Carlos Chamon is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Banco Itau International, and Itau International Securities. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by extensive in-house research and unique market roles.

Loren Ben is a financial advisor at Oppenheimer & Co. Inc with 50 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as a trustee for BP Enterprises, a family limited partnership. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and offers a range of investment products while acting as a qualified custodian.

Ricardo Arteaga Espana is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has eight years of industry experience, including roles at Citibank NA and CITI International Financial Services LLC. Outside of his advisory work, he is a shareholder in a family business supplying promotional materials to Colombian companies. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal oversight and research.

Carl Lordeus is a financial advisor with Empower Advisory Group in Miramar, FL. He holds Series 66 and Series 63 credentials and has two years of industry experience. Prior to his current role, he worked at Marsh McLennan and the Ian Martin Group. 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 certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Gabriel Casal is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 19 years of industry experience. He has worked at Citigroup since 2018 and previously spent time with Morgan Stanley and Morgan Stanley Private Bank. 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 utilizes multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Felix Santiago Jr. is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Diversified Investors Securities Corp. and Diversified Investment Advisors since 2008. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with programs focused on asset allocation, contribution guidance, and retirement planning. The firm uses a model-driven approach that incorporates Morningstar Investment Management’s proprietary software and portfolio oversight, delivering both managed portfolios and non-discretionary recommendations to a large client base.

Carlos Mc Grath is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has worked at various Citi entities since 2009, including Citibank, N.A. and Citi International Financial Services LLC. Outside of his advisory role, he serves as a board director for the 500 Brickell East Condominium Association in Miami, where he participates in setting association rules and oversees related management services. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and manages large institutional-scale operations with various market roles and specialized solutions.

Isbett Martinez is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds a Series 66 designation and has been with Citigroup-Private Bank since 2013. Citigroup Global Markets serves individual and institutional clients across multiple 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 both discretionary and non-discretionary options and operates with significant institutional scale and specialized market roles.

Alvin Lopez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Citigroup since 2010, with prior roles at Santander Securities and Santander International Private Banking. Outside of his advisory role, he is co-owner of a rental property in Florida. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging in-house research and extensive market roles.

Jorge Campomar is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2022, following seven years at J.P. Morgan Chase Bank and J.P. Morgan Securities. 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 through both discretionary and non-discretionary programs and maintains unique market roles including in-house research and derivatives services.

Federico Barinci is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Ebricks Capital, and Northwestern Mutual. 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 and is notable for its large institutional scale, in-house research capabilities, and unique market roles such as acting as a swap dealer and futures commission merchant.

Michael Griffith is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. since 2003 and CIBC World Markets since 1992. He is based in Fort Lauderdale, FL. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and multiple investment strategies tailored to client objectives.

Or S. Pikary, CFP® and PFS™, is a financial advisor with Mariner Wealth Advisors in Coral Gables, FL, bringing three years of industry experience. Prior to joining Mariner, he worked at Mazars USA, LLP and Moss Adams, LLP. Outside of his advisory role, he serves as a board member for two homeowners associations and is involved with the American Institute of Certified Public Accountants as a Credential Committee Member; he also prepares tax returns as a sole proprietor. Mariner Wealth Advisors serves a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolios managed by an Investment Committee that integrates in-house research with third-party managers, and provides a range of services such as tax coordination, Core Family Office solutions, and employer financial-wellness tools.

Charles Jordan is a financial advisor with Integrity Alliance, LLC in Miami, FL, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His prior firms include Lion Street Advisors, Lion Street Financial, Edcora Financial, LLC, Ba Securities, LLC, and Ashland Securities, LLC. Outside of his advisory roles, he is the owner and managing director of Edcora Financial, LLC, an investment holding company affiliated with Lion Street business activities. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio construction approaches across multiple custodial platforms.

Carlos Ortiz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. His prior roles include positions at Morgan Stanley and multiple entities within Wells Fargo from 2016 to 2021. He is based in Miami, FL. 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 roles as a swap dealer and futures commission merchant, operating at a scale and complexity that differentiates it from typical advisory firms.

Jaime Moreno is a Series 66-licensed financial advisor at Citigroup Global Markets with three years of industry experience. He previously worked at Merrill and BTS Group Inc., and has held roles at various financial firms and educational institutions in Latin America. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities, and employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Devon Bateman is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He has held positions at Goldman Sachs & Co. since 2016, with a one-year tenure at Trivest Partners. Bateman holds Series 63 and Series 65 designations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of tailored advisory services supported by proprietary research and integrated capabilities within the broader Goldman Sachs ecosystem.

Susan Stephens is a financial advisor with Oppenheimer in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection and various investment vehicles to meet client objectives, and acts as a qualified custodian for client assets.

Edward Cohen is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 designation and has worked with SunTrust Advisory Services since 2016, along with roles at SunTrust Bank and SunTrust Investment Services since 2009. 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 and manager arrangements, to deliver its investment solutions.

Eduardo Yepes is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. He has worked at Citigroup since 2023 and has prior experience in student government finance at the University of Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs alongside execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealer activities, and bespoke discretionary solutions for high-net-worth clients.