Juan Arana Gallo is a Series 66 licensed advisor with 11 years of industry experience, currently affiliated with Citigroup Global Markets in Miami, FL. He has been with Citigroup since 2016. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and operates at a large institutional scale with specialized market roles and arrangements.

Marlene Eisen is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous internal oversight and combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Daniela De Castro Martins is a financial advisor at Mariner with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Insight Securities, Inc. and Msec, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with capabilities spanning equities, fixed income, alternatives, and digital assets, alongside extensive tax and accounting integration.

Alfredo Pardo is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains extensive in-house research and market roles, distinguishing it from many peers.

Luis Giralt is a financial advisor with Citigroup Global Markets in Miami, FL, holding the CFA® designation along with Series 63, 65, and 66 licenses. He has 30 years of industry experience and has been with Citigroup Global Markets since 2007. 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 through discretionary and non-discretionary programs, supported by in-house research and oversight committees, and maintains capabilities as a swap dealer and futures commission merchant.

Sandra Gutierrez is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2016. 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 through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as operating as a swap dealer and futures commission merchant.

Piero Rosas is a financial advisor with Independent Financial Partners in Weston, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Independent Financial Partners and LPL Financial since 2012. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of 261 independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Lailany Giraldes is a financial advisor at Truist Advisory Services with 11 years of industry experience. She has held positions at Truist Advisory Services and Truist Investment Services since 2021, and previously worked at BB&T Securities from 2014 to 2021. Outside of her advisory role, she engages in creative activities including acrylic abstract and mixed media painting, self-publishing journals and notebooks through Amazon Kindle Direct Publishing, and maintaining a blog focused on baking, books, DIY projects, and gift ideas. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager‑selection program, combining discretionary and non‑discretionary management through third‑party platforms and extensive inter‑affiliate integration.

Susan Friedeberg is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She has held her current position at Citigroup since 2015 and holds a Series 66 designation. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering a 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 operates with significant institutional scale and specialized market roles.

Joseph Garrel is a financial advisor with Eagle Strategies (NY Life) based in Hallandale Beach, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with Eagle Strategies since 2017 and operates Garrel Miani Financial Group Inc., which brokers insurance products including those from New York Life. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with both individual and institutional clients.

Isabella Henriques Sendas is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Prior to joining Citigroup in 2025, she held roles at various organizations including Yale Center for Language Study, SPX Capital, and Bain & Company. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad 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 alongside large institutional scale and unique market roles.

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.

Louis Feldman is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has been since 2021. Prior to that, he was with Investor Solutions from 2015 to 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active managers with quantitative and fundamental research.

Trevar Brown is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, with prior roles at several firms including TaxHawk and Myeducator LLC. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliates, providing tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

Marc Tendler is a financial advisor with Truist Advisory Services based in Miami, FL. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Truist Advisory Services in 2021, he worked at BB&T Securities from 2013 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements, and offers specialized support such as the AMC Advantage manager-selection program.

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.

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.

Christopher Recht is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds a Series 65 designation. He has 17 years of industry experience, including prior roles at Ameritas Investment Corp and National Life. Recht is also president of Innovative Financial Services Inc. and serves as a driver operator/paramedic for Palm Beach County Fire Rescue. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans, offering multiple advisory platforms and a mix of discretionary and non-discretionary asset management approaches.