Delfin Blanco is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has one year of industry experience, all with Truist entities since 2025, and previously worked at Truist from 2016 to 2025. 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 combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in its research and oversight processes.

Eduardo Mendoza is a financial advisor with Principal Financial Services in Miami, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Principal Securities Incorporated, Principal Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, LLC, MML Investors Services LLC, and MassMutual. Outside of his advisory work, Mendoza coaches football at Christopher Columbus High School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Antonio Culbreath is a financial advisor at Principal Financial Services with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at LPL Financial, Securities America, and American Express. He is also involved in offering fixed annuities and various insurance products through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sonia Garcia Romero is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Citigroup since 2016, following a 13-year tenure at J.P. Morgan Securities Inc. Outside of her advisory role, she is a passive investor in a child education center in Madrid and serves as treasurer for a condominium association in Miami. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale and specialized market roles, including derivatives and futures services.

Arturo Perret Gentil is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has previously worked at Morgan Stanley in various capacities since 2011. 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 third-party platforms and research tools.

Carmen Herrera Coria is a financial advisor with Citigroup Global Markets, holding Series 63 and 66 designations and possessing 24 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she is involved in network marketing with 4Life Research USA, LLC, and holds ownership in an airline based in Ecuador. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains institutional-scale operations with unique market roles including swap dealer and futures commission merchant activities.

Albert Nassar is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Heller Private Wealth, Axxcess Wealth Management, Florida Atlantic University, Ashton Thomas Private Wealth, Ameriprise Financial Services, Bank of America, and Merrill Lynch. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs with discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Matthew Mc Kean is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Fiduciary Trust, JPMorgan Securities LLC, and Merrill, where he spent over two decades. He is based in Fort Lauderdale, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships supported by AI-enabled research tools and a multi-affiliate operating structure.

Wilmer Fernandez Dominguez is a financial advisor with Osaic Advisory Services, LLC, holding Series 65 and Series 63 designations and bringing 10 years of industry experience. His prior experience includes roles at United Capital Financial Advisers, LLC, CETERA Advisor Networks LLC, and Triad Advisors. Osaic Advisory Services, LLC is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Marlene Eisen is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous internal oversight and combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Daniela De Castro Martins is a financial advisor at Mariner with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Insight Securities, Inc. and Msec, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with capabilities spanning equities, fixed income, alternatives, and digital assets, alongside extensive tax and accounting integration.

Alfredo Pardo is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and 15 years of industry experience. He 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, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains extensive in-house research and market roles, distinguishing it from many peers.

Luis Giralt is a financial advisor with Citigroup Global Markets in Miami, FL, holding the CFA® designation along with Series 63, 65, and 66 licenses. He has 30 years of industry experience and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees, and maintains capabilities as a swap dealer and futures commission merchant.

Sandra Gutierrez is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as operating as a swap dealer and futures commission merchant.

Piero Rosas is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Independent Financial Partners since 2012 and also maintains an affiliation with LPL Financial. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving a diverse client base and offers both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting.

Lailany Giraldes is a financial advisor at Truist Advisory Services with 11 years of industry experience. She has held positions at Truist Advisory Services and Truist Investment Services since 2021, and previously worked at BB&T Securities from 2014 to 2021. Outside of her advisory role, she engages in creative activities including acrylic abstract and mixed media painting, self-publishing journals and notebooks through Amazon Kindle Direct Publishing, and maintaining a blog focused on baking, books, DIY projects, and gift ideas. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager‑selection program, combining discretionary and non‑discretionary management through third‑party platforms and extensive inter‑affiliate integration.

Susan Friedeberg is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She has held her current position at Citigroup since 2015 and holds a Series 66 designation. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Christine Kock is a financial advisor at Oppenheimer with 34 years of industry experience. Her background includes roles at TD Bank N.A., TD Private Client Wealth LLC, Charles Schwab, and Waddell & Reed. She holds Series 63 and Series 66 designations and is based in Fort Lauderdale, FL. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Joseph Garrel is a financial advisor with Eagle Strategies (NY Life) based in Hallandale Beach, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with Eagle Strategies since 2017 and operates Garrel Miani Financial Group Inc., which brokers insurance products including those from New York Life. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with both individual and institutional clients.

Isabella Henriques Sendas is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Prior to joining Citigroup in 2025, she held roles at various organizations including Yale Center for Language Study, SPX Capital, and Bain & Company. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and execution capabilities alongside large institutional scale and unique market roles.