Eugene Owusu Awuah is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 credential and has worked at firms including Fifth Third Bank and Ameritas Investment Corp. Outside of finance, he has engaged in music content creation, with recordings available on digital streaming platforms. 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 with oversight committees to select and monitor investment managers, providing solutions that include discretionary and non-discretionary accounts as well as exposure to alternative and digital-asset products.

Patrick Mcgrade is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work experience includes roles at EPIC Insurance Brokers and Consultants, Cook Maran, Royal Alliance Associates, and McDermott & Thomas Associates. He serves as a board member of the Staten Island Rotary Club, a volunteer service organization supporting community charitable efforts. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customized investment approach across various asset classes and manages over $72 billion in assets as of May 2026.

Jake Taylor is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and previously worked at Rockefeller Financial LLC and Rockefeller & Co. for four years. Taylor studied at the University of Southern California and attended Eton College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of investment, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across various portfolio strategies.

Guadalupe Cabrera is a Series 66-licensed financial advisor with Citigroup Global Markets, based in New York, NY, and has three years of industry experience. Prior to joining Citigroup, Guadalupe worked at American Express and was involved with CAFE LA TROVA. Citigroup Global Markets serves a range of individual and institutional clients through multiple wealth management segments, offering diversified investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and leverages internal research and oversight committees to select and monitor investment managers.

Michael Bencivengo is a Series 66-licensed advisor at Citigroup Global Markets with seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, JPMorgan Securities, MUFG, and UBS. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and brokerage services with a focus on both discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Boban Markovic is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. He is currently with Oppenheimer & Co. Inc and previously worked at Credit Suisse, Atoll Financial Group/BA Securities, the Institute of International Finance, Ankura Consulting, and Zivid Ventures, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches and maintains custody of client assets while operating its advisory and broker-dealer businesses.

Michelle Harlan is a financial advisor with Eagle Strategies (New York Life) based in Edison, NJ. She holds a Series 66 designation and has five years of industry experience. Prior to joining Eagle Strategies, she worked at firms including LPL Enterprise, Prudential Insurance Company of America, MassMutual, and Credit Agricole Corporate & Investment Bank. Outside of her advisory work, she volunteers as a coach and volunteer for Timothy Christian School athletics and participates in community organizations such as the Boys Scouts of America and the North Plainfield Business Association. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its regulatory assets managed on a non-discretionary basis.

Michael Giasi is a CFA® charterholder with 25 years of industry experience. He is currently with Eagle Strategies (NY Life) and has previously worked at RiskSpan and Samuel A. Ramirez & Co., Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, particularly in its substantial non-discretionary asset management.

Angela Aguayo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Citi Corp since 2015. Citigroup Global Markets Inc. 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 through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Valeriya Kolesnikova is a CFP® professional with six years of industry experience, currently affiliated with Eagle Strategies (NY Life) in New York, NY. Her work history includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and DSM-Firmenich. Outside of advisory services, she is involved in authoring a children's book on financial literacy and works as a wellness advocate selling essential oils. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers various program types emphasizing tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, with notable involvement in institutional retirement plan clientele.

Natthavadee Khemsuwan is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 4 years of industry experience. Her background includes roles at Eagle Strategies, Nylife Securities LLC, New York Life Insurance Company, At Home Recipe Corp, and Rani Arabella. She also works as an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of assets on a non-discretionary basis.

Jared Patterson is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. His prior work history includes roles at Deutsche Bank and multiple positions affiliated with Morgan State University. 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 through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Jun Ge is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Transamerica, Jun worked at Ernst & Young and Cleary Gottlieb Steen & Hamilton LLP. Outside of advising, Jun is involved in document review and translation services for TransPerfect. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with access to proprietary and third-party investment models.

Valerie Rosaly is a CFP® and ChFC® with 27 years of industry experience. She is currently with Cerity Partners LLC and joined the firm in 2026 after 18 years at UBS Financial Services. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, providing customized wealth management services. The firm employs a client-specific investment framework that combines proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

John Fredette is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with three years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at High Peaks Asset Management and held roles at Nottingham Trent University, Amplience Ltd., and Manhattan College. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored wealth solutions through a combination of discretionary and non-discretionary management within a large integrated financial group.

Peter Serra is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as an agent selling non-securities insurance products for Agia. 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 to construct client portfolios.

Kevin Koeller is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets, Newport Asset Management Corp., and Accenture. Koeller has also pursued entrepreneurial interests involving the establishment of an LLC intended to acquire and manage residential rental properties. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a 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 and arrangements.

Ryan Natsch is a financial advisor at Citigroup Global Markets with 9 years of industry experience. He has held his current position since 2018 and previously worked at Sidoti & Company LLC from 2016 to 2018. Natsch holds Series 65 and Series 63 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

Philippe Malvett is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 licenses and 16 years of industry experience. His career includes roles at Dome Medical Technologies, Foreside Fund Services, Investec Asset Management North America, RBC Capital Markets, and Merrill. He has been with Citigroup since 2017. 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 implements multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by internal standards and oversight committees.

Donald Smith is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and totaling 23 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves both individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.