Daniel Giraldo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 certifications and nine years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA for a combined eight years before joining Citigroup in 2026, following a two-year career break. Citigroup Global Markets serves individual and institutional clients across various wealth segments with a comprehensive 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, such as operating as a swap dealer and futures commission merchant.

Isobel Cunningham is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her prior roles include positions at Asante Capital Group, Insight Partners, and various educational institutions. 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 through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Camilla Lynch is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Prior to joining Citigroup in 2024, she worked at Georgetown University and the American Overseas School of Rome. 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 with both discretionary and non-discretionary programs, supporting exposure to traditional and alternative investment products.

Matthew Serkes is a CFP® with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2020. Prior to joining Cerity Partners, he worked at Executive Monetary Management from 2011 to 2019. Based in New York, NY, he holds professional credentials relevant to financial planning and wealth management. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm provides customized wealth management services and employs an investment approach that integrates proprietary quantitative screening and a mix of third-party and direct security selection, with additional access to alternative and private market solutions for qualified clients.

Benjamin Uhing is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase from 2015 to 2026. Outside of his advisory role, he is a passive investor and owner/partner in a virtual design and construction services company. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that combines internal strategies with third-party managers, utilizing risk management tools and alternative investment options where appropriate.

Arvind Ramakrishnan is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at JPMorgan Securities, JPMorgan Chase Bank, and Morgan Stanley for a combined 11 years. Citigroup Global Markets serves individual and institutional clients across a range of private banking and wealth management 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 acting as a swap dealer and futures commission merchant.

Teresa Incao is a financial advisor at Oppenheimer with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Prior to that, she worked at Hennion & Walsh Asset Management, Inc. and RBC Capital Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment and consulting services, including discretionary and non-discretionary portfolio management, with a notable emphasis on non-discretionary advisory assets and custody of client assets as a qualified custodian.

Joseph Salerno is a Series 66-licensed financial advisor with Oppenheimer in New York, NY. He has one year of industry experience and previously worked at FOX Sports and Wells Fargo Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs with a range of advisory and consulting services. The firm offers both discretionary and non-discretionary portfolio management and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Michael Mannix is a CFP® professional with seven years of experience in financial advisory roles. He currently serves at Cerity Partners LLC and has prior experience at firms including Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with an investment approach emphasizing client-specific profiles, quantitative screening, and access to alternative and private market solutions.

John Di Bartolomeo is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. His prior work includes positions at Podell Financial Group, LLC and a background in education at the University of Delaware and West Essex High School. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with in-house research, swap dealing, and futures commission merchant activities.

Steven Criscuolo is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc., BFS Wealth Management, and LPL Financial. Outside of his advisory work, he is involved with the Academy for Continuing Professional Education as a sponsor of CPA continuing education. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active managers guided by an internal Investment Committee.

Rohit Ahuja is a financial advisor with Goldman Sachs Wealth Services in Jersey City, NJ, holding a Series 66 designation and having seven years of industry experience. Prior to his current role since 2021, he worked at The Ayco Company, L.P./Mercer Allied and Boston Private Bank and Trust Company. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, corporate participants, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and proprietary analytics while integrating resources across the broader Goldman Sachs ecosystem.

Cory Weinreb is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley for four years. Outside of his advisory role, he designs shirts for an online shop called Reebs. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset and multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with market roles including swap dealing and futures commission merchant activities.

Sophia Sekinda Panko is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has 12 years of industry experience, working with Eagle Strategies since 2021 and with New York Life Insurance Company and Nylife Securities LLC since 2013. Outside of her advisory role, she owns So.phee Stitches, a craft business that sells handmade crochet items at community markets. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Araneo is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, Araneo serves as Treasurer and board member of Eva’s Village, a nonprofit focused on feeding the hungry and assisting the homeless, where he leads fundraising committees. He also sits on the Board of Trustees of Tiro A Segno, a private Italian American heritage and dining club. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of more than 400 independent investment adviser representatives offering portfolio management and retirement plan consulting, utilizing a range of analytical approaches and fiduciary services.

Carlos Cadavillo is a financial advisor with Transamerica Financial Advisors in Edison, NJ. He holds the Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining Transamerica, he worked at Wfgia and A.F. Paredes & Co. CPAs, and he spent 25 years at Philips Lighting Co. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services with access to proprietary and third-party model portfolios, managing approximately $1.66 billion in discretionary assets as of the end of 2025.

Kayleigh Papa is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Mendoza College of Business and the University of Notre Dame. 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 maintains notable institutional scale and market roles, including in-house research and arrangements involving derivatives and futures.

Madelyn Bowles is a CFP® professional with eight years of experience at Wealthspire Advisors and one year at Merrill Lynch. She began her career after graduating from Lafayette College, where she also spent four years. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, financial planning, and retirement-plan services through a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation.

Fradjihaidavid Zeitoun is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Santander Securities, LLC and Santander Bank, NA. Zeitoun is based in New York, NY. 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 unique market roles and provides a broad range of advisory, execution, and custody services.

Katie Strickberger is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior experience includes roles at Oaktree Capital Management, Lord Abbett & Co LLC, and Credit Suisse Securities. Citigroup Global Markets Inc. 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, derivatives services, and bespoke solutions for very large relationships.