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.

Luiza Borges Reis is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds the Series 66 designation and has previous work experience at the University of Miami and Rhodes College. 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, combining large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Alessandra Ermel is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains in-house research and security-pricing activities, distinguishing it from many peers.

Rosary Whitlock is a financial advisor at Rockefeller Financial LLC with 39 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 12 years before joining Rockefeller Capital Management and Rockefeller Financial in 2025. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing comprehensive wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and emphasizes a broad range of investment options, including alternative and private investments.

Iris Roth is a CFP® with 37 years of industry experience, currently serving as an advisor at NewEdge Advisors. She has held roles at Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and has been involved with Gold Coast Benefits Group, Inc. since 1988, where she is owner and vice president focused on insurance and pension consulting. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Philip Verde is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Truist Advisory Services since 2016 and holds additional roles at Truist BANKS, INC. and Truist Investment Services, Inc. outside of his advisory work, he serves on the board of the Broward County Film Society, a nonprofit organization that operates cinemas and organizes the Fort Lauderdale International Film Festival, and he is involved in private investments related to film production. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager selection through its AMC Advantage program, utilizing a combination of discretionary manager relationships and third-party platform arrangements.

Emilio Wu is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 designations and has 28 years of industry experience. He has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a range of investment advisory programs with multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a security-based swap dealer and futures commission merchant.

John Ermer Sr. is a financial advisor with Eagle Strategies (NY Life) holding Series 63, 65, and 66 licenses and has 29 years of industry experience. He has worked with Eagle Strategies since 2019 and operates his own firm, Ermer & Associates, Inc., since 2020. Outside of his advisory roles, he serves as a volunteer chaplain providing spiritual support to the Miami Dade Police Department. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Adriana Rondon Richards is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has worked with Citi International Financial Services and Citibank NA, Puerto Rico Branch since 2016. 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 integrates internal standards and oversight committees to select and monitor managers.

Mark Baniewicz is a CFP® and Series 66 licensed advisor at Corient with 20 years of industry experience. He previously worked for Socius Family Office, LLC for 17 years prior to joining Corient in 2024. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Ana Paula Ishikawa is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and has worked at Citibank NA since 2019, following a 16-year tenure at Banco Citibank SA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad array 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 manages large institutional scale operations with in-house research and unique market roles.

Jonathan Antunes is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 2019. Prior to that, he was employed at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for a year, and at Citibank N.A. for three years. Outside of finance, he is the owner of Tierone LLC, a business focused on selling athletic youth apparel online. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and custodial services. The firm employs multi-asset, multi-manager strategies and maintains notable roles such as operating as a swap dealer and futures commission merchant, which distinguishes it within the industry.

Sandra Arcay De Mazzola is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2014. Outside of her advisory role, she is listed as a manager of a real estate-related investment entity, Mazzarc1992 LLC, although she devotes no time to this business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers and provides solutions tailored for high-net-worth and ultra-high-net-worth clients.

Irma Stathis is a financial advisor at OSAIC Institutions, INC. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Infinex Investments, Inc. since 2017 and Popular Bank since 2015. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments via the CAIS platform. The firm’s advisory approach includes both discretionary and predominantly non-discretionary assets, with services supported by extensive networking with banks and credit unions.

Ann Ruane is a financial advisor with Truist Advisory Services holding a ChFC® designation and Series 63 and 65 licenses, and she has 27 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Citigroup Global Markets. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Michael Brown is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with First Command Advisory Services since 2015 and has also worked at affiliated First Command entities since 2007. Brown is the owner of MGENTRY LLC, an investment-related business established in 2024. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Geovanny Galindez Otero is a financial advisor at Citigroup Global Markets with a Series 66 designation and several years of experience in the banking and financial services industry, including prior roles at Bank of America and TD Bank. His background also includes brief employment in the restaurant and retail sectors. 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 and maintains large institutional capabilities alongside specialized market roles and arrangements.

Jose Negron is a financial advisor with Eagle Strategies (NY Life) based in Miami, FL, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been affiliated with New York Life Insurance Company since 2013 and has worked at Nylife Securities LLC since 2014. Outside of his advisory role, Negron owns Wire Up Technology Corp., a company specializing in optic fiber and network installation. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers various program types, including fee-based advice and retirement plan consulting, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Grace Rocha is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 66 licenses and 28 years of industry experience. She 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 execution services with a multi-asset, multi-manager approach. The firm integrates in-house research and operates in unique market roles, providing scalable and bespoke solutions.

William Merrigan is a financial advisor with Truist Advisory Services holding a Series 66 designation and 14 years of industry experience. His prior work includes positions at Morgan Stanley Smith Barney LLC, E*Trade Capital Management LLC, and J.P. Morgan Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, supported by third-party platforms and manager relationships, to implement customized investment solutions.