Robert Gordon is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at Investor Solutions, Inc. for 13 years before joining Wealth Enhancement Advisory Services in 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Joseph Velit Carnero is a financial advisor at Sanctuary Advisors, LLC in Miami, FL. He holds a Series 65 designation and has prior experience with firms including Credicorp Capital and Rimac Seguros and Reaseguros. Carnero also has a background with Grupo Duoma and Peru Commercial Company. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account types and uses a network of independent advisors and affiliated broker-dealers to deliver its services.

Maria Nunes Figueira is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2014. Outside of her advisory role, she is registered as the owner of an apartment leasing business in Miami, FL. 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 specialized market roles and provides a broad range of advisory, execution, and custody services.

Abel Molina is a financial advisor with Principal Financial Services in Miami, FL, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Modern Life Financial Group, Portfolio Medics, LPL Financial, AXA Advisors, and Banesco USA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Jose Lopera Guevara is a financial advisor with Truist Advisory Services, holding the ChFC® designation and Series 66 license, and has 18 years of industry experience. He has worked with Truist Advisory Services since 2021 and previously held positions at Bb&T Securities, LLC and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary management approaches and integrates technology and affiliate resources in its investment processes.

Christian Espinal is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 designations and two years of industry experience. He has been with Citibank since 2016. 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 combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Maykel Barrios is a financial advisor with Truist Advisory Services in South Miami, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked extensively within the Wells Fargo affiliated firms from 2005 to 2024 before joining Truist in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and uses a combination of discretionary manager relationships and non-discretionary consulting to implement advice.

Karla Avecillas is a financial advisor at Janney Montgomery Scott with nine years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates, LWM Advisory Services, and LPL Financial. Outside of her advisory work, she owns a tutoring and pet-sitting business. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering comprehensive brokerage, financial planning, and advisory services.

Jiri Iglesias Farinas is a financial advisor with Eagle Strategies (NY Life) based in Miami, FL. He holds Series 66 and Series 63 designations and has two years of industry experience. His prior work includes positions at NYLIFE Securities LLC, New York Life Insurance Company, Family First Life, American Income Life Insurance Company, and Space Coast Credit Union. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional and charitable clients. The firm offers financial planning, investment management, and retirement plan advisory services, emphasizing tailored recommendations delivered through various program types within an integrated New York Life affiliate structure.

Eduardo Navaza is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Santander Securities, Charles Schwab, TD Ameritrade, and SunTrust Investment Services. 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 offers a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a multi-affiliate operating model.

Dorian Gonzalez is a CFP® with 29 years of industry experience and has been with Oppenheimer in Coral Gables, FL since 2007. He holds Series 63 and Series 65 licenses. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs such as portfolio management, consulting, and financial planning. The firm employs varied investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

Sandra Sepulveda is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with Citigroup Global Markets since 2007. 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 and maintains large institutional scale with specialized market roles, including derivatives and futures services.

Francisco Pages is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Nolan Davis is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has previously worked with Hier Group and Vermont National Country Club. Citigroup Global Markets Inc. provides investment advisory, brokerage, and custody services to individual and institutional clients across various wealth segments. The firm offers multi-asset, multi-manager strategies through discretionary and non-discretionary programs and supports complex advisory solutions for high-net-worth clients.

Diego Higuera Cardenas is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes roles at Citibank and Citi International Financial Services LLC since 2016. 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 and operates with in-house research, swap dealer, and futures commission merchant capabilities, catering to both discretionary and non-discretionary client needs.

Aleksandar Simeonov is a financial advisor with Truist Advisory Services based in Miami, FL. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His career includes roles at Truist Investment Services, Bci Securities, and Wells Fargo Clearing. 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 implemented through a combination of discretionary manager relationships and non-discretionary consulting.

Eduardo Franca De Macedo is a Series 66 licensed financial advisor at Citigroup Global Markets with eight years of industry experience. He has worked at Citibank N.A. and Citi International Financial Services LLC since 2017, following a year at XP Securities and three years at the University of Miami. 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 and operates with large institutional scale, including unique market roles such as a swap dealer and futures commission merchant.

Lina Melek is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley and J.P. Morgan Securities LLC. 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 and maintains in-house research and security-pricing activities, supporting both discretionary and non-discretionary investment solutions.

Loraine Urt is a financial advisor at Citigroup Global Markets with Series 66 and Series 63 licenses and two years of industry experience. She previously worked at Banco do Brasil S.A. for seven years before joining Citigroup in 2021. Citigroup Global Markets Inc. 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 swap dealing and futures commission merchant activities.

Maximo Razetti is a financial advisor at Citigroup Global Markets with a Series 66 license and three years of industry experience. He has worked at Citigroup Global Markets since 2022 and previously held positions at Citibank NA in Argentina and Citibank Peru. 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 operates with large institutional scale and provides a broad range of advisory, execution, and custody services, including derivatives and futures capabilities.