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.

Scott Samuels is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2021. His prior experience includes roles at Amalgamated Bank, Infinex Investments, Inc., and Spartan Capital Securities LLC. 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 through discretionary and non-discretionary programs and maintains in-house research and security-pricing activities.

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.

Minching Tso Lam is a registered representative with HSBC Securities (USA) Inc. and holds a Series 66 designation with 25 years of industry experience. She has been with HSBC Securities since 2013 and concurrently serves as a Bank Officer for HSBC Bank (USA), an affiliate of the firm, engaging in the sale of bank-related products and services. Lam is based in New York, NY. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach utilizes multiple model risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence, serving clients through both discretionary and non-discretionary portfolio options.

Richard Limekiller is a CFP® and CFA® credentialed advisor with 19 years of industry experience. He has worked at City National Rochdale, Rim Securities LLC, and City National Bank since 2012. Outside of his advisory role, he serves as a board member for the Lincroft Little League, coordinating the tee ball division. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and governmental entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools to align portfolios with client Investment Policy Statements.

David Smith is a financial advisor at Bankers Life Advisory Services, Inc. with 12 years of industry experience. He holds a Series 63 designation and has worked within various affiliated entities of Bankers Life since 2015. In addition to his advisory role, he is a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Claire Kim 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 the University of Miami Herbert Business School and Fresenius-Kabi. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer and futures commission merchant activities.

Joshua Baer is a financial advisor at Hornor, Townsend & Kent, LLC in New York, NY, with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior roles include positions at TD Ameritrade and Penn Mutual Life Insurance Co. Outside of his advisory work, he is involved in life insurance brokerage through his ownership of J13AM, LLC and serves as an insurance agent with Stratus Associates. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

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.

Mercedes Garcia Ayuso is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Citigroup Global Markets since 2008. Outside of her advisory role, she holds a 30% ownership stake in a small retail clothing family business based in Madrid, Spain, though she is not involved in its operations. 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 with both discretionary and non-discretionary options, leveraging its institutional scale and in-house research capabilities.

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.

Jordan Soclof is a financial advisor at Farther with five years of industry experience. He holds the Series 66 designation and has worked at Farther Finance Advisors since 2022. His prior experience includes roles at Bank of America and Merrill Lynch between 2019 and 2022. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, with a focus on ETFs, mutual funds, individual equities, and fixed income.

Cheng Li is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Oppenheimer since 2020. Prior to joining Oppenheimer, he worked at MSQ Ventures and Russo Partners, and spent seven years at Weill Cornell Medicine. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside various investment strategies, with a distinctive approach that includes both discretionary and non-discretionary management programs.

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.

Aleksandr Yunusov is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and possessing 16 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at JPMorgan Securities LLC and JPMorgan Chase Bank from 2015 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and security-pricing operations alongside unique market roles such as swap dealing and futures commission merchant activities.

Brandon Phillips is a financial advisor at Oppenheimer in New York, NY, holding Series 65 and Series 63 licenses with five years of industry experience. Prior to joining Oppenheimer in 2021, he worked at TD Private Client Wealth LLC and TD Bank N.A. from 2017 to 2021. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic asset allocation, manager selection, and both commission-based and asset-based fee programs.

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.