Evelyn Tai is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL. She holds the ChFC® designation and Series 63 license, with 29 years of industry experience. She has been associated with New York Life and Nylife Securities Inc. since 1996. Outside of her advisory role, she is a shareholder in a reinsuring company related to life insurance products and an officer in a real estate investment company. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored solutions across multiple program types, emphasizing non-discretionary management and fiduciary responsibilities, particularly in retirement plan services.

Jose Fonte is a financial advisor at Truist Advisory Services in Weston, FL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Thrivent Investment Management and Truist Investment Services, along with teaching positions at Florida International University, Florida Atlantic University, and St. John Paul II High School. 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.

Mei Moy is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Citigroup Global Markets for 17 years before joining Truist in 2024. Outside of her advisory work, she is a part owner of a family residential property in Chicago. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Zain Mir is a financial advisor with Truist Advisory Services holding a Series 66 license and one year of industry experience. He has worked within the Truist organization since 2015 in various roles across Truist Bank and Truist Investment Services. 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 third-party platforms to support investment decisions and fiduciary responsibilities.

Juan Lenis is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 12 years of industry experience, including a decade at Merrill and Bank of America. Lenis serves on the board of the Florida International University Broward Alumni Association, where he assists in planning networking events and providing career guidance to students. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm implements advice through a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Jackson Halliwell is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Babson College and Miami Country Day School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Maribel Defauwes is a financial advisor with HSBC Securities (USA) Inc. in Aventura, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with HSBC Securities and HSBC Bank USA, N.A. since 2015. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary investment options. The firm employs a structured investment process featuring five model risk profiles and collaborates with affiliated and third-party providers for fund selection and portfolio management.

Lazaro Lemos Cordovez is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup since 2015. 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 and maintains significant institutional infrastructure, including in-house research and unique market roles such as swap dealer and futures commission merchant.

Gonzalo Perez Verdia is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2007. Outside of his advisory role, he owns short-term rental properties in Weston, Florida, and Tulum, Mexico. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and derivative services.

Angela Parkinson Flores is a financial advisor at PNC Wealth Management in Fort Lauderdale, FL, with one year of industry experience. She holds the Series 66 designation and has worked with PNC Investments LLC since 2025, following an 18-year tenure at PNC Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Jay Baitner is a financial advisor with Primerica Advisors based in Hollywood, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Park Avenue Securities since 2018 and has been associated with Guardian Life Insurance Company since 2010. He serves as a board member of Katz Yeshiva High School in Boca Raton. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services such as securities-based lending and donor-advised funds.

Sasha Lauzon is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining SunTrust Advisory Services in 2018, which later became Truist Advisory Services. Outside of finance, he is also a disc jockey and serves as the president of DJ Sasha Lauzon, a musical curation business based in Miami. 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, and fiduciary support, implementing advice through discretionary and non-discretionary manager relationships alongside AI-enabled research and integrated inter-affiliate resources.

Jose Jaunarena Ferrari is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent 13 years at Popular Securities, Inc. He is based in Fort Lauderdale, FL. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services with a notable focus on maintaining custody of client assets.

Natallia Batsukova is a financial advisor at Davenport & Company LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera, JP Morgan Securities, LPL Financial, and Merrill. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm employs a team-based approach to portfolio management and provides a range of advisory programs, including separately managed accounts and mutual funds.

Tomas Martin is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA, N.A., TD Bank, and several other organizations prior to joining HSBC Securities. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types from client-directed to fully discretionary portfolios, utilizing a structured investment process supported by HSBC Global Asset Management and affiliated providers.

Heather Oliver is a financial advisor at Oppenheimer with 25 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Her prior work includes roles at SunTrust Advisory Services, LPL Financial, Cetera Investment Services, and Morgan Stanley. 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 provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Diego Scheurich is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. 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 unique institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

Frederick Redmond is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and PIMCO Investment Management Company LLC. Redmond is based in Hollywood, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while utilizing Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab & Co. and does not exercise discretionary trading authority on client accounts.

Peter Pecci is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Allstate Insurance Company, Financial West Group, and Kovack Advisors, Inc. Outside of his advisory work, Pecci is involved in community service through Rotary International and serves on the board of directors for the local YMCA. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management and financial planning, utilizing discretionary accounts, model portfolios, and third‑party sub-advisers through platforms like Envestnet and AssetMark.

Felipe Roca is a financial advisor at HSBC Securities (USA) Inc. in Aventura, FL, holding Series 63 and Series 66 credentials with four years of industry experience. His work history includes multiple roles within HSBC entities and prior positions at Desjardins Bank, Citizens Bank, Brandsmart, and Sears. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing a range of client-directed and discretionary investment solutions supported by a strategic combination of asset allocation and fund due diligence.