Sandra Neubert is a financial advisor with Moneco Advisors, holding a Series 63 license and bringing 39 years of industry experience. She has worked with Moneco Advisors since 2014 and has longstanding ties to LPL Financial dating back to 1994. Outside of investment advisory, she is involved in offering major medical insurance plans to small businesses through Moneco Benefits Planning. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, providing fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs and third-party managers, delivering tailored asset management through a diverse range of investment strategies.

Juan Gonzalez is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Kovack International Wealth Management. Gonzalez is currently affiliated with Insigneo Securities, LLC, in addition to his advisory role. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and periodic reviews to monitor performance.

Kenneth Watson Jr. is a financial advisor with Vicus Capital, Inc. in Miami, FL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Vicus Capital since 2015 and has previously worked at Cetera and Cetera Wealth Services, LLC. Watson also operates as an independent insurance agent specializing in life, accident, and health insurance. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis alongside various model strategies, emphasizing retirement-plan consulting and fiduciary services.

Rhonda Kuhn is a financial advisor with Archer Investment Corporation in Miami, FL, holding 38 years of industry experience. She previously worked for Avantax Investment Services, Inc. for 35 years and has been involved with Automated Financial Planning and Automated Accounting since the mid-1980s. Outside of her advisory role, Kuhn is active in small business assistance, tax preparation/accounting, and insurance sales through her involvement with Automated Financial Planning and Automated Accounting. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm operates a multi-branch, independent-contractor model and manages over $1 billion in discretionary assets, offering a range of advisory services from comprehensive financial planning to limited-scope model portfolios.

Mark Giles is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at BNY Mellon Securities Corporation, Davis Distributors, LLC, and Neuberger Berman BD LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Joao Bastos is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2019. Prior to that, he held roles at Space Coast Credit Union and LPL Financial. 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 and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Carlos Suarez is a financial advisor at Principal Financial Services with 33 years of industry experience. He holds a Series 63 designation and has worked at firms including Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, Park Avenue Securities, and Guardian Life Ins Co Of America. Suarez is based in Miami, FL. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. 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.

Joseph Maglio is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Churchill Management Group, TD Ameritrade, Fisher Investments, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Joseph Valdes Jr. is a financial advisor at Lincoln Investment with 28 years of industry experience. His prior positions include roles at Valic Financial Advisors and Agia. He is also the manager and owner of JV Wealth Partners LLC, a business used for tax and accounting purposes. Lincoln Investment is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

Gustavo Ibanez is a Series 66-licensed financial advisor with Valic Financial Advisors, bringing five years of industry experience. His career includes roles at Bank of America, Merrill, and Northwestern Mutual. Outside of advisory services, he manages a security camera consulting business. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm employs technology-driven solutions and centralized model portfolios to serve a broad client base.

Guilherme Moreira Garcez is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Thrivent Financial. 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 through both discretionary and non-discretionary programs and maintains unique market roles including research, security pricing, and derivatives services.

Gabriela Quintero is a financial advisor with Eagle Strategies (New York Life) who holds the Series 63 and Series 66 designations and has 22 years of industry experience. She has worked with several firms including Mahoney Financial Organization, LLC, LIFE RETIRE, Nylife Securities, and New York Life insurance. Outside of her advisory work, she is involved in a family business, Quin Five LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Abraham Horowitz is a CFP® professional with 28 years of experience in financial advising. He is currently with Janney Montgomery Scott, where he has worked since 2020. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Raymond James & Associates. Horowitz volunteers to teach a financial responsibility course to high school juniors at The Cushman School in Miami. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base, including individuals, families, trusts, estates, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management programs.

Eduardo Mendoza is a financial advisor with Principal Financial Services in Miami, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Principal Securities Incorporated, Principal Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, LLC, MML Investors Services LLC, and MassMutual. Outside of his advisory work, Mendoza coaches football at Christopher Columbus High School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Alfredo Atencio is a financial advisor with Foundations Investment Advisors LLC in Doral, FL, holding Series 63 and Series 65 licenses. He has one year of industry experience and has held roles at several firms, including Vero Wealth Solutions and Desert Rose Capital Management. Outside of advising, he is involved with insurance activities through ownership and agency roles at Florida Financial and Insurance Agency Inc. and Bright Financial Insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

Susan Miranda is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 63 designation and has worked at Janney since 2019, following three years at Wells Fargo Clearing. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a range of in-house and third-party portfolio management programs.

Krystian Negron is a financial advisor at Citigroup Global Markets with two years of industry experience. He has previously worked at Cetera and Regions Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and maintains unique market roles including swap dealer and futures commission merchant functions.

Francisco Amigo is a financial advisor with Janney Montgomery Scott in Miami, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Raymond James & Associates for 16 years before joining Janney Montgomery Scott, where he has worked in multiple roles since 2017. Outside of his advisory work, he is co-owner with his spouse of Nilo One LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering services such as brokerage, financial planning, consulting, and various advisory programs.

Robert Reich is a CFP® and CFA® credentialed financial advisor with Truist Advisory Services, bringing 10 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has held roles at related SunTrust entities since 2000. Outside of advising, Reich serves as a director for Square One Armoring Services, a manufacturer of armored vehicles based in Miami. 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 employs a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms and AI-enabled research tools, with an emphasis on integrated inter-affiliate service arrangements.

Josefina Wong is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and has been affiliated with SUNTRUST INVESTMENT SERVICES, Inc. since 2000. Based in Miami, FL, she serves clients under the Truist umbrella. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary arrangements supported by AI-enabled research tools and inter-affiliate integration.