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 with Tiedemann Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at GenSpring Family Offices, LLC, Genspring Family Offices International, LLC, and We Family Offices over spans ranging from 18 to 23 years. Tiedemann Advisors, LLC provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families and individuals, trusts, foundations, endowments, and charitable organizations. The firm employs a manager-of-managers approach combined with macroeconomic research and proprietary risk-optimization tools, offering exposure to third-party managers, alternatives, 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 licenses and bringing 13 years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of program types, combining strategic and tactical asset allocation with ongoing fund due diligence, and serves clients through both discretionary and non-discretionary portfolio management options.

Elena Mirosnicenco is a financial advisor at Citigroup Global Markets with five years of industry experience and a Series 66 designation. She has worked at CitiBank since 2017. Outside of her advisory role, she assists her spouse with administrative tasks for a trucking and transportation business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

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. She holds Series 63 and Series 66 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

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 credential and 16 years of industry experience. His career includes roles at HSBC Bank USA National Association and several Brickell Global entities. Outside of his advisory role, he owns and operates an e-commerce business through Portina LLC. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary investment options. The firm’s investment process incorporates multiple risk profiles and leverages asset allocation advice and fund due diligence from affiliated global asset management teams.

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.

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.