ADVISOR BIO

Xochilt Bojorge is a registered representative with Itau International Securities Inc. Xochilt is located in MIAMI, FL and has been in the industry since 2014. Xochilt is a Series 99 and SIE licensed professional. Itau International Securities Inc. provides investment advice and portfolio management services for individuals and pooled investment vehicles. The firm serves high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth individuals. The firm has over $59 million in assets under management. Itau International Securities Inc. offers performance based and percentage of assets compensation arrangements.

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Xochitl Janeth Corona Russell is an Investment Advisor Representative associated with Robert W. Baird & Co. Inc. in Seattle, Washington. Xochitl has been in the industry since September 15, 2022. Xochitl is registered with the following securities authorities: FINRA, Texas and Washington.

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Xuan Cao is a registered investment advisor with HSBC Securities (USA) Inc. based in Cupertino, CA. Xuan has been in the industry since November 2010. Prior to joining HSBC Securities (USA) Inc., Xuan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Jose, CA. Xuan holds the Series 66, Series 7 and SIE licenses. Xuan has experience in various investment strategies, including asset allocation and portfolio management. Xuan has access to a wide range of investment products and services through HSBC Securities (USA) Inc., including stocks, bonds, mutual funds, and exchange-traded funds.

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Xuefei Yu is an investment advisor representative with Fisher Investments. Xuefei is registered with the state of California and Texas. Xuefei has 1 state exam, the Uniform Investment Adviser Law Examination, and specializes in Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles.

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Yael Louise Weston is a registered investment advisor representative with Ingalls & Snyder, LLC. Yael has been in the industry since November 2011 and has experience providing financial planning, portfolio management, and educational seminars.

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Yajaira Ortiz-wilson is an investment advisor representative with Vanguard Advisers, Inc., based in Washington, DC. Yajaira has been in the industry since 2016 and holds the Series 7TO, Series 66, and SIE licenses. Yajaira specializes in providing financial planning, portfolio management for businesses and individuals, and selecting other advisors. Yajaira also works with pooled investment vehicles.

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ADVISOR BIO

Yakov Zikvashvili is an investment advisor representative at BTG Pactual Asset Management US, LLC. Yakov has been in the industry since October 2015, and holds a Series 63 and a Series 66 license. Yakov specializes in investment advisory services for individuals, businesses and pooled investment vehicles. Yakov’s employment with BTG Pactual Asset Management US, LLC began in October 2024.

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Yakut Seyhanli is a registered representative with Goldman Sachs & Co. LLC, having joined the firm in October 2003. Yakut's areas of expertise include portfolio management for individuals and businesses, as well as pooled investment vehicles. They have a broad range of experience in the financial services industry, having passed multiple securities exams. Yakut holds Series 7, Series 79TO, and SIE licenses and is registered in New York.

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Yale Richard Hoffberg is a financial advisor registered with RBC Capital Markets, LLC. Yale has been in the financial industry since 2017. Yale holds a Series 7, SIE, and Series 66 license. Yale is also a Certified Financial Planner. Yale is registered in 31 states and the District of Columbia for broker-dealer activities and in 2 states for investment advisor activities. Yale’s primary office is located in Hunt Valley, MD.

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ADVISOR BIO

Yale Saltzman is a financial advisor currently working at Oppenheimer & Co. Inc. in DOYLESTOWN, PA. Yale has been in the industry since 2002. He is a registered representative with the Financial Industry Regulatory Authority (FINRA), and is licensed to sell securities in many states across the U.S. He is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Yale has a strong background in financial planning, portfolio management, and investment advisory services.

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