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 Series 66 and Series 63 credentials and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, including high-net-worth and ultra-high-net-worth individuals. The firm offers a broad range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

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.

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.

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.

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.

Fady Maghak is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2017. Prior to joining Janney, he worked at Raymond James & Associates for 16 years. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.

Eric Garzon is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including derivatives and futures services, and employs rigorous manager selection and oversight processes.