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.

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.

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.

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.

Jonathan Ormaza is a financial advisor at OSAIC Institutions, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including JP Morgan and Truist Advisory Services. Outside of advising, he is independently contracted with Servitodos, LLC, a car rental service provider affiliated with Turo. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Luis Perez Martinez is a Series 66-credentialed advisor at Truist Advisory Services with one year of industry experience. Prior to his current role, he held positions at Truist Bank and Truist Investment Services, as well as experience in the healthcare and parking systems sectors. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary strategies supported by inter-affiliate integration among its broker-dealer and bank affiliates.

Dustin Young is a CFP® with 19 years of experience in the financial industry. He has worked at Janney Montgomery Scott since 2020 and previously held roles at Ameriprise Financial Services, JHS Capital Advisors, and Young, Stovall and Company. Janney Montgomery Scott LLC 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, offering a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Michael Carballo is a financial advisor with GWN Securities Inc. in Hialeah, FL, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He previously worked at Independent Financial Partners and Mass Mutual Investors Services. Outside of his advisory role, Carballo has professional experience as a Jai-Alai player and serves as a firefighter with the Coral Gables Fire Department. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs and financial planning, employing both affiliated and unaffiliated sub-advisers with portfolio strategies that include market-timing and momentum-based approaches.

Leopoldo Brauer is a financial advisor with Eagle Strategies (NY Life) based in Miami, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His work history includes roles at NYLIFE Securities LLC, New York Life Insurance Co, Apex Insurance Solutions, and prior experience in realty and creative concept businesses. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and operates primarily with non-discretionary assets within an integrated New York Life affiliate structure.

Arturo Ruiz is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. He has been with SunTrust Advisory Services since 2016 and has worked at SunTrust Investment Services since 2014. Outside of finance, he is the CEO of a company that maintains and repairs semi trucks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program implemented through discretionary manager relationships and third-party platforms.

Marcel Diaz is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities and PNC Investments. 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, providing a broad range of advisory, execution, and custody services.

Michael Montes De Oca is a financial advisor at Citigroup Global Markets with one year of industry experience and holds the Series 66 designation. He has worked at Citibank N.A. since 2010. 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 with internal standards and oversight committees to select and monitor managers, and it operates at a large institutional scale with specialized market roles and arrangements.

Altagracia Pastor is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 1999. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools to administer its AMC Advantage program and manage ongoing due diligence.

Karl Ernst Jr. is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, Wells Fargo Clearing, and Janney Montgomery Scott since 2019. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Sandra Mahecha is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has worked at Citigroup since 2019 and held various roles at HSBC Bank USA and HSBC Securities since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a swap dealer and futures commission merchant.

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.

Maykel Barrios is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank spanning nearly two decades before joining Truist in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management strategies supported by third-party platforms and a dedicated equity research team.

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.

Francisco Pages is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 designations and possessing 25 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research, swap dealing, and futures commission merchant activities.