Cristiane Suzzio is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at HSBC Securities USA, Inc. and HSBC Bank USA, N.A. since 2019. Prior to that, she was with JP Morgan Securities LLC and JP Morgan Chase Bank NA from 2016 to 2019. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations, using a range of client-directed and discretionary investment programs. The firm’s investment process incorporates strategic and tactical asset allocation with fund due diligence conducted through affiliated and third-party providers.

Federico Barinci is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Ebricks Capital, and Northwestern Mutual. 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 is notable for its large institutional scale, in-house research capabilities, and unique market roles such as acting as a swap dealer and futures commission merchant.

Diego Gonzalez is a financial advisor with Oppenheimer in Coral Gables, FL, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been with Oppenheimer since 2008. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable role as a qualified custodian and a mix of commission-based and fee-based advisory programs.

Or S. Pikary, CFP® and PFS™, is a financial advisor with Mariner Wealth Advisors in Coral Gables, FL, bringing three years of industry experience. Prior to joining Mariner, he worked at Mazars USA, LLP and Moss Adams, LLP. Outside of his advisory role, he serves as a board member for two homeowners associations and is involved with the American Institute of Certified Public Accountants as a Credential Committee Member; he also prepares tax returns as a sole proprietor. Mariner Wealth Advisors serves a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolios managed by an Investment Committee that integrates in-house research with third-party managers, and provides a range of services such as tax coordination, Core Family Office solutions, and employer financial-wellness tools.

Charles Jordan is a financial advisor with Integrity Alliance, LLC in Miami, FL, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His prior firms include Lion Street Advisors, Lion Street Financial, Edcora Financial, LLC, Ba Securities, LLC, and Ashland Securities, LLC. Outside of his advisory roles, he is the owner and managing director of Edcora Financial, LLC, an investment holding company affiliated with Lion Street business activities. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio construction approaches across multiple custodial platforms.

Carlos Ortiz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. His prior roles include positions at Morgan Stanley and multiple entities within Wells Fargo from 2016 to 2021. He is based in Miami, FL. 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 roles as a swap dealer and futures commission merchant, operating at a scale and complexity that differentiates it from typical advisory firms.

Jaime Moreno is a Series 66-licensed financial advisor at Citigroup Global Markets with three years of industry experience. He previously worked at Merrill and BTS Group Inc., and has held roles at various financial firms and educational institutions in Latin America. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities, and employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Devon Bateman is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He has held positions at Goldman Sachs & Co. since 2016, with a one-year tenure at Trivest Partners. Bateman holds Series 63 and Series 65 designations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of tailored advisory services supported by proprietary research and integrated capabilities within the broader Goldman Sachs ecosystem.

Edward Cohen is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 designation and has worked with SunTrust Advisory Services since 2016, along with roles at SunTrust Bank and SunTrust Investment Services since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Eduardo Yepes is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. He has worked at Citigroup since 2023 and has prior experience in student government finance at the University of Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs alongside execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealer activities, and bespoke discretionary solutions for high-net-worth clients.

Federico Mercado is a financial advisor with Citigroup Global Markets holding a Series 66 designation and four years of industry experience. His prior roles include positions at Raymond James & Associates and Park Street Imports. 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 applies multi-asset, multi-manager strategies and maintains institutional-scale research and market roles, providing customized discretionary solutions for high-net-worth clients.

Daniel Rieber is a financial advisor with HSBC Securities (USA) Inc. in Aventura, FL, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at HSBC Private Bank and EFG Bank. He is also a bank officer with HSBC Bank (USA) N.A., where he engages in the sale of bank-related products and services alongside his advisory duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment solutions. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation, supported by affiliated global asset management and fund due diligence providers.

Neil Sosler is a CFP® with 23 years of industry experience, currently with Mariner in Coral Gables, FL. His prior roles include long-term positions at Singer Xenos Schecter Sosler Wealth Management and Physicians Investment Advisors. He serves as an advisory board member for Baptist Hospital, a nonprofit organization. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable emphasis on integrated tax and accounting services alongside traditional portfolio management.

Marbel Ugando is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 66 credentials and 22 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he serves as the managing member of MAR Investments LLC, which invests passively in a restaurant called Baires Grill Orlando that serves Argentinean cuisine. 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 oversight and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Huston Lorenzo is a financial advisor at Oppenheimer with 8 years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, BNY Wealth Management, Snowden Lane Partners, Axio Financial, and Fidelity. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as portfolio management, consulting, and financial planning. The firm employs a range of investment strategies including strategic and tactical asset allocation and manages approximately $36.7 billion in assets as of the end of 2025.

Federico Battaglia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at various Citigroup entities since 2015, including Citibank NA and CITI International Financial Services LLC. Citigroup Global Markets serves individual and institutional clients through a range of advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies for workplace, high-net-worth, and ultra-high-net-worth segments.

Robert Doo Jr is a financial advisor at Oppenheimer with 19 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer & Co since 2005. Outside of his advisory role, he is involved as a manager in a real estate investment LLC. 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 provides both discretionary and non-discretionary management programs.

Elizabeth Fernandez is a financial advisor with Citigroup Global Markets in Miami, FL. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Elizabeth has worked with Citi Private Bank Latin America since 2005. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering multi-asset, multi-manager investment strategies via discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and futures commission merchant services.

Daniel Corazon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. He has been with Goldman Sachs since 2025 and has prior experience including roles at Total View Advisors and US Century Bank, as well as academic involvement at the University of Florida. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm employs a range of strategic allocation models and manager selections, supported by proprietary analytics, and leverages affiliated Goldman Sachs entities to offer a broad suite of advisory services.

Carlos Bergouignan Sotolongo is a financial advisor with Oppenheimer based in Coral Gables, FL. He holds a Series 66 designation and has 21 years of experience in the industry. He has been with Oppenheimer since 2003. Oppenheimer serves individuals including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored to its programs, with approximately $36.7 billion in assets under management as of December 31, 2025.