Tito Salas is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2007. 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 operates with large institutional scale and provides specialized solutions, including derivatives and futures services, tailored to high-net-worth clientele.

Allen Albrecht is a CFP® with 39 years of industry experience. He is affiliated with SPC and has worked at Parkland Securities since 2014, Sigma Planning Corp since 2002, and Lakes Consulting Firm Inc since 1984. Outside of his advisory work, he serves in the Kiwanis Club of Miami Lakes. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers, offering both discretionary and nondiscretionary management options.

Arturo Bohorques is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside 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.

Victor Olivos Ramsden is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs alongside execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities including in-house research and specialized market roles.

Marc Singer is a CFP® with 41 years of industry experience, currently serving at Mariner in Coral Gables, FL. His prior work includes long-term roles at Singer Xenos Wealth Management, Singer Xenos Securities Corp., and Physicians Investment Advisors. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax and accounting services alongside traditional portfolio management.

Gustavo Cortes is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JPMorgan Chase, HSBC, Wells Fargo, Uber, and Lyft. Outside of finance, he is involved with Zifty Global LLC, a food provider for business events in Miami. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant services.

Christian Paz is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citibank NA and Citigroup Global Markets since 2016. Citigroup Global Markets serves individual and institutional clients across private banking and wealth management 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 maintains significant institutional capabilities, including acting as a security-based swap dealer and futures commission merchant.

Theodore Mpatsios Pappas is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Equitable Advisors, Northwestern Mutual, and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Giuliana Pelletier is a financial advisor at PNC Wealth Management with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform that uses algorithmic risk assessments and delegated portfolio management employing mutual funds and ETFs.

Reed Lipsey is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at notable firms including Wells Fargo Clearing and Wells Fargo Bank, NA. 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 combines large-scale institutional capabilities with specialized market roles and arrangements.

Peter Danese is a financial advisor with LPL Financial and holds the Series 66 designation. He has 25 years of industry experience and has been associated with Private Advisor Group, LLC and LPL Financial since 2011. He also manages a separate investment advisory business through Private Advisor Group. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a range of investment solutions supported by an in-house research team.

Manuel Figueroa is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and bringing 31 years of industry experience. His prior roles include positions at Brokers International Financial Services and MML Investors Services Inc/MassMutual, where he worked for over a decade. Outside of advising, he serves as a police officer and is a board member for both the Police Officer Assistance Trust and the Coconut Grove Arts Festival. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Joaquin Gonzalez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Citigroup since 2017 and previously held positions at J.P. Morgan Securities and JPMorgan Chase Bank. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth individuals, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides access to alternative investments and digital-asset products, combining large institutional scale with specialized market roles.

Jeffrey Stern is a financial advisor with Primerica Advisors based in Hollywood, FL, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2005. Stern serves as a trustee outside of his advisory role. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charities, and corporate clients. The firm offers brokerage and advisory services, financial planning, and business consulting, utilizing a combination of proprietary and third-party investment strategies across multiple program platforms.

Christopher Lopez is a Series 66 licensed financial advisor with Citigroup Global Markets, based in Miami, FL. He has 11 years of industry experience and has been with Citigroup since 2014. Outside of his advisory role, he manages a veterinary services business, EHLZ DVM Services LLC, where he is responsible for business growth and decision-making. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm specializes in multi-asset, multi-manager strategies and supports both discretionary and non-discretionary programs with a broad set of investment products and execution capabilities.

Andreas Deoliveira is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Raymond James & Associates and National Asset Management. Outside of finance, he manages A&A Media Management LLC, providing photography and videography services for boat manufacturers. 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 and combines large institutional scale with unique market roles and arrangements.

Christopher Law is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for seven years. Prior to his advisory career, he spent nine years in full-time education. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated entities.

Altagracia Pastor is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 1999. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools to administer its AMC Advantage program and manage ongoing due diligence.

Randy Stark is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His career includes roles at BB&T Securities, Wells Fargo Clearing, and Wells Fargo Advisors LLC prior to joining Truist in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platform arrangements and AI-enabled research tools.

Gianmarco Billau is a financial advisor with Citigroup Global Markets and holds the Series 66 designation. He has been with Citibank, N.A. since 2024 and has prior work experience at Northeastern University, Bose Corporation, TJX Companies Inc., and Belen Jesuit Preparatory School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.