Federico Mercado is a financial advisor with Citigroup Global Markets holding a Series 66 designation and four years of industry experience. His prior roles include positions at Raymond James & Associates and Park Street Imports. 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 applies multi-asset, multi-manager strategies and maintains institutional-scale research and market roles, providing customized discretionary solutions for high-net-worth clients.

Daniel Rieber is a financial advisor with HSBC Securities (USA) Inc. in Aventura, FL, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at HSBC Private Bank and EFG Bank. He is also a bank officer with HSBC Bank (USA) N.A., where he engages in the sale of bank-related products and services alongside his advisory duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment solutions. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation, supported by affiliated global asset management and fund due diligence providers.

Lina Valencia Sandoval is a financial advisor with Truist Advisory Services holding a Series 66 designation and no prior industry experience. Her work history includes roles at Truist Investment Services and Truist Bank since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Neil Sosler is a CFP® with 23 years of industry experience, currently with Mariner in Coral Gables, FL. His prior roles include long-term positions at Singer Xenos Schecter Sosler Wealth Management and Physicians Investment Advisors. He serves as an advisory board member for Baptist Hospital, a nonprofit organization. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable emphasis on integrated tax and accounting services alongside traditional portfolio management.

Marbel Ugando is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 66 credentials and 22 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he serves as the managing member of MAR Investments LLC, which invests passively in a restaurant called Baires Grill Orlando that serves Argentinean cuisine. 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 with internal oversight and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Federico Battaglia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at various Citigroup entities since 2015, including Citibank NA and CITI International Financial Services LLC. Citigroup Global Markets serves individual and institutional clients through a range of advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies for workplace, high-net-worth, and ultra-high-net-worth segments.

Elizabeth Fernandez is a financial advisor with Citigroup Global Markets in Miami, FL. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Elizabeth has worked with Citi Private Bank Latin America since 2005. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering multi-asset, multi-manager investment strategies via discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and futures commission merchant services.

Daniel Corazon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. He has been with Goldman Sachs since 2025 and has prior experience including roles at Total View Advisors and US Century Bank, as well as academic involvement at the University of Florida. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm employs a range of strategic allocation models and manager selections, supported by proprietary analytics, and leverages affiliated Goldman Sachs entities to offer a broad suite of advisory services.

Daniel Camino is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Citibank and JPMorgan Chase Bank, N.A., as well as J.P. Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees and internal standards to select and monitor managers, and it combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Marcel Martinez is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and 20 years of industry experience. He 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, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies within discretionary and non-discretionary programs, supported by internal oversight and research capabilities.

Yanin Salgado is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. She has been with SunTrust Advisory Services since 2016 and has held roles within SunTrust Banks and SunTrust Investment Services since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party platforms and a dedicated equity research team.

Herminio Lagonegro Jr. is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He 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 range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke discretionary solutions for very large relationships.

Jerold Attento is a financial advisor with Principal Financial Services in Aventura, FL, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Blue Water Financial Advisors, Pulles and Attento Wealth Management, and Financial Resources. He is also involved in the sales and servicing of various insurance products, including health, fixed life, disability, fixed annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Maria Olavarria Alban is a financial advisor at Truist Advisory Services with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, and Pencillus Systems LLC. 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 AI-enabled research tools and inter-affiliate integration among Truist entities.

Giann Cannata is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Raymond James & Associates. He serves as trustee of The Cannata Family Trust I, a family estate planning trust. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Juda Schechter is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors. His prior experience includes 16 years at Singer Xenos Securities Corp. and seven years at Msec, LLC. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party platforms to deliver customized, discretionary portfolio solutions across multiple asset classes and specialized strategies.

Alfredo Fernandez is a financial advisor with Truist Advisory Services in Miami, FL, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has been associated with SunTrust entities since 2015, including Suntrust Advisory Services, Inc. since 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches and relies on third-party platforms and AI-enabled research tools to support its investment management and manager selection processes.

Eric Garcia is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 15 years of industry experience. He has worked at Infinex Investments, Inc. since 2016 and at Popular Community Bank since 2012. He also manages a duplex property where he resides in one unit and rents the other. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive model that blends firm supervision with delegated investment management.

Mason Brown is a financial advisor at Citigroup Global Markets with a Series 66 designation and approximately one year of industry experience. Prior to joining Citigroup, he worked at Boyne Capital and has experience in education and service roles. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.

William Stacks is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Janney since 2020 and previously spent seven years at BB&T Securities. Outside of his advisory role, he is a limited partner in a real estate venture in Georgia and an investor in a kava bar in Fort Lauderdale. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.