Adriana Aranguren is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services and HSBC Securities, as well as HSBC Private Bank International. She is also president of ILGO Enterprises Corp, a babysitting services business. 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 employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options while maintaining in-house research and market roles that differentiate it from peers.

Christina Lomeli is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside diversified investment strategies tailored to client objectives.

Carlos Morlote is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at firms including Wells Fargo Clearing and several roles within Citigroup affiliates. 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 utilizes multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by internal oversight and external partnerships.

Nicole Carbone is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds a Series 66 designation and has worked within various Citigroup divisions in Miami, FL, including Citibank NA and Citibanamex. Carbone also completed a year of full-time study at London Business School. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides specialized solutions for high-net-worth clients and large relationships.

Diego Moretti Xavier De Aguiar is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked with various Citigroup entities since 2015, including Citibank NA and CITI International Financial Services LLC. 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 in-house research and market roles that differentiate it from peers.

Maria Cancel is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and 29 years of industry experience. She 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 and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research and acting as a swap dealer and futures commission merchant.

Jay Spieler is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Spieler holds Series 63 and Series 65 licenses and acts as trustee for two family trusts. Oppenheimer serves a broad client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Jose Gonzalez is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with HSBC Securities (USA) Inc. He has worked at several firms including Morgan Stanley Smith Barney LLC, J.P. Morgan Securities, and AXA Advisors, LLC. Gonzalez serves as a director for ALPFA, a nonprofit organization, where he assists in coordinating events and attends monthly board meetings. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of program types from client-directed to fully discretionary accounts, utilizing strategic and tactical asset-allocation advice supported by multiple affiliated providers.

Mateo Romero Riveros is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds a Series 66 designation and has worked at Citibank NA and CITI International Financial Services LLC since 2012, as well as Banco de Chile from 2012 to 2019. 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 maintains a combination of large institutional scale with unique market roles, including in-house research and custody services.

Igor Lacerda De Almeida Bueno is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Safra National Bank of New York and Argucia Capital Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal oversight and research capabilities.

Elieser Carrazana is a Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with HSBC Securities (USA) Inc. and has prior experience at JPMorgan Chase Securities LLC and Bank of America. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm’s investment process includes multiple risk profiles and combines strategic and tactical asset allocation with fund due diligence conducted by affiliated and third-party providers.

Robert Newman is a ChFC® credentialed financial advisor with 18 years of industry experience. He is associated with Primerica Advisors and has worked at Park Avenue Securities, Guardian Life Insurance Company, and National Planning Corp. Newman is involved with several community organizations, including serving as Treasurer for Jewish Community Services of South Florida and participating in the Great Miami Jewish Federation. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm uses a variety of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Junaid Fatmi is a financial advisor at Citigroup Global Markets with 19 years of industry experience and holds a Series 66 designation. 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 and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant.

Ruben Perez is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He has been with Citigroup since 2015 and holds a Series 66 designation. Outside of his advisory role, he works as a ride-sharing driver in Miami. 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 provides bespoke solutions for large relationships, supported by its significant institutional scale and diverse market roles.

Alejandro Gonzalez is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citi since 2010. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and security-pricing functions, distinguishing it among large institutional firms.

Hector Vilchis is a financial advisor with Eagle Strategies (NY Life) based in Miami, FL, holding a Series 66 designation and two years of industry experience. He has a long tenure with New York Life Insurance Company dating back to 2001, concurrently working with NYLife Securities LLC and Eagle Strategies since 2024. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Patrick Rabenau is a financial advisor at Citigroup Global Markets with 10 years of industry experience and a Series 66 designation. He has been with Citigroup since 2011. 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 uses multi-asset, multi-manager strategies and operates with large institutional scale including in-house research and specialized market roles.

Stuart Berry is a CFP® with 30 years of industry experience, currently serving at Truist Advisory Services. He has been associated with Truist Investment Services since 1995. Berry serves as a director of the Harold & Muriel Berkman Charitable Foundation, which focuses on supporting higher education and business leadership development in the United States. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management with integrated inter-affiliate platforms.

Douglas Vásquez is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. He has worked with Citigroup since 2017, including roles at Citi International Financial Services LLC and Citibank NA. Prior to Citigroup, he spent three years at Santander Private Banking International. 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 combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Louis Menaged is a financial advisor with Primerica Advisors and Park Avenue Securities LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His career includes long tenures at Guardian Life Insurance Company and Primerica Advisors. Outside of his advisory work, he serves on the school health benefits committee, is a board member of the American Friends of Migdal Ohr nonprofit, and participates on the board of a condominium association in Bal Harbour, Florida. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level features, including lending solutions and donor-advised funds.