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.

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.

Alvaro Villacres is a financial advisor with PNC Wealth Management in Aventura, FL, holding Series 66 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and portfolio implementation via approved model strategies managed by PNC or third-party strategists.

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.