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 at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to meet client objectives.

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.

Bonnie Sachs is a financial advisor with Lincoln Investment in Fort Lauderdale, FL. She holds Series 63 and Series 66 designations and has 43 years of industry experience. She has been with Lincoln Investment since 2017. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm provides financial planning, retirement plan advice, and manages a mix of in-house and third-party investment strategies using both strategic and dynamic approaches.

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 and holds a Series 63 license, currently serving as a financial advisor at Citigroup Global Markets. He has one year of industry experience, with prior roles including 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 and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and diverse market roles.

David Rosen is a financial advisor with Eagle Strategies (NY Life) based in Fort Lauderdale, FL. He holds a Series 66 designation and has 10 years of industry experience with prior roles at Equitable Advisors and AXA Advisors. Outside of his advisory work, he is the owner of two dormant online business entities. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides advice through multiple program types and emphasizes customization based on client objectives, managing the majority of its assets on a non-discretionary basis.

Gael Cataldo is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, Cataldo held positions at Panam Services Export LLC, Balanz SA, and Red Bull Argentina SRL. He has also been associated with Universidad Argentina de la Empresa. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation, manager selection, and periodic rebalancing.

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.

John Kelley is a financial advisor with Empower Advisory Group in Fort Lauderdale, FL, holding Series 66, Series 63, and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at multiple financial and insurance firms such as LPL Financial and Allstate Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates in their planning approach.

Pedro Marti is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management with financial planning and consulting, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.

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.