Daniel Zylberberg is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66 and Series 63 licenses and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm uses multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research, derivatives services, and bespoke discretionary solutions for large relationships.

Roberto "Tucker" Lopez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Citigroup since 2017 and previously worked at SunTrust Investment Services, Inc. from 2013 to 2017. 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 combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Samira Sharmouj is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds the Series 66 and Series 65 designations. Her prior experience includes two years at Amundi Pioneer Institutional Asset Management, Inc. before joining Citigroup in 2013. 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 with internal standards and oversight committees to select and monitor managers.

Reynaldo Polanco is a financial advisor with Citigroup Global Markets holding a Series 66 designation and 18 years of industry experience. He has worked at various Citi entities since 2013, including Citibank NA and CITI International Financial Services LLC. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs that utilize multi-asset, multi-manager strategies. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant services.

Jose Márquez Jaramillo is a financial advisor at Citigroup Global Markets with four years of industry experience. He has held roles at Citigroup since 2022 and previously worked for nine years at Santander Private Banking International. He holds a Series 66 designation and is based in Miami, FL. Citigroup Global Markets Inc. 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 with both discretionary and non-discretionary options, supported by extensive in-house research and unique market roles.

Nicole Gonzalez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Citigroup since 2011, including her current role at Citigroup Global Markets since 2016. Citigroup Global Markets serves individual and institutional clients across various segments including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Antonio Ponte is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His background includes positions at Citigroup Global Markets and Network Advisors, as well as prior roles outside the industry, including at PricewaterhouseCoopers and Chipotle Mexican Grill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs that utilize multi-asset, multi-manager strategies through both discretionary and non-discretionary approaches. The firm combines large institutional scale with specialized market roles and proprietary research functions.

Carlos Torres George is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Citibank NA since 2017 and at CITI International Financial Services LLC since 2014. Outside of his advisory role, he is involved as president and owner of TH Investment Group LLC, a company engaged in the buying and selling of properties. Citigroup Global Markets serves individual and institutional clients across various wealth segments through a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and manages complex market roles including derivative and futures services, leveraging large institutional scale and in-house research capabilities.

Leigh Nickel is a financial advisor with Independent Advisor Alliance, LLC, holding the ChFC® and Series 63 designations and possessing 41 years of industry experience. He has worked with LPL Financial, Independent Financial Partners, and Independent Advisor Alliance throughout his career. Outside of advisory services, he is an agent for non-variable life, disability, and long-term care insurance through his corporation and associated entities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting using a combination of discretionary and non-discretionary management, model portfolios, sub-advisors, and analytical approaches, supported by various technology platforms.

Willem Smit is a financial advisor at Citigroup Global Markets with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. 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, and is notable for its large institutional scale and unique market roles, including operating as a swap dealer and futures commission merchant.

Allan Zucker is a financial advisor with Principal Financial Services in Miami, FL, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His career includes roles at Principal Life Insurance, Principal Securities, MML Investors Services, MassMutual, Prudential Insurance, and Pruco Securities. Outside of financial advising, he is a partner at Value Reactor, LLC, an affiliate marketing company focused on performance-based lead generation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, often implemented on a discretionary basis, with a variety of promoter and referral arrangements supporting its advisors.

Steven Weinkle is a ChFC®-designated financial advisor with 32 years of industry experience. He is currently with Eagle Strategies (NY Life) and has also been associated with W Financial LLC, Nylife Securities Inc., and New York Life Insurance Co. since the early 1990s. He is licensed to broker non-registered products through W Financial LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm works with a broad range of clients and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Miguel Zulueta is a financial advisor at Principal Financial Services with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Primerica Advisors and Guardian Life Insurance Co. Zulueta is also the owner of Summit Financial & Investments Services and serves as president of Adelante Vida Holding LLC, a non-profit entity established to hold the trademark for a future mental health awareness foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Millene Gomez Neumayr is a financial advisor at HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 65 credentials with five years of industry experience. Her prior work includes roles at JPMorgan Chase Bank NA and Banco do Brasil S.A. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of discretionary and non-discretionary investment options supported by HSBC’s global asset management resources.

Ander Urkidi Crespo is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at OpusCare and Avanza Sports, and has a background that includes time at Barry University. 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 extensive internal oversight and provides both discretionary and non-discretionary solutions, including exposure to alternative and digital-asset products.

Andres Sarria is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and 10 years of industry experience. He has been with Citibank N.A. since 2015. 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 employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Edith Caceres is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She 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 and execution services. The firm employs multi‑asset, multi‑manager strategies through discretionary and non‑discretionary programs and operates with large institutional scale alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Katharina Murano is a financial advisor with Citigroup Global Markets, holding the Series 66 designation and bringing 10 years of industry experience. She has been with Citi Group since 2016. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Laura Dominguez is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2019. Prior to her advisory role, she worked for the University of Florida and spent sixteen years at St. Thomas the Apostle and Our Lady of Lourdes Academy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting both discretionary and non-discretionary client solutions.

Manuel Alvarez Fernandez is a Series 66–licensed financial advisor with Citigroup Global Markets in Miami, FL, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he is involved in managing multiple real estate rental properties in the Miami area. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees and offers both discretionary and non-discretionary programs including separately managed accounts, mutual funds, ETFs, and alternative investments.