Marcos Pace is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and has been with Citibank NA and CITI International Financial Services LLC since 2014. He is based in Miami, FL. 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 swap dealer and futures commission merchant activities, and provides a broad array of advisory, execution, and custody services.

Cynthia Speno is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fahnestock & Co. Inc. for 23 years. She serves as a trustee of the Lawrence Moochler Trust. 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 programs, including asset management, consulting, and retirement services, with advisory services that span equity, balanced, and fixed-income portfolios using strategic and tactical approaches.

Miriam Cabrera is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2017 and HSBC Bank USA since 2009. 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.

Priscila Gois Rodrigues Da Silva is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses. She has experience working at Citigroup Global Markets since 2025 and previously spent four years at Larch Capital Partners LLC. Prior to that, she worked at Banco Itau for eight years. 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, and provides broker-dealer execution and custody services as well as derivatives and futures offerings.

Leonard Suskind is a financial advisor at Rockefeller Financial LLC with 43 years of industry experience. He holds a Series 63 designation and previously worked for UBS Financial Services Inc. for 12 years. Suskind serves on the board of directors for the David Poznak Jewish Community Center. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning, and brokerage services through a consolidated investment platform and a Private Advisor model.

Camille Smith is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. She has held positions at firms including CRI Securities, LLC and Securian Financial Services, Inc. In addition to her advisory work, she is the founder and owner of reVive Consulting, LLC, a business consulting firm. 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 around $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and retirement consulting, supporting advisors in implementing customized portfolio solutions.

Sarah Mc Laughlin is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2023. Prior to her current role, she has held positions in various sectors including modern equipment and education. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations to tailor solutions aligned with client objectives.

Alejandro Zayas is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously spent three years at Singer Xenos Schechter Sosler. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, implementing customized portfolios through a combination of in-house research and third-party managers.

Juan Tolosa is a financial advisor at Citigroup Global Markets with nine years of industry experience. He has been with Citigroup since 2014 and holds the Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions, supported by in-house research and specialized market roles.

Elena Mirosnicenco is a financial advisor at Citigroup Global Markets with five years of industry experience and a Series 66 designation. She has worked at CitiBank since 2017. Outside of her advisory role, she assists her spouse with administrative tasks for a trucking and transportation business. 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 in-house research, operating at a large institutional scale with specialized market roles.

Anibal Matte is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Credicorp Capital Chile. Based in Miami, FL, he has been with Citigroup since 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Emma Jones is a CFP® and holds a Series 65 license with four years of industry experience. She is currently an advisor at Mercer Global Advisors Inc. and previously worked at Paragon Wealth Strategies, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios with multi-factor tilts, tax management, and the use of low-cost index vehicles.

Liset Confortti Yanes is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and operated Loligo LLC, a consulting and personal investment business. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager investment strategies and maintains unique market roles, including in-house research and derivatives services.

Diogo Holstein is a financial advisor with HSBC Securities (USA) Inc. in Hollywood, FL, holding a Series 66 credential and 16 years of industry experience. His career includes roles at HSBC Bank USA National Association and several Brickell Global entities. Outside of his advisory role, he owns and operates an e-commerce business through Portina LLC. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary investment options. The firm’s investment process incorporates multiple risk profiles and leverages asset allocation advice and fund due diligence from affiliated global asset management teams.

Alberto Nasr is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citi Bank since 2021, following prior roles at Treasure Gold and Clover Freight Corp. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, leveraging in-house research and market roles that distinguish it from peers.

Jose Mendez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been with SunTrust Advisory Services since 2016 and has also worked at SunTrust Bank and SunTrust Investment Services since 2009 and 2005, respectively. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and an equity research team that uses AI-enabled tools.

Liudmila Cabrera is a financial advisor at AE Wealth Management, LLC with Series 65 credentials and no prior industry experience before joining AE Wealth Management in 2026. She has previously worked at Alto Financial Group, One Health Medical Center, and Medicare Advantage. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies supported by comprehensive reporting and model trade signals.

Chiara Zacarias Carpinelli is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. Her prior experience includes roles at Endeavor Miami and Trust Family Office. She has also held student employment and attended the University of Miami. Citigroup Global Markets serves individual and institutional clients across various wealth segments with a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and swap dealer functions.

Alberto Castaner is a financial advisor at Oppenheimer with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Morgan Stanley and Popular Securities. He serves as trustee and executor for a family trust, managing investment accounts on behalf of his nephews. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of advisory programs and investment services on both discretionary and non-discretionary bases, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Maria Cure is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 credentials and having 20 years of industry experience. She has been with Citigroup since 2016. 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 maintains unique market roles, including in-house research and derivatives activities, which distinguish it from many peers.