Natallia Batsukova is a financial advisor with Davenport & Company LLC in Fort Lauderdale, FL, holding a Series 66 license and 14 years of industry experience. Prior to joining Davenport in 2021, she worked at firms including Cetera and JP Morgan Securities. Davenport serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services.

Tomas Martin is a financial advisor with HSBC Securities (USA) Inc. in Aventura, FL, holding Series 63 and Series 66 designations and having two years of industry experience. His prior work includes roles at HSBC Bank USA, N.A., TD Bank, and several positions in education and retail. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary investment options. The firm uses a multi-profile investment process supported by HSBC Global Asset Management and third-party providers, serving clients with both onshore and offshore portfolios.

Hubert Cruz is a Series 66-registered financial advisor with Citigroup Global Markets in Miami, FL, where he has worked since 2007. He has 25 years of industry experience. Outside of his advisory role, Cruz is an owner and landlord of a rental property in Miami. 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 with both discretionary and non-discretionary options, supported by internal standards and oversight committees.

Julio Betancourt is a financial advisor with Truist Advisory Services in Doral, FL, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with SunTrust and its affiliated entities since 2015. Outside of his advisory role, he manages a rental property through SIMPLE STAYS INVESTMENTS LLC. 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 integrates discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools.

Heather Oliver is a CFP® professional with 25 years of experience in the financial industry. She is currently with Oppenheimer and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. in Fort Lauderdale, FL. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation and manager selection, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary asset management.

Frederick Redmond is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and PIMCO Investment Management Company LLC. Redmond is based in Hollywood, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while utilizing Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab & Co. and does not exercise discretionary trading authority on client accounts.

Tracey Kealy is a financial advisor with Valic Financial Advisors in Miami, FL, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. She has worked at Valic Financial Advisors since 2007 and at Agia since 2022. Kealy also provides notary services to clients for documents in which she has no financial interest. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as 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 approximately $29.2 billion in assets under management.

Peter Pecci is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Integrity Alliance since 2017 and previously worked at Allstate Insurance Company for one year. Pecci is involved in community service through leadership roles with Rotary International and as a board member of the South Florida YMCA. Integrity Alliance serves a diverse client base including individual investors, corporations, and retirement plans, providing advisory and brokerage services through a large network of advisors managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and access to third-party managers, utilizing various investment strategies and platforms while supporting a range of advisory and plan services.

Felipe Roca is a financial advisor at HSBC Securities (USA) Inc. in Aventura, FL, with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several financial institutions including HSBC Bank USA and Desjardins Bank. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary options. The firm employs a structured investment process using multiple risk profiles and collaborates with global asset management affiliates for fund selection and ongoing monitoring.

Robert Pulles is a CFP® with 31 years of experience in the financial services industry. He is currently with Principal Financial Services and has held positions at Blue Water Financial Advisors and Pulles and Attento Wealth Management. Outside of his advisory role, he is a co-owner of Pulles Brothers LLC, an investment vehicle established for participation in a local private equity real estate fund. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through both investment adviser and promoter arrangements.

Pelayo Garcia Jr. is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Independent Group and Secure Investment Management, LLC. Garcia also operates insurance-related businesses, serving as a licensed insurance agent through GBS Financial and J.D. Mellberg Financial, LLC. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and sovereign wealth funds. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

Felipe Robledo is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked at Citigroup Global Markets since 2018 and was previously employed at BlackRock Investments, LLC from 2016 to 2018. 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 maintains in-house research and security-pricing capabilities, combining large institutional scale with unique market roles.

Marcela Kozupytsya is a financial advisor with Citigroup Global Markets, holding Series 65, 63, and 66 licenses and 11 years of industry experience. Her prior roles include positions at Goldman Sachs and BankUnited. Outside of finance, she worked at Ben and Jerry's for eight years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke discretionary solutions for high-net-worth clients.

Jorge Alvarez is a Certified Financial Planner® with 29 years of industry experience, currently advising at Truist Advisory Services. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 1997. Outside of finance, Alvarez owns and helps operate a Taekwondo school in Miami, where he teaches adult classes. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to deliver tailored investment solutions.

Franklin Gutierrez is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and 36 years of industry experience. He joined Citigroup in 2017 after two years at Stonecrest Capital Markets Inc. Outside of his advisory role, he has passive ownership interests in multiple rental properties in Miami. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by in-house research and oversight committees.

Glenn Brohman is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. He also serves as a trustee for multiple family trusts. Oppenheimer provides advisory and brokerage services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm employs strategic and tactical asset allocation and offers both discretionary and non-discretionary investment management programs tailored to client objectives.

Karleen Halliwell is a financial advisor at Rockefeller Financial LLC in Fort Lauderdale, FL, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Rockefeller Capital Management since 2025, following a 12-year tenure at UBS Financial Services Inc. Outside of her advisory role, Halliwell serves as Chair of the Investment Committee and trustee for Miami Country Day School, where she facilitates quarterly meetings with the school’s endowment investment manager. 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 employs a Private Advisor model and a consolidated investment platform, delivering discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Hunter Ager is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and seven years of industry experience. His prior roles include positions at Masterworks Advisers, Arete Wealth Advisors, Equitable Advisors, and AXA Advisors. He is based in Miami, FL. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate clients, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes a combination of strategic and tactical allocation models, discretionary and non-discretionary implementations, and proprietary analytics, while drawing on capabilities across the broader Goldman Sachs ecosystem.

Alexander Cepero is a financial advisor with Citigroup Global Markets, holding a Series 66 license and six years of industry experience. His prior roles include positions at SunTrust Advisory Services, Truist Investment Services, TD Ameritrade, and TD Bank. He is based in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside brokerage and custody services. The firm combines large institutional scale with unique market roles, such as operating as a swap dealer and futures commission merchant, and delivers bespoke discretionary solutions for very large client relationships.

Kerly Chirinos is a financial advisor with Goldman Sachs Wealth Services in Miami, FL, holding Series 65 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Morgan Stanley and her own practice, Kerly Cortez, P.A. She also has experience managing a residential real estate rental property. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing tailored financial planning and portfolio management through integrated teams and leveraging the broader Goldman Sachs platform and specialized investment strategies.