Nicole Selman is a financial advisor at Transamerica Financial Advisors in Coral Gables, FL, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior roles include positions at Align Results LLC, WFGIA, and Primerica Financial Services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with proprietary and third-party investment model programs.

Nicole Sinanan is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 66 and Series 63 credentials and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, including high-net-worth and ultra-high-net-worth individuals. The firm offers a broad range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Patrick Pereira is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2019, following five years at Wells Fargo Clearing and a prior role at WELLS FARGO Advisors, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a broad range of programs including asset management, consulting, and retirement services, offering both discretionary and non-discretionary advisory solutions.

John Calles is a financial advisor with Ameritas Advisory Services, LLC who holds a Series 66 designation and has 27 years of industry experience. His career includes roles at Ameritas Life Insurance Corp., Ameritas Investment Corp., and National Wealth Group LLC. In addition to his advisory work, he serves as Vice Chairman on the Miami-Dade County Health Facilities Authority governing board and maintains a law practice under John E. Calles, Esq. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supporting advisory relationships with risk-aligned portfolios and third-party resources.

Tatiana Zurek is a financial advisor at Oppenheimer with 26 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Merrill and Merrill, A Bank of America Company, from 1999 to 2023 before joining Oppenheimer in 2023. 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 range of investment programs and advisory services that include both discretionary and non-discretionary management, covering equity, balanced, and fixed-income portfolios with an emphasis on strategic asset allocation and manager selection.

Fady Maghak is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2017. Prior to joining Janney, he worked at Raymond James & Associates for 16 years. Janney Montgomery Scott 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.

Farhad Shaya is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. He has been with Oppenheimer since 2019. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs through a variety of advisory and brokerage programs. The firm offers both discretionary and non-discretionary investment services, including asset allocation, manager selection, consulting, and retirement planning.

Maria Largaespada is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds the Series 63 and Series 66 securities licenses and has worked at various divisions within Citigroup since 2006. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Kevin Munoz is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. for 18 years before joining Janney in 2022. Outside of advising, he owns and produces content for a firearm safety YouTube channel and serves as president of a local homeowners' association. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and advisory programs.

Luigi Mazza is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Raymond James, Morgan Stanley, and Citigroup Global Markets. Mazza is based in Coral Gables, FL. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a broad range of investment programs and consulting services. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Enrique Cuervo is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Truist Investment Services since 2004 and Truist Advisory Services since 2016. 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 third-party platforms and AI-enabled research tools.

Andres Hung Parmeggiani is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His work history includes roles within Truist Investment Services and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver comprehensive investment solutions.

Ricardo Pena is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Citibank. Outside of his advisory role, he is president of PM Ventures LLC, a real estate management business in Miami, FL, where he manages tenants and property records. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Frances Batista is a financial advisor at Oppenheimer with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has been with Oppenheimer since 2012. Located in Coral Gables, FL, she provides advisory services through the firm’s broad range of programs. 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 equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, along with consulting and retirement services tailored to client objectives.

Yulien Brenlla is a financial advisor with Truist Advisory Services in Coral Gables, FL, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has been with Truist Advisory Services, Truist Investment Services, and Truist Bank since 2016. 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 with non-discretionary consulting and employs AI-enabled tools in its research process, offering a range of services including asset allocation analysis and fiduciary support.

Gustavo Jaso Buzzoni is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Oppenheimer since 2008. Outside of his advisory role, he serves as a board member for The Mark at Brickell Bay Condo Association, a voluntary position involving oversight of property management and community planning, and he is a passive investor in a restaurant joint venture 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 variety of investment programs and advisory services that include discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis.

Roark Young is a financial advisor with Janney Montgomery Scott in Miami, FL, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has worked at Janney since 2020 and previously spent five years at Ameriprise Financial Services. Outside of finance, Young serves as a professional boxing judge for the Coral Gables Boxing Commission. 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 client base, including individuals, families, trusts, corporate sponsors, and municipal clients, providing brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Yolanda Perez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at JP Morgan Chase from 2006 to 2022 before joining Truist in 2022. Outside of her advisory role, Perez serves as a board member of the Broward College Foundation, a regional director for the Hedge Fund Association in Latin America, and holds a director and chair position with the Miami-Dubai Chamber of Commerce. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by a team that integrates traditional and AI-enabled research.

Daniel Olavarria is a financial advisor with Citigroup Global Markets holding a Series 66 designation and beginning his industry career in 2025. His prior experience includes roles at the University of Florida, Santa Fe College, and MAST Academy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains distinctive market roles including security-pricing and swap dealing.

William Sanchez is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include various positions at BB&T and its affiliated entities from 2014 to 2021. 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 AI-enabled research tools and inter-affiliate integration.