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Slavica K
Series 66
Coral Gables, FL
Guardian Life
Slavica King is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. Her work history includes positions at several hospitality establishments prior to joining Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.
Jose Daniel H
Series 66
Miami, FL
Citigroup Global Markets
Jose Daniel Hernandez is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill, Citibank N.A., and Florida International University. 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’s large institutional scale and specialized market roles distinguish it from typical advisory firms.
Yoraxi E
Series 66, Series 63
Miami, FL
Citigroup Global Markets
Yoraxi Esis is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 66 and Series 63 credentials and has worked at Citigroup and its affiliated entities since 2012, with roles at Citibank IPB, CGIS Securities LLC, and Citigroup Global Markets. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and supports a range of investment vehicles including separately managed accounts, mutual funds, ETFs, and alternatives.
John A
Series 66, Series 63
Miramar, FL
Empower Advisory Group
John Arango is a financial advisor with Empower Advisory Group in Miramar, FL, holding Series 66 and Series 63 credentials and 11 years of industry experience. He has worked at Empower Advisory Group since 2025 and previously at Gwfs Equities, Inc. for 10 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm operates an integrated service model linked to Empower’s recordkeeping platform and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.
Carlos D
Series 63, Series 66, Series 65
Miami, FL
Citigroup Global Markets
Carlos Dominguez Gil is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He has worked at Citigroup since 2020 and previously spent four years at Goldman Sachs & Co. He holds Series 63, 65, and 66 licenses. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and provides both discretionary and non-discretionary investment solutions.
Jacob A
Series 63, Series 66
Miami, FL
Citigroup Global Markets
Jacob Alvarez is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets since 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains a unique combination of large institutional scale and specialized market roles.
Mariana F
Series 66
Miami, FL
Citigroup Global Markets
Mariana Fernandez is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has been with Citibank N.A. since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including providing bespoke discretionary solutions and operating as a swap dealer and futures commission merchant.
Peter S
Series 66
Plantation, FL
Commonwealth Financial Network
Peter Stevens is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and 28 years of industry experience. He has worked at Stevens Financial Inc. since 2008 and held prior roles at Summit Financial Group, Cetera, and Cary Stamp & Co. Stevens also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform with managed-account programs, third-party asset manager access, and custody services.
Cesar A
Series 66
Miami, FL
Citigroup Global Markets
Cesar Alonso is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. He has been with Citigroup and its affiliated entities since 2014 and also has experience at Merrill Lynch dating back to 2006. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles such as acting as a security-based swap dealer and futures commission merchant.
Luz C
Series 63, Series 66
Pembroke Pines, FL
Citigroup Global Markets
Luz Castre is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Citigroup since 2017, previously working at HSBC Bank USA. 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 both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.
Stephen E
Series 63, Series 65
Miami, FL
Corient
Stephen Estep is a financial advisor with Corient, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Morgan Stanley Services Group and E*TRADE Capital Management. Based in Miami, FL, he has been with Corient since 2023. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach incorporating both in-house strategies and third-party managers, supported by continuous portfolio monitoring and risk management tools.
Desi G
Series 66
Miami, FL
Citigroup Global Markets
Desi Gonzalez Posada is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. Prior to joining Citigroup in 2022, Desi worked at Wells Fargo Clearing and Wells Fargo Bank, and also has experience in academic settings at Florida International University and Miami Dade College. Outside of finance, Desi has worked in the food service industry with Cold Stone Creamery. Citigroup Global Markets serves individual and institutional clients across a range of private banking and wealth management segments, offering multi-asset, multi-manager investment strategies through various advisory programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services, supporting a broad set of customized investment solutions.
Laura M
Series 63, Series 66
Miami, FL
Citigroup Global Markets
Laura Maares is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 66 licenses and one year of industry experience. She previously worked at XP Securities from 2016 to 2017 and has been with Citibank NA since 2017. Citigroup Global Markets Inc. serves both individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides services that include exposure to alternative and digital-asset products.
Ivonne O
Series 63, Series 66
Miami, FL
Citigroup Global Markets
Ivonne Orozco is a financial advisor at Citigroup Global Markets with two years of industry experience. She has held positions at Citibank since 2022 and previously worked at Wells Fargo Bank, N.A. from 2013 to 2022. 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 wide range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary approaches.
Avishai N
Series 63, Series 65, Series 66
Sunrise, FL
SPC
Avishai Nir is a financial advisor with SPC in Sunrise, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at SPC since 2012 and is also associated with Parkland Securities, LLC and WealthCore Financial, LLC. Outside of advisory work, he is involved with WealthCore Financial as a member and markets financial products, including life and health insurance across several states. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with both discretionary and nondiscretionary options.
Richard G
Series 63
Weston, FL
Commonwealth Financial Network
Richard Grund Jr. is a financial advisor with Commonwealth Financial Network based in Weston, FL, holding a Series 63 designation and 32 years of industry experience. Since 2008, he has been associated with Family Wealth Partners, where he serves as Owner, Operating Manager, and Secretary. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while enabling advisors to construct client portfolios from diverse securities and insurance products.
Ian G
Series 65, Series 63
Fort Lauderdale, FL
Empower Advisory Group
Ian Grant is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials. Based in Fort Lauderdale, FL, he joined the firm in 2026 and has less than one year of industry experience. His prior work includes roles outside the financial advisory field, such as positions at University of Maryland Global Campus and RightClick Recruiting. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, plan participants, and certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and plan lineups selected by plan sponsors.
Cristian R
Series 66
Fort Lauderdale, FL
Oppenheimer
Cristian Rubiano is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Citigroup, and Morgan Stanley. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment strategies tailored to client objectives.
Matias O
Series 66
Miami, FL
Citigroup Global Markets
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 A
Series 63, Series 65
Fort Lauderdale, FL
Oppenheimer
Timothy Atyeo is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co. Inc. since 2003. Based in Fort Lauderdale, FL, he provides advisory services within a large enterprise firm. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic asset allocation and manager selection to meet client objectives, with accounts reviewed regularly.
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