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® and Series 65-licensed financial advisor with 11 years of industry experience. 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 high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office solutions, implementing customized portfolios through a combination of in-house research and third-party managers.

Cesar Pachon is a financial advisor at Tiedemann Advisors, LLC with 22 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at GenSpring Family Offices, LLC and Genspring Family Offices International, LLC for nearly two decades. Tiedemann Advisors provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families and individuals, as well as trusts, foundations, endowments, and charitable organizations. The firm employs a manager-of-managers approach combined with tactical positions informed by macroeconomic and technical analysis, including alternative and private investment funds.

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.

Jimmy Diaz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Citigroup since 2017 and previously at Bank of America from 2013 to 2017. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles and provides a broad suite of advisory and execution services.

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.

Mandah Doo is a financial advisor at Oppenheimer with 56 years of industry experience. She has been with Oppenheimer & Co since 1988 and holds Series 63 and Series 66 designations. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, using a range of strategies including strategic and tactical asset allocation and manager selection.

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.

Alberto Nasr is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citi Bank since 2021, following prior roles at Treasure Gold and Clover Freight Corp. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, leveraging in-house research and market roles that distinguish it from peers.

James Heilman is a CFP® professional with 28 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services, Inc. since 1998. He holds Series 63 and Series 65 licenses and is based in Coral Gables, FL. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to implement its investment strategies.

Richard Feldman is a CFP® professional with 23 years of experience in the financial advisory industry. He currently works at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has been since 2021. Prior to that, he spent 19 years at Investor Solutions Inc. He is also the owner of Managed Account Services, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, using a strategic investment process that combines passive and active management with quantitative and fundamental research.

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.

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.