and a broad suite of execution and custody services, distinguished by its institutional scale and specialized market roles.

Michael Chalmers is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill, Empower Retirement, and Citigroup. Prior to his financial services career, he held positions at Pussers Caribbean Grille and BRIO Tuscan Grille. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment programs and a combination of advisory, execution, and custody services. The firm manages portfolios through both discretionary and non-discretionary approaches and operates with large institutional scale alongside unique market roles such as swap dealer and futures commission merchant.

Andrew Cecil is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill for ten years before joining Citigroup in 2022. Outside of his advisory role, Andrew hosts trivia and bingo events through his part-time entertainment company, Fast Jax Trivia. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles and provides a broad set of advisory and execution services.

Charles Moody is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for nine years before joining Citigroup in 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs with both discretionary and non-discretionary options. The firm combines large institutional scale with unique market roles, including in-house research, security pricing, and derivatives services.

Maximiliano Concepcion is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Merrill, Citibank, Deutsche Bank, and AT&T. 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 security-based swap dealing and futures commission merchant activities.

Jennifer Mcmillan is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds a Series 66 designation and has prior experience at Fidelity Investments and several other firms. 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 in-house research and security-pricing, and provides a broad range of advisory, execution, and custody services.

Joseph Hubbard is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has held leadership roles at Hubbard Planning Group Inc. since 1991 and Hubbard Financial Planners since 2016, and has been affiliated with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006. Outside of his advisory work, he is licensed as an independent insurance agent selling fixed insurance products. 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 utilizes a range of investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, and operates various program platforms with access to third-party technology and managers.

Sebastian Storaci is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory work, he is the managing partner of 4SM Consulting LLC, which supports business operations and digital marketing strategies. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary portfolio solutions.

Philip Corrales is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at the University of Miami and Compass Management and Consulting. 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 utilizes multi-asset, multi-manager strategies with oversight committees to select and monitor managers and combines large institutional scale with unique market roles and commercial arrangements.

Wesley Dabu is a financial advisor with Empower Advisory Group in Orange Park, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Bank of America and Merrill from 2014 to 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Mini Jewahar is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds the ChFC® designation and the Series 66 license. Prior to joining Citigroup in 2022, she worked at Merrill from 2017 to 2022. 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 in-house research and derivatives services.

Sarah Glenn Waters is a financial advisor at Citigroup Global Markets with 5 years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Farah & Farah, PA. 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 maintains in-house research and security-pricing activities alongside its roles as a swap dealer and futures commission merchant.

Michael Caira is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Regions Bank and Valic Financial Advisors. His background includes roles outside finance, such as positions at Tactile Medical and dMeetings LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and integrates institutional-scale resources with unique market roles.

Samantha Levin is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JP Morgan Securities and Regions Bank prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across a range of 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 set of advisory, execution, and custody services.

Luis Chevez is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Citigroup in 2019, he worked at J.P. Morgan Securities LLC and JPMorgan Chase from 2016 to 2019. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities with unique market roles, including operation as a swap dealer and futures commission merchant.

Jody Ayotte is a financial advisor with Lincoln Investment, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at Lincoln Investment since 2017 and is also associated with Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.