Brett Fingerhut is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has worked at Wealth Enhancement Advisory Services and its affiliated Wealth Enhancement Group since 2021, following nearly a decade at Investor Solutions. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary asset management, and specialized retirement consulting with an investment process that combines passive and active management guided by an internal Investment Committee.

Timothy Thielen is a financial advisor with Integrated Wealth Concepts LLC in Coral Gables, FL, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has worked at Integrated Wealth Concepts since 2019 and also has experience with KSDT & Co. CPAs, Jasko Corp., Lincoln Financial Advisors Corporation, and T2 Technalytics. In addition to his advisory role, he is an insurance agent offering disability insurance, fixed annuities, long-term care insurance, and traditional life insurance products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios and both internal management and third-party asset managers.

Eduardo Gonzalez is a CFP® and Series 66 licensed advisor with 15 years of industry experience, currently serving clients at Mariner. His prior roles include positions at Msec, Bank of America, Merrill, Creative Planning, and SunTrust. Outside of advising, he is a co-owner and part-time brewer at Conscious Brewing, LLC and serves as Treasurer for the Miami Independent Brewers Alliance, a nonprofit organization. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses customized, discretionary portfolios supported by internal and third-party managers and provides integrated tax, accounting, and financial wellness solutions.

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.

Kassandra La Victoire is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes positions at Empower Financial Services, Tinta Y Cafe, Emissary, and Puroast. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

Carlos Rodriguez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and seven years of industry experience. He has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo in various roles. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains an institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Mike Larrea is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Citibank, Bci Securities, Wells Fargo Clearing, and Wells Fargo Advisors. Based in Miami, FL, he has extensive experience within the Citigroup organization since 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides customized solutions for high-net-worth and institutional clients.

Rolando Abellon is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2016. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides multiple program types ranging from client-directed to fully discretionary portfolios, using strategic and tactical asset allocation supported by HSBC Global Asset Management and third-party due diligence providers.

David Dahan is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm offers access to various advisory programs, third-party asset managers, and a firm-managed separately managed account program through a large network of investment adviser representatives.

Devin Cordero is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Empower Advisory Group, he worked at Empower Financial Services and spent nine years at Xfinity. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services tied to its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Tyler Flynn Corbin is a financial advisor with Eagle Strategies (NY Life) based in Miami, FL. He holds Series 63 and Series 65 designations and has 19 years of industry experience, including over 20 years with New York Life Investment Management LLC. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm emphasizes tailored recommendations delivered primarily through non-discretionary advisory relationships and operates within an integrated New York Life affiliate structure.

Jose Baez is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 65 licenses and with 27 years of industry experience. His prior experience includes roles at Citigroup, JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Benchmark Financial Wealth Advisors. HSBC Securities (USA) Inc. offers managed account programs to individual, retirement, charitable, and corporate clients through various program types, including client-directed and fully discretionary options. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence, serving a broad client base with services that include both U.S. and offshore investment programs.

David Yepez is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and various Citi entities. Outside of his advisory role, Yepez is involved in horse consulting and breeding, owning and managing operations focused on Paso Fino show horses. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains extensive in-house research and market roles supporting its advisory capabilities.

Caroline Arfelli is a financial advisor at Citigroup Global Markets with a Series 65 and Series 63 registration. She has prior experience at Banco Santander International and CA Indosuez Wealth, totaling over a decade in the financial industry. 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 implements multi-asset, multi-manager strategies using internal oversight committees and provides bespoke discretionary solutions for very large relationships.

Pedro Saro Liano is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Citigroup Global Markets. He has one year of industry experience, with prior roles including seven years at Santander Private Banking. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and diverse market roles.

Carlos Fuhrmeister is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has worked at Citigroup Global Markets since 2015 and holds a Series 66 designation. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside execution and custody services. The firm combines large institutional scale with specialized market roles, providing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Michael Morrison is a registered representative with HSBC Securities (USA) Inc. and holds a Series 66 designation. He has 16 years of industry experience, including roles at HSBC Securities since 2014 and HSBC Bank USA N.A. since 2016. In addition to his work as a financial advisor, Morrison also serves as a Bank Officer for HSBC Bank (USA) N.A., where he is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides various program types ranging from client-directed to fully discretionary accounts, using a structured investment process developed in conjunction with HSBC Global Asset Management and affiliated providers.

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.

Ana Matia is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and previously worked at Suntrust Advisory Services and GenSpring. Outside of finance, she was a minority owner of Pool Fashion LLC, an importer of high-end European designer clothing that is currently inactive and in liquidation. Citigroup Global Markets serves a diverse client base including workplace, high-net-worth, and ultra-high-net-worth segments. The firm employs multi-asset, multi-manager investment strategies across discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

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.