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.

Esperanza Castro is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds a Series 66 designation and has been with Citibank N.A. since 2009. Outside of her advisory role, she serves as Secretary for Venico Investment, LLC, performing accounts payable duties with limited monthly time commitment. 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 maintains unique market roles, including operating as a swap dealer and futures commission merchant.

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 with Sanctuary Advisors, LLC in Miami, FL, 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 and opportunities. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services and employs multiple analytical approaches, acting as a fiduciary under written advisory agreements.

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.

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 with Citigroup Global Markets, holding Series 65 and Series 63 designations and two years of industry experience. He 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 services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Maykel Barrios is a financial advisor with Truist Advisory Services in South Miami, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked extensively within the Wells Fargo affiliated firms from 2005 to 2024 before joining Truist in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and uses a combination of discretionary manager relationships and non-discretionary consulting to implement advice.

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.