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 and previously worked at Morgan Stanley for one year. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model using various investment strategies and technology platforms.

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 at HSBC Securities (USA) Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including JPMorgan Chase Bank, Morgan Stanley, Deutsche Bank Securities, Merrill, and Citigroup. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary portfolio options. The firm utilizes a structured investment process with multiple risk profiles and collaborates with affiliated and third-party providers for asset management and custody services.

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 with one year of industry experience, currently serving as a financial advisor at Citigroup Global Markets. Prior to joining Citigroup in 2025, he worked for 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 alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

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 financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at HSBC since 2014 and concurrently serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. His prior experience includes roles at Charles Schwab, Merrill, and Edward Jones. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm provides various program types ranging from client-directed to fully discretionary portfolios, utilizing multiple risk profiles and relying on affiliated and third-party providers for investment advisory, fund selection, and custody services.

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.

Lee Levy is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 11 years of industry experience, including roles at Safra Securities LLC and Safra National Bank of New York. Levy has been with Truist Advisory Services since 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies with third-party platform partnerships.

Andres Gomez is a financial advisor with Centaurus Financial, Inc. in Miami, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions with Cambridge Investment Research Advisors and Primerica Financial Services. Outside of advisory services, he is involved in mortgage origination and insurance as an independent agent. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, utilizing various analytical approaches and specialized services through its CLASSIC Plus platform.

Luiza Borges Reis is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds the Series 66 designation and has previous work experience at the University of Miami and Rhodes College. 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, combining large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Jorge Menendez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Citigroup Global Markets since 2013. 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 oversight committees and internal standards to select and monitor managers, combining large institutional scale with specialized market roles.

Alessandra Ermel is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a 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 programs and maintains in-house research and security-pricing activities, distinguishing it from many peers.

Ana Franco is a financial advisor at Centaurus Financial, Inc. in Miami, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Centaurus Financial, she worked at Cambridge Investment Research, Inc. and Cambridge Investment Research Advisor, Inc. Ana also has experience outside finance, having worked with Cakelicious Company, LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a mix of fundamental and technical analysis.

Iris Roth is a CFP® with 38 years of industry experience, currently serving at NewEdge Advisors. She has held roles at Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and Gold Coast Benefits Group, where she is owner and vice president, involved in insurance and pension consulting. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Karen Mendivil is a financial advisor with HSBC Securities (USA) Inc. based in Miami, FL. She holds a Series 66 credential and has 18 years of industry experience. Her prior work includes roles at Morgan Stanley, Wells Fargo Clearing, and Morgan Stanley Smith Barney. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm utilizes five model risk profiles and incorporates strategic and tactical asset-allocation advice developed in partnership with HSBC Global Asset Management.