Sarah Mc Laughlin is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2023. Prior to her current role, she has held positions in various sectors including modern equipment and education. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations to tailor solutions aligned with client objectives.

Alejandro Zayas is a CFP® professional with 10 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2019 and previously spent three years at Singer Xenos Schechter Sosler. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to create customized portfolios and provides integrated tax and accounting services alongside traditional advisory offerings.

Juan Tolosa is a financial advisor at Citigroup Global Markets with nine years of industry experience. He has been with Citigroup since 2014 and holds the Series 66 designation. 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 employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions, supported by in-house research and specialized market roles.

Giselle Rodriguez Alcala is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 66 credentials and over 12 years of industry experience. She has worked at HSBC Securities USA Inc. and HSBC Bank USA National Association since 2017 and previously held positions at JP Morgan Securities LLC and JP Morgan Chase Bank. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary portfolios, utilizing model risk profiles and combining strategic and tactical asset allocation with fund due diligence performed by affiliated entities.

Elena Mirosnicenco is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds a Series 66 designation and has previously worked at Fifth Third Bank and CitiBank. Outside of her advisory role, she assists with administrative tasks in a family transportation business. 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 implements multi-asset, multi-manager strategies and maintains unique market roles including in-house research, derivatives services, and bespoke solutions for large relationships.

Anthony Labrake is a CFP® professional with 10 years of experience in financial advising. He is currently with Sequoia Financial Group, L.L.C. and has held roles at several firms, including Q3 Advisors, Fiduciary Family Office, and Element Pointe Family Office. Labrake is based in Miami, FL. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm offers both model and custom portfolio management, utilizing a range of investment vehicles and research methods guided by an Investment Policy Committee.

Anibal Matte is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Credicorp Capital Chile. Based in Miami, FL, he has been with Citigroup since 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Liset Confortti Yanes is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and operated Loligo LLC, a consulting and personal investment business. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager investment strategies and maintains unique market roles, including in-house research and derivatives services.

Diogo Holstein is a financial advisor with HSBC Securities (USA) Inc. in Hollywood, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA since 2016 and previously held roles at Brickell Global Advisory, Insurance, Markets, and Brickell Bank from 2015 to 2016. Outside of his advisory role, he is the owner of an e-commerce business, Portina LLC. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation advice while utilizing affiliated and third-party providers for fund due diligence, monitoring, and administrative services.

Alberto Nasr is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. Prior to joining Citi in 2021, he worked at Treasure Gold for two years and Clover Freight Corp for three years. He is based in Miami, FL. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Cindy Lopez is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds Series 63 and Series 65 designations 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, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and distinctive market roles.

Jose Mendez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been with SunTrust Advisory Services since 2016 and has also worked at SunTrust Bank and SunTrust Investment Services since 2009 and 2005, respectively. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and an equity research team that uses AI-enabled tools.

Liudmila Cabrera is a financial advisor at AE Wealth Management, LLC with Series 65 credentials and no prior industry experience before joining AE Wealth Management in 2026. She has previously worked at Alto Financial Group, One Health Medical Center, and Medicare Advantage. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies supported by comprehensive reporting and model trade signals.

Chiara Zacarias Carpinelli is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. Her prior experience includes roles at Endeavor Miami and Trust Family Office. She has also held student employment and attended the University of Miami. Citigroup Global Markets serves individual and institutional clients across various wealth segments with a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and swap dealer functions.

Maria Cure is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 credentials and having 20 years of industry experience. She has been with Citigroup since 2016. 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 maintains unique market roles, including in-house research and derivatives activities, which distinguish it from many peers.

Eduardo De La Fuente Hernandez is a financial advisor at Citigroup Global Markets with 7 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2014. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through various discretionary and non-discretionary programs, leveraging its large institutional scale and specialized market roles.

Paola Ramos is a CFP® professional with six years of industry experience, currently serving at Mariner Wealth Advisors since 2019. She previously worked at Singer Xenos Schechter Sosler Wealth Management from 2016 to 2019. Outside of her advisory role, Ramos is the president of the Anastasia Condominium Association in Coral Gables, FL. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and access to a range of investment vehicles. The firm combines in-house research with third-party managers and offers integrated tax and accounting services alongside traditional portfolio management.

Marcos Baruffi is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He has been with Citibank N.A. since 2010. His credentials include Series 63 and Series 66 licenses. 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 with internal oversight and provides both discretionary and non-discretionary solutions, including access to alternative and digital-asset products.

Kyle Wright is a financial advisor with Citigroup Global Markets who holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Citi, he worked at J.P. Morgan Securities in various roles from 2022 to 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer 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 execution of complex products.

Jennifer Fernandez Torres is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2022, following positions at Intuit and Wells Fargo Clearing. Based in Miami, FL, her background includes roles at both Wells Fargo Clearing and Wells Fargo Bank. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional-scale operations with unique regulatory roles and market arrangements.