Diego Icaza Rode is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. He has worked at Citigroup since 2017 and previously spent five years at Banco Nacional de Mexico (Banamex). Outside of his advisory role, he is a co-owner of PADI Group, Inc., an investment entity involved in real estate in Miami. 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 derivatives and futures services, and employs oversight committees to select and monitor investment managers.

Anibal Alvarado is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 designations and bringing 16 years of industry experience. His prior roles include positions at Fidelity Investments, Wells Fargo, Citigroup, and Titl Tech Company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting while leveraging third-party platforms and manager arrangements.

Fernando Casco Downing is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services. Outside of his advisory role, he manages a rental property 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 in-house research and security-pricing activities, and provides a broad range of advisory and execution services.

Charles Thomas is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Farther and previously worked at Northstar Financial Planners, Mustard Seed Wealth Management, and Bodcaw Bank. His background includes a decade as a full-time student prior to entering the financial industry. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplementing advisor judgment with AI tools.

Joachim Bruneau is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, having joined in 2025 after a decade at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. in Miami, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Alba Esparragoza is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2016. Outside of her advisory role, she is the owner and president of Luis Perez Production Inc., an event and entertainment production company. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm’s investment approach incorporates model risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring through affiliated asset management entities.

Ariel Diaz is a financial advisor with Empower Advisory Group in Miami, FL, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Citibank, and several other financial firms. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s administrative platforms and focuses on long‑term portfolio returns, annual rebalancing, and clients’ savings rates.

Douglas Gerrard is a financial advisor with TLG Advisors, Inc. based in Miami Beach, FL, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior work includes roles at Gerrard Advisors LLC, The Leaders Group, Inc., and Raymond James Financial Services Advisors, Inc. Outside of advisory work, he manages private equity investments through Deere Park Capital, LLC, and serves as a consultant for Crown World Services LTD. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, employing a research approach based on fundamental analysis and Modern Portfolio Theory alongside a direct-to-consumer program called Starlight Portfolios.

Pedro De La Fuente Egido is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He previously worked at Banco Santander International for five years and Santander Bank NA for six years. 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 combines large institutional scale with unique market roles, including in-house research and security pricing, as well as futures and derivatives services.

Stefano Gambirazio is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Lafise Securities Corporation and Banco Santander. Outside of his advisory role, he manages rental property in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and brokerage services. The firm combines large institutional scale with specialized market roles, providing a range of discretionary and non-discretionary strategies, including exposure to alternative and digital-asset products.

Christian Sotomayor is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley and Intuit Inc. His background also includes entrepreneurial roles with several LLCs and corporations. 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 unique market roles, including derivatives and futures services, and integrates both discretionary and non-discretionary investment approaches.

Colleen Cowan is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2012. 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 a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Vanessa Ochoa is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with HSBC Securities and HSBC Bank USA NA since 2017 and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank NA from 2016 to 2017. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence, supporting both non-discretionary and discretionary managed portfolios.

David Acosta Marquez is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 designations and has held previous roles with Wells Fargo Clearing, Wells Fargo Bank, and Advised Assets Group. Outside of his advisory work, he is also involved as a video game streamer on the Twitch platform through a separate business activity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s integrated approach focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Matias Mangas is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at WE Family Offices and Banco Santander International. Outside of advising, he is co-founder of Sentor Group, LLC, a retail product development company, and is involved in promoting sports-related products and managing travel-related ventures. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with in-house research and operates in unique market roles, including as a swap dealer and futures commission merchant.

Esperanza Castro is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds a Series 66 designation and has been with Citibank N.A. since 2009. Outside of her advisory role, she serves as Secretary for Venico Investment, LLC, performing accounts payable duties with limited monthly time commitment. 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 maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Alejandro Pereiro is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Citigroup since 2018 and previously spent two years at GL Figueredo Insurance Agency. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivative services.

Lisa Grimes is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at Wells Fargo Advisors LLC since 2009. Grimes serves as a board member of the Damar Foundation, which supports individuals with developmental, intellectual, and behavioral disabilities, providing guidance on the foundation’s investment portfolio. Sanctuary Advisors offers investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm delivers customized investment programs through a large network of independent advisors, utilizing various account structures and investment philosophies, and has recently expanded its offerings through strategic acquisitions and affiliate integrations.

Santiago Agudelo is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, Wells Fargo, and JP Morgan Chase. Agudelo served in the United States Marine Corps for eleven years. 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 maintains unique market roles, including in-house research, swap dealer, and futures commission merchant functions.

Jose Fincheltub is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for seven years. 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 both discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.