Douglas Grisbaum is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. He has been with Citigroup since 2022, following prior roles that include working at Ocean Treasures and serving as a lifeguard at Fordham University. 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 unique institutional roles such as acting as a security-based swap dealer and futures commission merchant.

Ella Buravleva is a financial advisor at OSAIC Institutions, Inc. based in New York, NY, holding Series 63 and Series 66 designations with seven years of industry experience. Her work history includes roles at Popular Bank, Infinex Investments, Inc., and HSBC Securities (USA) Inc. She has additional experience in real estate-related positions earlier in her career. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a distinctive model that emphasizes firm supervision combined with client control over accounts.

Michael Difalco is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds a Series 66 designation and previously worked at New York Life Insurance Company for ten years before joining Citigroup in 2022. 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 operates with a combination of large institutional scale and specialized market roles.

Katherine Kalish is a financial advisor at Citigroup Global Markets with a Series 66 credential and four years of industry experience. She has worked at Citigroup Inc. from 2014 to 2021, at Morgan Stanley from 2021 to 2023, and returned to Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Michael Felix is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Merrill, Bank of America, N.A., and City National Securities. Felix is also involved in owning and managing rental property investments. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and provides both discretionary and non-discretionary investment solutions supported by internal research and oversight.

Samuel Choi is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. He previously worked at Prudential Financial from 2018 to 2021 and has been with Citigroup Inc. since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees, and maintains roles as a swap dealer and futures commission merchant.

Aaron James is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He has held positions at Stifel for 11 years prior to joining Citigroup in 2023. He holds the Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines institutional scale with unique market roles, including futures commission merchant and swap dealer activities.

Liang Cheng is a Series 66-registered advisor with Citigroup Global Markets, where he has worked since 2016. He is based in Millburn, NJ, and has 0 years of industry experience prior to his current role. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research, security pricing, and derivatives services.

Emily Patalano is a financial advisor with Citigroup Global Markets holding a Series 66 designation and five years of industry experience. Prior to joining Citigroup, she held various roles including positions at Buckley Country Day School and JoyRun, Inc. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs that include discretionary and non-discretionary strategies. The firm combines large institutional scale with specialized market roles, providing multi-asset, multi-manager solutions supported by in-house research and oversight committees.

Alexios Coscoros is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kiski Securities, Aether Global LLC, where he served as managing partner, and Siena Capital. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services, with a platform that integrates discretionary and non-discretionary strategies and maintains unique market roles such as swap dealing and futures commission merchant activities.

Fang Moore is a financial advisor with Transamerica Financial Advisors in Piscataway, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Transamerica in 2019, Moore spent twelve years at Bristol Myers Squibb and is also a licensed health insurance agent and Pennsylvania notary. Moore assists with health insurance enrollment in New Jersey and Pennsylvania. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs. The firm manages approximately $1.66 billion in discretionary assets and operates as both a registered broker-dealer and registered investment adviser.

Claire Kim is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds the Series 66 designation and has prior experience at the University of Miami Herbert Business School and Fresenius-Kabi. 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 through discretionary and non-discretionary programs and maintains large institutional capabilities combined with specialized market roles.

Thomas Russo is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2015 and also works with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

Michael Amato is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney LLC and Brighthouse Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with specialized market roles and arrangements.

Jason Levene is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and possessing five years of industry experience. He has been with Citi since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines institutional scale with unique market roles, including in-house research and functioning as a swap dealer and futures commission merchant.

Maria Clara Quiroga 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 BTG Pactual and Hypera Pharma. 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 unique market roles including in-house research and security pricing, swap dealing, and futures commission merchant activities.

Nora Giannoni is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She has been with Citigroup since 2023 and previously worked in the education sector for eight years. 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 and maintains in-house research and security pricing operations, combining large institutional scale with specialized market roles.

Sean Moore is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63 and Series 66 licenses with four years of industry experience. He operates under the DBA Reveal Wealth, where he brokers non-registered insurance products and offers New York Life products and services. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm focuses primarily on non-discretionary asset management and delivers tailored advice across multiple program types, including fee-based advice and retirement plan consulting.

Cheng Li is a CFA® charterholder and Series 63 licensee with six years at Oppenheimer and a total of five years of industry experience. Prior to Oppenheimer, he worked at MSQ Ventures and Russo Partners, and earlier was employed by Weill Cornell Medicine. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.

Nunzio Parlanti is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has two years of industry experience, including previous roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and offers bespoke solutions for high-net-worth relationships.