Joseph Fernandez is a CFP®-designated financial advisor with six years of industry experience. He currently serves at Invenio Wealth Partners, LLC and previously worked at Fieldpoint Private Securities, LLC and BNY Mellon, N.A. Since 2019, he has been a volunteer board member of the Miami Dade College Foundation. Invenio Wealth Partners provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, small businesses, and institutional retirement plans. The firm emphasizes retirement-plan fiduciary work and trustee consulting, utilizing a mix of active and passive investment strategies with global diversification and tax-aware techniques.

Steven Snowden is a financial advisor at 1977 Wealth, LLC in Miami, FL, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at C2C Private Wealth, U.S. Private Wealth, and Northwestern Mutual. He has also been involved in franchise operations and spent time at Pennsylvania State University. 1977 Wealth, LLC serves individuals, families, small business owners, pension and profit-sharing plans, trusts, endowments, estates, and charitable organizations by providing personalized financial planning, discretionary investment management, family office services, and pension consulting. The firm combines fundamental and technical research in an active management approach and offers a broad investment universe alongside ERISA fiduciary support and sub-advisory services.

Alejandro Algaze is a financial advisor at Matters Capital LLC with seven years of industry experience. He holds Series 65 and Series 66 designations and previously worked at SVB Wealth LLC, Green Logistics LLC, Socione Logistics LLC, and Valley Financial Management, Inc. Matters Capital provides wealth management, financial planning, and investment consulting services primarily to high-net-worth individuals, trusts, estates, and privately offered pooled investment vehicles. The firm employs a fundamental analysis approach focused on long-term portfolio construction using a mix of mutual funds, ETFs, alternative investments, and individual securities, serving a concentrated client base that includes a significant non-U.S. presence.

Andres Sanchez Diez is a financial advisor at Dragus Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Banco Sabadell since 2015. Outside of his advisory role, he manages Polsan Capital Group LLC, a real estate management business based in Miami. Dragus Capital provides discretionary and non-discretionary investment management, wealth-planning, and consulting services primarily to individuals, families, companies, and institutions from Latin America and Europe. The firm focuses on capital preservation and long-term growth, tailoring portfolios to clients’ risk tolerance and time horizon, and offers specialized cross-border wealth-preservation services for non-U.S. persons.

Ana Harris is a CFP® professional with 17 years of industry experience. She has been with Cela Advisors since 2008. In addition to her financial advisory role, she practices as an attorney-at-law, dedicating a portion of her time to legal services. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management for individuals, trusts, foundations, and small businesses, generally serving clients with substantial household investable assets. The firm employs a data-driven investment approach combining fundamental and technical analysis, utilizing core-and-satellite allocations with low-cost index funds and ETFs, and emphasizes downside risk management through portfolio tilts.

Jason Estrada is an investment advisor with Sardona Global Advisors LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Holistic Brokerage, LLC, Holistic Asset Management, LLC, and StoneX Group, Inc. He is based in Miami, FL. Sardona Global Advisors manages discretionary portfolios for individuals and entities, providing services that include private placement advice and fund administration. The firm employs a multi-asset, multi-style investment approach tailored to each client and offers capabilities such as third-party sub-advisory and private fund services typically found at larger firms.

Agustin Etcheverry is a financial advisor with Shellman Investment Management, LLC in Coral Gables, FL. He holds the Series 65 designation and has three years of industry experience. Prior to his current role, he worked at Shellman S.A. and held positions at Universidad de Montevideo and The British Schools. Shellman Investment Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm utilizes model portfolios comprised of mutual funds, ETFs, and international investment companies, emphasizing long-term asset allocation guided by JP Morgan’s Long Term Capital Market Expectations.

Francisco Alcalde Vega is a financial advisor at Inversiones SURA with a Series 65 designation and one year of industry experience. He has worked at SURA Servicios Profesionales SA since 2023 and previously held roles at Corredores de Bolsa SURA SA from 2017 to 2023. He also worked at Universidad San Sebastian from 2011 to 2017. Inversiones SURA Corp. serves individual clients, families, companies, and charitable organizations by providing discretionary and non-discretionary portfolio management, investment consulting, and implementation of model portfolios. The firm uses optimized model portfolios based on risk-adjusted returns and primarily selects mutual funds and ETFs, with tactical asset-allocation adjustments to reflect market conditions.

Pablo Alonso is a financial advisor at Eurocapital Advisors, Inc with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Eurocapital Advisors since 2003. Outside of his advisory role, he serves as Vice President in Private Banking at Banco Santander Central Hispano Internacional. Eurocapital Advisors, Inc provides investment advice and wealth management services primarily to high-net-worth individuals, families, trusts, estates, and charitable organizations. The firm manages approximately $103.6 million, focusing on larger account sizes and operating mainly on a non-discretionary basis using fundamental analysis and modern portfolio theory.

Miguel Cebolla Tomas is a financial advisor at Zink Wealth Solutions LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and BBVA Wealth Solutions. Outside of advisory work, he serves as president of a homeowners association nonprofit and holds senior advisory roles in water treatment and food safety businesses. Zink Wealth Solutions LLC provides advisory services primarily to high net worth individuals, pooled investment vehicles, and corporations. The firm offers discretionary portfolio management and financial consulting using model portfolios that incorporate technical, fundamental, cyclical analysis, and modern portfolio theory across a broad range of investment instruments.

