Slavica King is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. Her background includes multiple roles at Guardian Life since 2019 and prior work at Slanted Door, Lokanta, Oasis, and Blackhawk Grille. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and discretionary management, combining proprietary and third-party strategies alongside access to insurance products and alternative investments.

Jose Daniel Hernandez is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill, Citibank N.A., and Florida International University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm’s large institutional scale and specialized market roles distinguish it from typical advisory firms.

Yoraxi Esis is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 66 and Series 63 credentials and has worked at various Citigroup-related entities since 2012, including Citibank IPB, CGIS Securities LLC, and Citigroup Global Markets. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies with internal oversight and offers bespoke solutions for large relationships.

Carlos Dominguez Gil is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 registrations and 14 years of industry experience. He has worked at Citigroup since 2020 and previously spent four years at Goldman Sachs & Co. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Jacob Alvarez is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets since 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains a unique combination of large institutional scale and specialized market roles.

Mariana Fernandez is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has been with Citibank N.A. since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including providing bespoke discretionary solutions and operating as a swap dealer and futures commission merchant.

Farhad Shaya is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Prudential Equity Group. He has been with Oppenheimer since 2021. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs and consulting services that include strategic asset allocation, manager selection, and tailored performance reporting.

Cesar Alonso is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Since 2014, he has also been affiliated with Citigroup and its related entities. 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 and combines large institutional scale with specialized market roles and arrangements.

Maria Largaespada is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds the Series 63 and Series 66 securities licenses and has worked at various divisions within Citigroup since 2006. 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 through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Kevin Munoz is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. for 18 years before joining Janney in 2022. Outside of advising, he owns and produces content for a firearm safety YouTube channel and serves as president of a local homeowners' association. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and advisory programs.

Stephen Estep is a financial advisor with Corient, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Morgan Stanley Services Group and E*TRADE Capital Management. Based in Miami, FL, he has been with Corient since 2023. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach incorporating both in-house strategies and third-party managers, supported by continuous portfolio monitoring and risk management tools.

Desi Gonzalez Posada is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. Prior to joining Citigroup in 2022, Desi worked at Wells Fargo Clearing and Wells Fargo Bank, and also has experience in academic settings at Florida International University and Miami Dade College. Outside of finance, Desi has worked in the food service industry with Cold Stone Creamery. Citigroup Global Markets serves individual and institutional clients across a range of private banking and wealth management segments, offering multi-asset, multi-manager investment strategies through various advisory programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services, supporting a broad set of customized investment solutions.

Luigi Mazza is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Raymond James, Morgan Stanley, and Citigroup Global Markets. Mazza is based in Coral Gables, FL. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a broad range of investment programs and consulting services. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

Enrique Cuervo is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Truist Investment Services since 2004 and Truist Advisory Services since 2016. 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 combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Laura Maares is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Citibank NA and XP Securities. Citigroup Global Markets Inc. 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 and maintains unique market roles including in-house research and derivatives services.

Ivonne Orozco is a financial advisor at Citigroup Global Markets with two years of industry experience. She has held positions at Citibank since 2022 and previously worked at Wells Fargo Bank, N.A. from 2013 to 2022. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a wide range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary approaches.

Allan Leyva is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Florida International University, Lowe’s Company Inc., Miami Dade College, and Southwest Miami Senior High School. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with in-house research and operates in specialized market roles, such as a swap dealer and futures commission merchant.

Andres Hung Parmeggiani is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His work history includes roles within Truist Investment Services and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver comprehensive investment solutions.

Franklin Ramirez is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities.

Ricardo Pena is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Citigroup. Outside of his advisory role, he is president of PM Ventures LLC, a real estate management business based in Miami, FL, where he manages tenants and property records. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and futures commission merchant activities.