Scott Newson is a financial advisor with Transamerica Financial Advisors in Coral Gables, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at WealthWave and CPA tax and estate consulting, as well as serving as treasurer and director for Morne-Pele Christian School, a nonprofit supporting education in Haiti. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory approach. The firm serves individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses through a large network of advisors and multiple program platforms.

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.

Felipe Mendonca Alvares is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has been with CitiBank and its affiliated entities since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing 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, including in-house research and derivative services.

Eliseo Serdan Perez Arce is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Citigroup Global Markets since 2001. Outside of his advisory work, he is a co-owner and co-landlord of a rental property in Mexico City. 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 manages conflicts of interest related to its institutional scale and unique market roles.

Marianella Armijos is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Her prior work history includes roles at Chase Bank, Pestana & Pestana MD, PA, Florida International University, JD Dental, and Nova High School. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Callahan Lyons is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, Lyons held roles at Ampersand, Inc., The Immigrant Room - The American Club at Kohler Co., and spent five years at Clemson University. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and various investment strategies to meet client objectives.

Ambreen Haider is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and HSBC Securities (USA) Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class based allocations blending passive and active management, supported by an internal Investment Committee.

Tomas De Las Carreras is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. He has worked at Citibank NA since 2021 and previously at Citibanamex from 2014 to 2021. 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 through both discretionary and non-discretionary programs and maintains significant institutional scale with unique market roles including in-house research and derivatives services.

Cesar Bernal is a financial advisor at Transamerica Retirement Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Alight Financial Advisors LLC, J.P. Morgan Securities, and Valic Financial Advisors. He is based in Miami, FL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education, utilizing proprietary portfolio software and model allocations from Morningstar Investment Management. The firm focuses on non-discretionary and discretionary assets at scale and operates within the broader Transamerica/AEGON group.

Diego Caceres is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citibank and affiliated entities since 2016. Caceres is a passive investor in a retail market research startup and participates as a co-owner in fiduciary units of a commercial and hotel property in Bogota, Colombia. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, providing a wide 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, including derivatives and futures services.

Sebastian Iturriaga is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Papa Johns, Brown and Brown Insurance, and Pisco Y Nazca. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory and execution services, employing varied investment approaches across multiple programs. The firm manages approximately $36.7 billion in assets and offers both discretionary and non-discretionary portfolio management.

Sergio Teijelo is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He has been with Citigroup since 2010. He is also the registered agent of Villarbujan Holdings LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options and maintains unique institutional roles such as swap dealer and futures commission merchant.

Filipa Castelo Branco is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has been with Citi International Financial Services LLC since 2018. Prior to that, she worked at Premier Capital Advisors LLC and Insigneo Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and security pricing.

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.

Manuel De Llovio Blandino is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and derivatives services.

Gabriel Estrada Alvarez is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including 13 years at Citigroup. 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 focuses on multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Akira Kuwada is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Citigroup and Citibank since 2017. Outside of finance, Kuwada provides sport consulting services and works as a tennis and padel instructor through his own business. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies across discretionary and non-discretionary programs and maintains unique market roles such as swap dealing and futures commission merchant activities.

Mariacelia Blandon is a financial advisor at Oppenheimer with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is the sole owner of two investment properties in Miami. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with a range of investment strategies, serving as a qualified custodian and providing both discretionary and non-discretionary management programs.

Spencer Berens is a financial advisor at Oppenheimer with six years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Joseph Gunnar & Co LLC. He is based in Miami, FL. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and private-fund management.

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.