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.

Carlos Centeno is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. His career includes roles at Morgan Stanley, Bank of America, and Truist Investment Services. Outside of finance, he was involved with Hitched Affairs Corp and Artfood. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation, fiduciary support, and a manager-selection program supported by AI-enabled research and a mix of discretionary and non-discretionary management.

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 with Independent Financial Partners in Miami, FL, holding a Series 66 designation and 15 years of industry experience. He has worked with IFP Securities, LLC since 2019 and was previously with LPL Financial from 2016 to 2019. Outside his advisory work, he owns and manages Macalcer, Inc., a family business corporation handling his business expenses. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Krystian Moreno is a financial advisor at Concurrent Investment Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Ameriprise. Based in Miami, FL, Moreno also engages in selling life and disability insurance products to clients. Concurrent Investment Advisors is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by extensive platform integrations and affiliated sub-advisory arrangements.

Jorge Etinger is a financial advisor at Oppenheimer with 47 years of industry experience. He has been with Oppenheimer & Co since 1988, accumulating 38 years at the firm. He holds a Series 66 designation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and financial planning, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

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.

Camille Smith is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. She has held positions at firms including CRI Securities, LLC and Securian Financial Services, Inc. In addition to her advisory work, she is the founder and owner of reVive Consulting, LLC, a business consulting firm. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and retirement consulting, supporting advisors in implementing customized portfolio solutions.

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® 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.