Juliet Timmins is a financial advisor at Citigroup Global Markets with Series 66 credentials and several years associated with the firm since 2021. Her background includes experience at Cushman & Wakefield and involvement with the Share.Love Foundation. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains distinctive institutional capabilities such as in-house research and swap dealer activities.

Gamaliel Michaud is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 2010 and is currently an agent with Agia. Michaud serves as Managing Director for the National Association of Minority Financial Advisors, where he participates in networking and conference organization for minority financial professionals. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and a variety of investment options.

Keith Fisher is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Citigroup Global Markets since 2024 and previously held roles at J.P. Morgan Chase Bank, NA, and J.P. Morgan Securities LLC from 2011 to 2023. 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 and maintains unique market roles, including in-house research and security-pricing activities, as well as operations as a swap dealer and futures commission merchant.

Andrew Sieg is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and over 24 years of industry experience. He worked at Merrill from 2009 to 2023 before joining Citigroup in 2023. Outside of his advisory role, he owns LLCs related to real estate interests in multiple development companies. 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 combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant functions.

Hae Jung Kim is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. Prior to joining Citigroup, Kim worked at JPMorgan Securities LLC and Merrill. Citigroup Global Markets serves individual and institutional clients across multiple 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 significant institutional scale and provides specialized solutions for large client relationships.

Dmitri Efimov is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Jefferies & Company, Straits Financial, and UCAP Asset Management. He is listed as managing partner of a consulting firm, Cross Border Ventures, LLC, though it is currently dormant. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities, and provides bespoke discretionary solutions for very large relationships.

Nazanien Monasebian Knafo is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds a Series 66 designation and has been with Citigroup Global Markets since 2007. 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 combines large institutional scale with specialized market roles, including derivatives and futures services.

Keith Glenfield is a Series 66 registered advisor at Citigroup Global Markets with 24 years of industry experience. He worked at Merrill Lynch for 29 years before joining Citi in 2024. 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 implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant.

Marina Rodriguez is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2018, following two years at Sontag Advisory. 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 employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, leveraging internal standards and oversight committees to select and monitor managers.

Joseph Culotta is a financial advisor with OSAIC Institutions, Inc. and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at Popular Bank, Infinex Investments, HSBC Bank USA, N.A., and HSBC Securities (USA) Inc. Since 2020, he has served as a program manager of investments and insurance at Popular Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Dominick Kortkamp is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Eagle Strategies since 2019 and has previously worked with New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory role, he is the owner of Liberty Marketing Group Solutions Inc, a company focused on marketing and branding for physician practices targeting Medicare Advantage consumers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of programs tailored to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Robin Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2017, with a brief break between 2024 and 2025, and concurrently holds a product management role at Indeed, Inc. Outside of advising, he is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs and maintains affiliated entities supporting retirement plan clients.

George O. Shaughnessy is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has been with Commonwealth and affiliated entities since 2017, including prior roles at Reilly Financial Group and F and G Insurance Agency. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and investment management, offering discretionary and customized portfolio solutions.

Christian Caballero is a financial advisor with Citigroup Global Markets and holds the Series 66 designation. He has 12 years of industry experience, including prior roles at New York Life Insurance Company and other related firms. Caballero is based in New York, NY. Citigroup Global Markets serves a broad range of individual and institutional clients, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market functions such as swap dealing and futures commission merchant services.

Matthew Pomerantz is a financial advisor with Eagle Strategies (New York Life) based in New York, NY. He holds Series 63 and Series 66 credentials and has 14 years of industry experience. He has been associated with Eagle Strategies since 2018 and also operates under the DBAs Miller-Pomerantz Insurance and Financial Services and Lenert Financial Group, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and focuses on tailoring recommendations to client objectives, managing most assets on a non-discretionary basis.

Diego Szuldman is a Series 66 licensed financial advisor with Citigroup Global Markets, based in New York, NY. He has 19 years of industry experience and has been with Citigroup Global Markets since 2012. Outside of his advisory role, he holds a member and secretary position with Onslow Holdings LLC, a non-investment-related business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging its large institutional scale and diverse market roles.

Wei Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Transamerica Financial Advisors since 2013 and has been associated with Kistler Tiffany Benefits since 2015. Outside of advising, he is involved in the sale of insurance products and manages a personal rental property. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Jutta Brew is a Series 66-licensed financial advisor with Citigroup Global Markets, where she has worked for seven years. She is based in Jersey City, NJ. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale and unique market roles.

Beat Reinhart is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding Series 63 and Series 66 licenses and six years of industry experience. He previously led Reinhart Advisors Group LLC for eight years and has been associated with New York Life Insurance Co and NYLIFE Securities LLC since 2019. Outside of advising, he serves as executor and power of attorney for his uncle’s estate and is involved in managing a non-investment business, Fox Hills Farm Chester LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and delivers advice through various program types, serving a broad client base including defined contribution and benefit plans, charitable organizations, and corporate clients.

James Scroggs is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 12 years of industry experience. His career includes roles at Edward Jones, TD Ameritrade, and Citigroup Global Markets. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time financial planning and ongoing portfolio management, employing a fiduciary standard across its advisory services.