Diana Soto is a financial advisor with OSAIC Institutions, Inc. She holds Series 65 and Series 63 licenses and has five years of industry experience. Her prior work includes roles at Infinex Investments, Inc. and Popular Community Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure that supports both discretionary and non-discretionary accounts.

Trevar Brown is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, with prior roles at several firms including TaxHawk and Myeducator LLC. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliates, providing tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

Marc Tendler is a financial advisor with Truist Advisory Services based in Miami, FL. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Truist Advisory Services in 2021, he worked at BB&T Securities from 2013 to 2021. 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 approaches, utilizing third-party platforms and manager arrangements, and offers specialized support such as the AMC Advantage manager-selection program.

Jaemair Lewis is a financial advisor at Truist Advisory Services with a Series 66 designation. He has one year of experience in advisory roles and previously worked in banking, including seven years at Truist Bank and three years at Banch Banking & Trust Co. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

William Elmore Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Fahnestock & Co. Inc., a division of Oppenheimer, since 2003. 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 variety of programs and advisory services, including equity, balanced, and fixed-income portfolios, and provides both discretionary and non-discretionary management.

Timothy Thielen is a financial advisor with Integrated Wealth Concepts LLC in Coral Gables, FL, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has worked at Integrated Wealth Concepts since 2019 and also has experience with KSDT & Co. CPAs, Jasko Corp., Lincoln Financial Advisors Corporation, and T2 Technalytics. In addition to his advisory role, he is an insurance agent offering disability insurance, fixed annuities, long-term care insurance, and traditional life insurance products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios and both internal management and third-party asset managers.

Eduardo Gonzalez is a CFP® and Series 66 licensed advisor with 15 years of industry experience, currently serving clients at Mariner. His prior roles include positions at Msec, Bank of America, Merrill, Creative Planning, and SunTrust. Outside of advising, he is a co-owner and part-time brewer at Conscious Brewing, LLC and serves as Treasurer for the Miami Independent Brewers Alliance, a nonprofit organization. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses customized, discretionary portfolios supported by internal and third-party managers and provides integrated tax, accounting, and financial wellness solutions.

Christopher Recht is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds a Series 65 designation. He has 17 years of industry experience, including prior roles at Ameritas Investment Corp and National Life. Recht is also president of Innovative Financial Services Inc. and serves as a driver operator/paramedic for Palm Beach County Fire Rescue. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans, offering multiple advisory platforms and a mix of discretionary and non-discretionary asset management approaches.

Carlos Rodriguez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and seven years of industry experience. He has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo in various roles. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide 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 maintains an institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Mike Larrea is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Citibank, Bci Securities, Wells Fargo Clearing, and Wells Fargo Advisors. Based in Miami, FL, he has extensive experience within the Citigroup organization since 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides customized solutions for high-net-worth and institutional clients.

Alvaro Villacres is a financial advisor with PNC Wealth Management in Aventura, FL, holding Series 66 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and portfolio implementation via approved model strategies managed by PNC or third-party strategists.

Louis Kim is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting both discretionary and non-discretionary investment solutions.

David Yepez is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and various Citi entities. Outside of his advisory role, Yepez is involved in horse consulting and breeding, owning and managing operations focused on Paso Fino show horses. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains extensive in-house research and market roles supporting its advisory capabilities.

Caroline Arfelli is a financial advisor at Citigroup Global Markets with a Series 65 and Series 63 registration. She has prior experience at Banco Santander International and CA Indosuez Wealth, totaling over a decade in the financial industry. 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 using internal oversight committees and provides bespoke discretionary solutions for very large relationships.

Pedro Saro Liano is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Citigroup Global Markets. Prior to joining Citigroup in 2025, he worked for seven years at Santander Private Banking. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Gael Cataldo is a financial advisor at Oppenheimer with a Series 66 designation and less than one year of industry experience. Prior to joining Oppenheimer, Cataldo held positions at Panam Services Export LLC, Balanz SA, Red Bull Argentina SRL, and Universidad Argentina de la Empresa. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory options across equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

Carlos Fuhrmeister is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has worked at Citigroup Global Markets since 2015 and holds a Series 66 designation. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside execution and custody services. The firm combines large institutional scale with specialized market roles, providing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Pedro Marti is a Series 66–licensed financial advisor with 18 years of industry experience. He is currently with Rockefeller Financial LLC, where he has worked since 2019, and previously was employed at Wells Fargo Clearing and Wells Fargo Advisors LLC. Marti serves on the finance committee of the Children's Burn Foundation. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating under a Private Advisor model supported by a consolidated investment platform that includes equity, fixed income, and alternative solutions.

Ana Matia is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and previously worked at Suntrust Advisory Services and GenSpring. Outside of finance, she was a minority owner of Pool Fashion LLC, an importer of high-end European designer clothing that is currently inactive and in liquidation. Citigroup Global Markets serves a diverse client base including workplace, high-net-worth, and ultra-high-net-worth segments. The firm employs multi-asset, multi-manager investment strategies across discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Lee Levy is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 11 years of industry experience, including roles at Safra Securities LLC and Safra National Bank of New York. Levy has been with Truist Advisory Services since 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies with third-party platform partnerships.