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 financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 29 years before joining Citi in 2024. 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 and maintains in-house research, operating with both discretionary and non-discretionary programs tailored to diverse client needs.

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 at OSAIC Institutions, Inc. in New York, NY, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Popular Bank, Infinex Investments, HSBC Bank USA, and HSBC Securities (USA) Inc. since 2015. Outside of advisory roles, he serves 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 and operates a hybrid adviser/broker-dealer model with firm supervision while delegating investment analysis and account management to its representatives.

Bana Abdo is a financial advisor at Citigroup Global Markets with a Series 66 credential and experience starting in 2022. Prior to joining Citigroup, Bana worked at the University of Miami and the International Academy Amman. 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 with comprehensive internal oversight and is notable for its large institutional scale and unique market roles.

Gabriel Epstein is a financial advisor at Integrity Alliance, LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked with firms including Lion Street Financial, Kestra Investment Services, and Equitable Advisors. He is a minority owner of Lion Street, Inc., a network of life insurance professionals, and serves as an administrator for Lighthouse Planning Group, an insurance planning business. Integrity Alliance, LLC is a large advisor network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm serves a diverse client base, offering advisory and brokerage services that include portfolio management, financial planning, and third-party manager referrals through various platform options.

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 at Citigroup Global Markets with 13 years of industry experience. He holds a Series 66 designation and has previously worked at New York Life Insurance Company and its affiliated entities. Caballero has been with Citigroup since 2025. 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 market roles such as swap dealer and futures commission merchant, providing a broad range of advisory and execution services.

Gavin Basner is a Series 66-licensed financial advisor at Citigroup Global Markets with less than one year of industry experience. His recent work history includes roles at Citigroup Global Markets Inc. and Thomas J. Herzfeld Advisors. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and combines large institutional scale with unique market roles such as swap dealer and futures commission merchant.

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 two years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Empower Financial Services and Florida Financial Advisors. Prior to his advisory roles, Denis gained diverse experience across various organizations, including Uber Technologies 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 Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, operating within plan lineups selected by plan sponsors.

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.

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.

Adrian Tovar is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Consultora T3 Ltd. His career also includes roles outside of finance, such as seven years at Access Information Management. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a wide range of investment advisory programs and brokerage services, implementing multi-asset, multi-manager strategies with in-house research and oversight to support its large-scale institutional operations.

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.

Jakhongir Yuldoshev is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at TD Bank, H&R Block, Mini-Circuits, and Westminster International University in Tashkent. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, offering portfolio management, access to various investment products, and financial planning support through a combination of affiliated and third-party sub-managers.