Jia Xing Wei is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Investment Services LLC, CTBC Bank, and East West Bank. Outside of finance, he teaches piano and works as a restaurant waiter in the San Francisco Bay Area. 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 combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Jonathan Lee is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. He has been with Citi Bank N.A. since 2016, accumulating ten years of work experience within the firm. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale and market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Yu Qiao is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2019. Prior to joining Citigroup, he worked at Lulutrip from 2017 to 2019. 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 through discretionary and non-discretionary programs and operates with in-house research and security-pricing capabilities.

Kathy Lam is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and operates with considerable institutional scale, including unique market roles such as swap dealer and futures commission merchant.

Xuewen Hu is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and AGH Realty Group Corp. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant services.

Mario Toledo Martinez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs that use multi-asset, multi-manager strategies and incorporate both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles, including derivatives and futures services, and provides customized solutions for high-net-worth clients.

Grace Wit is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds a Series 66 designation and has previously worked at HSBC Securities, HSBC Bank USA, and Wells Fargo Advisors. Outside of her advisory role, she serves as an elected board member of the South Van Ness Home Owner's Association in San Francisco. 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 derivatives services, supporting tailored advisory solutions for high-net-worth clients.

Timothy Baker is a financial advisor with Equitable Advisors in Sebring, FL, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves on the boards of community and charitable organizations, including the Highlands County Fair Association, Haiti Bible Mission, and Sparta Ministries, and is the vice president of his local property owners association. Equitable Advisors provides services to individuals, retirement plans, corporations, and institutional clients through a network of Investment Adviser Representatives. The firm offers financial planning, retirement consulting, and asset management programs, utilizing third-party managers and model portfolios while delivering ERISA fiduciary services to qualified plans.

Michelle Alexander is a financial advisor with OSAIC, holding Series 66, Series 65, and Series 63 registrations and bringing 16 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. She is also a registered representative and insurance agent for Freedom Financial Group LLC and serves as power of attorney for several family members, managing their financial and investment matters. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party managers to create portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments, managed on discretionary or non-discretionary bases.

Orlando Anaya is a Series 66-licensed financial advisor with Edward Jones in Sebring, FL. He joined Edward Jones in 2025 and has prior work experience in industries including automotive sales and fitness services. Outside of advising, he has been involved with Fitness Doctor, LLC and Troy City Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Tod Phillips is a financial advisor with LPL Financial in Sebring, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 47 years of industry experience, including 23 years at LPL Financial and its predecessor entities. Phillips is also involved in selling fixed annuities, disability, long-term care, universal, and term life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services, offering financial planning, model portfolios, third-party asset management, and institutional platforms through a large network of advisors.

Matthew Reichel is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He is also a co-owner of Hackney, Ames & Reichel PA CPAs, a tax preparation and accounting firm. His prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Carla Jones is a financial advisor with Edward Jones in Sebring, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carlie Jones is a financial advisor at Edward Jones in Sebring, FL, holding a Series 66 designation. She joined Edward Jones in 2025 and has prior experience working at CitraPac, Inc. for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Gino D Amelio is a financial advisor at Edward Jones with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Transamerica Capital Inc for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Grubb is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank. Outside of financial services, he owns and operates Gettin' Grubb Outfitters LLC, a private land alligator hunting business in central and south Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipalities. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Joan Walker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Sebring, FL, holding a Series 66 designation and 20 years of industry experience. She previously worked at SunTrust Investment from 2006 to 2018. In addition to her advisory work, Joan is the owner of Sweetwater Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Corbin Hoffner is a financial advisor with Raymond James & Associates based in Sebring, FL. He holds a Series 66 designation and has six years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. His background also includes positions outside finance, such as work with Kids Choice Fresh Produce and Fusion Healthcare. Raymond James & Associates is a large broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional clients, and municipal entities—and offers financial planning, non‑discretionary investment consulting, and institutional fiduciary services supported by a broad range of portfolio management styles and in‑house research.

Alejandro Lopez Alguacil is a CFP®-certified financial advisor with eight years of industry experience, currently with Edward Jones since 2018. His prior work includes positions at Prospera/HBIF and a role at the Crummer Graduate School of Business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Christopher Danzer is a financial advisor with Primerica Advisors in Sebring, FL, holding Series 63 and Series 65 credentials and having four years of industry experience. He has been associated with Primerica Financial Services since 2003. Outside of advisory work, he is involved in sales of home security, automation, and other home-related services through affiliated Primerica companies. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.