Sandra Lopes is a financial advisor at Oppenheimer with seven years of industry experience. She holds the Series 66 designation and has worked at Oppenheimer and Morgan Stanley during her career. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection and various investment strategies tailored to client objectives.

Stefano Gambirazio is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Lafise Securities Corporation and Banco Santander. Outside of his advisory role, he manages rental property in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and brokerage services. The firm combines large institutional scale with specialized market roles, providing a range of discretionary and non-discretionary strategies, including exposure to alternative and digital-asset products.

Christian Sotomayor is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley and Intuit Inc. His background also includes entrepreneurial roles with several LLCs and corporations. 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 combines large institutional scale with unique market roles, including derivatives and futures services, and integrates both discretionary and non-discretionary investment approaches.

Vanessa Ochoa is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with HSBC Securities and HSBC Bank USA NA since 2017 and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank NA from 2016 to 2017. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence, supporting both non-discretionary and discretionary managed portfolios.

Cristina Gonzalez is a financial advisor at Oppenheimer with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2019. Prior to joining Oppenheimer, she held positions at Ross Dress for Less, Ana Ansin Inc, and Florida International University. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs various investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Sandra Mahecha is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has worked at Citigroup since 2019 and held various roles at HSBC Bank USA and HSBC Securities since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a swap dealer and futures commission merchant.

Ignacio Tejera is a financial advisor with Truist Advisory Services in Coral Gables, FL, holding a Series 66 designation and 23 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

David Acosta Marquez is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 designations and has held previous roles with Wells Fargo Clearing, Wells Fargo Bank, and Advised Assets Group. Outside of his advisory work, he is also involved as a video game streamer on the Twitch platform through a separate business activity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s integrated approach focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Matias Mangas is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at WE Family Offices and Banco Santander International. Outside of advising, he is co-founder of Sentor Group, LLC, a retail product development company, and is involved in promoting sports-related products and managing travel-related ventures. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with in-house research and operates in unique market roles, including as a swap dealer and futures commission merchant.

Alejandro Pereiro is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Citigroup since 2018 and previously spent two years at GL Figueredo Insurance Agency. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivative services.

Lisa Grimes is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at Wells Fargo Advisors LLC since 2009. Grimes serves as a board member of the Damar Foundation, which supports individuals with developmental, intellectual, and behavioral disabilities, providing guidance on the foundation’s investment portfolio. Sanctuary Advisors offers investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm delivers customized investment programs through a large network of independent advisors, utilizing various account structures and investment philosophies, and has recently expanded its offerings through strategic acquisitions and affiliate integrations.

Santiago Agudelo is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, Wells Fargo, and JP Morgan Chase. Agudelo served in the United States Marine Corps for eleven years. 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 maintains unique market roles, including in-house research, swap dealer, and futures commission merchant functions.

Jose Fincheltub is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for seven years. 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 both discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Javier Pita is a financial advisor at Mariner with a Series 66 designation and one year of industry experience. His prior roles include positions at Atlantic Family Wealth, LPL Financial, The Schultz Group - Morgan Stanley, and City National Bank of Florida. Mariner serves a diverse clientele including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, with a notable depth of tax and accounting integration uncommon for a firm of its size.

Camelia Gelabert Nunez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has worked with Truist Investment Services since 2018 and has prior experience at BB&T Securities and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting. The firm incorporates AI-enabled tools in its research and maintains an integrated operating model involving affiliated broker-dealers and banks.

Ronald Rosario is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities and Edward Jones. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with comprehensive oversight and integrates institutional-scale resources and market roles that differentiate it from smaller advisory firms.

Kara Livesey is a Series 66-licensed financial advisor at Citigroup Global Markets with 12 years of industry experience. She has worked at Citigroup since 2017 and previously spent a year at J.P. Morgan Securities. Outside of her advisory role, she is a partial owner of a rental property in Miami, where she is involved in property management activities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including serving as a swap dealer and futures commission merchant.

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 in Miami, FL, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Sandbox Financial Partners LLC, Cambridge Investment Research Advisors, and Ohio National Financial Services. Goldman Sachs Wealth Services serves a diverse client base, including individual investors from non‑high-net-worth to high-net-worth, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and integrated resources across the broader Goldman Sachs network.