Andreas Cafatti is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Morgan Stanley, Harbor Ithaka LLC, Deloitte, and BlackStreet Management. He also has experience working with UCLA and Nido de Aguilas. 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 specialized market roles, providing discretionary and non-discretionary strategies that include exposure to traditional and alternative investments.

Yudit Silveira is a financial advisor with Eagle Strategies (NY Life) based in Miami, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has worked with Silveira Financial Group LLC, Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. She is also involved in insurance brokering, operating under Silveira Financial Group LLC to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, focusing primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Ximena Goni is a financial advisor at Oppenheimer with 10 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer & Co. Inc. since 2016. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs diverse investment approaches across its programs, managing approximately $36.7 billion in assets as of the end of 2025.

Jeremy White is a CFP®-certified financial advisor with 22 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC in Miami, FL. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and previously worked at Lincoln Financial Advisors from 2008 to 2016. Integrated Wealth Concepts serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach using customized portfolios and a combination of internal management and third-party asset oversight.

Santiago Botello is a financial advisor with Citigroup Global Markets holding a Series 66 designation. He has been with Citigroup since 2024 and has not yet accrued industry experience prior to joining the firm. His background includes four years at the University of Florida and seven years of combined experience in educational roles before entering the financial sector. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is noted for its large institutional scale and unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Joshua Vinson is a Series 65 licensed financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He previously worked at Envoy Advisory Inc. and United Health Group, and he is also Senior Director of Clinical Pharmacy and Quality and acting Director of Pharmacy at One Infusion Pharmacy LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs, financial planning, and retirement plan consulting services. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, offering discretionary and non-discretionary account options and managing billions in assets under management.

Thomas Paz is a financial advisor with Janney Montgomery Scott in Miami, FL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He worked at Raymond James & Associates for 14 years before joining Janney Montgomery Scott in 2017. Outside of his advisory role, he serves as Quality Assurance Chair and Membership Committee member for the Miami chapter of Business Network International (BNI) University, overseeing new member admissions. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, financial planning, consulting, and advisory programs.

Daniel Zylberberg is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with an institutional scale and unique market roles, including research, derivatives, and futures services.

Roberto "Tucker" Lopez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Citigroup since 2017 and previously worked at SunTrust Investment Services, Inc. from 2013 to 2017. 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 both discretionary and non-discretionary programs.

Samira Sharmouj is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Reynaldo Polanco is a financial advisor with Citigroup Global Markets holding a Series 66 designation and 18 years of industry experience. He has worked at various Citi entities since 2013, including Citibank NA and CITI International Financial Services LLC. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs that utilize multi-asset, multi-manager strategies. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant services.

Jose Mã¡Rquez Jaramillo is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and previously worked at Santander Private Banking International for nine years. 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 unique market roles, including in-house research and derivatives services, and provides customized solutions for high-net-worth clients.

Nicole Gonzalez is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She has held roles at Citibank/Banamex from 2013 to 2016 before joining Citigroup in 2016. Gonzalez holds Series 63 and Series 66 credentials and is based in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Antonio Ponte is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His background includes positions at Citigroup Global Markets and Network Advisors, as well as prior roles outside the industry, including at PricewaterhouseCoopers and Chipotle Mexican Grill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs that utilize multi-asset, multi-manager strategies through both discretionary and non-discretionary approaches. The firm combines large institutional scale with specialized market roles and proprietary research functions.

Carlos Torres George is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Citibank NA since 2017 and at CITI International Financial Services LLC since 2014. Outside of his advisory role, he is involved as president and owner of TH Investment Group LLC, a company engaged in the buying and selling of properties. Citigroup Global Markets serves individual and institutional clients across various wealth segments through a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and manages complex market roles including derivative and futures services, leveraging large institutional scale and in-house research capabilities.

Willem Smit is a financial advisor at Citigroup Global Markets with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees, and is notable for its large institutional scale and unique market roles, including operating as a swap dealer and futures commission merchant.

Oui Coulson is a financial advisor at Oppenheimer with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2024, Coulson worked at First Horizon Advisors and Morgan Stanley, including its Private Bank division. Oppenheimer serves a diverse client base ranging from individual investors to corporations and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic and tactical asset allocation and provides both discretionary and non-discretionary management programs.

Allan Zucker is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Principal Life Insurance Co., MML Investors Services, Prudential Insurance Company of America, and MassMutual. Outside of finance, he is a partner in Value Reactor, LLC, an affiliate marketing company specializing in performance-based lead generation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Ronald Teasdale is a CFP® professional with 34 years of industry experience, currently serving at Truist Advisory Services since 2016. He has also been affiliated with Truist Investment Services since 1999. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Brianna Lastra is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Her prior work includes roles at Equitable Advisors, Belpointe Asset Management LLC, Anthem Advisors, and teaching positions at Florida International University and Miami Dade College. Outside of advising, she is also active as a real estate agent with Florida Realty of Miami. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm’s approach includes strategic asset allocation, manager selection, and a mix of mutual funds, ETFs, fixed income, and equity strategies tailored to client objectives.