Maria Marcano Pereira is a CFA® charterholder with 10 years of industry experience. She currently works at Citigroup Global Markets and has prior experience with Deutsche Bank Securities Inc. and DB USA Core Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm integrates large-scale institutional resources with unique market roles, including in-house research and derivatives services.

Sergio Samur Henriquez is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with various market roles, including swap dealer and futures commission merchant activities, and provides bespoke discretionary solutions for very large client relationships.

Eduardo Lantigua is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citi Smith Barney since 2008. He holds Series 63 and Series 66 licenses and is based in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with large institutional scale, including in-house research, security pricing, and roles as a swap dealer and futures commission merchant.

James Pappas is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Co since 2016, and as president of Pappas Financial Services Inc since 2002, which focuses on health insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Roland Santini is a financial advisor with SPC, holding the PFS™ and Series 66 designations and bringing 28 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and has operated Santini & Company P.A. C.P.A.'s, an accounting and tax practice for individuals and small businesses, since 1987. Santini also holds a realtor license and serves as a trustee and power of attorney for a revocable trust. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary and nondiscretionary management tailored to client suitability.

Ryan Mc Millan is a financial advisor at Citigroup Global Markets holding a Series 66 designation. He began his career in the financial industry in 2025 and has also been involved with the Duke Annual Fund. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Keith Stoloff is a financial advisor at Corient with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Emfo, LLC, Stoli Advisory, and Stoloff Investment Advisory Services, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies and third-party managers, employing risk management tools and alternative investments where appropriate.

Laura Viveros is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2017, following two years at HSBC Private Bank. Outside of her advisory role, she is a co-founder of Soles for Change LLC, a shoe business based in Miami and Rockville Center, NY. Citigroup Global Markets serves individual and institutional clients across a wide range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside execution and custody services. The firm combines large institutional scale with diverse market roles, including derivative trading and in-house research, providing customized solutions for high-net-worth clients.

Teresa Battaglia is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with Commonwealth and her own Battaglia Group since 2005. In addition to advisory services, she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

Eleanor Golembe is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 designation and 23 years of industry experience. Her career includes positions at HSBC Bank USA, N.A., Wells Fargo Clearing, and Truist Investment Services, INC. She has been with HSBC Securities and HSBC Bank USA since 2018. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including the client-directed Spectrum Program and fully discretionary options. The firm utilizes a structured investment process combining strategic and tactical asset allocation with fund due diligence and monitoring, serving clients with a range of risk profiles and a focus on both discretionary and non-discretionary portfolios.

Ana Ortega is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 licenses with 19 years of industry experience. She has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as swap dealer and futures commission merchant.

Helio Hashimoto is a CFA® charterholder and holds Series 66 and Series 63 licenses, with seven years of industry experience. He is currently affiliated with HSBC Securities (USA) Inc. and has previously worked at Banco do Brasil Securities LLC and the Hernandez Law Firm PLLC. Outside of finance, he has experience with Gym Master Basketball Courts. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment programs, utilizing a range of model risk profiles and relying on affiliated and third-party providers for advisory, fund selection, and administrative services.

George Suarez is a financial advisor at Corient with 10 years of industry experience and holds a Series 65 designation. Prior to joining Corient in 2024, he worked at Emfo, LLC, Sound Income Strategies, LLC, and Weathwise Technologies, Inc. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools.

Rodrigo Alencar is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2013. Based in Miami, FL, he is part of a large team serving a diverse client base. 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 in-house research and derivatives services.

Martin Mangino is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has been with Citigroup and its affiliates since 2016. Outside of his advisory role, Mangino is a property owner in Miami, FL, where he manages a rental property. 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 through discretionary and non-discretionary programs and maintains unique market roles including in-house research, swap dealing, and futures commission merchant activities.

Julio Leyva is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and JPMorgan Chase Bank, among other firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Brett Gatta is a financial advisor at Independent Financial Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Securities America, PFG Advisors, Guardian Life, and Wealth Advisory Group. Outside of his advisory role, he is a co-owner of a transportation company and serves as an employee in the New York Air National Guard. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, utilizing a combination of strategic asset allocation and manager selection with both active and passive exposures.

Steven Cordoba is a financial advisor with Empower Advisory Group in Hollywood, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Empower Retirement, JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and UBS Financial Services. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

Alfredo Verastegui is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with HSBC and its affiliates since 2012. Outside of his advisory role, he owns a vacation lodging property managed through Airbnb. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment process incorporates multiple model risk profiles and combines strategic and tactical asset allocation with ongoing monitoring and fund due diligence, providing a range of client-directed and discretionary portfolio options.

Andre De Mello Baracat is a financial advisor at HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 credential and with 10 years of industry experience. He has been with HSBC Bank and HSBC Securities USA Inc. since 2015. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing multiple program types that range from client-directed to fully discretionary. The firm employs a structured investment process with five model risk profiles and collaborates with HSBC Global Asset Management and other affiliated providers for asset allocation, fund due diligence, and portfolio monitoring.