Tito Zamorano Calvo is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has held his current position with Citi since 2011 and holds Series 63 and Series 66 credentials. 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 operates with large institutional scale and provides bespoke discretionary solutions for high-net-worth relationships.

George Moscoso is a financial advisor at HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at HSBC Bank USA, N.A., HSBC Private Bank International, and WE Family Offices LLC. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment options. The firm employs a strategic and tactical asset-allocation process supported by HSBC Global Asset Management and other affiliated providers, with significant assets held in non-discretionary, client-directed portfolios.

Shannon Canady is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. She has been with Citigroup-related entities since 2005, including Citibank NA and Citi International Financial Services LLC. 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, along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Georgette Suarez is a financial advisor with Truist Advisory Services in Coral Gables, FL, holding Series 63 and Series 66 designations and over 22 years of industry experience. She has worked with SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2013. 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 employs a combination of discretionary and non-discretionary manager relationships and integrates third-party platforms and manager arrangements to support its AMC Advantage program.

Melissa Fernanda Mantilla Gomez is a Series 66-licensed financial advisor at Citigroup Global Markets with eight years of industry experience. She has been with Citibank since 2016. 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 and operates with a combination of large institutional scale and specialized market roles.

Rodrigo Noschese is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 66 and Series 65 credentials. His prior roles include positions at Banco do Brasil Securities LLC, Banco Santander International, Credit Agricole Securities (USA) Inc., and XP Securities LLC. 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 combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Brenda Oconnor is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Capital Management, UBS Financial Services, and UBS Bank Canada. Outside of her advisory role, she is involved with Harlow Capital LLC, an investment-related entity focused on sports cards and movie production interests. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a consolidated investment platform with access to equities, fixed income, alternatives, and various managed account services.

Mayrin Fontainemoya is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Banco do Brasil Securities LLC, Morgan Stanley Private Bank, and UBS Financial Services. Outside of his advisory role, he manages a vehicle transportation company and serves as a director of a networking organization. Citigroup Global Markets serves individual and institutional clients across 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, providing a broad range of advisory, execution, and custody services.

Mario Somarriba is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has worked at Citigroup and HSBC in various capacities since 2007. Based in Miami, FL, his career includes roles at both Citigroup Global Markets and HSBC Securities USA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering 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 specialized market roles such as swap dealing and futures commission merchant activities.

Juan Katz is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2005. Based in Miami, FL, he is part of a large enterprise firm serving a wide range of clients. 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 and provides a broad suite of advisory, execution, and custody services.

Natalia Alvarez Iragorri is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 66 designation and has worked at Citibank NA since 2018, as well as at CITI International Financial Services LLC since 2016. Outside of her advisory role, she is the owner of a small real estate business managing rental properties. 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 operates with extensive in-house research and market roles, supporting large-scale and bespoke investment solutions.

John De Conno is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Wealth Advisory Group, Park Avenue Securities, and Northwestern Mutual. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with a national network of Investment Adviser Representatives managing approximately $11.3 billion in assets.

Giuseppe Zagarella is a Series 66-credentialed financial advisor at Citigroup Global Markets with three years of industry experience. His prior roles include positions at Sulzberger Capital Advisors, the University of Miami, and SFA Companies. Citigroup Global Markets serves individual and institutional clients across various wealth segments, utilizing multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, offering a broad range of advisory and execution services.

Pamela Joo is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 65, Series 63, and Series 66 credentials and has been with Citigroup since 2007. Outside of her advisory role, she assists her mother in managing a property in Florida. 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 extensive internal research and operational capabilities, supporting both discretionary and non-discretionary investment solutions.

Ernesto Paredes is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. He has previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, where he spent over a decade. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with distinctive market roles including swap dealer and futures commission merchant functions.

Maria Cristina R.L.G Pinto Figueiroa R. is a financial advisor at HSBC Securities (USA) Inc. with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Credit Agricole Securities (USA), Inc. and Larch Capital Partners LLC. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations, using a range of discretionary and non-discretionary investment options supported by affiliated and third-party providers.

Carolyn Uriarte is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Citi Private Bank since 2018, following eight years at HSBC Securities Inc. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research and security pricing.

Josielle Leite is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds a Series 66 designation and has worked at various Citi entities since 2017, including CitiBank, N.A. and CITI International Financial Services LLC. Leite also spent one year at Larch Capital Partners LLC prior to her current role. 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 combines large institutional scale with unique market roles such as security-based swap dealing and futures commission merchant activities.

Sergio Jaramillo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Citigroup Global Markets since 2002. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and operates with institutional scale and specialized market roles.

Antonio Mora is a Series 66 licensed financial advisor with four years of industry experience, currently working at Citigroup Global Markets since 2022. His prior roles include a position at DigitalBridge and a two-year affiliation with Goizueta Business School. Mora is based in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth management segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and derivative services.