Juan Rojas Ospina is a financial advisor at Citigroup Global Markets with a Series 66 designation and approximately two years of experience in advisory roles. His prior work includes positions at Dane Street and Florida Valet Parkin. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.

Brendan Walsh is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Graypoint LLC and Atlas Private Wealth Management, LLC. He is based in New York, NY. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Elaine Freeman is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at JP Morgan Securities LLC, Farmers Financial Solutions, and Brooklyn Knight Insurance Brokerage. 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 combined with broker-dealer execution and custody services. The firm is notable for its large institutional scale and unique market roles, including serving as a swap dealer and futures commission merchant.

Christina Morales is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. She has been with Citigroup since 2015. 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 maintains distinctive market roles, including in-house research and security pricing, as well as acting as a swap dealer and futures commission merchant.

Christian Pierce is a financial advisor at Farther with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, and E*TRADE. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm uses Modern Portfolio Theory with proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary private fund recommendations.

Camille Forde is a financial advisor at Hightower Advisors with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Bank of America, Merrill, J.P. Morgan Securities, and RBC Capital Markets. Outside of her advisory role, Camille is involved in creating and selling custom art through her business, Camilla J Art. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors, with a focus on multi-manager solutions and discretionary and non-discretionary portfolio management. The firm utilizes both affiliated and third-party managers and offers access to a range of investment vehicles, including alternative investments and custom indexing.

Jerry Wolf is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fahnestock & Co. Inc. for over two decades. Outside of his advisory role, he coaches a high school rugby program at Fordham Prep School two days a week. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Daniel Lee is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at LG Electronics North America and Winia Daewoo Electronics. 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 programs, supported by in-house research and specialized market roles.

Ashutosh Shandilya is a Series 66–registered advisor with Citigroup Global Markets in New York, NY. He has four years of industry experience and has been with Citigroup since 2005. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees and combines large institutional scale with specialized market roles.

Anna Cappucci is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. She has been with Cerity Partners since 2024 following her academic studies. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors, managing approximately $126.9 billion in assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and customized portfolios.

Anjana Peddi is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds a Series 66 designation and previously worked across several roles including positions at Windsor Lake Coffee, Gib's Bagels, and the Jellison Living Learning Center. Citigroup Global Markets serves individual and institutional clients across multiple 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 programs and maintains large institutional scale alongside unique market roles such as acting as a swap dealer and futures commission merchant.

Chung Lin is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes roles at HSBC Bank USA, N.A., HSBC Securities (USA) Inc., Infinex Investments, Inc., and Popular Bank, where he has been involved in banking and wealth management since 2022. 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, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary management.

Rossana Ionescu is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her career includes roles at TD Bank N.A. and Lord Capital LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Mariano Pinto is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is involved with the Disney Store in Brooklyn, NY, working in cash room and sales audit functions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

Genna Luisi is a financial advisor at Citigroup Global Markets with a Series 66 credential and four years of industry experience. She has previously worked at JP Morgan Chase Bank and Morgan Stanley. 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 through discretionary and non-discretionary programs and maintains a large institutional scale with unique market roles including swap dealing and futures commission merchant activities.

Sonam Lama is a Series 66-licensed financial advisor at Hightower Advisors with four years of industry experience. Prior to joining Hightower in 2021, Sonam held positions at H&R Block and the New York Botanical Garden. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of pooled investment vehicles. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and offering a range of portfolio management and financial planning services.

Robert De Boyrie is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. His previous work experience includes roles at Citigroup since 2017, Bareburger, and the University at Albany SUNY. 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 and integrates in-house research, operating at a scale and with market roles that distinguish it from many peers.

Gregory Nelson II is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 credential and has worked at Citigroup and Ruffalo Noel Levitz. 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.

Kristy Feinberg is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds a Series 66 designation and has prior experience at Citibank and Fannie Mae. Feinberg also has a background that includes roles at Duke University and in secondary education. 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 specialized market roles, providing a broad set of advisory, execution, and custody services.

Christopher Lazos is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Oppenheimer since 2008. Outside of his advisory role, he serves as co-trustee of a living trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.