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.

Martin Galvez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill from 2014 to 2022. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Daniel Li is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Citigroup in 2025, Daniel worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for over a decade. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with a diverse set of market roles and proprietary research capabilities.

Eduardo Fernandez is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 certifications. His prior experience includes roles at Wells Fargo Clearing, Equitable Advisors, IDB Capital Corp., and JP Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and market roles that distinguish it from typical advisory firms.

Joanne Jupiter is a financial advisor at Janney Montgomery Scott in Miami, FL, holding Series 63 and Series 66 licenses with 45 years of industry experience. She has worked at Janney Montgomery Scott since 2012 in various capacities. Outside of her advisory role, she serves as Vice President of the Emerald Gardens Townhomes HOA in Hollywood, FL. 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 client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Enrique Olavarria is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 35 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 range of investment advisory programs and execution services, including multi-asset, multi-manager strategies with both discretionary and non-discretionary options. The firm is notable for its scale, in-house research, unique market roles, and specialized solutions for large client relationships.

Elaine Edwards is a CFP® professional at Brookstone Capital Management LLC with 10 years of industry experience. She also serves as a business consultant and advisor at Forte Insurance Professional Associates, Inc., where she provides consulting services to business owners on mergers and acquisitions and operational improvements. Brookstone Capital Management offers fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and manages portfolios using a variety of investment vehicles, including proprietary funds and external sub-advisors.

Paulo Bettega is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Morgan Stanley, HSBC, and Wells Fargo Clearing. Outside of his advisory roles, he has been involved with Hollywood FC and Sportunity Soccer Academy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal oversight and research capabilities.

Diana Alvarez is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Merrill and Wells Fargo Bank NA. 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 with internal oversight and provides discretionary and non-discretionary portfolio management, including access to alternative investments and digital-asset products.

Sabrina Chierchio is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds a Series 66 designation and has worked in various roles including at Tara Lynn Events LLC and American Social. Prior to her advisory career, she gained experience at Saint John's University, Notre Dame Academy, and Campania Coal Fired Pizza. 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 range of clients including individuals, families, trusts, estates, and institutional sponsors, offering brokerage, financial planning, consulting, and multiple advisory programs.

Liz Arza is a financial advisor at Janney Montgomery Scott with six years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates and Coral Gables Trust Company. 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, and institutional clients, offering brokerage services, financial planning, and advisory programs with a centralized asset management structure.

William Rivas is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016. Outside of his advisory role, he co-manages rental property investments in Jamaica, NY. 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 in-house research and execution capabilities, supporting complex and large-scale client solutions.

David Chamberlain is a ChFC® credentialed financial advisor with Hornor, Townsend & Kent, LLC and has 52 years of industry experience. He has been associated with Hornor, Townsend & Kent since 1973 and also owns DAC Financial Consultants, a multi-line insurance brokerage. Chamberlain serves on the board of the Miami Beach Community Health Center as treasurer. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting, offering both advisory and broker-dealer services with a broad network of advisors.

Junaid Fatmi is a financial advisor at Citigroup Global Markets with 19 years of industry experience and holds a Series 66 designation. 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 and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant.

Nicole Sinanan is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 66 and Series 63 designations and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, brokerage execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Christopher Manimbo is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 17 years. In addition to his advisory role, he serves as an instructor for adult continuing education at Stamford Public Schools. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of brokerage, financial planning, and advisory services with a combination of in-house and third-party portfolio management.

Fady Maghak is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2017. Prior to joining Janney, he worked at Raymond James & Associates for 16 years. Janney Montgomery Scott 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.