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 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.

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 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.

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 in Fort Lauderdale, FL, with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 12 years before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2025. 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Iris Roth is a CFP® with 38 years of industry experience, currently serving at NewEdge Advisors. She has held roles at Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and Gold Coast Benefits Group, where she is owner and vice president, involved in insurance and pension consulting. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

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 at Citigroup Global Markets with 29 years of industry experience. He has been with Citigroup Global Markets since 2007 and previously worked at Citicorp Investment Services from 2004 to 2007. He holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory and execution services alongside bespoke solutions for high-net-worth relationships.

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 Ishikawa is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and has worked at Citibank NA since 2019, following sixteen years at Banco Citibank SA. Citigroup Global Markets serves individual and institutional clients across a range of segments including workplace, high-net-worth, and ultra-high-net-worth. The firm offers multi-asset, multi-manager investment programs through discretionary and non-discretionary strategies, combining large institutional scale with unique market roles such as operating as a security-based swap dealer and futures commission merchant.

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 with OSAIC Institutions, INC. She holds the Series 63 and Series 66 designations and has 10 years of industry experience. Her work history includes roles at Infinex Investments, Inc. since 2017 and Popular Bank since 2015. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with discretionary and non-discretionary account options.

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.