Michael Brin is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, Bb&T Bank, and Bbtis. He is a board member of Debbie's Dream Foundation, a nonprofit focused on funding research for curing stomach cancer. 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 consulting supported by AI-enabled research tools.

Joel Goren is a CFP® professional with 10 years of industry experience, currently serving at Truist Advisory Services in Fort Lauderdale, FL. He has worked at Truist and its predecessor entities since 2017 and previously spent three years at City National Bank of Florida. 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, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Kevin Woodcheke is a financial advisor with OSAIC Advisory Services, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His work history includes positions at Goldman Sachs and Fidelity Investments. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers various investment and financial planning services delivered through multiple program models, utilizing proprietary guidance and third-party platforms.

Allan Budelman is a financial advisor at Corient with 23 years of industry experience. He holds a Series 66 designation and has worked with firms including Emfo, LLC and CPS Partners, LLC. Allan serves on the advisory board of The Memorial Foundation, a philanthropic entity supporting healthcare services in South Florida, and is the owner and managing member of DDIAWA Consulting. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments when appropriate.

Bryan Bornschein is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 66 and Series 63 credentials. His prior roles include positions at Valley Wealth Managers, Valley National Bank, and JP Morgan. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Stephen Smith is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 designation and has been with SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. since 1993. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches and integrates inter-affiliate resources, including AI-enabled research tools and third-party platform arrangements.

Michael Douglass is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2005. Based in Fort Lauderdale, FL, he works within a firm that serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. Oppenheimer provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies to meet client objectives.

Eliseo Serdan Perez Arce is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Citigroup Global Markets since 2001. Outside of his advisory work, he is a co-owner and co-landlord of a rental property in Mexico City. 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 manages conflicts of interest related to its institutional scale and unique market roles.

Ambreen Haider is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and HSBC Securities (USA) Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class based allocations blending passive and active management, supported by an internal Investment Committee.

Tomas De Las Carreras is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. He has worked at Citibank NA since 2021 and previously at Citibanamex from 2014 to 2021. 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 both discretionary and non-discretionary programs and maintains significant institutional scale with unique market roles including in-house research and derivatives services.

Seth Ripple is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. Prior to joining Rockefeller in 2025, he spent 12 years at UBS Financial Services Inc. based in Fort Lauderdale, FL. Rockefeller Financial LLC provides wealth management, financial planning, portfolio management, and retirement plan consulting services to ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm integrates wealth, trust, and insurance capabilities and offers access to alternative and private investments through a range of in-house and third-party solutions.

Diego Caceres is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citibank and affiliated entities since 2016. Caceres is a passive investor in a retail market research startup and participates as a co-owner in fiduciary units of a commercial and hotel property in Bogota, Colombia. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, providing a wide 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 derivatives and futures services.

Filipa Castelo Branco is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has been with Citi International Financial Services LLC since 2018. Prior to that, she worked at Premier Capital Advisors LLC and Insigneo Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and security pricing.

Gustavo Ibanez is a Series 66-licensed financial advisor with Valic Financial Advisors, bringing five years of industry experience. His career includes roles at Bank of America, Merrill, and Northwestern Mutual. Outside of advisory services, he manages a security camera consulting business. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm employs technology-driven solutions and centralized model portfolios to serve a broad client base.

Manuel De Llovio Blandino is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and derivatives services.

Alain Dieguez Herrera is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Gabriel Estrada Alvarez is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including 13 years at Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm focuses on multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Gabriela Quintero is a financial advisor with Eagle Strategies (New York Life) who holds Series 63 and Series 66 licenses and has 21 years of industry experience. She has worked at Eagle Strategies since 2011 and is also associated with Mahoney Financial Organization, LLC. Outside of her advisory role, she is involved in a family-owned business. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Delfin Blanco is a financial advisor with Truist Advisory Services, holding a Series 66 designation. He has been with Truist in various capacities since 2016, including his current advisory role starting in 2025. Blanco is based in Miami Lake, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements, with a focus on integrated inter-affiliate operations.

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.