Alejandro Gonzalez is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citi since 2010. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and security-pricing functions, distinguishing it among large institutional firms.

Hector Vilchis is a financial advisor with Eagle Strategies (NY Life) based in Miami, FL, holding a Series 66 designation and two years of industry experience. He has a long tenure with New York Life Insurance Company dating back to 2001, concurrently working with NYLife Securities LLC and Eagle Strategies since 2024. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Patrick Rabenau is a financial advisor at Citigroup Global Markets with 10 years of industry experience and a Series 66 designation. He has been with Citigroup since 2011. 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 uses multi-asset, multi-manager strategies and operates with large institutional scale including in-house research and specialized market roles.

Stuart Berry is a CFP® with 30 years of industry experience, currently serving at Truist Advisory Services. He has been associated with Truist Investment Services since 1995. Berry serves as a director of the Harold & Muriel Berkman Charitable Foundation, which focuses on supporting higher education and business leadership development in the United States. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management with integrated inter-affiliate platforms.

Douglas Vásquez is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. He has worked with Citigroup since 2017, including roles at Citi International Financial Services LLC and Citibank NA. Prior to Citigroup, he spent three years at Santander Private Banking International. 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 combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Louis Menaged is a financial advisor with Guardian Life, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Guardian Life and its affiliates since 1988 and has been with Park Avenue Securities, a Guardian Life subsidiary, since 2023. Outside of his advisory role, he serves on a school committee evaluating health benefits, is a board member of the American Friends of Migdal Ohr nonprofit, and participates in local governance as a board member of the Bellini Condominium in Bal Harbour, Florida. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to a range of proprietary and third-party investment solutions.

Nicole Selman is a financial advisor with Transamerica Financial Advisors in Coral Gables, FL. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior work includes roles at Align Results LLC, WFGIA, and Primerica Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Zachary Welch is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in Miami, FL. He has one year of industry experience, including prior roles at Morgan Stanley and ANSA Merchant Bank. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs both strategic and tactical allocation models and offers access to alternative investments, leveraging proprietary analytics and Goldman Sachs’ broad affiliate network.

Eduardo Javier Rehder Gonzalez is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Banco de Credito and was self-employed prior to joining Sanctuary Advisors. He is also a director of personal investment legal structures Sanbar Investments Ltd and Maralado Investments Ltd. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who deliver portfolio management, retirement plan consulting, and other advisory services using various analytical approaches and platforms.

Santiago Rey Vallarino is a financial advisor with Sanctuary Advisors, LLC in Miami, FL, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. He has previously worked with JPMorgan Securities Inc. and JPMorgan Chase Bank. Outside of his advisory role, he is the founder and CEO of Acorde Inversiones, a multifamily office focused on passive management of high-net-worth clients’ investment portfolios. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, and nonprofit entities. The firm supports a network of more than 400 independent advisers who employ a variety of investment strategies and custodial solutions while acting as fiduciaries under written agreements.

Rebecca Epperly is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at SunTrust Bank and SunTrust Advisory Services since 2018 and was previously with UBS Financial Services from 2013 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program through discretionary and non-discretionary approaches.

Steven Diaz Troncoso is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various financial and non-financial roles, including positions at Empower Financial Services, OnDeck Insurance Group, and the Miami Marlins. 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 services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

Alfredo Monteiro is a financial advisor at Empower Advisory Group with 19 years of industry experience. His background includes roles at John Hancock and Principal Financial, among others. Outside of his financial career, he is a partner in a family-owned pool maintenance and supply company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning services.

Martin Mejia is a Series 66-credentialed financial advisor at Citigroup Global Markets with 11 years at the firm and three years of industry experience. He is a partner and investor in Atix Digital SAS, a technology company. 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 combines multi-asset, multi-manager strategies with large institutional scale and specialized market roles.

Andreina Rodriguez Confortti is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Citi entities since 2017, as well as Bancredito International Bank from 2015 to 2017. Citigroup Global Markets serves individual and institutional clients, offering investment advisory programs, broker-dealer execution, and custody services across a range of client segments including high-net-worth individuals. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor investments.

Nicole Sinanan is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 66 and Series 63 designations and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, brokerage execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Patrick Pereira is a financial advisor with Oppenheimer & Co., Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Oppenheimer in 2021, he spent five years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with a notable focus on both discretionary and non-discretionary management.

Gislaine Cortez Puch is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. She has 23 years of industry experience and has worked with firms including VectorGlobal Wealth Management and Epic Capital Securities prior to her current role. She is based in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and specialized market functions.

Melanie Lithgow is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. 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 employs multi-asset, multi-manager strategies and operates with a large institutional scale, maintaining in-house research and unique market roles.

Enrique Diez is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022, previously spending over a decade at Econsult Asesoría de Inversiones. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by in-house research and a variety of institutional capabilities.