Edward Cohen is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 designation and has worked with SunTrust Advisory Services since 2016, along with roles at SunTrust Bank and SunTrust Investment Services since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Eduardo Yepes is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2023. Prior to his current role, he was involved with the University of Florida and student government finance. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, providing solutions for both discretionary and non-discretionary portfolios.

Federico Mercado is a financial advisor with Citigroup Global Markets holding a Series 66 designation and four years of industry experience. His prior roles include positions at Raymond James & Associates and Park Street Imports. 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 applies multi-asset, multi-manager strategies and maintains institutional-scale research and market roles, providing customized discretionary solutions for high-net-worth clients.

Daniel Rieber is a registered representative with HSBC Securities (USA) Inc. in Aventura, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at HSBC Private Bank, Finaport Asset Management AG, and EFG Bank. He is dual hatted as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary platforms. The firm uses a structured investment process with multiple risk profiles and partners with affiliated and third-party providers for asset management, fund selection, and account administration.

Lina Valencia Sandoval is a financial advisor with Truist Advisory Services holding a Series 66 designation and no prior industry experience. Her work history includes roles at Truist Investment Services and Truist Bank since 2018. 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 combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Marbel Ugando is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 66 credentials and 22 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he serves as the managing member of MAR Investments LLC, which invests passively in a restaurant called Baires Grill Orlando that serves Argentinean cuisine. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Federico Battaglia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at various Citigroup entities since 2015, including Citibank NA and CITI International Financial Services LLC. Citigroup Global Markets serves individual and institutional clients through a range of advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies for workplace, high-net-worth, and ultra-high-net-worth segments.

Edward Knight is a ChFC® credentialed advisor affiliated with Independent Advisor Alliance, LLC, with 52 years of industry experience. He has held roles at Independent Advisor Alliance since 2019 and previously worked with Independent Financial Partners and LPL Financial. Knight is also a retired New York Life Insurance Company agent and maintains a license to sell life and annuity products occasionally. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support comprehensive wealth and estate planning.

Elizabeth Fernandez is a financial advisor with Citigroup Global Markets in Miami, FL. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Elizabeth has worked with Citi Private Bank Latin America since 2005. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering multi-asset, multi-manager investment strategies via discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and futures commission merchant services.

Daniel Corazon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. He has been with Goldman Sachs since 2025 and has prior experience including roles at Total View Advisors and US Century Bank, as well as academic involvement at the University of Florida. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm employs a range of strategic allocation models and manager selections, supported by proprietary analytics, and leverages affiliated Goldman Sachs entities to offer a broad suite of advisory services.

Daniel Camino is a financial advisor at Citigroup Global Markets with nine years of industry experience. He has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Camino holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operations as a swap dealer and futures commission merchant.

Marcel Martinez is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies within discretionary and non-discretionary programs, supported by internal oversight and research capabilities.

Yanin Salgado is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. She has been with SunTrust Advisory Services since 2016 and has held roles within SunTrust Banks and SunTrust Investment Services since 2010. 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 offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party platforms and a dedicated equity research team.

Herminio Lagonegro Jr. is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke discretionary solutions for very large relationships.

Jerold Attento is a financial advisor with Principal Financial Services in Aventura, FL, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Blue Water Financial Advisors, Pulles and Attento Wealth Management, and Financial Resources. He is also involved in the sales and servicing of various insurance products, including health, fixed life, disability, fixed annuities, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Maria Olavarria Alban is a financial advisor at Truist Advisory Services with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, and Pencillus Systems LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration among Truist entities.

Giann Cannata is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Merrill. Outside of his advisory role, he serves as a trustee for The Cannata Family Trust I. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities including in-house research, derivatives services, and bespoke lending solutions.

Eric Garcia is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 credential and has 15 years of industry experience. His prior work includes positions at Infinex Investments, Inc., Popular Community Bank, and Morgan Stanley. Outside of his advisory work, he rents out one side of a duplex he lives in. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer structure.

Mason Brown is a financial advisor at Citigroup Global Markets with a Series 66 designation and approximately one year of industry experience. Prior to joining Citigroup, he worked at Boyne Capital and has experience in education and service roles. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.

William Stacks is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Janney since 2020 and previously spent seven years at BB&T Securities. Outside of his advisory role, he is a limited partner in a real estate venture in Georgia and an investor in a kava bar in Fort Lauderdale. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.