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.

Robert Rogers is a Series 66-licensed advisor at Goldman Sachs Wealth Services with three years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at CT Corporation and operated the Robert Rogers Law Firm, PA for over a decade. Outside of his advisory role, he is the owner of Second Screen Games LLC, a digital entertainment platform based in Miami. Goldman Sachs Wealth Services offers financial planning and investment management to a wide range of clients, including individuals, high-net-worth households, and institutional investors. The firm leverages centralized investment strategies and a variety of affiliated and unaffiliated managers to deliver tailored wealth advisory solutions.

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 experience includes roles at LPL Financial, Next Financial Group, Inc., and INVEST Financial Corp. He is also an author. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

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 credentials and bringing nine years of industry experience. His career includes roles at Agia and as a podcast host and co-owner of Alamo Audible Podcast, which covers college sports. He also works as a freelance copywriter on a contract basis. Valic Financial Advisors, Inc. serves 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 using third-party UMA model managers and technology-driven solutions across a large national advisor network.

Ambar Ramos is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential 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 individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of services including investment management, financial counseling, and tax and business management. The firm uses a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with access to various investment strategies and affiliated service companies.

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.

Geraldine Rivera is a Series 66-licensed financial advisor at Citigroup Global Markets with 15 years of industry experience. She has worked at Citigroup since 2015. 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 and operates with significant institutional scale, providing specialized solutions including derivative and futures services.

Claudia Correa is a financial advisor at HSBC Securities (USA) Inc. with 14 years of industry experience. She holds Series 63 and Series 66 designations. Her career includes roles at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2015. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence, offering both client-directed and discretionary portfolio management through various program options.

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 holds Series 66 and Series 63 licenses and has worked at Citi Smith Barney since 2008, totaling 18 years at the firm. Based in Miami, FL, his career is concentrated within the Citigroup enterprise. 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, including swap dealer and futures commission merchant activities, and provides a broad range of advisory and execution services.

James Pappas is a financial advisor with Principal Financial Services in Miami, FL, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Co. since 2016 and has been president of Pappas Financial Services Inc. since 2002, an entity focused on health insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. 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.

Roland Santini is a financial advisor with SPC, holding the PFS™ and Series 66 designations and bringing 28 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and has operated Santini & Company P.A. C.P.A.'s, an accounting and tax practice for individuals and small businesses, since 1987. Santini also holds a realtor license and serves as a trustee and power of attorney for a revocable trust. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary and nondiscretionary management tailored to client suitability.

Ryan Mc Millan is a financial advisor at Citigroup Global Markets holding a Series 66 designation. He began his career in the financial industry in 2025 and has also been involved with the Duke Annual Fund. Citigroup Global Markets serves 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 and combines large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Keith Stoloff is a financial advisor at Corient with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Emfo, LLC, Stoli Advisory, and Stoloff Investment Advisory Services, LLC. Corient provides investment advisory and financial planning services to a diverse client base, 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 integrates in-house strategies and third-party managers, employing risk management tools and alternative investments where appropriate.