Theodore Mpatsios Pappas is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Equitable Advisors, and Northwestern Mutual. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform, while also operating as a registered broker-dealer providing a range of investment and placement services.

Giuliana Pelletier is a financial advisor at PNC Wealth Management with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform that uses algorithmic risk assessments and delegated portfolio management employing mutual funds and ETFs.

Peter Danese is a financial advisor at Private Advisor Group, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked with Private Advisor Group and LPL Financial since 2011, following eight years at Merrill. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with portfolio management or manager selection, utilizing a range of strategies and technology platforms.

Manuel Figueroa is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and bringing 31 years of industry experience. His prior roles include positions at Brokers International Financial Services and MML Investors Services Inc/MassMutual, where he worked for over a decade. Outside of advising, he serves as a police officer and is a board member for both the Police Officer Assistance Trust and the Coconut Grove Arts Festival. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Joaquin Gonzalez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Citigroup since 2017 and previously held positions at J.P. Morgan Securities and JPMorgan Chase Bank. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth individuals, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides access to alternative investments and digital-asset products, combining large institutional scale with specialized market roles.

Jeffrey Stern is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 25 years of industry experience and has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2005. Stern is a trustee since 2023. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory services.

Christopher Lopez is a Series 66 licensed financial advisor with Citigroup Global Markets, based in Miami, FL. He has 11 years of industry experience and has been with Citigroup since 2014. Outside of his advisory role, he manages a veterinary services business, EHLZ DVM Services LLC, where he is responsible for business growth and decision-making. 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 specializes in multi-asset, multi-manager strategies and supports both discretionary and non-discretionary programs with a broad set of investment products and execution capabilities.

Andreas Deoliveira is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Raymond James & Associates and National Asset Management. Outside of finance, he manages A&A Media Management LLC, providing photography and videography services for boat manufacturers. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Christopher Law is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for seven years. Prior to his advisory career, he spent nine years in full-time education. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated entities.

Altagracia Pastor is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 1999. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools to administer its AMC Advantage program and manage ongoing due diligence.

Randy Stark is a financial advisor with Truist Advisory Services in Fort Lauderdale, FL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes roles at BB&T Securities, Wells Fargo Clearing, and Wells Fargo Advisors LLC. He has been with Truist since 2017, including the firm’s earlier and current iterations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manages the AMC Advantage program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced equity research.

Gianmarco Billau is a financial advisor with Citigroup Global Markets and holds the Series 66 designation. He has been with Citibank, N.A. since 2024 and has prior work experience at Northeastern University, Bose Corporation, TJX Companies Inc., and Belen Jesuit Preparatory School. 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 employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Diego Icaza Rode is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. He has worked at Citigroup since 2017 and previously spent five years at Banco Nacional de Mexico (Banamex). Outside of his advisory role, he is a co-owner of PADI Group, Inc., an investment entity involved in real estate in Miami. 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 combines large institutional scale with specialized market roles, including derivatives and futures services, and employs oversight committees to select and monitor investment managers.

Anibal Alvarado is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 designations and bringing 16 years of industry experience. His prior roles include positions at Fidelity Investments, Wells Fargo, Citigroup, and Titl Tech Company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting while leveraging third-party platforms and manager arrangements.

Stephen Young is a CFP® with eight years of industry experience currently serving at Brookstone Capital Management LLC since 2021. He previously worked at Crown Capital Securities, LP and has been affiliated with National Life Group since 2011. Outside of investment advisory, he works as an independent contractor in insurance sales focusing on fixed annuities and life insurance. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset allocation models and a range of investment strategies, offering discretionary portfolio management through its turnkey platform and acting as a sub-advisor to other advisory programs.

Charles Thomas is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Farther and previously worked at Northstar Financial Planners, Mustard Seed Wealth Management, and Bodcaw Bank. His background includes a decade as a full-time student prior to entering the financial industry. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income, supplementing advisor judgment with AI tools.

Joachim Bruneau is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, having joined in 2025 after a decade at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. in Miami, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Douglas Gerrard is a financial advisor with TLG Advisors, Inc. based in Miami Beach, FL, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior work includes roles at Gerrard Advisors LLC, The Leaders Group, Inc., and Raymond James Financial Services Advisors, Inc. Outside of advisory work, he manages private equity investments through Deere Park Capital, LLC, and serves as a consultant for Crown World Services LTD. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, employing a research approach based on fundamental analysis and Modern Portfolio Theory alongside a direct-to-consumer program called Starlight Portfolios.

Joseph Moosa is a financial advisor with Janney Montgomery Scott in Ft. Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. His background includes four years with Nexus Insurance Brokers before joining Janney Montgomery Scott, where he has worked in multiple roles since 2018. 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 a range of brokerage, financial planning, and advisory services with a blend of in-house and third-party portfolio management.

Pedro De La Fuente Egido is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He previously worked at Banco Santander International for five years and Santander Bank NA for six years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and security pricing, as well as futures and derivatives services.