Sean Rath is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 11 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets 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 and maintains in-house research, swap dealer and futures commission merchant roles.

Brandon Phillips is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at TD Private Client Wealth LLC, TD Bank N.A., and the University of South Carolina. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs that include asset management, consulting, retirement services, and financial planning, employing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Lucas Toglia is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs and Pfizer. 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 implemented through discretionary and non-discretionary programs and operates with large institutional scale and specialized market roles.

Christopher Byrne is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Gregory Napolitano is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also serves as Managing Partner at Strategic Alliance Partners, where he recruits, trains, and develops fixed insurance brokers and agents. Additionally, he is president of Independent Financial Solutions, a fixed insurance and health insurance business. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers various asset management and consulting services through multiple program platforms and utilizes both proprietary and third-party model portfolios.

Ethan Konigsberg is a Series 66-credentialed financial advisor at Citigroup Global Markets with five years of industry experience. He has worked at Citi Bank since 2020, following prior roles including positions at BAE Systems and Berko & Associates. Outside of finance, his background includes work in fitness and wellness as well as education-related roles. 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 through discretionary and non-discretionary programs and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Nubia Pricci is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities and JPMorgan Chase Bank. Pricci is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across multiple 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 maintains large institutional capabilities including in-house research, swap dealing, and futures commission merchant services.

Barkat Chowdhury is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. His prior work includes positions at Chubb and CUNY Baruch College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Reginald Parks is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds a Series 66 designation and previously worked at LevelUp Logistics and Home Depot. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. Its investment recommendations are based on Charles Schwab & Co.’s asset-allocation models and research tools, and trades are executed only with client authorization.

John William Chaldecott is a financial advisor with Citigroup Global Markets in New York, NY. He holds a Series 66 designation and has seven years of industry experience, all with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside brokerage and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Tyler Emick is a financial advisor with Oppenheimer & Co. Inc. based in New York, NY. He holds the Series 66 designation and has been with Oppenheimer since 2024. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Jacob Schreer is a CFP® professional at Schwab Wealth Advisory with 12 years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2022, and previously spent six years at UBS Financial Services, along with a year at Calton & Associates. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co. referrals. The firm follows standard asset-allocation models supported by internal research, offering tailored recommendations without discretionary trading authority.

Nicholas Wright is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has worked at Citibank since 2022. His prior experience includes roles at Regeneron Pharmaceuticals, Rare Craft Steak and Cocktail House, and academic institutions such as Rensselaer Polytechnic Institute and Union College. 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 operates with significant institutional scale, including roles as a swap dealer and futures commission merchant.

Emilio Coppin is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at major firms including Merrill and BNY Mellon Advisors. Coppin has been with Citigroup and its related entities since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth management segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer activities, and specialized lending and custodial services.

Austin Kattenhorn is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in New York, NY. He has two years of industry experience and has previously worked at Brigham Young University, Point32Health, TAB Bank, and Chick-fil-A. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients including individual investors, corporate participants, executives, and institutional clients. The firm uses tailored strategic and tactical allocation models and offers access to Alternative Investments, integrating resources from across the Goldman Sachs ecosystem.

Brandon Riso is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials and has two years of industry experience. His prior roles include positions at Fidelity Investments and self-employment engagements. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns through proprietary and third-party methodologies and integrates its services with Empower’s administrative and recordkeeping platforms.

William Wolf is a financial advisor with Hightower Advisors holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Merrill for 12 years before joining Hightower Securities, LLC, where he has been since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, offering portfolio management, financial planning, and retirement consulting with access to proprietary research and a variety of investment vehicles.

Syuzanna Kocharyan 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 Citi Bank and The Agency at UF. Outside of finance, she is involved with CorePower Yoga in New York City as a studio experience team member. 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 institutional scale with unique market roles, providing a broad range of advisory and execution services.

Joao Pedro Andrade Merjam is a financial advisor at Citigroup Global Markets with Series 66 credentials and less than one year of industry experience. His work history includes roles at Citigroup and Amplify LatinX, as well as education at Northeastern University. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide 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 and commercial arrangements.

Maynor Loaisiga Bojorge is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at J.P. Morgan Private Bank and involvement with Bowdoin College, including work with the Joseph McKeen Center for the Common Good. 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 combines large institutional scale with unique market roles and arrangements.