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 Primerica Advisors and Park Avenue Securities LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His career includes long tenures at Guardian Life Insurance Company and Primerica Advisors. Outside of his advisory work, he serves on the school health benefits committee, is a board member of the American Friends of Migdal Ohr nonprofit, and participates on the board of a condominium association in Bal Harbour, Florida. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level features, including lending solutions and donor-advised funds.

Nicole Selman is a financial advisor at Transamerica Financial Advisors in Coral Gables, FL, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior roles include positions at Align Results LLC, WFGIA, and Primerica Financial Services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with proprietary and third-party investment model programs.

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 previously worked at Banco de Credito and was affiliated with UCLA Anderson School of Management. Outside of his advisory role, he serves as a director for two personal investment entities. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm operates through a network of independent advisors and offers a variety of investment solutions under fiduciary standards.

Santiago Rey Vallarino is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has held positions at JPMorgan Securities Inc. and JPMorgan Chase Bank since 2007 and has been with Sanctuary Advisors since 2022. He is also the founder and CEO of Acorde Inversiones, a multifamily office focused on passive management of client investment portfolios. 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 operates through a large network of independent advisers and offers both discretionary and non-discretionary solutions with multiple investment platforms and affiliated services.

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 credentials and 18 years of industry experience. His prior work includes roles at John Hancock and Principal Financial. Outside of his advisory work, he is a partner in a pool maintenance and supply company. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and brokerage account holders, using an integrated model 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 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.

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.