Aurea Antunes is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Citigroup since 2016. 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 employs multi-asset, multi-manager strategies and maintains unique institutional scale with specialized market roles and commercial arrangements.

Tarik Emara is a CFA charterholder and holds a Series 63 license with 10 years of industry experience. He has been with Citigroup Global Markets since 2015. Emara serves on advisory boards and committees for multiple private equity and real estate funds based in London and other locations, dedicating time to these roles during securities trading hours. 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 clearing services, and provides a broad range of advisory and execution solutions.

Alyson Sedia is a financial advisor with Eagle Strategies (New York Life) based in New York, NY. She holds Series 65 and Series 63 licenses and has one year of experience in the industry. Prior to her current role, she worked with NYLIFE Securities LLC and New York Life Insurance Company, and was a homemaker for five years. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Shuangying Wu is a financial advisor at Citigroup Global Markets with Series 66 registration and no prior industry experience. Their background includes roles at the District of Columbia Office of the Attorney General and an academic tenure at Georgetown University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Camryn Foltz is a financial advisor at Citigroup Global Markets with Series 66 registration and two years of industry experience. Her prior roles include positions at Dartmouth College and Dartmouth Athletics Event Staff. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution and custody services, and derivatives and futures operations. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Yuting Patterson is a CFA® charterholder with 13 years of industry experience. She is currently with Citigroup Global Markets and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, and Deutsche Bank Securities, Inc. Outside of finance, she was involved with Yoga Shanti NYC for two years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Brandon Fisk is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Citi Private Alternatives, Transamerica Capital, Wells Fargo Advisors, BrightHouse Securities, and Metlife Investors Distribution Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Rafael Suarez Fortes is a financial advisor at Citigroup Global Markets with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Citigroup in 2023, he held positions at The University of Texas at Austin and Panda Express. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Lauren Feuer is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience and a Series 65 credential. Prior to her current role, she worked at Spire Investment Partners and Marche Wealth. Outside of her advisory work, she serves as a Project Analyst for Atrium Housing, a 501(c)(3) nonprofit, assisting with applications for low-income housing tax credits and government funding. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by extensive platform integrations and affiliated sub-advisory arrangements.

Kristina Sencion is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Her work history includes roles at Citigroup since 2021, JP Morgan Chase, and IBM. Outside of her advisory duties, she operates Fora Travel, Inc., a remote travel agency where she books travel and accommodations. 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 in-house research and security-pricing functions, distinguishing itself through its scale and market roles.

Mauricio Reid is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and operates with large institutional scale, providing both discretionary and non-discretionary solutions tailored to high-net-worth clients.

Joseph Reilly is a financial advisor with Commonwealth Financial Network in Metuchen, NJ, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. He is co-owner of Reilly Financial Group, LLC, which facilitates securities, advisory, and insurance business. Reilly also serves as an advisory board member for Thriv, a lifestyle conference in Metuchen. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.

Anthony Cicitta Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Hornor Townsend & Kent since 2011 and also maintains a CPA practice focused on tax and accounting services. Cicitta is involved in life insurance brokerage and wealth management services that include life insurance, annuities, and approved securities products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options and maintaining over $8 billion in discretionary assets under management.

Kjeld Engberg is a financial advisor at Oppenheimer with 17 years of industry experience. He holds the CFA® designation and Series 66 license. His prior roles include positions at Deutsche Bank Securities, Credit Suisse Securities, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Suraj Kalia is a CFA® charterholder based in New York, NY, with 22 years of industry experience. He has worked at Oppenheimer since 2019 and previously spent seven years at Northland Securities, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and services including asset management, consulting, and retirement planning across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary account management.

Jenna Harms is a Series 66-licensed financial advisor with Citigroup Global Markets, based in New York, NY, and has three years of industry experience. Her work history includes multiple roles at Citigroup as well as positions at several other firms over the past few years. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, providing multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm is notable for its large institutional scale, in-house research and pricing functions, and its roles as a security-based swap dealer and futures commission merchant.

Jierong Cheng is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and nine years of industry experience. In addition to advising, Cheng is president of Spring Beauty Spa and a partner at Pacific Tax and Consulting Group LLC, where they prepare tax returns for individuals and corporations. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Angelo Coppolino is a financial advisor at Cetera Planning Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Avantax Investment Services and 1st Global Advisors. In addition to his advisory role, he is a CPA with Moore Stephens, P.C., where he has been involved since 1974. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates a formal planning process with diversified portfolio allocations and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Dino Stanisic is a financial advisor with \u0026Partners, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining \u0026Partners in 2024, he worked at Wells Fargo Clearing for eight years. \u0026Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing both proprietary and third-party strategies with ongoing account monitoring.

Chantae Reid is a Series 66 licensed financial advisor with six years of industry experience. She has worked at Citigroup Global Markets since 2018 and previously held positions at NYU and NYU School of Medicine. 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 is notable for its large institutional scale, in-house research capabilities, and roles as a swap dealer and futures commission merchant.