Sandra Lopes is a financial advisor with Oppenheimer in Coral Gables, FL, holding a Series 66 designation and seven years of industry experience. She has worked at Oppenheimer since 2012, with a brief tenure at Morgan Stanley in 2020. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs, including asset management and financial planning, with advisory services that encompass equity, balanced, and fixed-income portfolios managed on both discretionary and non-discretionary bases.

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 at HSBC Securities (USA) Inc. based in Miami, FL, with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at HSBC Securities USA Inc. and HSBC Bank USA NA since 2017, following a year at JP Morgan Securities LLC and JP Morgan Chase Bank NA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary strategies. The firm’s investment process uses multiple risk profiles and combines strategic and tactical asset allocation with due diligence from affiliated asset managers and third-party providers.

Cristina Gonzalez is a financial advisor at Oppenheimer with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2019. Prior to her career in finance, she held positions at Ross Dress for Less and Ana Ansin Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

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, holding a Series 66 designation and 24 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 and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled tools to support its AMC Advantage manager-selection program.

David Acosta Marquez is a financial advisor with Empower Advisory Group in Miami, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Wells Fargo Bank, Wells Fargo Clearing, GWFS Equities, Inc., and Advised Assets Group, LLC. Outside of his advisory role, he is active as a video game streamer on the Twitch platform through his business, IWGamerz LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with services linked closely to Empower’s recordkeeping and administrative platforms.

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.

Peggy Hollander is a financial advisor at Integrity Alliance, LLC with 37 years of industry experience. She holds Series 63 and Series 65 credentials. Her career includes roles at Lion Street Financial, Equitable Advisors, and Axa Advisors. Outside of advisory services, she owns The Succession Group, Inc., a consulting business that conducts fee-based reviews of individual insurance portfolios. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans through a large network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and multiple program options, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and managers.

Alejandro Pereiro is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2018, previously working at GL Figueredo Insurance Agency. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Lisa Grimes is a financial advisor at Sanctuary Advisors, LLC with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Lisa serves on the board of the Damar Foundation, which supports individuals with developmental and behavioral disabilities, providing guidance on the foundation’s investment portfolio. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports numerous independent investment adviser representatives who develop their own strategies within a supervised framework, managing accounts through various models and sub-advisers while acting as a fiduciary when agreements are in place.

Jose Fincheltub is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Credit Suisse Securities, and Lehman Brothers. 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 combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

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 designations and 26 years of industry experience. She has worked with Truist Investment Services since 2018 and previously held positions at BB&T Securities and Banc of America Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, integrating discretionary and non-discretionary approaches with third-party platforms and AI-enabled research tools.

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 financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds the Series 66 designation and has worked at Citi since 2017, following prior roles at J.P. Morgan Securities LLC and Merrill. 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 through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

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 63 and Series 65 credentials and bringing 19 years of industry experience. His career includes roles at Goldman Sachs & Co. LLC, Sandbox Financial Partners LLC, Cambridge Investment Research, and Ohio National Financial Services. He is based in Miami, FL. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering customized financial planning and portfolio management. The firm integrates strategic allocation models, manager selections, and proprietary research tools across a broad range of fee arrangements and platforms, supported by affiliated Goldman Sachs entities.