Matthew Aber is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses. He has been working in the industry since 2024, with prior roles at OmniGrowth Wealth Professionals and LPL Financial. Outside of finance, he maintains a YouTube channel unrelated to investment topics. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Wilfred Warrick is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Pinnacle Financial Service, MPower America, LLC, and World Financial Group, Inc., among others. Outside of advisory work, he assists Medicare-eligible individuals with Medicare plan selection and enrollment. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory approach through a large network of advisors and multiple program platforms.

Vincent Zaccaria is a CFP® with nine years of industry experience, currently advising at Schwab Wealth Advisory Inc. He has held roles at Charles Schwab Bank, AMERIPRISE Financial Services, and other firms since 2015. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Matthew Diquollo is a CFP® with 11 years of experience in the financial advisory industry. He currently works at Beacon Pointe Advisors, LLC and has previously held roles at Glenmede Trust Company and Mariner Wealth Advisors. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing third-party independent managers and quantitative due diligence processes, and sponsors proprietary investment vehicles and private funds.

Brenda Pokojowczyk Smith is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Citigroup since 2015. Outside of her advisory role, she is an independent consultant for Norwex and a consultant for Pampered Chef, engaging in direct sales of household cleaning and kitchen products. 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 maintains in-house research and market roles that distinguish it among large institutional firms.

Jamie O Sullivan is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds a Series 66 designation and has held previous roles at RBC Capital Markets and Credit Suisse Securities. O Sullivan serves on the advisory board of the Heavenly Harvst Foundation, which works to address food insecurity by providing high-protein meals with long shelf lives to areas in need. 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, and provides a broad range of advisory and execution solutions.

Richard Piazza is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 19 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as treasurer for Second Chance Stables, a nonprofit organization, and consults on the St. Patrick School Endowment Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Michael Jurado is a financial advisor at Citigroup Global Markets with Series 66 credentials and eight years of industry experience. He previously worked at Legg Mason for seven years before joining Citigroup in 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Joseph Portello is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Portello has been associated with Eagle Strategies since 2022 and operates his own firms, Portello Financial Group LLC and The Firm Financial Group, LLC, which focus on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with both retail and institutional clients.

James Giordano is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at JPMorgan Securities, Prudential Insurance Company of America, and New York Life Insurance Company. Outside of his advisory role, he occasionally works as an independent driver for Uber. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles.

Christina Vollmann is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for 14 years. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who utilize various investment approaches and platforms, delivering both discretionary and non-discretionary portfolio management.

Bruna Paz Roca is a financial advisor at Citigroup Global Markets with the Series 66 designation and four years of industry experience. She has worked at Citigroup since 2022 and has prior experience in academic services and student activities at the University of Notre Dame. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale alongside distinctive market roles and arrangements.

Alexandra Vivescunningham is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has held roles at Citigroup since 2023 and has previous experience at AmRock Financial, along with academic involvement at the University of Florida Warrington College of Business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary approaches, with additional services including brokerage execution, custody, and derivatives trading.

Gregory Palumbo is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and seven years of industry experience. He has been with Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, and operates at a large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Zachary Zaia is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. He has worked at Citi since 2023, following prior roles at Webster Bank, Sterling National Bank, and Northwestern Mutual. 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 operating as a swap dealer and futures commission merchant.

Hai Hyun is a financial advisor at Citigroup Global Markets with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Citibank N.A. in 2025, Hai worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2020 to 2025. 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.

Kathleen Golden is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds a Series 66 credential and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities before joining Citigroup in 2025. 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 maintains distinctive market roles, including security-pricing and derivatives services, supported by large institutional scale.

Marc Alessandro is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds the Series 63 designation and has held positions at Prudential Insurance Company of America, PRUCO Securities, LLC, and National Life Group. Outside of his advisory work, he is involved as an agent in insurance sales through Integrated Financial Concepts. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and third-party asset management.

Ryan Raphael is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 10 years of industry experience. He has been with Citigroup since 2016. 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 derivatives and futures services.

Mario Girone is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Citigroup since 2014. Outside of his advisory role, he is involved in managing several real estate entities in New York and New Jersey. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, maintaining internal oversight and utilizing external partnerships to manage client portfolios.