Paul Padron is a financial advisor with Citigroup Global Markets in Coral Gables, FL, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He 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 broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains institutional scale with in-house research, swap dealer status, and bespoke discretionary solutions for large relationships.

Christian Riera is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its institutional scale and involvement in derivatives, futures, and specialized lending solutions.

Justin Gradolf is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 credentials and bringing 20 years of industry experience. His previous roles include positions at Sandbox Financial Partners LLC, Cambridge Investment Research, and Ohio National Financial Services. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm employs strategic and tactical allocation models and integrates resources from across the Goldman Sachs ecosystem to deliver tailored investment solutions.

Robert Gordon is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at Investor Solutions, Inc. for 13 years before joining Wealth Enhancement Advisory Services in 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Joseph Velit Carnero is a financial advisor with Sanctuary Advisors, LLC holding a Series 65 designation. He has worked in financial services and related industries since 2012, including positions at Rimac Seguros and Reaseguros, Credicorp Capital, and Grupo Duoma and Peru Commercial Company. Carnero has been with Sanctuary Advisors and its affiliated entities since 2024. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and access to various managed account platforms, employing a range of analytical approaches and fiduciary services.

Maria Nunes Figueira is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2014. Outside of her advisory role, she is registered as the owner of an apartment leasing business 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 specialized market roles and provides a broad range of advisory, execution, and custody services.

Abel Molina is a financial advisor with Principal Financial Services in Miami, FL, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Modern Life Financial Group, Portfolio Medics, LPL Financial, AXA Advisors, and Banesco USA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Jose Lopera Guevara is a financial advisor with Truist Advisory Services, holding the ChFC® designation and Series 66 license, and has 18 years of industry experience. He has worked with Truist Advisory Services since 2021 and previously held positions at Bb&T Securities, LLC and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary management approaches and integrates technology and affiliate resources in its investment processes.

Christian Espinal is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and two years of industry experience. He has been with Citibank since 2016, accumulating ten years of related work history. Based in Miami, FL, Espinal is part of a large firm serving a diverse client base. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Maykel Barrios is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank spanning nearly two decades before joining Truist in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management strategies supported by third-party platforms and a dedicated equity research team.

Karla Avecillas is a financial advisor at Janney Montgomery Scott with nine years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates, LWM Advisory Services, and LPL Financial. Outside of her advisory work, she owns a tutoring and pet-sitting business. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering comprehensive brokerage, financial planning, and advisory services.

Eduardo Navaza is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Santander Securities, Charles Schwab, TD Ameritrade, and SunTrust Investment Services. 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 offers a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a multi-affiliate operating model.

Dorian Gonzalez is a financial advisor at Oppenheimer with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 registrations. His prior work includes roles at Morgan Keegan & Company, LLC and Union Planters Investment Advisors, Inc. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary strategies.

Sandra Sepulveda is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup 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 and operates with large institutional scale, providing both discretionary and non-discretionary solutions.

Francisco Pages is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 designations and possessing 25 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research, swap dealing, and futures commission merchant activities.

Nolan Davis is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has previously worked with Hier Group and Vermont National Country Club. Citigroup Global Markets Inc. provides investment advisory, brokerage, and custody services to individual and institutional clients across various wealth segments. The firm offers multi-asset, multi-manager strategies through discretionary and non-discretionary programs and supports complex advisory solutions for high-net-worth clients.

Diego Higuera Cardenas is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Citigroup entities since 2016, including Citibank and Citi International Financial Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad 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 and operates with institutional scale and unique market roles such as acting as a swap dealer and futures commission merchant.

Lorena Berthe Martinez is a financial advisor at Oppenheimer with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Morgan Stanley Smith Barney, Citigroup Global Markets, and Boreal Capital Securities. She is also involved with Mora Wealth Management, LLC, an affiliated SEC-registered investment advisor. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of advisory programs, including discretionary and non-discretionary services, spanning equity, balanced, and fixed-income portfolios, with a notable portion of its assets managed on a non-discretionary basis.

Aleksandar Simeonov is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Wells Fargo Clearing and Bci Securities. Simeonov is based in Miami, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with consulting supported by third-party platforms, and uses AI-enabled research tools alongside supervisory oversight to manage its investment programs.

Eduardo Franca De Macedo is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citibank N.A. and Citi International Financial Services LLC since 2017, following a brief tenure at XP Securities and a prior role at the University of Miami. Citigroup Global Markets serves individual and institutional clients through its comprehensive wealth management and advisory programs, employing multi-asset, multi-manager investment strategies and maintaining significant institutional capabilities including in-house research and specialized market roles.