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.

Monte Bailey is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Citigroup Global Markets, having previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. 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, including in-house research and derivatives services.

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.

Eric Rothman is a financial advisor with Primerica Advisors in Lawrence, NY, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Outside of his advisory role, he serves as Managing Director of Rothman Financial Group and engages in insurance brokerage activities on a client-by-client basis. Primerica Advisors operates as an enterprise serving a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment programs.

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.

Gabriel Epstein is a financial advisor at Integrity Alliance, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Lion Street Advisors and Kestra Investment Services. Epstein is a minority owner of Lion Street, Inc., a network of life insurance professionals. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans. It operates a large advisor network managing approximately $5.4 billion in client assets, providing portfolio management, financial planning, and access to third-party managers through various platforms.

Aaron Safier is a financial advisor at Hornor, Townsend & Kent, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Mass Mutual Investors Services and METLIFE Securities. Outside of his advisory role, Safier is an inventor pursuing a patent for a mechanical device through his own company, Sapphire Enterprise Corp. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a range of custody, execution, and brokerage services alongside investment advice.

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.

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.

Denis Izotov is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Uber Technologies, Florida Financial Advisors, and Vanderbilt University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services utilize an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Cristian Taveras is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Citigroup since 2018 and previously held positions at JPMorgan Chase Bank and JP Morgan Securities. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging extensive in-house research and unique market roles.

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.

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.

Farhod Sultonov is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has been affiliated with New York Life entities since 2008. In addition to his advisory work, he hosts the Cactuz Podcast, interviewing guests about their personal journeys and life lessons. Eagle Strategies serves a diverse client base, including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Eugene Owusu Awuah is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fifth Third Bank, Ameritas Investment Corp, Veritude, and Fidelity Brokerage Services. Outside of finance, he has engaged in music content creation, occasionally recording and releasing music on digital streaming platforms. 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 significant institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.