Callahan Lyons is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at Ampersand, Inc., The Immigrant Room - The American Club at Kohler Co., and spent several years in educational roles at Clemson University and Sheboygan Lutheran High School. 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 range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory options.

Sebastian Iturriaga is a financial advisor at Oppenheimer with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Oppenheimer in 2021, he worked at Papa Johns, Brown and Brown Insurance, and Pisco Y Nazca. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Guilherme Moreira Garcez is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Thrivent Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles including research, security pricing, and derivatives services.

Mariacelia Blandon is a financial advisor at Oppenheimer with 16 years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer & Co., Inc. since 2021, following five years at Wells Fargo Clearing and six years at Wells Fargo Advisors LLC. Outside of her advisory role, she is a sole owner and proprietor of two rental properties in Miami. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Spencer Berens is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019, following positions at Wells Fargo Clearing and Joseph Gunnar & Co LLC. He also spent four years at the University of Miami early in his career. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment and consulting services across various asset classes, with both discretionary and non-discretionary account options.

Abraham Horowitz is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2020. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning a combined nine years. Outside of his advisory role, he volunteers teaching a course on financial responsibility to high school juniors at The Cushman School in Miami. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Damian Pardo is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and First Horizon Advisors. Outside of his financial career, he serves on the boards of the Vizcaya Museum & Gardens and the Frost Science Museum and holds several community leadership roles in Miami, including commissioner for the City of Miami and chairman positions with the Coconut Grove BID and Omni CRA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services, with a focus on both discretionary and non-discretionary management, and maintains custody of client assets while operating its advisory and broker-dealer businesses.

Susan Miranda is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She has held positions at Janney Montgomery Scott since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She holds a Series 63 designation. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, and multiple advisory programs, combining in-house and third-party portfolio management with centralized client service and trustee capabilities.

Dionisio Chamorro is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees and is notable for its large institutional scale and roles as a swap dealer and futures commission merchant.

Louis Feldman is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has been since 2021. Prior to that, he was with Investor Solutions from 2015 to 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active managers with quantitative and fundamental research.

Krystian Negron is a financial advisor at Citigroup Global Markets with two years of industry experience. He has previously worked at Cetera and Regions Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and maintains unique market roles including swap dealer and futures commission merchant functions.

Brett Fingerhut is a CFP® professional with 17 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2021. Prior to that, he spent around a decade at Investor Solutions. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and offers diversified investment solutions that combine passive and active managers, overseen by an internal Investment Committee.

Francisco Amigo is a financial advisor with Janney Montgomery Scott in Miami, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Raymond James & Associates for 16 years before joining Janney Montgomery Scott, where he has worked in multiple roles since 2017. Outside of his advisory work, he is co-owner with his spouse of Nilo One LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering services such as brokerage, financial planning, consulting, and various advisory programs.

Robert Reich is a CFP® and CFA® credentialed financial advisor with Truist Advisory Services, bringing 10 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has held roles at related SunTrust entities since 2000. Outside of advising, Reich serves as a director for Square One Armoring Services, a manufacturer of armored vehicles based in Miami. 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 employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, with an emphasis on integrated inter-affiliate service arrangements.

Josefina Wong is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and has been affiliated with SUNTRUST INVESTMENT SERVICES, Inc. since 2000. Based in Miami, FL, she serves clients under the Truist umbrella. 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 manager-selection programs, implementing advice through a combination of discretionary and non-discretionary arrangements supported by AI-enabled research tools and inter-affiliate integration.

Julia Schnackel is a financial advisor at Oppenheimer with 12 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2013. 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 range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation and both discretionary and non-discretionary management.

Helen Bueno is a financial advisor at Janney Montgomery Scott with 48 years of industry experience. She holds a Series 63 designation and previously worked at Ameriprise Financial Services for eight years before joining Janney Montgomery Scott. 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 a diverse clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Suzanne Rutrough is a financial advisor with Janney Montgomery Scott in Coral Gables, FL, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. She previously worked at Raymond James and Associates for 15 years. Outside of her advisory role, she serves on the boards of Big Brothers and Big Sisters and the Coral Gables Chamber of Commerce. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Arnaldo Calderon is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary and non-discretionary manager arrangements supported by AI-enabled research tools and inter-affiliate integration.

Martin Galvez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill from 2014 to 2022. 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 and operates with a combination of large institutional scale and specialized market roles.