Diego Caceres is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citibank and affiliated entities since 2016. Caceres is a passive investor in a retail market research startup and participates as a co-owner in fiduciary units of a commercial and hotel property in Bogota, Colombia. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, providing a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including derivatives and futures services.

Sebastian Iturriaga is a financial advisor at Oppenheimer with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Oppenheimer in 2021, he worked at Papa Johns, Brown and Brown Insurance, and Pisco Y Nazca. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Joseph Valdes Jr. is a financial advisor at Lincoln Investment with 28 years of industry experience. His prior positions include roles at Valic Financial Advisors and Agia. He is also the manager and owner of JV Wealth Partners LLC, a business used for tax and accounting purposes. Lincoln Investment is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

Sergio Teijelo is a financial advisor at Citigroup Global Markets with 41 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Citigroup since 2010. Prior to that, he worked at Dominick & Dickerman LLC from 2007 to 2009. Outside of his advisory role, he serves as registered agent for Villarbujan Holdings LLC. 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 and market functions, combining large institutional scale with unique market roles.

Filipa Castelo Branco is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has been with Citi International Financial Services LLC since 2018. Prior to that, she worked at Premier Capital Advisors LLC and Insigneo Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of 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 in-house research and security pricing.

Gustavo Ibanez is a Series 66-licensed financial advisor with Valic Financial Advisors, bringing five years of industry experience. His career includes roles at Bank of America, Merrill, and Northwestern Mutual. Outside of advisory services, he manages a security camera consulting business. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm employs technology-driven solutions and centralized model portfolios to serve a broad client base.

Manuel De Llovio Blandino is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Citigroup since 2016. 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 maintains large institutional scale with unique market roles, including in-house research and derivatives services.

Guilherme Moreira Garcez is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Thrivent Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles including research, security pricing, and derivatives services.

Akira Kuwada is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Citigroup and Citibank since 2017. Outside of finance, Kuwada provides sport consulting services and works as a tennis and padel instructor through his own business. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies across discretionary and non-discretionary programs and maintains unique market roles such as swap dealing and futures commission merchant activities.

Mariacelia Blandon is a financial advisor at Oppenheimer with 16 years of industry experience and holds a Series 66 designation. She previously worked at Wells Fargo Clearing before joining Oppenheimer in 2016. Outside of her advisory role, she is a sole owner and proprietor of investment properties in Miami, managing them on a limited basis. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm provides equity, balanced, and fixed-income portfolio management through both discretionary and non-discretionary strategies, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Spencer Berens is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019, following positions at Wells Fargo Clearing and Joseph Gunnar & Co LLC. He also spent four years at the University of Miami early in his career. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment and consulting services across various asset classes, with both discretionary and non-discretionary account options.

Gabriela Quintero is a financial advisor with Eagle Strategies (New York Life) who holds the Series 63 and Series 66 designations and has 22 years of industry experience. She has worked with several firms including Mahoney Financial Organization, LLC, LIFE RETIRE, Nylife Securities, and New York Life insurance. Outside of her advisory work, she is involved in a family business, Quin Five LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Abraham Horowitz is a CFP® professional with 28 years of experience in financial advising. He is currently with Janney Montgomery Scott, where he has worked since 2020. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Raymond James & Associates. Horowitz volunteers to teach a financial responsibility course to high school juniors at The Cushman School in Miami. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base, including individuals, families, trusts, estates, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management programs.

Delfin Blanco is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has one year of industry experience, all with Truist entities since 2025, and previously worked at Truist from 2016 to 2025. 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 with non-discretionary consulting and employs AI-enabled tools in its research and oversight processes.

Eduardo Mendoza is a financial advisor with Principal Financial Services in Miami, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Principal Securities Incorporated, Principal Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, LLC, MML Investors Services LLC, and MassMutual. Outside of his advisory work, Mendoza coaches football at Christopher Columbus High School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Sonia Garcia Romero is a financial advisor with Citigroup Global Markets and holds Series 65 and Series 66 credentials. She has 25 years of industry experience, including 10 years with Citigroup. Outside of her advisory work, she serves as Treasurer for a condominium association in Miami and is a passive investor in a child education center in Madrid, Spain. 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 large institutional scale with unique market roles, including in-house research and derivatives services.

Damian Pardo is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and First Horizon Advisors. Outside of his financial career, he serves on the boards of the Vizcaya Museum & Gardens and the Frost Science Museum and holds several community leadership roles in Miami, including commissioner for the City of Miami and chairman positions with the Coconut Grove BID and Omni CRA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services, with a focus on both discretionary and non-discretionary management, and maintains custody of client assets while operating its advisory and broker-dealer businesses.

Carmen Herrera Coria is a financial advisor with Citigroup Global Markets, holding Series 63 and 66 designations and possessing 24 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she is involved in network marketing with 4Life Research USA, LLC, and holds ownership in an airline based in Ecuador. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains institutional-scale operations with unique market roles including swap dealer and futures commission merchant activities.

Roberta Defreitas is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses 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 broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Olivia Azara is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and three years of industry experience. Her prior roles include positions at Sanctuary Securities, Inc., Pershing Advisor Solutions, and BNY Mellon. Sanctuary Advisors, LLC serves a wide range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm supports diverse investment approaches and account management strategies, acting as a fiduciary under written advisory agreements.