Carlos Bonilla Jr. is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has six years of industry experience, currently advising at Citigroup Global Markets since 2022. His prior roles include positions at Insigneo, Vanguard, and The Wharton School of the University of Pennsylvania. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Anthony Crisp is a CFA® charterholder with seven years of industry experience. He currently works at Citigroup Global Markets, where he has been since 2021, following prior roles at Valor Advisors LLC and Morgan Stanley. Based in Miami, FL, he holds a Series 66 license. Citigroup Global Markets serves individual and institutional clients through a range of advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale with capabilities including in-house research, derivatives services, and bespoke discretionary solutions for very large clients.

Fred Berens is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 61 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is actively involved in several nonprofit and community organizations, serving as a trustee for the University of Miami since 1972 and as a director of WPBS South Florida public television since 1978, in addition to his role as vice chairman of the PBS Foundation board. Oppenheimer provides advisory and execution services to individuals, corporations, and retirement plans, offering a range of portfolio management and consulting programs. The firm employs varied investment approaches that include strategic asset allocation and manager selection, managing approximately $36.7 billion in assets as of the end of 2025.

Carlos Bigott is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by technology and inter-affiliate integration.

Rodolfo Rake is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley in various roles from 2009 to 2021. Outside of his advisory work, he is a passive investor in a platform that generates carbon credits through waste prevention initiatives. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent representatives. The firm offers diverse portfolio management options and employs multiple analytical approaches while acting as a fiduciary under written agreements.

Danielle Vivado is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Citigroup and BCI Miami. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and serves a broad client base through a structured investment process.

Jessica Canizares is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke discretionary solutions for very large relationships.

Arlette Pol is a financial advisor at Oppenheimer with seven years of industry experience. She holds a Series 66 credential and previously worked at Morgan Stanley and Merrill Lynch among other firms. In addition to her advisory work, she is an adjunct college professor teaching digital marketing at Miami Dade College. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm offers both execution and advisory support for institutional and unaffiliated advisors, managing approximately $36.7 billion in assets as of the end of 2025.

David Tomas is a Series 65-licensed advisor at Mariner with one year of industry experience. His work background includes roles at Target and Publix prior to joining Mariner. Mariner serves a diverse client base, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm utilizes customized discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting capabilities uncommon among large advisory enterprises.

Alexander Navarro is a financial advisor with Truist Advisory Services, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience, including over 10 years at Truist Advisory Services and 27 years with Truist Investment Services. Navarro also serves as a trustee for the Avis Hedges Navarro Trust, managing and distributing real estate and brokerage assets. 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 third-party platform solutions and emphasizes inter-affiliate integration in its investment approach.

Tito Zamorano Calvo is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has held his current position with Citi since 2011 and holds Series 63 and Series 66 credentials. 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 operates with large institutional scale and provides bespoke discretionary solutions for high-net-worth relationships.

George Moscoso is a financial advisor at HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at HSBC Bank USA, N.A., HSBC Private Bank International, and WE Family Offices LLC. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment options. The firm employs a strategic and tactical asset-allocation process supported by HSBC Global Asset Management and other affiliated providers, with significant assets held in non-discretionary, client-directed portfolios.

Shannon Canady is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. She has been with Citigroup-related entities since 2005, including Citibank NA and Citi International Financial Services LLC. 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, along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Georgette Suarez is a financial advisor with Truist Advisory Services in Coral Gables, FL, holding Series 63 and Series 66 designations and over 22 years of industry experience. She has worked with SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2013. 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 employs a combination of discretionary and non-discretionary manager relationships and integrates third-party platforms and manager arrangements to support its AMC Advantage program.

Melissa Fernanda Mantilla Gomez is a Series 66-licensed financial advisor at Citigroup Global Markets with eight years of industry experience. She has been with Citibank since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Rodrigo Noschese is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 66 and Series 65 credentials. His prior roles include positions at Banco do Brasil Securities LLC, Banco Santander International, Credit Agricole Securities (USA) Inc., and XP Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Brenda Oconnor is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Capital Management, UBS Financial Services, and UBS Bank Canada. Outside of her advisory role, she is involved with Harlow Capital LLC, an investment-related entity focused on sports cards and movie production interests. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a consolidated investment platform with access to equities, fixed income, alternatives, and various managed account services.

Mayrin Fontainemoya is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Banco do Brasil Securities LLC, Morgan Stanley Private Bank, and UBS Financial Services. Outside of his advisory role, he manages a vehicle transportation company and serves as a director of a networking organization. Citigroup Global Markets serves individual and institutional clients across 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, providing a broad range of advisory, execution, and custody services.

Mario Somarriba is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has worked at Citigroup and HSBC in various capacities since 2007. Based in Miami, FL, his career includes roles at both Citigroup Global Markets and HSBC Securities USA. Citigroup Global Markets serves individual and institutional clients across multiple 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 specialized market roles such as swap dealing and futures commission merchant activities.

Juan Katz is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2005. Based in Miami, FL, he is part of a large enterprise firm serving a wide range of clients. 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 and provides a broad suite of advisory, execution, and custody services.