Danielle Nantz is a financial advisor with Citigroup Global Markets in Jacksonville, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining Citigroup in 2026, she held positions at Ally Invest Securities, Morgan Stanley, and E*TRADE Securities, among others. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary strategies. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Dustin Smith 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 firms including Ameriprise, J.P. Morgan Securities, and Fidelity Investments. Smith also served as a medic in the Florida Army National Guard from 2018 to 2021. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and maintains unique market roles such as swap dealer and futures commission merchant.

John Noel is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Merrill and Wells Fargo. His background also includes roles at MassMutual Life Insurance Co., MML Investors Services LLC, and Advised Assets Group, LLC. Citigroup Global Markets serves individual and institutional clients across a broad spectrum including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Kevin Garcia is a financial advisor with Citigroup Global Markets in Jacksonville, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining Citigroup in 2020, he worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2012 to 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains a unique combination of large institutional scale and specialized market roles.

Brian Hoffman is a financial advisor with Citigroup Global Markets. He holds a Series 66 designation and has three years of industry experience, including time at Citibank NA. His prior work includes roles outside finance at First Baptist Church of Orange Park and 1-800-PackRat. 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 specialized market roles, including in-house research and derivative services.

Christina Dodson is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for nine years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and derivatives services.

Manuel Gonzalez is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill, Bank of America, and Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Willie Edwards is a financial advisor with Citigroup Global Markets holding a Series 66 designation and two years of industry experience. Prior to joining Citi Bank in 2022, he worked in various educational roles at the University of Central Florida, Florida International University, Valencia College, and Oakleaf High School. 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 services supported by in-house research and extensive institutional capabilities.

Heather Roark is a Series 66 licensed financial advisor with 18 years of industry experience. She has worked with Citigroup Global Markets since 2022 and was previously with Merrill for 15 years. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and commercial arrangements.

Dillon Mc Nulty is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Fidelity Personal and Workplace Advisors. Prior to his finance career, he was employed at City Year. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Michael Meeks is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has three years of industry experience. Prior to joining Citigroup, he worked at Fidelity Investments, T-Mobile, Exp Realty, SkillStorm, and Appen Butler Hill Inc. 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 bespoke discretionary solutions for large relationships.

Dawn Padgett is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Infinite Computer Solutions. Outside of her advisory role, she owns and operates a longarm quilting business called Suzette's Stitches. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies supported by internal standards and oversight committees, combining large institutional scale with unique market roles and arrangements.

Orlando Arauz is a financial advisor with Truist Advisory Services holding a Series 66 designation. He has been with Truist and its affiliated entities since 2018, including roles at Truist Bank and Truist Investment Services. Prior to his financial industry career, he worked briefly at Gametality Computers. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary services supported by extensive inter-affiliate integration.

David Avila Angarita is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Deutsche Bank, Bank of America, N.A., and Merrill. 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 through discretionary and non-discretionary programs, leveraging internal oversight and external partnerships to manage and monitor investments.

Khadijah Jenkins is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup since 2022, following eight years at Merrill. Based in Jacksonville, FL, Jenkins operates within a firm that serves a diverse client base across private banking and wealth management segments. Citigroup Global Markets Inc. provides investment advisory programs, broker‑dealer execution, and custody services to individual and institutional clients. The firm employs multi‑asset, multi‑manager strategies with a combination of discretionary and non‑discretionary programs, supporting a broad range of financial products and maintaining significant institutional scale and market roles.

Edgar Morales Jr. is a financial advisor with TLG Advisors, Inc. based in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with The Leaders Group, Inc. and Capitas Financial/Pinnacle since 2010, and he is involved with Strategic Diversity Solutions, LLC since 2008. Morales also serves as president and chief marketing officer of Pinnacle IFS, an insurance business. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, delivering advice through independent advisors, sub-advisors, and platform affiliates using fundamental analysis and Modern Portfolio Theory.

Laura Dowe is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds Series 63 and Series 66 designations. Her prior work history includes positions at Fidelity Investments, Synovus Bank, and involvement with Young Life Ministry. 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 and maintains large institutional scale with in-house research and specialized market roles.

Dominick Aurelio 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 Merrill and various other roles before joining Citigroup. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale, in-house research capabilities, and specialized market roles.

Teresa Radzinski is a financial advisor at Citigroup Global Markets with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for 12 years. Radzinski serves on the fundraising committee for Flagler College, contributing her business background to institutional advancement efforts. Citigroup Global Markets serves individual and institutional clients with a range of investment advisory programs and custody services, employing multi-asset, multi-manager strategies across various client segments including workplace, high-net-worth, and ultra-high-net-worth investors.

Ramona Bell is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank NA. Outside of her advisory role, she serves as director of a nonprofit assisting expecting mothers and as vice president of a DJ and wedding entertainment service. 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 internal standards and oversight, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant services.