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 with Janney Montgomery Scott who holds Series 66, 63, and 65 licenses and has 38 years of industry experience. Prior to joining Janney in 2025, he worked at BNY Mellon Securities Corporation for three years and at Davis Distributors, LLC for nine years. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

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 at Focus Partners Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Churchill Management Group, TD Ameritrade, and Fisher Investments. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Joseph Valdes Jr. is a financial advisor with Lincoln Investment in Doral, FL, holding 28 years of industry experience. His prior work includes 24 years at Valic Financial Advisors and roles at Agia and Capital Analysts. He manages JV Wealth Partners LLC, a business used for tax and accounting purposes. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm provides financial planning and retirement plan advice, offering a range of advisor-managed and model portfolios utilizing strategic and tactical investment approaches.

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 Series 63 and Series 66 licenses and has 21 years of industry experience. She has worked at Eagle Strategies since 2011 and is also associated with Mahoney Financial Organization, LLC. Outside of her advisory role, she is involved in a family-owned business. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Abraham Horowitz is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2020. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning a combined nine years. Outside of his advisory role, he volunteers teaching a course on financial responsibility to high school juniors at The Cushman School in Miami. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

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.

Antonio Culbreath is a financial advisor at Principal Financial Services with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at LPL Financial, Securities America, and American Express. He is also involved in offering fixed annuities and various insurance products through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and active-duty 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.

Susan Miranda is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She has held positions at Janney Montgomery Scott since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She holds a Series 63 designation. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, and multiple advisory programs, combining in-house and third-party portfolio management with centralized client service and trustee capabilities.

Diana Soto is a financial advisor with OSAIC Institutions, Inc. holding Series 65 and Series 63 licenses and has four years of industry experience. She has previously worked with Infinex Investments, Inc. for ten years and Popular Community Bank for fourteen years. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers a hybrid adviser/broker-dealer model with a broad range of advisory services, including access to alternative investments and a lending marketplace.

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.

Helen Bueno is a financial advisor at Janney Montgomery Scott with 48 years of industry experience. She holds a Series 63 designation and previously worked at Ameriprise Financial Services for eight years before joining Janney Montgomery Scott. Janney Montgomery Scott 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, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.