Carlos Bergouignan Sotolongo is a financial advisor with Oppenheimer based in Coral Gables, FL. He holds a Series 66 designation and has 21 years of experience in the industry. He has been with Oppenheimer since 2003. Oppenheimer serves individuals including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored to its programs, with approximately $36.7 billion in assets under management as of December 31, 2025.

Daniel Camino is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Citibank and JPMorgan Chase Bank, N.A., as well as J.P. Morgan Securities LLC. 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 employs multi-asset, multi-manager strategies with oversight committees and internal standards to select and monitor managers, and it combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Marcel Martinez is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and 20 years of industry experience. 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, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies within discretionary and non-discretionary programs, supported by internal oversight and research capabilities.

Yanin Salgado is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. She has been with SunTrust Advisory Services since 2016 and has held roles within SunTrust Banks and SunTrust Investment Services since 2010. 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 offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party platforms and a dedicated equity research team.

Herminio Lagonegro Jr. is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds a Series 66 designation 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 and execution services. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke discretionary solutions for very large relationships.

Maria Olavarria Alban is a financial advisor at Truist Advisory Services with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, and Pencillus Systems LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration among Truist entities.

Jeffrey Taraboulos is a PFS™ and holds a Series 66 license with 15 years of industry experience. He is currently affiliated with Integrated Wealth Concepts LLC and has been a partner at Kabat, Schertzer, De La Torre, Taraboulos & Co. since 2004. In addition to his financial advisory role, he is a partner and CPA at an accounting firm. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing primarily long-term strategies with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Giann Cannata is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Raymond James & Associates. He serves as trustee of The Cannata Family Trust I, a family estate planning trust. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Robert Walter is a financial advisor at Sanctuary Advisors, LLC in Miami, FL, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sanctuary Advisors and Sanctuary Securities since 2018, following nine years at World Equity Group. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of independent advisors and affiliated broker-dealer services, supported by sub-advisors and third-party model platforms.

Juda Schechter is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors. His prior experience includes 16 years at Singer Xenos Securities Corp. and seven years at Msec, LLC. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party platforms to deliver customized, discretionary portfolio solutions across multiple asset classes and specialized strategies.

Alfredo Fernandez is a financial advisor with Truist Advisory Services in Miami, FL, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has been associated with SunTrust entities since 2015, including Suntrust Advisory Services, Inc. since 2017. 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 utilizes a combination of discretionary and non-discretionary approaches and relies on third-party platforms and AI-enabled research tools to support its investment management and manager selection processes.

Mason Brown is a financial advisor at Citigroup Global Markets with a Series 66 designation and approximately one year of industry experience. Prior to joining Citigroup, he worked at Boyne Capital and has experience in education and service roles. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Ramon Pacios is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Truist Advisory Services, Truist Investment Services, and Wells Fargo Advisors. Outside of his advisory role, he owns a package delivery service and a company that owns personal watercraft and boats. 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 through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Carlos Bonilla Jr. is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has six years of industry experience, currently advising at Citigroup Global Markets since 2022. His prior roles include positions at Insigneo, Vanguard, and The Wharton School of the University of Pennsylvania. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Anthony Crisp is a CFA® charterholder with seven years of industry experience. He currently works at Citigroup Global Markets, where he has been since 2021, following prior roles at Valor Advisors LLC and Morgan Stanley. Based in Miami, FL, he holds a Series 66 license. Citigroup Global Markets serves individual and institutional clients through a range of advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale with capabilities including in-house research, derivatives services, and bespoke discretionary solutions for very large clients.

Fred Berens is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 61 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is actively involved in several nonprofit and community organizations, serving as a trustee for the University of Miami since 1972 and as a director of WPBS South Florida public television since 1978, in addition to his role as vice chairman of the PBS Foundation board. Oppenheimer provides advisory and execution services to individuals, corporations, and retirement plans, offering a range of portfolio management and consulting programs. The firm employs varied investment approaches that include strategic asset allocation and manager selection, managing approximately $36.7 billion in assets as of the end of 2025.

Carlos Bigott is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by technology and inter-affiliate integration.

Rodolfo Rake is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley in various capacities from 2009 to 2021. Outside of his advisory role, he is a passive investor in a platform that measures waste prevention impact and generates carbon credits. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through Advisor-Directed accounts, SMAs, UMAs, and other solutions, leveraging a large network of independent advisors and affiliated broker-dealer services.

Danielle Vivado is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Citigroup and BCI Miami. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and serves a broad client base through a structured investment process.

Jessica Canizares is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2014. 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 employs multi-asset, multi-manager strategies with internal oversight and provides bespoke discretionary solutions for very large relationships.