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 bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves on several local boards including the Highlands County Fair Association and Haiti Bible Mission, and is vice president of his community’s homeowners association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

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, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 47 years of industry experience and has been with LPL Financial and its predecessor entities since 2003. Phillips is involved in the sale of fixed annuities and various life and disability insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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 with Edward Jones in Sebring, FL. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked at CitraPac, Inc. for nine years. 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 various investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

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.

Edward Burnside is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2006. Outside of his advisory role, he has signed a lease contract granting natural gas drilling rights on his land through JKLM Energy LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices, with approximately $1.01 trillion in assets under management.

Thomas Lovett Jr. is a financial advisor with Equitable Advisors in Sebring, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors and participants, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and asset management access through LPL programs and a range of third-party asset managers, using a hybrid referral and implementation model.

Cale Gilliam is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes service in the United States Marine Corps and roles in local government and the private sector. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs and investment options under a fiduciary standard.

Samuel Aguilar is a financial advisor with Raymond James Financial in Sebring, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Raymond James Financial Services, the YMCA, and EMTYLE Inc. Outside of his advisory duties, Aguilar is an owner of a small share in Sweetwater Wealth Management, LLC, a support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses non-discretionary planning tailored to client goals and offers a variety of advisory programs alongside specialized services such as municipal finance and SIMPLE IRA Employer Advisory.