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 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.

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.

Jason Laing is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with SunTrust Advisory Services since 2016 and has worked at Suntrust Investment Services, Inc. since 2003. Outside of his advisory role, he serves as a consultant for Phoenix Rising AI, which develops artificial intelligence digital agents for automotive industry sales leads. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies supported by third-party platforms and manager arrangements, emphasizing integration across its affiliated entities.

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 five years of industry experience. She holds a Series 66 designation and has previously 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 wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

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.

Brianna Cook is a financial advisor with Empower Advisory Group holding a Series 66 designation and two years of industry experience. She has worked at Empower Financial Services, Equitable Advisors, and NYLIFE Securities. Outside of financial services, she is the CEO of IoTeeDom, a consulting and information technology firm, and serves as a director of the nonprofit organization The Voices for Peace Ghana. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model linked to its administrative platforms and offers point-in-time financial plans alongside managed account options.