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.

Constantine Arniotes is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. He holds the ChFC® designation and Series 63, 65, and 66 licenses, and has 29 years of industry experience. His prior work includes positions at Citigroup, Morgan Stanley, HSBC Bank USA, and New York Life Insurance Co. Arniotes serves as an adjunct professor at Cleary University and coaches a youth soccer team with SI Academy. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional plans. The firm offers multiple program types, emphasizing tailored recommendations and primarily manages assets on a non-discretionary basis.

Alexis Zang Huang is a financial advisor at Citizens Securities, Inc. with three years of industry experience. Huang previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2022 to 2026, as well as AD & BA LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory platform focused on ETF-based portfolios and manages both discretionary and non-discretionary accounts.

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.

Kim Marie Black is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work history includes roles at Wells Fargo Clearing Services LLC, JPMorgan Securities, LLC, JPMorgan Chase Bank N.A., and Thrivent Investment Management Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, serving a large participant base through a model closely tied to Empower’s recordkeeping and administrative platforms.

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.

Deborah Querub Benarroch is a financial advisor with Citigroup Global Markets in New York, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She previously worked at Goldman Sachs and Co. and Goldman Sachs International, with a combined tenure of 12 years. Outside of finance, she advises the founder of Lumhaa, LLC, a memory collection technology start-up. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional 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 the Series 66 designation and has previously worked at LevelUp Logistics and Home Depot. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools.

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 at Oppenheimer in New York, NY, holding a Series 66 designation. He has recently begun his career in the industry with experience at Oppenheimer and a varied background that includes roles in education and the service sector. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation with both discretionary and non-discretionary management across multiple asset classes.

Jacob Schreer is a CFP® with 12 years of industry experience and currently works with Schwab Wealth Advisory in Jersey City, NJ. He has previously worked at UBS Financial Services for six years before joining Charles Schwab and Schwab Wealth Advisory in 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates internally within the Schwab ecosystem and does not act as a discretionary portfolio manager.

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.

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.

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.

Maynor Loaisiga Bojorge is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Private Bank. His background includes several roles connected to Bowdoin College and legislative work in the U.S. House of Representatives. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diverse investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and commercial arrangements.

Phillip Grandison is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 65 and Series 63 licenses and has 20 years of industry experience, including positions at HSBC Securities USA Inc. and Citizens Securities Inc. Outside of his advisory work, he owns a custom clothing company and volunteers with a nonprofit providing career guidance and mentoring to recent graduates and job seekers. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across multiple program types, with a significant focus on non-discretionary assets and institutional retirement plans.

Daniel Small is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at RBC Capital Markets and Hennion & Walsh, Inc. Outside of his advisory role, Small serves as the Director of the Adult Program at Aikido Schools of New Jersey, where he oversees the development of adult students in the Japanese martial art of Aikido. Citigroup Global Markets serves a broad client base including individual and institutional clients across various wealth segments. The firm employs multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and comprehensive service offerings.

Susan Davis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). She has been associated with New York Life Insurance Company and NYLife Securities LLC since 2015. Outside of her advisory work, she serves as a board member of the Young Israel of Jamaica Estates synagogue, where she participates in decisions regarding the organization's wellbeing and security. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Vazquez is a CFA® charterholder with 15 years of industry experience currently serving as a financial advisor at Citigroup Global Markets. He has prior experience at Advent Capital Distributors and Advent Capital Management from 2018 to 2022, and at UBS Financial Services from 2011 to 2018. Citigroup Global Markets Inc. 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 combines large institutional scale with unique market roles, including in-house research and derivatives services.