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 at Sanctuary Advisors, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Securities Inc. and JPMorgan Chase Bank since 2007. He is the founder and CEO of Acorde Inversiones, a multifamily office that assists high-net-worth individuals with passive management of their investment portfolios. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a large network of independent adviser representatives who offer a variety of portfolio management and consulting services using multiple investment approaches and third-party platforms.

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 designations and 19 years of industry experience. His prior experience includes seven years with John Hancock and roles at Principal Financial, Bok Financial Asset Management, and Chase Investment Services. Monteiro is a partner in a family pool maintenance and supply business, assisting occasionally on weekends. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated service model closely tied to Empower’s recordkeeping and administrative platforms.

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 at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2019, following five years at Wells Fargo Clearing and a prior role at WELLS FARGO Advisors, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a broad range of programs including asset management, consulting, and retirement services, offering both discretionary and non-discretionary advisory solutions.

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 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a range of investment strategies and portfolios through its network of over 400 independent advisers and offers both discretionary and non-discretionary account management.

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 at Goldman Sachs Wealth Services with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Goldman Sachs, he worked at World LGX, Consilio, Morgan Stanley, and Uber, and he was affiliated with Georgetown University’s McDonough School of Business. Offutt is also co-owner of The Trash Heroes LLC, a waste removal company based in Miami, FL. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and proprietary analytics to tailor solutions across multiple client segments.

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 who holds a Series 66 designation and has 27 years of industry experience. His career includes roles at Ameritas Life Insurance Corp., Ameritas Investment Corp., and National Wealth Group LLC. In addition to his advisory work, he serves as Vice Chairman on the Miami-Dade County Health Facilities Authority governing board and maintains a law practice under John E. Calles, Esq. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supporting advisory relationships with risk-aligned portfolios and third-party resources.

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.