Ivan Acimovic is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has three years of industry experience, including roles at Merrill, Truist Bank, and Bank of America. Outside of his advisory work, he is involved as a member of a real estate investment entity in Miami Beach, FL. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate services.

Kevin Corbin is a financial advisor with Empower Advisory Group in Miami, FL, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Fisher Investments, TD Ameritrade, and Key Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach is tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Eduardo Mejia is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citi Bank since 2019, following prior roles at Popular Bank and Wells Fargo. Outside of his advisory role, he works part-time as an inbound stocker at a large retail store in Miami. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, alongside roles as a swap dealer and futures commission merchant.

Christie Bergamin is a financial advisor at Citigroup Global Markets with three years of industry experience. She has been with Citigroup since 2017, following a year at Citibank N.A. She holds the Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad set of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies with oversight committees to select and monitor managers, combining large institutional scale with unique market roles and arrangements.

Mary Early is a financial advisor with Transamerica Financial Advisors in Miami, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her background includes roles at Aflac, Colonial Life and Accidents, Avmed Medicare, and consulting on employee benefits. She is also active in union membership recruitment for AFSCME and serves as a notary public. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers, delivering services through a large advisor network and multiple program platforms.

Paulina Sepulveda Welcker is a financial advisor with PNC Wealth Management, holding Series 65 and Series 66 credentials and with 17 years of industry experience. She previously worked at TD Ameritrade for 11 years before joining PNC Investments LLC in 2023. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs.

Jorge Morasso is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Citigroup in 2025, he spent a decade at Morgan Stanley Private Bank and 11 years at Morgan Stanley. 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. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, while providing a broad range of advisory and execution services.

Atif Sakrani is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he is involved as an LLC member in a holding company related to rental property. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing TIAA retirement plan relationships. The firm offers a range of portfolio management options, including model-based and customized portfolios, and acts as adviser to donor-advised funds, operating within a vertically integrated structure.

Maria Patino is a Series 66-licensed financial advisor with Citigroup Global Markets in Miami, FL, where she has worked since 2007. She has 24 years of industry experience. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution and custody services. The firm combines large institutional scale with unique market roles and arrangements, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Victoria Aprano is a financial advisor with Eagle Strategies (NY Life) in Miami, FL, holding Series 63 and Series 65 credentials and two years of industry experience. Before joining Eagle Strategies, she worked with NYLIFE Securities LLC and New York Life Insurance Company. Outside of her advisory role, Aprano serves on the boards of several nonprofit organizations focused on adults with disabilities and special needs, including Speed Dating on the Spectrum and The WOW Center. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutions, and plan sponsors. The firm offers a range of program types and emphasizes customized recommendations while managing the majority of its assets on a non-discretionary basis.

Ines Barrutia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 20 years of industry experience. She has worked at Citibank since 2016 in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various high-net-worth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and manages large-scale institutional and complex client relationships.

Lonny Greenberg is a CFP® professional with 15 years of industry experience, currently serving at Mariner since 2019. Prior to joining Mariner, he worked at Singer Xenos Wealth Management for nine years. Outside of his advisory role, he attends board meetings and events for AMI Kids, a nonprofit organization. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and offers integrated tax and accounting services alongside traditional portfolio management.

Francisco Arguello is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Empower, he held positions at TD Bank, Truist Bank, JP Morgan Chase, and other companies. 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 uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Sherise Scott is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Her work history includes roles at J.P. Morgan and AARP, along with her current position at Citigroup since 2021. She has a background that includes both financial services and education. 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 through discretionary and non-discretionary programs, maintaining large institutional scale alongside specialized market roles and arrangements.

Lourdes Calas is a financial advisor with Eagle Strategies (NY Life) based in Miami, FL, holding a Series 66 license and 13 years of industry experience. She has worked with Eagle Strategies since 2023 and concurrently operates CIGA Solutions, Inc., which brokers non-registered insurance products and sells New York Life products. Outside her advisory role, she manages multiple LLCs related to rental properties and has prior entrepreneurial experience in telecommunications and wireless communications businesses. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across various program types and emphasizes non-discretionary asset management and fiduciary responsibilities to retirement investors.

Jonathan Lemos is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JP Morgan Securities and JPMorgan Chase Bank. He is based in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains in-house research and security-pricing activities.

Adriana Aranguren is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services and HSBC Securities, as well as HSBC Private Bank International. She is also president of ILGO Enterprises Corp, a babysitting services business. Citigroup Global Markets 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 with both discretionary and non-discretionary options while maintaining in-house research and market roles that differentiate it from peers.

Christina Lomeli is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside diversified investment strategies tailored to client objectives.

Carlos Morlote is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at firms including Wells Fargo Clearing and several roles within Citigroup affiliates. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by internal oversight and external partnerships.

Nicole Carbone is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds a Series 66 designation and has worked within various Citigroup divisions in Miami, FL, including Citibank NA and Citibanamex. Carbone also completed a year of full-time study at London Business School. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides specialized solutions for high-net-worth clients and large relationships.