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 with Empower Advisory Group in Miami, FL, holding Series 63, Series 65, and Series 66 licenses and 19 years of industry experience. His prior work includes positions at John Hancock and Principal Financial. Outside of finance, he is a partner in a family pool maintenance and supply business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering planning and managed account solutions within plan lineups chosen by plan sponsors.

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.

Luiz Dardis is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at CitiBank, Otl, Florida International University, and Delta Energia. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with broker-dealer execution and custody services.

Luis Fuentes is a financial advisor at Sanctuary Advisors, LLC with 55 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he held roles at Morgan Stanley and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm offers various portfolio management solutions and employs multiple analytical approaches, operating through a large network of independent investment adviser representatives.

Benjamin Seidenstein is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has worked at Goldman, Sachs and Co. LLC for 13 years before joining Farther, where he has been an advisor since 2026. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

William Gamson is a financial advisor with Corient in Miami, FL, holding a Series 65 designation and one year of industry experience. Prior to joining Corient, he worked at Bravaldo Capital Advisors, Inc. and StoneX Group Inc. Outside of his advisory role, he receives royalties for photographs and videos from a longtime involvement with The Icebox - Cool Stuff, LLC, a promotional products and apparel business. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach integrating individual security strategies, third-party managers, and customized asset allocation, with ongoing portfolio monitoring and risk management.

Camila Martins is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and beginning her advisory career in 2026. Her prior experience includes roles at Northwestern Mutual Investment Services, Thomas Pacchioli, and Northwestern Mutual Life Insurance Company. Outside of finance, she has been involved in various entrepreneurial ventures including consulting and several small business operations. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal oversight and a combination of large institutional scale and specialized market roles.

Edward Offutt is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at World LGX, Consilio, Morgan Stanley, and Uber. Outside of his advisory duties, he is a co-owner of The Trash Heroes LLC, a waste removal company based in Miami, FL. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized teams and proprietary research, leveraging the broader Goldman Sachs ecosystem for comprehensive wealth management solutions.

John Castillo Tacuri is a financial advisor at Centaurus Financial, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Centaurus Financial, he worked at Cambridge Investment Research, Inc. He has a background in education, having taught at Tufts University and several secondary schools from 2015 to 2023. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing a combination of fundamental and technical analysis across discretionary and non-discretionary arrangements.

John Calles is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 27 years of industry experience. His career includes longstanding roles with Ameritas Life Insurance Corp and related entities, as well as ownership and management of Calles Financial and The Miami Agency. In addition to his advisory work, he serves as Vice Chairman of the Miami-Dade County Health Facilities Authority. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, and retirement plans. The firm offers a range of strategies incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and affiliations within a mutual holding company structure.

Michael Foulkes is a Series 65 licensed financial advisor with Mariner, holding three years of industry experience. His prior roles include positions at Neil Jesani Advisors Inc., Grove Bank & Trust, and Ladin Tax & Financial Group. Outside of his advisory work, he is a member and CFO of MZF Enterprises 21 LLC, an Amazon drop-shipping business. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and third-party managers, with a notable emphasis on integrated tax and accounting services.

Tatiana Zurek is a financial advisor at Oppenheimer with 26 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Merrill and Merrill, A Bank of America Company, from 1999 to 2023 before joining Oppenheimer in 2023. 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 investment programs and advisory services that include both discretionary and non-discretionary management, covering equity, balanced, and fixed-income portfolios with an emphasis on strategic asset allocation and manager selection.