Juan Pereira Arenas is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds a Series 66 credential and has been with CitiBank and CITI International Financial Services LLC since 2018. 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 maintains unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Mary Portalatin is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with CitiBank since 2010. Citigroup Global Markets serves individual and institutional clients across various segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and operates as a swap dealer and futures commission merchant.

Nathalia Grisales is a financial advisor at Citigroup Global Markets in Miami, FL, with 11 years of industry experience. She holds Series 66 and Series 63 designations and has worked at Citigroup since 2018, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including acting as a security-based swap dealer and futures commission merchant.

Kathleen Lahey is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 21 years of industry experience. She has been with Goldman, Sachs & Co. since 1986. Lahey serves as a trustee for The Rockefeller University, where she assists with fundraising efforts. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary managers within a large integrated financial group.

Maria Valdivieso is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 17 years of industry experience. She has worked at Citigroup since 2018 and previously spent three years at HSBC Private Bank International. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution and custody services. The firm utilizes multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Jesus Gonzalez Navarro is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has professional experience beginning in 2026, including roles at Citigroup Global Markets, Bank of America, Merrill, Citibank, and Oportun. 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 operates with large institutional scale alongside atypical market roles such as serving as a swap dealer and futures commission merchant.

Gonzalo Borquez is a financial advisor with Principal Financial Services in Miami, FL, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience in insurance sales and related financial services, including roles at Lerner Enterprises and Relish. Borquez is also involved in the sale of life and health insurance products through various carriers. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by these third-party managers.

Roberto Rosa is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 38 years of industry experience. He has worked at Janney Montgomery Scott since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Stephen Berrocal is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. He has worked at SunTrust Advisory Services since 2013 and SunTrust Investment Services since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Carlos Rodriguez is a financial advisor at Independent Financial Partners with 14 years of industry experience. He holds a Series 66 designation and has worked at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he owns a family business corporation through which he manages his business expenses. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both individualized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting.

Jorge Etinger is a financial advisor at Oppenheimer with 47 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer & Co since 1988. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles while acting as a qualified custodian for client assets.

Marcos Pace is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and has been with Citibank NA and CITI International Financial Services LLC since 2014. He is based in Miami, FL. 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 swap dealer and futures commission merchant activities, and provides a broad array of advisory, execution, and custody services.

Miriam Cabrera is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2017 and HSBC Bank USA since 2009. 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 specialized market roles, including in-house research and derivatives services.

Priscila Gois Rodrigues Da Silva is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses. She has experience working at Citigroup Global Markets since 2025 and previously spent four years at Larch Capital Partners LLC. Prior to that, she worked at Banco Itau for eight years. 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, and provides broker-dealer execution and custody services as well as derivatives and futures offerings.

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.

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.