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 the Series 66 designation and has worked at Rockefeller Financial since 2025. Prior to his advisory role, he spent four years at Babson College and four years at Miami Country Day School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer that offers securities transactions, variable insurance products, and placement and investment banking services.

Maribel Defauwes is a financial advisor with HSBC Securities (USA) Inc. in Aventura, FL, holding Series 63 and Series 66 credentials and has 15 years of industry experience. She has been with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. since 2015. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm employs a multi-profile investment process combining strategic and tactical asset allocation with fund due diligence and ongoing monitoring.

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.

Joseph Markham is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at Legend FMO and BBR Sales and is involved in multiple business ventures, including serving as president of a commercial roofing company and a boat rental business where he also captains on weekends. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches across various custodial platforms.

Jose Jaunarena Ferrari is a financial advisor at Oppenheimer with 26 years of industry experience. He has held positions at Oppenheimer & Co. Inc. since 2017 and previously worked at Popular Securities, Inc. from 2004 to 2017. He holds Series 63 and Series 66 licenses and is based in Fort Lauderdale, FL. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm utilizes strategic and tactical asset allocation, manager selection, and various investment strategies, with an emphasis on both discretionary and non-discretionary management and retirement services.

Natallia Batsukova is a financial advisor with Davenport & Company LLC in Fort Lauderdale, FL, holding a Series 66 license and 14 years of industry experience. Prior to joining Davenport in 2021, she worked at firms including Cetera and JP Morgan Securities. Davenport serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services.

Tomas Martin is a financial advisor with HSBC Securities (USA) Inc. in Aventura, FL, holding Series 63 and Series 66 designations and having two years of industry experience. His prior work includes roles at HSBC Bank USA, N.A., TD Bank, and several positions in education and retail. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary investment options. The firm uses a multi-profile investment process supported by HSBC Global Asset Management and third-party providers, serving clients with both onshore and offshore portfolios.

Heather Oliver is a CFP® professional with 25 years of experience in the financial industry. She is currently with Oppenheimer and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. in Fort Lauderdale, FL. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation and manager selection, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary asset management.

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 with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Integrity Alliance since 2017 and previously worked at Allstate Insurance Company for one year. Pecci is involved in community service through leadership roles with Rotary International and as a board member of the South Florida YMCA. Integrity Alliance serves a diverse client base including individual investors, corporations, and retirement plans, providing advisory and brokerage services through a large network of advisors managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and access to third-party managers, utilizing various investment strategies and platforms while supporting a range of advisory and plan services.

Felipe Roca is a financial advisor at HSBC Securities (USA) Inc. in Aventura, FL, with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several financial institutions including HSBC Bank USA and Desjardins Bank. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary options. The firm employs a structured investment process using multiple risk profiles and collaborates with global asset management affiliates for fund selection and ongoing monitoring.

Hal Lippman is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and over 32 years of industry experience. His career includes roles at LPL Financial, Grove Point Investments, CETERA Advisor Networks, and Summit Financial Group. Outside of advisory work, he is an officer and director at SLR Accounting, Inc., a tax preparation and accounting firm. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party managers, managing approximately $11.3 billion in assets with both discretionary and non-discretionary account options.

Pelayo Garcia Jr. is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Independent Group and Secure Investment Management, LLC. Garcia also operates insurance-related businesses, serving as a licensed insurance agent through GBS Financial and J.D. Mellberg Financial, LLC. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and sovereign wealth funds. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.