Laura Viveros is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2017, following two years at HSBC Private Bank. Outside of her advisory role, she is a co-founder of Soles for Change LLC, a shoe business based in Miami and Rockville Center, NY. Citigroup Global Markets serves individual and institutional clients across a wide range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside execution and custody services. The firm combines large institutional scale with diverse market roles, including derivative trading and in-house research, providing customized solutions for high-net-worth clients.

Ana Ortega is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 licenses with 19 years of industry experience. She has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as swap dealer and futures commission merchant.

George Suarez is a financial advisor at Corient with 10 years of industry experience. He holds the Series 65 designation and has worked previously at firms including Emfo, LLC, Sound Income Strategies, LLC, Summit Wealth Partners, LLC, and Weathwise Technologies, Inc. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Rodrigo Alencar is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2013. Based in Miami, FL, he is part of a large team serving a diverse client base. 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 derivatives services.

Martin Mangino is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has been with Citigroup and its affiliates since 2016. Outside of his advisory role, Mangino is a property owner in Miami, FL, where he manages a rental property. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research, swap dealing, and futures commission merchant activities.

Erek Reynolds is a financial advisor with Empower Advisory Group in Fort Lauderdale, FL, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, TIAA, and TD Ameritrade. 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 retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within plan lineups selected by sponsors.

Perry Long is a CFA® charterholder with seven years of industry experience. He is currently with Truist Advisory Services and previously worked at Wells Fargo Bank. In addition to his advisory role, he teaches trust and wealth management at the Florida Trust School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and utilizes AI-enabled tools alongside traditional research in its manager selection process.

Julio Leyva is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and JPMorgan Chase Bank, among other firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Rico Williams is a Series 66-licensed financial advisor at T. Rowe Price Advisory Services, Inc. with 11 years of industry experience. He previously worked at Raymond James and has been with T. Rowe Price since 2012 in two separate periods. Outside of his advisory role, he owns a clothing brand called The Tribe X Brand LLC. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested in proprietary mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulations to support retirement income planning.

Steven Cordoba is a financial advisor with Empower Advisory Group in Hollywood, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Empower Retirement, JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and UBS Financial Services. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

Barbara Bilello is a financial advisor at Corient in Miami, FL, with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including US Trust and RegentAtlantic prior to joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, incorporating risk management tools and alternative investments where appropriate.

Ana Rizzo is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 designations and 14 years of industry experience. She has been with Citigroup Global Markets since 2014. 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 uses multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers.

David Shapiro is a financial advisor at RBC Rochdale, LLC with 15 years of industry experience. He has been with City National Rochdale since 2014 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a director for the Sierra Ranches Community Association, where he helps oversee the operations and finances of his homeowners association. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses a multi-strategy investment approach that combines quantitative screening, statistical modeling, and fundamental analysis, implementing portfolios through proprietary tools and collaboration with third-party sub-advisors.

Pedro Eid is a financial advisor with HSBC Securities (USA) Inc. based in Aventura, FL, holding Series 63 and Series 66 designations and six years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Gastrack Operators, LLC. Outside of finance, he manages an e-commerce business selling home and personal goods through Walmart and Shopify online platforms. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, using a range of discretionary and non-discretionary strategies. The firm employs a structured investment process with multiple risk profiles and leverages global asset management and fund due diligence resources, providing varied managed account solutions including an Offshore program for qualified non-resident clients.

Daniel Jacoby is a financial advisor with LPL Financial in Aventura, FL, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked with Stratos Wealth Partners, Ltd. since 2010 and was affiliated with Stratos Investment Management, LLC from 2016 to 2021. Jacoby also holds a license to conduct the sale and servicing of fixed insurance products, including annuities and various types of insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Magaly Cruz is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, JP Morgan Chase Bank, Bank of America, Merrill, and Wells Fargo Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing multi-asset investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles and offers bespoke discretionary solutions for high-net-worth relationships.

Michelle Santamaria Palacios is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of experience at Citi-related firms. Her prior roles include positions at Citibank N.A., Barry University, Florida International University, and Miami Dade College. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm operates with large institutional scale and provides specialized solutions including discretionary mandates and exposure to alternative asset classes.

Juan Pereira Arenas is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds a Series 66 credential and has been with CitiBank and CITI International Financial Services LLC since 2018. 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 unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Mary Portalatin is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with CitiBank since 2010. Citigroup Global Markets serves individual and institutional clients across various segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and operates as a swap dealer and futures commission merchant.

Nathalia Grisales is a financial advisor at Citigroup Global Markets in Miami, FL, with 11 years of industry experience. She holds Series 66 and Series 63 designations and has worked at Citigroup since 2018, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. 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 acting as a security-based swap dealer and futures commission merchant.