Jason Stiles is a financial advisor at Impact Advising with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at CDR Health, Nicklaus Children's Health System, Florida International University, and the U.S. Department of Justice. Impact Advising offers internet-based financial education and guidance, using online questionnaires and live sessions to create individualized investment plans and provide ongoing financial coaching. The firm’s approach emphasizes lifecycle analysis, proprietary assessment tools, age-appropriate asset allocation, and long-term dollar-cost averaging, delivering advice via subscription access and website content without custody of client assets.

Juan Cortes Uribe is a financial advisor at Tudor Advisors LLC with a Series 65 designation and three years of industry experience. His career includes roles at Tudor Advisors, Tudor Securities, Corredores Davivienda, Itau Comisionista, and Helm Bank Cayman. Outside of finance, he is a partner in WIT Soccer LLC, which offers soccer fundamentals classes for children ages 2 to 12. Tudor Advisors provides investment advisory services to individuals, trusts, charitable organizations, and corporate entities. The firm manages approximately $40.2 million across about 72 client relationships, using fundamental and cyclical analysis alongside long-term purchase strategies, with a focus on both discretionary and non-discretionary portfolio management.

Ajit Ajmani is a financial advisor at PAR5 Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at A.G.P. / Alliance Global Partners and Aegis Capital Corp. Ajmani is also involved with AJMONSTER LLC, a Delaware company created to hold ownership in Par5 Capital & Co, LLC. PAR5 Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, and certain corporations. The firm tailors strategies using fundamental and technical analysis and offers both discretionary and non-discretionary account management.

Alexandra Rodriguez is a financial advisor at Tudor Advisors LLC in Miami, FL. She holds a Series 66 designation and has over eight years of industry experience, including roles at Corredores Davivienda and Banco Davivienda. Since 2025, she has been with Tudor Advisors and its affiliated broker-dealer, Tudor Securities. Tudor Advisors provides investment advisory services to individuals, trusts, charitable organizations, and corporate entities. The firm focuses on tailored portfolio management using fundamental and cyclical analysis with long-term strategies, serving approximately 72 clients and managing around $40.2 million in assets.

Jonathan Cameron is a CFP® professional with 17 years of industry experience. He has worked at Camerondowning, Inc. since 2014 and was previously with Origin Financial from 2021 to 2023. In addition to his advisory role, he is a licensed insurance agent. Camerondowning, Inc. serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, incorporating a range of investment options including cryptocurrencies and non-fungible tokens. The firm operates under a fiduciary standard and offers specialized crypto asset planning and education integrated into its investment approach.

Carlos Anllo II is a financial advisor with Greenwood Family Advisors LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities Inc. Mr. Anllo also serves as a Director and President of Bay Consultants Inc., a consulting firm unrelated to investment activities. Greenwood Family Advisors provides family-office-style, non-discretionary investment advisory services to a select group of high-net-worth individuals and families, including both U.S. and non-U.S. clients. The firm focuses on customized asset allocation, consolidated reporting, and coordination among multiple financial intermediaries, managing significant assets without discretionary trading authority.

Jennifer Taub is a CFP® with 22 years of industry experience, currently serving as an advisor at Shaw Financial Solutions LLC since 2024. Her prior experience includes roles at Precise Investment Management, Inc., Insight Securities, Inc., and Ameriprise. Shaw Financial Solutions, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm combines fundamental and technical analysis in a long-term trading approach while tailoring programs with written Investment Policy Statements and accommodating client restrictions when appropriate.

Christina Hudson is a financial advisor at Invenio Wealth Partners, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at BNY Mellon Wealth Management for 22 years and Fieldpoint Private Securities, LLC for two years. Outside of her advisory role, she serves as a board member for Zoetic Stage, a live theater organization in Miami. Invenio Wealth Partners provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, small businesses, and institutional retirement plans. The firm emphasizes retirement-plan fiduciary work and trustee consulting, employing a blend of active and passive strategies with global diversification and tax-aware techniques.

Ernesto Del Rio is a financial advisor at Lynx Advisory Partners with four years of industry experience. He holds a Series 65 designation and has worked previously at Ceres Global Advisory Inc., Credit Agricole Corporate & Investment Bank, and Banco Santander International. Outside of advising, he is a passive shareholder in a Mexican real estate investment company. Lynx Advisory Partners serves high-net-worth individuals, trusts, family offices, and institutional clients with discretionary and non-discretionary separately managed accounts, financial planning, and portfolio implementation. The firm employs a disciplined investment process combining macroeconomic research with fundamental and technical analysis, catering to both domestic and international clients.

Christopher Cercy is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Fierce Financial Group LLC, where he has worked since 2018. Prior to that, he was with FormulaFolio Investments, Retirement Wealth Advisors, and Maestro Wealth Advisors. Fierce Financial Group is a small, advisor-supported registered investment adviser specializing in customized investment management for high-net-worth individuals, families, and trusts. The firm offers Active, Passive, and Hybrid strategies with portfolios managed on a discretionary basis, focusing on individualized service and low-cost implementation.