Cristian Rubiano is a financial advisor at Oppenheimer with 12 years of industry experience and holds a Series 66 designation. His career includes roles at Bank of America, Merrill, CitiGroup, Morgan Stanley, and J.P. Morgan Securities. Outside of his advisory work, he owns a rental property in Black Mountain, NC, which he also uses as an Airbnb. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and more. The firm offers a broad range of investment programs and advisory services with both discretionary and non-discretionary approaches, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Matias Ostrowicz is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. His career includes roles at Citigroup since 2022, as well as prior positions at Tenasors Medical, Verdeja, De Armas, Trujillo, LLP, and Gilly Vending. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution and custody services, and derivatives and futures trading. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and risk management functions.

Timothy Atyeo is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. for 23 years. 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 broad range of programs and advisory services across various asset classes, utilizing both discretionary and non-discretionary approaches.

Vernon Twyman III is a financial advisor with Primerica Advisors in Hollywood, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Guardian Life Insurance Company. Outside of finance, he manages Twyman Referee Assigning, a soccer referee assignment business he has operated since 2013. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering brokerage and advisory services with various proprietary and third-party investment programs.

Brandise Dennis is a financial advisor with TD Private Client Wealth LLC in Fort Lauderdale, FL, holding a Series 66 designation and 10 years of industry experience. Prior to joining TD Private Client Wealth LLC in 2025, she worked at Morgan Stanley, Santander Bank, JP Morgan Chase Bank, Bank of America, Merrill, and Scottrade. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers.

Lisa Fiallos is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. Her career includes roles at Citibank, TSR Consulting Services, and New York Community Bank/Amtrust Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm employs both discretionary and non-discretionary strategies and maintains unique market roles including swap dealing and futures commission merchant activities.

William Dunn IV is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior firms include LPL Financial, Next Financial Group, and INVEST Financial Corp. He is also an author. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and offers proprietary and third-party managed account solutions.

Corey Gross is a financial advisor at Corient with a Series 65 designation and one year of industry experience. Prior to joining Corient, he worked in various roles across the sports and entertainment sectors, including positions at The Players Impact, Authentic Brands Group, Three Point Sports, and Sports Professional Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house and third-party strategies with continuous portfolio monitoring and risk management tools.

Angel Bermudez is a financial advisor with Valic Financial Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Valic Financial Advisors since 2016 and is also involved with Agia since 2022. Outside of advising, Bermudez co-hosts and co-owns the Alamo Audible Podcast, a weekly show covering college sports, where he manages audio production and audience outreach. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, operating at scale with a strong emphasis on centralized technology and model-driven solutions.

Ambar Ramos is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and three years of industry experience. Prior to joining Focus Partners Wealth in 2023, Ramos worked at Silicone Valley Bank from 2020 to 2023 and JGE Financial Group from 2015 to 2020. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, offering both discretionary and non-discretionary investment management along with financial, tax, and business planning. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Giovanni Maglione is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and three years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Banca Mediolanum. Giovanni has entrepreneurial experience from 2018 to 2020. 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, execution, and custody services.

Christopher Ian Guaman Moreira is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at Citizens Bank, Citizens Securities, JPMorgan Chase Bank, and Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional scale with unique market roles such as swap dealing and futures commission merchant services.

Mathias Frank Avila Ribeiro is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work history includes roles at Southern Adventist University and Broward College. 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 maintains large institutional scale alongside unique market roles such as swap dealing and futures commission merchandising.

Norman Hurwitz is a financial advisor at SPC with 55 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining SPC, he worked at Parkland Securities since 2014. Outside of his advisory role, he is the owner of NJH Financial Corp, which sells insurance products and employee benefits, and serves as president of the 9200 West Bay Harbor Condo Association. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisors and assets under management exceeding $5.6 billion.

Adnan Debs is a financial advisor at Citigroup Global Markets with a Series 66 designation and no prior industry experience. His background includes positions at Georgetown University, Queen Mary University of London, and international schools in Dubai and Beirut. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies supported by internal standards and oversight committees, and it operates with large institutional scale and specialized market roles.

Geraldine Rivera is a Series 66-credentialed financial advisor with 16 years of industry experience, currently working at Citigroup Global Markets since 2015. She is based in Miami, FL. Citigroup Global Markets Inc. serves individual and institutional clients across a wide range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution services, catering to workplace, high-net-worth, and ultra-high-net-worth clients.

Claudia Correa is a financial advisor at HSBC Securities (USA) Inc. with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at HSBC in various capacities since 2015. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary program types. The firm uses a model-driven investment process supported by global asset management affiliates and serves clients with a combination of strategic and tactical asset allocation.

Maria Marcano Pereira is a CFA® charterholder with 10 years of industry experience. She currently works at Citigroup Global Markets and has prior experience with Deutsche Bank Securities Inc. and DB USA Core Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm integrates large-scale institutional resources with unique market roles, including in-house research and derivatives services.

Sergio Samur Henriquez is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with various market roles, including swap dealer and futures commission merchant activities, and provides bespoke discretionary solutions for very large client relationships.

Eduardo Lantigua is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citi Smith Barney since 2008. He holds Series 63 and Series 66 licenses and is based in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with large institutional scale, including in-house research, security pricing, and roles as a swap dealer and futures commission merchant.