Aleksandar Simeonov is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Wells Fargo Clearing and Bci Securities. Simeonov is based in Miami, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with consulting supported by third-party platforms, and uses AI-enabled research tools alongside supervisory oversight to manage its investment programs.

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 financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citibank N.A. and Citi International Financial Services LLC since 2017, following a brief tenure at XP Securities and a prior role at the University of Miami. Citigroup Global Markets serves individual and institutional clients through its comprehensive wealth management and advisory programs, employing multi-asset, multi-manager investment strategies and maintaining significant institutional capabilities including in-house research and specialized market roles.

Lina Melek is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. She has previously worked at Morgan Stanley, J.P. Morgan Securities, and other financial and corporate firms. Lina’s background includes roles outside traditional finance, such as positions in hospitality staffing and fashion retail. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a variety of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles that differentiate it from peers.

Loraine Urt is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 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 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 internal oversight and provides specialized services including derivatives and futures trading.

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.

Jericho Borges is a financial advisor at Citigroup Global Markets Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, HSBC Securities (USA) Inc., and Charles Schwab. Borges 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 utilizes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Elio Rey is a financial advisor at Truist Advisory Services in Miami, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Truist Investment Services, Regions Bank, and CitiBank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Morgane Eyraud is a financial advisor at Guardian Life with the ChFC® designation and a Series 66 license, holding five years of industry experience. She has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2021. Outside of advising, she works as an administrative assistant on weekends and serves as a trustee for a family bakery's 401(k)/profit-sharing plan. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs and third-party solutions.

Fernando Pou is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and has held roles at multiple firms including Insight Securities Inc. and UBS International Inc. Outside of his advisory work, he serves as Senior Vice President at Passerelle Solutions, where he focuses on life insurance solutions. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring based on fundamental analysis and Modern Portfolio Theory, offering both advisory and digital program solutions.

Sady Lorente is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup since 2014. 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 through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Sarah Villalobos is a financial advisor at Farther in Miami, FL, holding Series 63 and Series 65 licenses with two years of industry experience. She previously worked at Goldman Sachs for two years before joining Farther. Outside of finance, she has experience working in the restaurant industry. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, individual equities, and fixed income.

Michelle Grillone is a financial advisor at Mariner with 14 years of industry experience and holds a Series 65 credential. She previously worked at Singer Xenos Securities Corp and Physicians Investment Advisors from 2001 to 2019. Outside of her advisory work, she serves as the Administrative Director for the Kadampa Meditation Center Miami and is a board member and treasurer of 305 Pink Pack. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios combined with in-house research and third-party managers, and offers integrated tax, family office, and financial wellness services.

Joseph Beck is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds a Series 66 designation. Citigroup Global Markets serves individual and institutional clients across a variety of 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, supported by internal research and oversight committees.

Gisselle Balza is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. She holds the Series 65 and Series 66 designations and previously worked at Morgan Stanley, Brickell Global Advisory, Inc., and Stanford Group Company. Outside of her advisory role, she is an owner and director of Summit Peak LLC, a services firm in Diagonal Investment Office. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors through more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting with a variety of investment approaches and acts as a fiduciary under written advisory agreements.

Kenneth Fletes is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA before joining Truist. He also owns an e-commerce business, Fletes and Company LLC, based in Miramar, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches, supported by AI-driven research and multiple inter-affiliate service arrangements.

Mauricio Llamosas is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale and specialized market roles, including in-house research and futures commission activities.

Oswaldo Caldera is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 13 years of industry experience. He has been with Citibank since 2011, totaling 15 years at the firm. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and trading capabilities.

Leonardo Stivelman is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2021. Prior to Citigroup, he spent a decade at Deutsche Bank Securities Inc. He is also a member of Sole 1108 LLC, a condo hotel investment in Sunny Isles Beach, Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and provides both discretionary and non-discretionary programs, leveraging its institutional scale and unique market roles.

Steven Tonkinson is a CFP® professional with 23 years of industry experience, currently serving with Commonwealth Financial Network since 2011. He is also co-owner of Tonkinson Financial, a financial advisory firm he has operated since 2007. Tonkinson serves as treasurer and part-owner of The Tonkinson Foundation, a family foundation focused on charitable donations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and a range of investment options tailored to client goals and risk tolerance.