Aisling Carroll Transom is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mariner Wealth Advisors and FirstPoint Financial. She is the founder of Morpheus NYC LLC, a consulting company outside of investment-related activities. 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 mix of passive and active investment strategies guided by an internal Investment Committee.

Hanna Harwood is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2019. Her prior roles include positions at Adrianna Papell, Nordstrom, and the University of Florida. 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 and leverages its institutional scale and market roles to provide comprehensive financial solutions.

Aurea Antunes is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Citigroup since 2016. 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 and maintains unique institutional scale with specialized market roles and commercial arrangements.

Tarik Emara is a CFA charterholder and holds a Series 63 license with 10 years of industry experience. He has been with Citigroup Global Markets since 2015. Emara serves on advisory boards and committees for multiple private equity and real estate funds based in London and other locations, dedicating time to these roles during securities trading hours. 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 clearing services, and provides a broad range of advisory and execution solutions.

Alyson Sedia is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Eagle Strategies, she was associated with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through various program types and emphasizes non-discretionary asset management, working within an integrated New York Life affiliate structure.

Shuangying Wu is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Prior to joining Citigroup, Wu completed roles including a position at the District of Columbia Office of the Attorney General and academic studies at Georgetown University. 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 discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Camryn Foltz is a financial advisor at Citigroup Global Markets with Series 66 registration and two years of industry experience. Her prior roles include positions at Dartmouth College and Dartmouth Athletics Event Staff. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution and custody services, and derivatives and futures operations. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Yuting Patterson is a CFA® charterholder with 13 years of industry experience. She is currently with Citigroup Global Markets and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, and Deutsche Bank Securities, Inc. Outside of finance, she was involved with Yoga Shanti NYC for two years. 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 both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

James Cavanaugh is a financial advisor with GWN Securities Inc. in Rockville Centre, NY, holding a Series 63 designation and 11 years of industry experience. He has been with GWN Securities since 2015 and is also associated with ABMM Financial. Outside of his advisory role, he serves as managing member of Health Strategies, LLC, where he assists small business owners with health insurance decisions. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm employs both affiliated and unaffiliated sub-advisers, using asset allocation and Modern Portfolio Theory, and is known for incorporating market-timing and momentum-based strategies in several legacy programs.

Rafael Suarez Fortes is a financial advisor at Citigroup Global Markets with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at The University of Texas at Austin, Panda Express, and the Government Employees Credit Union. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and execution services across multiple wealth segments. The firm employs multi-asset, multi-manager strategies utilizing both discretionary and non-discretionary approaches and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.

Kristina Sencion is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Her work history includes roles at Citigroup since 2021, JP Morgan Chase, and IBM. Outside of her advisory duties, she operates Fora Travel, Inc., a remote travel agency where she books travel and accommodations. 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 in-house research and security-pricing functions, distinguishing itself through its scale and market roles.

Mauricio Reid is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2006. 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 utilizes multi-asset, multi-manager strategies and operates with large institutional scale, providing both discretionary and non-discretionary solutions tailored to high-net-worth clients.

Rong Jian Jiang is a financial advisor at Citizens Securities, Inc. with two years of industry experience. Prior to joining Citizens Securities, he held positions at Merrill, Bank of America, and several other firms. He is a Series 66 license holder and is also a beneficial owner of Clear River Consolidated Holdings Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering a range of investment advisory, brokerage, and insurance services. The firm operates both digital and managed account programs and is wholly owned by Citizens Bank, N.A.

Anthony Cicitta Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Hornor Townsend & Kent since 2011 and also maintains a CPA practice focused on tax and accounting services. Cicitta is involved in life insurance brokerage and wealth management services that include life insurance, annuities, and approved securities products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options and maintaining over $8 billion in discretionary assets under management.

Kjeld Engberg is a financial advisor at Oppenheimer in New York, NY, with 17 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Oppenheimer in 2018, he worked at Deutsche Bank Securities Inc. from 2016 to 2018. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation across equity, balanced, and fixed income strategies, combined with manager selection and periodic rebalancing.

Suraj Kalia is a CFA® charterholder with 21 years of industry experience. He has been with Oppenheimer since 2019 and previously worked at Northland Securities, Inc for seven years. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Jenna Harms is a Series 66-licensed financial advisor with Citigroup Global Markets, based in New York, NY, and has three years of industry experience. Her work history includes multiple roles at Citigroup as well as positions at several other firms over the past few years. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, providing multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm is notable for its large institutional scale, in-house research and pricing functions, and its roles as a security-based swap dealer and futures commission merchant.

Dino Stanisic is a financial advisor at &Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. &Partners serves a diverse range of clients, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis along with proprietary and third-party strategies.

Chantae Reid is a Series 66 licensed financial advisor with six years of industry experience. She has worked at Citigroup Global Markets since 2018 and previously held positions at NYU and NYU School of Medicine. 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 is notable for its large institutional scale, in-house research capabilities, and roles as a swap dealer and futures commission merchant.

Alinne Fash is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 66 and Series 63 licenses and has been with Citigroup since 2018, previously working at Community Bank from 2016 to 2018. 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 with both discretionary and non-discretionary options and supports complex solutions for large clients alongside its institutional-scale operations.