Gabriel Casal is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 19 years of industry experience. He has worked at Citigroup since 2018 and previously spent time with Morgan Stanley and Morgan Stanley Private Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Felix Santiago Jr. is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Diversified Investors Securities Corp. and Diversified Investment Advisors since 2008. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with programs focused on asset allocation, contribution guidance, and retirement planning. The firm uses a model-driven approach that incorporates Morningstar Investment Management’s proprietary software and portfolio oversight, delivering both managed portfolios and non-discretionary recommendations to a large client base.

Charles Noble III is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Janney Montgomery Scott since 2010. Outside of his advisory role, he serves as co-trustee of the Anne Gunderson Foundation and is chairman of the board of Ecochlor Inc., a company providing equipment sales and services to the maritime industry. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Carlos Mc Grath is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has worked at various Citi entities since 2009, including Citibank, N.A. and Citi International Financial Services LLC. Outside of his advisory role, he serves as a board director for the 500 Brickell East Condominium Association in Miami, where he participates in setting association rules and oversees related management services. 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 manages large institutional-scale operations with various market roles and specialized solutions.

Matthew Alonso is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 credential and 15 years of industry experience. His prior work includes six years with Banco de Sabadell S.A. Miami Branch and SABADELL SECURITIES USA, Inc. He maintains a real estate sales associate license with Fathom Realty, though he does not devote business hours to this activity. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary programs. The firm uses a diversified investment approach incorporating multiple risk profiles and combines strategic and tactical asset allocation with fund due diligence conducted by affiliated specialists.

Alvin Lopez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Citigroup since 2010, with prior roles at Santander Securities and Santander International Private Banking. Outside of his advisory role, he is co-owner of a rental property in Florida. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging in-house research and extensive market roles.

Jorge Campomar is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2015 to 2022. Based in Miami, FL, he has been with Citigroup since 2022. 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 and maintains a combination of large institutional scale with unique market roles, including in-house research and derivatives services.

Cristiane Suzzio is a financial advisor at HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 66 licenses with 10 years of industry experience. She has worked at HSBC Securities and HSBC Bank USA since 2019 and previously held roles at JP Morgan Securities LLC and JP Morgan Chase Bank NA from 2016 to 2019. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary options. The firm’s investment approach incorporates model risk profiles and combines strategic and tactical asset allocation with global fund due diligence, providing services through a blend of affiliated and third-party providers.

Edward Livrieri Jr. is a CFP® professional with 33 years of industry experience, currently serving at Private Advisor Group, LLC since 2012. He also has a longstanding role at Livrieri & Golub Inc., an accounting and tax preparation firm he has been associated with since 1999. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary advisory model using various strategies and technology platforms while offering proprietary and third-party managed account solutions.

Federico Barinci is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Ebricks Capital, and Northwestern Mutual. 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 is notable for its large institutional scale, in-house research capabilities, and unique market roles such as acting as a swap dealer and futures commission merchant.

Or S. Pikary, CFP® and PFS™, is a financial advisor with Mariner Wealth Advisors in Coral Gables, FL, bringing three years of industry experience. Prior to joining Mariner, he worked at Mazars USA, LLP and Moss Adams, LLP. Outside of his advisory role, he serves as a board member for two homeowners associations and is involved with the American Institute of Certified Public Accountants as a Credential Committee Member; he also prepares tax returns as a sole proprietor. Mariner Wealth Advisors serves a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolios managed by an Investment Committee that integrates in-house research with third-party managers, and provides a range of services such as tax coordination, Core Family Office solutions, and employer financial-wellness tools.

Charles Jordan is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Lion Street Advisors, Lion Street Financial, Edcora Financial, BA Securities, Ashland Securities, and New England Securities. Jordan is the owner and managing director of Edcora Financial, LLC, an investment holding company associated with Lion Street Business. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in client assets through a network of over 300 independent advisors. The firm offers portfolio management, financial planning, and access to third-party managers via platforms such as Envestnet and AssetMark, supporting a range of investment approaches and regulatory services.

Carlos Ortiz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. His prior work includes roles at Morgan Stanley and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and execution services, supported by in-house research and specialized market roles.

Jaime Moreno is a Series 66-licensed financial advisor at Citigroup Global Markets with three years of industry experience. He previously worked at Merrill and BTS Group Inc., and has held roles at various financial firms and educational institutions in Latin America. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities, and employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Devon Bateman is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He has held positions at Goldman Sachs & Co. since 2016, with a one-year tenure at Trivest Partners. Bateman holds Series 63 and Series 65 designations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of tailored advisory services supported by proprietary research and integrated capabilities within the broader Goldman Sachs ecosystem.

Edward Cohen is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 designation and has worked with SunTrust Advisory Services since 2016, along with roles at SunTrust Bank and SunTrust Investment Services since 2009. 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 and manager arrangements, to deliver its investment solutions.

Eduardo Yepes is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2023. Prior to his current role, he was involved with the University of Florida and student government finance. 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 implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, providing solutions for both discretionary and non-discretionary portfolios.

Federico Mercado is a financial advisor with Citigroup Global Markets holding a Series 66 designation and four years of industry experience. His prior roles include positions at Raymond James & Associates and Park Street Imports. 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 applies multi-asset, multi-manager strategies and maintains institutional-scale research and market roles, providing customized discretionary solutions for high-net-worth clients.

Daniel Rieber is a registered representative with HSBC Securities (USA) Inc. in Aventura, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at HSBC Private Bank, Finaport Asset Management AG, and EFG Bank. He is dual hatted as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary platforms. The firm uses a structured investment process with multiple risk profiles and partners with affiliated and third-party providers for asset management, fund selection, and account administration.

Lina Valencia Sandoval is a financial advisor with Truist Advisory Services in Weston, FL, holding a Series 66 designation and one year of industry experience. Her background includes roles at Truist Investment Services and Truist Bank, as well as prior experience with CarKey Auto Inc and Compass Canada. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, with a distinctive integration across its affiliated entities.