Carlos Vasquez is a financial advisor at HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at TradeStation Securities, Inc. and HSBC Bank USA, N.A. Before entering the financial industry, he was involved with the Honduran Swim Federation and Seminole Swim Club. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of program types combining client-directed, discretionary, and wrap-style managed portfolios, supported by a multi-tiered investment process and multiple affiliated and third-party service providers.

Marisela Blandon is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group. Blandon is based in Coral Gables, FL. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, including high net worth clients, as well as corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services covering equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Luis Rodriguez is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, Executive National Bank, and JPMorgan Chase. He is based in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a range of investment advisory programs, including discretionary and non-discretionary multi-asset strategies. The firm operates with large institutional scale and provides specialized services such as swap dealing, futures commission merchant activities, and bespoke discretionary solutions.

Gregory Viejo is a CFA® charterholder with over 26 years of experience in the financial industry. He is currently with Truist Advisory Services, where he has worked since 2023. His prior experience includes roles at Comerica Securities and Wells Fargo, where he was employed for more than a decade in various capacities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled research tools and a range of third-party platform partnerships.

Regine Rigal is a financial advisor at Oppenheimer with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. for 23 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary services.

Jessie Washington is a financial advisor with Eagle Strategies (NY Life) in Coral Gables, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. Jessie has worked with Eagle Strategies since 2017 and also with New York Life Insurance since 2014. Outside of advisory work, Jessie engages in insurance brokering through Alpha Solutions Group, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Alonso is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 credential and 15 years of industry experience. His prior work includes six years with Banco de Sabadell S.A. Miami Branch and SABADELL SECURITIES USA, Inc. He maintains a real estate sales associate license with Fathom Realty, though he does not devote business hours to this activity. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary programs. The firm uses a diversified investment approach incorporating multiple risk profiles and combines strategic and tactical asset allocation with fund due diligence conducted by affiliated specialists.

Cristiane Suzzio is a financial advisor at HSBC Securities (USA) Inc. in Miami, FL, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at HSBC Securities USA, Inc. and HSBC Bank USA, N.A. since 2019, following three years at JP Morgan Securities LLC and JP Morgan Chase Bank NA. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and discretionary investment programs, using model risk profiles and combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Diego Gonzalez is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2008. Prior to joining Oppenheimer, he spent 12 years at UBS Financial Services and UBS International Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment and consulting programs, utilizing both discretionary and non-discretionary approaches, and maintains custody of client assets while managing significant non-discretionary advisory portfolios.

Claudia Balarezo is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. She holds Series 63 and Series 65 designations and has been with TD Bank N.A. and TD Private Client Wealth since 2013. 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. The firm utilizes a combination of strategic and tactical asset allocation across affiliated and third-party managers, offering portfolio management, financial planning support, and custody services.

Karina Kanakina is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. She has seven years of industry experience, with prior roles at Wells Fargo, Spencer Winston Securities, and BioDEX of Evome Medical Technologies. In addition to her advisory work, she manages short-term rental properties for Florida Best Realty Inc. 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 security pricing, derivatives and futures services, and bespoke solutions for high-net-worth clients.

Huston Lorenzo is a financial advisor at Oppenheimer with eight years of experience in the industry. He holds a Series 66 designation and has worked at several firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, BNY Wealth Management, Snowden Lane Partners, Axio Financial, and Fidelity. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Robert Doo Jr is a financial advisor with Oppenheimer, holding a Series 66 designation and over 20 years of industry experience. He has been with Oppenheimer & Co since 2005. Outside of his advisory role, he is involved as a manager in a real estate investment LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers various programs including asset management, consulting, and retirement services, providing both discretionary and non-discretionary investment approaches.

Carlos Bergouignan Sotolongo is a financial advisor at Oppenheimer with 21 years of industry experience. He has been with Oppenheimer since 2003 and holds the Series 66 designation. 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 investment programs and advisory services that include discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Jeffrey Taraboulos is a PFS™ and holds a Series 66 license with 15 years of industry experience. He is currently affiliated with Integrated Wealth Concepts LLC and has been a partner at Kabat, Schertzer, De La Torre, Taraboulos & Co. since 2004. In addition to his financial advisory role, he is a partner and CPA at an accounting firm. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing primarily long-term strategies with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Robert Walter is a financial advisor at Sanctuary Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sanctuary Advisors and Sanctuary Securities since 2018, following nine years at World Equity Group. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of more than 400 independent advisers. The firm offers a range of portfolio management options, financial planning, and retirement plan consulting, employing multiple analytical approaches and maintaining affiliations that expand its investment platform.

Fred Berens is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 61 years of industry experience. His prior firms include Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Outside of his advisory role, he serves as a trustee for multiple family and friend trusts, holds leadership positions with public television stations in South Florida, and is a trustee at the University of Miami. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of investment and consulting programs with discretionary and non-discretionary options, maintaining custody of client assets while managing both advisory and broker-dealer operations.

Carlos Bigott is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Credit Suisse Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Rodolfo Rake is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley in various roles from 2009 to 2021. Outside of his advisory work, he is a passive investor in a platform that generates carbon credits through waste prevention initiatives. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent representatives. The firm offers diverse portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written agreements.

Danielle Vivado is a financial advisor at HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 credential with 13 years of industry experience. Her prior work includes roles at Citigroup and BCI Miami. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines client-directed and discretionary portfolio management across various program types, supported by affiliated asset management and fund selection teams.