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.

Patrick Pereira is a financial advisor with Oppenheimer & Co., Inc., holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Prior to joining Oppenheimer in 2021, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC between 2016 and 2021. Oppenheimer provides advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans through a variety of programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

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 at Citigroup Global Markets with Series 66 and Series 63 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 advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including acting as a swap dealer and futures commission merchant.

Amy Szarenski is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to her current role, she worked for Broward County Public Schools and has been a Rodan + Fields Skincare consultant since 2017. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.

Luis Fuentes is a financial advisor at Sanctuary Advisors, LLC with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. He is based in Miami, FL. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a network of independent advisors and affiliated entities to deliver a range of portfolio management and financial planning solutions.

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.

Edward Offutt is a financial advisor with Goldman Sachs Wealth Services in Miami, Florida. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Goldman Sachs, he worked at World LGX, Georgetown University’s McDonough School of Business, Consilio, Morgan Stanley, and Uber. Offutt is also a co-owner of The Trash Heroes LLC, a waste removal company based in Miami. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and access to a broad range of affiliated Goldman Sachs resources and specialized programs.

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 bringing 27 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with multiple Ameritas entities and his own firms, including Calles Financial and The Miami Agency, since 2001. Outside of advisory roles, he serves as Vice Chairman of the Miami-Dade County Health Facilities Authority and maintains a law practice. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and financial planning through affiliated investment adviser representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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 25 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Merrill, a Bank of America company, from 1999 to 2023. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Alexander Recalde is a financial advisor at Citigroup Global Markets with a Series 66 credential and two years of industry experience. Prior to joining Citigroup in 2025, he worked at Morgan Stanley from 2022 to 2025 and had brief roles at Wells Fargo and Wells Fargo Advisors. Outside of his advisory work, he is an owner of a rental property in Doral, Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Idalia Lemus is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citi since 2017, including prior roles at Suntrust Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including acting as a swap dealer and futures commission merchant.

Eric Garzon is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 designations and has 14 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA prior to joining Citi Group. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles uncommon among peers.

Slavica King is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. Her work history includes positions at several hospitality establishments prior to joining Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.