Miguel Zulueta is a financial advisor at Principal Financial Services with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Primerica Advisors and Guardian Life Insurance Co. Zulueta is also the owner of Summit Financial & Investments Services and serves as president of Adelante Vida Holding LLC, a non-profit entity established to hold the trademark for a future mental health awareness foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Millene Gomez Neumayr is an investment advisor at HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 65 licenses with five years of industry experience. Her prior roles include positions at JPMorgan Chase Bank NA and Banco do Brasil S.A. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, offering both discretionary and client-directed portfolio management options. The firm utilizes a risk-profile-based investment process supported by HSBC Global Asset Management and third-party providers.

Ander Urkidi Crespo is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at OpusCare and Avanza Sports, and has a background that includes time at Barry University. 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 with extensive internal oversight and provides both discretionary and non-discretionary solutions, including exposure to alternative and digital-asset products.

Andres Sarria is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and 10 years of industry experience. He has been with Citibank N.A. since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Edith Caceres is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 66 designations and bringing 29 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 execution services. The firm employs multi‑asset, multi‑manager strategies through discretionary and non‑discretionary programs and operates with large institutional scale alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

William Gilchrist is a financial advisor with Oppenheimer, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Capitas Financial, Altman Advisors, and Florida State University. He serves on the board of the Badu Foundation, contributing to financial literacy and empowerment programs for youth, and is CEO of a marketing services company targeting small and midsized businesses. Oppenheimer provides advisory and execution services to individuals, corporations, pooled vehicles, and retirement plans, offering a variety of portfolio management and consulting programs that incorporate both discretionary and non-discretionary approaches.

Katharina Murano is a financial advisor with Citigroup Global Markets, holding the Series 66 designation and bringing 10 years of industry experience. She has been with Citi Group since 2016. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Laura Dominguez is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2019. Prior to her advisory role, she worked for the University of Florida and spent sixteen years at St. Thomas the Apostle and Our Lady of Lourdes Academy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting both discretionary and non-discretionary client solutions.

Manuel Alvarez Fernandez is a Series 66–licensed financial advisor with Citigroup Global Markets in Miami, FL, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he is involved in managing multiple real estate rental properties in the Miami area. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees and offers both discretionary and non-discretionary programs including separately managed accounts, mutual funds, ETFs, and alternative investments.

Bruno Peraza is a financial advisor with Independent Financial Group, LLC, holding Series 63, 65, and 66 credentials and 24 years of industry experience. He has worked at firms including Cetera, Summit Financial Group, and Raymond James Financial Services. He is the owner of Peraza Wealth Management and president of Peraza Global Wealth Strategies, both financial services businesses. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services with a mix of in-house and third-party investment models, operating as both a registered investment adviser and broker-dealer.

Kaleb Fontenot is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. His prior roles include positions at Mariner Platform Solutions, Rolling Hills Advisors, and Turner Industries. Outside of his advisory work, he was involved with the Jambalaya Shoppe for five years. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through customized investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and offers integrated tax services and administrative family office capabilities.

Radames Abreu is a CFP® professional with three years of experience in financial advising at Brookstone Capital Management LLC. He has been president and agent of Forte Insurance Professionals Associates since 2000 and also works as a business consultant advising owners on operational efficiency and performance. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Ricardo Pertierra is a financial advisor with Integrity Alliance, LLC, holding Series 66 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Integrity Alliance since 2016 and has been involved with Principal Protection Corp. since 2005. Outside of his advisory role, he is president and owner of Capital Protection Group, a firm that sells fixed annuities, life insurance, and long-term care insurance. Integrity Alliance is a large advisory network serving a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, with investment advice delivered through various managed account platforms and approaches.

Giovanni Cardenas is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 17 years of industry experience. He has been with Citigroup Global Markets since 2009, based in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research, security-pricing capabilities, and unique market roles such as swap dealer and futures commission merchant.

Joaquin Alvarez Menendez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2006. Outside of his advisory role, he is a shareholder and manager of Magic Dolphin Properties LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and manages both discretionary and non-discretionary portfolios, including exposure to alternative and digital-asset products.

Sergio Fitzgerald Baez is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and three years of industry experience. He has worked at Citigroup since 2019, following two years at Wells Fargo and a prior role with LATAM Airlines Group. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and internal standards to select and monitor investment managers, combining large institutional scale with specialized market roles.

Ana Claudia Ribeiro is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 63 and Series 66 designations. Her work history includes multiple roles within Citigroup and prior experience at Banco do Brasil Securities LLC and Itau International Securities Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains unique market roles such as security-based swap dealing and futures commission merchant activities.

Diego Molano is a financial advisor with HSBC Securities (USA) Inc. in Miami, FL, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. He has worked at various entities within the HSBC group since 2011. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation across several risk profiles, utilizing both discretionary and non-discretionary program options supported by affiliated and third-party providers.

Jorge Gonzalez is a CFP® professional with 12 years of industry experience, currently affiliated with AE Wealth Management, LLC. He has been involved with Synergy Elite Wealth Management LLC and Synergy Financial Strategies, Inc. for over eight and fifteen years respectively, and maintains an ownership role in JCP Ventures, LLC, which engages in real estate investments. AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting services to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes a platform-focused approach with discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Motaz Ashri is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and BNY Wealth. Outside of finance, he has been involved in the entertainment industry as the owner and managing member of Nightlife District LLC, overseeing venue relationships, sound engineering, and venue design. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and services such as portfolio management, consulting, and financial planning. The firm employs a range of investment strategies and provides both execution and advisory support to institutional and unaffiliated advisors.