Sofia Zacarias is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and has worked at Citi since 2019. Prior to joining the firm, she was involved with Leggenda Bridal and studied at the University of Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm combines large institutional scale with specialized market roles and employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Catherine Turullols is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 22 years of industry experience. She has been with CITI Private Bank since 2010 in New York, NY. 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 and combines large institutional scale with roles as a swap dealer and futures commission merchant.

Harrison Altschul is a financial advisor at Citigroup Global Markets with a Series 66 designation and less than one year of industry experience. His prior work includes a position at Oberon Securities and involvement with UCLA Sports Camps. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering comprehensive investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and operates with large institutional scale and unique market roles.

Michael Byrne Jr. is a CFP® professional with six years of industry experience. He has worked at Empower Advisory Group since 2023 and previously held roles at Personal Capital Advisors Corporation, Rockwood Wealth Management, and Pitcairn Trust Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Kevin Moriarty is a CFA® charterholder and holds a Series 66 license, currently working at Mercer Global Advisors Inc. He has three years of industry experience, with prior roles at Stifel Financial Corp and UBS. His background also includes involvement with 2-Way Lacrosse and work at Wesleyan University. Mercer Global Advisors serves a diverse client base including individuals, families, small business owners, and non-profits, offering investment advisory, financial planning, and family office services. The firm employs a globally diversified investment strategy based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and other specialized investment vehicles.

James Desharnais is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 unique market roles, providing investment advisory, execution, custody, and derivatives services.

Juan Ramos is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2018, following a six-year tenure at J.P. Morgan Securities. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees, and it operates with large institutional scale and complex market roles that distinguish it from peers.

Dean Rothman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Park Avenue Securities since 2003 and Guardian Life since 2002. Rothman also engages in health insurance sales outside of Guardian through a fellow Guardian broker. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to both proprietary and third-party investment solutions.

Daniel Capurso is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Eagle Strategies since 2020 and operates Premier Asset Solutions Inc., which sells New York Life products and brokers non-registered insurance products. Capurso also serves as a notary public, providing free notary services to the public. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

Brian Katzman is a CFP®-certified financial advisor with seven years of industry experience. He has worked at Creative Planning since 2019 and previously spent 14 years at Heller Wealth Management. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and access to private market investments, supported by a broad range of affiliated legal, trust, and retirement plan service businesses.

Jeff Werner is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Citigroup Global Markets, where he has worked since 2013. Based in Brooklyn, NY, he has spent the majority of his career at Citigroup. Citigroup Global Markets serves both individual and institutional clients through various segments including workplace, high-net-worth, and ultra-high-net-worth. The firm employs multi-asset, multi-manager strategies and offers a range of investment advisory and execution services, supported by in-house research and distinctive market roles.

Brian Giambalvo is a financial advisor at Citigroup Global Markets in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to his current role at Citigroup since 2019, he worked at The Corcoran Group from 2012 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant.

Simon Skrelja is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Citigroup since 2016. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Vinita Mehta is a CFP®-certified financial advisor with 16 years of industry experience, currently with Citigroup Global Markets since 2017. She previously worked at HSBC Bank USA for one year. Outside of her advisory role, she manages a rental property in West Hartford, Connecticut. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines institutional scale with specialized market roles, including in-house research and derivatives capabilities.

Juan Tavares is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC. Based in New York, he has been with Citigroup Global Markets since 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Ian Weinberg is a CFP® with 38 years of experience in the financial services industry. He is currently with Wealthspire Advisors, where he has worked since 2025, following a 29-year tenure at LPL Financial. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and employs various investment vehicles such as mutual funds, ETFs, and private funds.

Behzod Roziqov is a financial advisor at Citigroup Global Markets with Series 63 and 65 credentials and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and TD Bank. 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 derivative services.

Jared Wolfe is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. His prior work includes roles at Potsdam Royals and self-employment, along with experience at Villanova University and New York Community Bancorp. Wealthspire Advisors manages approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a diversified mix of investment vehicles and provides tailored wealth management, financial planning, and retirement consulting services.

Mendy Kaufman is a financial advisor with Guardian Life holding a Series 66 designation and eight years of industry experience. His prior work includes a one-year role at Lebowitz CPA, and he has been affiliated with Park Avenue Securities and Guardian Life since 2016. Outside of advisory work, he assists with Night Aid, a nonprofit initiative started by his father. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individual, corporate, and nonprofit clients. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and several proprietary and third-party platforms.

Tara King is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds a Series 66 license and has worked at Citigroup, Inc. since 2018. Prior to her current role, she held positions at Anchor MG Management Consultants, Bentley University, and other organizations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and execution services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.