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.

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 at HSBC Securities (USA) Inc. in Miami, FL, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with HSBC since 2016, including concurrent service at HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary solutions. The firm employs a risk-profile-driven investment process supported by HSBC Global Asset Management and other affiliated providers, with a notable emphasis on client-directed portfolios within its Spectrum program offerings.

Louis Kim is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting both discretionary and non-discretionary investment solutions.

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.

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.

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.