Eric Barrios is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Signature Securities Group Corp./Signature Bank for ten years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant, and providing customized discretionary solutions for very large client relationships.

Victor Ochaney is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs 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.

James Tindall is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Edward Jones, and Massachusetts Mutual Life Insurance Co. 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 large institutional scale with specialized market roles and arrangements.

Mary Cunningham is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds a Series 66 designation and has previously worked at Merrill and held various roles outside finance, including positions at Colegio Edith Stein and St. Mary Health Care Center. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and derivatives services.

Adriana Goncharov is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank and Jpmorgan Securities LLC prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and provides both discretionary and non-discretionary portfolio management, combining large institutional scale with specialized market roles.

Michael Gasparino is a financial advisor with Citizens Securities, Inc. in Brooklyn, NY, holding Series 66 and Series 63 licenses and four years of industry experience. He previously worked at JP Morgan Securities, LLC and JP Morgan Chase Bank, N.A. from 2022 to 2025. Gasparino also serves as Treasurer and CFO for Cafe Here Inc., where he manages the company’s finances. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory, brokerage, and insurance services. The firm provides a digital advisory program with ETF-based portfolios and discretionary management alongside commission-based brokerage and other services.

Andres Rios is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company for 11 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Giuliana Tenerelli is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2015. 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 employs multi-asset, multi-manager strategies and maintains large institutional scale with in-house research and specialized market roles.

Matthew Hershenhorn is a CFA® charterholder with ten years of industry experience, currently serving as a financial advisor at Oppenheimer & Co. Inc. since 2016. Outside of his advisory work, he is a musician and performs with the band Exile on Broad Street. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans with a variety of advisory programs and services. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation as well as manager selection across multiple asset classes.

Miguel Varela Acosta is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has held roles at several financial institutions, including Citibank, Ocean Bank, and Wells Fargo. Outside of finance, he has been involved with TranscribeMe Inc. and has a background connected to Uber Inc. 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 a combination of large institutional scale and unique market roles, such as acting as a security-based swap dealer and futures commission merchant.

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.

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.

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.

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.

Cheuk Shun Cheung is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining HSBC, he worked at Morgan Stanley and SEJ Services. Outside of his advisory role, he is a Cantonese Chinese radio host at MultiCultural Radio Broadcasting, Inc., where he engages with the community through news, music, and cultural programming. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm employs a mix of client-directed and discretionary investment approaches across a range of risk profiles, utilizing affiliated and third-party providers for fund selection and portfolio management.

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.

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.