Mariana Arbiza Costa is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds a Series 66 designation and has worked within various units of Citigroup since 2014, including Citi International Financial Services LLC and Citigroup Global Markets. She is based in New York, NY. 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 maintains significant in-house research and market roles, supporting both discretionary and non-discretionary client solutions.

Faye Wang is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual as well as held roles at the University of Texas at Austin and Ruffalo Noel Levitz. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a broad range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies and operates with institutional scale that includes in-house research and specialized market roles.

Ryan Markoe is a financial advisor at Schwab Wealth Advisory, Inc. in New York, NY, with a CFA® designation and Series 66 license. He has four years of industry experience, including prior roles at Citigroup and SS&C Technologies. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem, delivering advice without discretionary trading authority and primarily serving individual investors rather than institutional clients.

Giovanni Classen is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 65 and Series 66 designations and has eight years of industry experience. His prior roles include work with NYLIFE Securities LLC, New York Life Insurance Company, and Eyrium Wealth Strategies, LLC. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Alexander Liu is a Series 66-licensed financial advisor with Citigroup Global Markets in New York, NY. He has two years of industry experience, including prior roles at JRNY Inc. and Clipper Advisor, LLC. His background also includes four years at the University of Michigan. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and execution services across workplace, high-net-worth, and ultra-high-net-worth segments. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealer and futures commission merchant activities.

Shady Shamaa is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. He has been with Citigroup Global Markets since 2021 and previously worked at Citibank NA and Rocco's Pastry Shop. 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 operates with large institutional scale and provides a range of advisory, execution, custody, and derivatives services.

Kevin Hysenbegasi is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citigroup, JPMorgan Chase Bank, J.P. Morgan Securities LLC, Citibank, and National Securities Corp. Outside of his advisory role, he is an owner and partner in a residential real estate investment business. 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 roles as a security-based swap dealer and futures commission merchant, combining large institutional scale with specialized market functions.

Dilshad Rahmonov is a financial advisor with Eagle Strategies (NY Life) in Brooklyn, NY. He holds Series 66 and Series 63 licenses and has 14 years of industry experience. In addition to his advisory role, he is the principal and owner of Alfraganus LLC, which brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types, tailoring recommendations to client objectives and plan sponsor criteria, with a significant focus on non-discretionary assets and institutional relationships.

Yahaira Tejeda Garcia is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citibank since 2024 and has experience working at New York University. 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 employs multi-asset, multi-manager strategies and integrates institutional-scale resources with unique market roles and arrangements.

Margaret Bluhm is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds the 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 and execution services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and it combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Sean Featherstone is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, he worked at Premium Merchant Funding and gained experience in various roles including a position at Ramsey Golf and Country Club. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and a variety of implementation methods, supported by an extensive Goldman Sachs ecosystem and proprietary research tools.

Jason Ng is a financial advisor at Citigroup Global Markets with two years of industry experience and holds a Series 66 designation. His prior roles include positions at Meridian Real Estate Partners and API Accounting and Computer Consultant. 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 utilizes multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by internal standards and oversight committees.

Zach Lucas is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, CCI, and M&T Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Jeanette Chung is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Ameriprise and Royal Alliance Associates. Chung has been with OSAIC Institutions since 2025. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer structure and delegates investment management to its representatives while maintaining firm supervision.

Julyan Santos is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Citigroup in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 and combines large institutional scale with unique market roles, including in-house research and operations as a swap dealer and futures commission merchant.

Sean Sullivan is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and the US Commodities Futures Trading Commission. He has held positions related to finance and business at American University and engaged with the Cancer Support Community. 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 with both discretionary and non-discretionary options, supported by in-house research and specialized market roles.

Carlton Light is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across wealth segments, offering a range of investment advisory programs, brokerage execution, and custody services. Citigroup Global Markets employs multi-asset, multi-manager strategies using internal standards and oversight committees to select and monitor managers, providing access to a variety of investment vehicles including separately managed accounts, mutual funds, ETFs, and alternative products.

Xiao Qin Komischke is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 66 designation and has previously worked at several firms including Cetera Investment Advisors, Cathay Bank, and Raymond James Financial Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with brokerage and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Stephen Hodgetts is a financial advisor at Wealth Enhancement Advisory Services, LLC with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at First Capital Advisors Group and McAdam LLC. Hodgetts is based in New York, NY. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that combines passive and active strategies with quantitative, momentum, and fundamental analysis.

Nikoll Tinaj is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and two years of industry experience. Prior to his current role, he worked at Siller & Cohen Family Advisory and has experience in the restaurant industry, including five years at FLAMES Steakhouse and two years at Benjamin Steakhouse. 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 and combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.