Camelia Gelabert Nunez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has worked with Truist Investment Services since 2018 and has prior experience at BB&T Securities and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting. The firm incorporates AI-enabled tools in its research and maintains an integrated operating model involving affiliated broker-dealers and banks.

Ronald Rosario is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities and Edward Jones. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with comprehensive oversight and integrates institutional-scale resources and market roles that differentiate it from smaller advisory firms.

Kara Livesey is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds the Series 66 designation and has worked at Citi since 2017, following prior roles at J.P. Morgan Securities LLC and Merrill. 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 through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Paul Padron is a financial advisor with Citigroup Global Markets in Coral Gables, FL, holding Series 63 and Series 66 credentials and having 34 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 a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains institutional scale with in-house research, swap dealer status, and bespoke discretionary solutions for large relationships.

Christian Riera is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its institutional scale and involvement in derivatives, futures, and specialized lending solutions.

Justin Gradolf is a financial advisor with Goldman Sachs Wealth Services in Miami, FL, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Sandbox Financial Partners LLC, Cambridge Investment Research Advisors, and Ohio National Financial Services. Goldman Sachs Wealth Services serves a diverse client base, including individual investors from non‑high-net-worth to high-net-worth, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and integrated resources across the broader Goldman Sachs network.

Joseph Velit Carnero is a financial advisor with Sanctuary Advisors, LLC holding a Series 65 designation. He has worked in financial services and related industries since 2012, including positions at Rimac Seguros and Reaseguros, Credicorp Capital, and Grupo Duoma and Peru Commercial Company. Carnero has been with Sanctuary Advisors and its affiliated entities since 2024. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and access to various managed account platforms, employing a range of analytical approaches and fiduciary 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.

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 three years of industry experience. His prior work includes roles 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, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

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 financial advisor at Oppenheimer with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 registrations. His prior work includes roles at Morgan Keegan & Company, LLC and Union Planters Investment Advisors, Inc. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary strategies.

Michael Costa is a Series 66-registered financial advisor with 13 years of industry experience. He is affiliated with OSAIC Institutions, Inc. and holds concurrent roles as a private banker at Popular Bank and Infinex Financial Group, where he manages client relationships and services accounts. His prior experience includes positions at IDB Capital Corp., Israel Discount Bank of New York, Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Bank NA, and Northwestern Mutual Investment Management. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer model that combines firm supervision with independent account management.

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.

Scot Hunter is a financial advisor at Corient with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Emfo, LLC, CPS Partners, LLC, and Emerald Asset Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

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.