Carlos Rodriguez is a financial advisor at Independent Financial Partners with 14 years of industry experience. He holds a Series 66 designation and has worked at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he owns a family business corporation through which he manages his business expenses. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both individualized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting.

Jorge Etinger is a financial advisor at Oppenheimer with 47 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer & Co since 1988. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles while acting as a qualified custodian for client assets.

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® professional with 10 years of experience in the financial advisory industry. 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 individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to create customized portfolios and provides integrated tax and accounting services alongside traditional advisory offerings.

Cesar Pachon is a financial advisor at Tiedemann Advisors, LLC with 22 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at GenSpring Family Offices, LLC and Genspring Family Offices International, LLC for nearly two decades. Tiedemann Advisors provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families and individuals, as well as trusts, foundations, endowments, and charitable organizations. The firm employs a manager-of-managers approach combined with tactical positions informed by macroeconomic and technical analysis, including alternative 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 credentials and over 12 years of industry experience. She has worked at HSBC Securities USA Inc. and HSBC Bank USA National Association since 2017 and previously held positions at JP Morgan Securities LLC and JP Morgan Chase Bank. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary portfolios, utilizing model risk profiles and combining strategic and tactical asset allocation with fund due diligence performed by affiliated entities.

Elena Mirosnicenco is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds a Series 66 designation and has previously worked at Fifth Third Bank and CitiBank. Outside of her advisory role, she assists with administrative tasks in a family transportation business. 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 implements multi-asset, multi-manager strategies and maintains unique market roles including in-house research, derivatives services, and bespoke solutions for large relationships.

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 and holds Series 63 and Series 66 designations. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, using a range of strategies including strategic and tactical asset allocation and manager selection.

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 designation and 16 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA since 2016 and previously held roles at Brickell Global Advisory, Insurance, Markets, and Brickell Bank from 2015 to 2016. Outside of his advisory role, he is the owner of an e-commerce business, Portina LLC. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation advice while utilizing affiliated and third-party providers for fund due diligence, monitoring, and administrative services.

Alberto Nasr is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. Prior to joining Citi in 2021, he worked at Treasure Gold for two years and Clover Freight Corp for three years. He is based in Miami, FL. 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 using internal standards and oversight committees, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

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.

Richard Feldman is a CFP® professional with 23 years of experience in the financial advisory industry. He currently works at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has been since 2021. Prior to that, he spent 19 years at Investor Solutions Inc. He is also the owner of Managed Account Services, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, using a strategic investment process that combines passive and active management with quantitative and fundamental research.