Jessie Washington is a financial advisor with Eagle Strategies (NY Life) in Coral Gables, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. Jessie has worked with Eagle Strategies since 2017 and also with New York Life Insurance since 2014. Outside of advisory work, Jessie engages in insurance brokering through Alpha Solutions Group, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Diego Gonzalez is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2008. Prior to joining Oppenheimer, he spent 12 years at UBS Financial Services and UBS International Inc. 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 wide range of investment and consulting programs, utilizing both discretionary and non-discretionary approaches, and maintains custody of client assets while managing significant non-discretionary advisory portfolios.

Claudia Balarezo is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at TD Bank N.A. since 2013. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds, ETFs, and separately managed accounts, along with financial planning support. The firm combines strategic and tactical asset allocation with a mix of affiliated and third-party sub-managers.

Karina Kanakina is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. She has seven years of industry experience, with prior roles at Wells Fargo, Spencer Winston Securities, and BioDEX of Evome Medical Technologies. In addition to her advisory work, she manages short-term rental properties for Florida Best Realty Inc. 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 unique market roles, including in-house research and security pricing, derivatives and futures services, and bespoke solutions for high-net-worth clients.

Huston Lorenzo is a financial advisor at Oppenheimer with eight years of experience in the industry. He holds a Series 66 designation and has worked at several firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, BNY Wealth Management, Snowden Lane Partners, Axio Financial, and Fidelity. 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 programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Robert Doo Jr is a financial advisor with Oppenheimer, holding a Series 66 designation and over 20 years of industry experience. He has been with Oppenheimer & Co since 2005. Outside of his advisory role, he is involved as a manager in a real estate investment LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers various programs including asset management, consulting, and retirement services, providing both discretionary and non-discretionary investment approaches.

Carlos Bergouignan Sotolongo is a financial advisor at Oppenheimer with 21 years of industry experience. He has been with Oppenheimer since 2003 and holds the Series 66 designation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Jeffrey Taraboulos is a PFS™ and holds a Series 66 license with 15 years of industry experience. He is currently affiliated with Integrated Wealth Concepts LLC and has been a partner at Kabat, Schertzer, De La Torre, Taraboulos & Co. since 2004. In addition to his financial advisory role, he is a partner and CPA at an accounting firm. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing primarily long-term strategies with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Fred Berens is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 61 years of industry experience. His prior firms include Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Outside of his advisory role, he serves as a trustee for multiple family and friend trusts, holds leadership positions with public television stations in South Florida, and is a trustee at the University of Miami. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of investment and consulting programs with discretionary and non-discretionary options, maintaining custody of client assets while managing both advisory and broker-dealer operations.

Carlos Bigott is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by technology and inter-affiliate integration.

Arlette Pol is a financial advisor at Oppenheimer with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Northwestern Mutual, Merrill Lynch, and other firms. Outside of financial advising, she is an adjunct college professor teaching a night class on digital marketing at Miami Dade College. 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 and retirement services that include both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Georgette Suarez is a financial advisor with Truist Advisory Services in Coral Gables, FL, holding Series 63 and Series 66 designations and over 22 years of industry experience. She has worked with SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2013. 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 and integrates third-party platforms and manager arrangements to support its AMC Advantage program.

Jose Acosta is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and with 22 years of industry experience. His prior work includes 12 years with Bank of America, N.A. and Merrill, and one year with OSAIC Services, Inc. Outside of his advisory work, he is involved in playing and teaching the tuba. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Pamela Joo is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 65, Series 63, and Series 66 credentials and has been with Citigroup since 2007. Outside of her advisory role, she assists her mother in managing a property in Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains extensive internal research and operational capabilities, supporting both discretionary and non-discretionary investment solutions.

Nicolas Hernandez is a Series 66-licensed advisor with seven years of industry experience, currently with TD Private Client Wealth LLC. He previously worked for Bank of America, N.A. and Merrill for a decade. Outside of advising, he is co-owner of Sabor Supplements LLC, an online protein supplement brand. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm offers portfolio management, financial planning, and access to various investment products through a platform utilizing both affiliated and third-party managers.

Paul Perez is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes positions at Merrill Lynch, Morgan Stanley, EFG Capital International Corp, and previous tenure at Citigroup. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and brokerage services with multi-asset, multi-manager strategies supported by internal standards and oversight committees.

Keith Ginsburg is a CFP®-certified financial advisor with 23 years of industry experience, currently with Janney Montgomery Scott. Prior to joining Janney in 2026, he worked at Raymond James & Associates for 19 years. He serves on the boards of several nonprofit organizations in Miami, including the Dave & Mary Alper Jewish Community Center and the Greater Miami Jewish Federation, where he applies his finance and investment background. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base with a range of brokerage, financial planning, and advisory services, employing both in-house and third-party portfolio management across multiple wrap programs and unified managed account overlays.

Marcos Chevallier Boutell is a financial advisor at Oppenheimer with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2014, following five years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—as well as corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of advisory programs with both discretionary and non-discretionary strategies, covering equity, balanced, and fixed-income portfolios.

Frank Mentone III is a CFA® charterholder with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Connectus Wealth, Boston Private Wealth, JPMorgan Chase Bank and Securities, and Morgan Stanley. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive approach that combines active and passive strategies, third-party managers, and private funds.

Luisa Bravo is a ChFC® credentialed financial advisor with Primerica Advisors in Miami, FL, bringing 35 years of industry experience. She has been with Primerica Advisors and Guardian Life Insurance Co of America since 2007. Outside of her advisory role, she assists with the Eagle Lakes Office Park Condo Association by attending monthly meetings and supervising the management company. Primerica Advisors serves a diverse retail client base, including individual investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm utilizes a range of proprietary and third-party investment strategies and provides financial planning, retirement-plan consulting, and business consulting services.