Nuria Bonaechea is a Series 65-licensed financial advisor at Klosters Capital with 10 years of experience in the financial industry. She has worked at Klosters Capital since 2016 and previously at Great Properties from 2012 to 2016. Based in Miami, FL, Bonaechea is part of a small team of four advisors at the firm. Klosters Capital provides investment advisory services to both individual and institutional clients, managing approximately $495.6 million in assets as of December 31, 2025. The firm employs an open-architecture, customized investment approach that includes discretionary and non-discretionary portfolio management, sub-advisory work, and private equity advisory, with a distinctive international focus and use of derivatives and private equity deal sourcing.

Lucy Chou is a financial advisor at Luna Partners with seven years of industry experience. She holds a Series 65 designation and has previously worked at Stockbridge Investors, Berkshire Partners, and Goldman Sachs & Co. Luna Partners provides discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities, focusing on U.S. and select foreign equities and related derivatives. The firm employs a concentrated portfolio approach combining qualitative diligence with quantitative modeling to seek absolute, through-cycle returns while aiming to limit permanent capital loss.

Jose Ignacio Garcia Fernandez is a financial advisor at Zink Wealth Solutions LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including Charles Monat Associates, LLC, Vic Wealth Consultants, LLC, and Compagnie Bancaire Helvetic. Outside of his advisory role, he serves as a director for Viaggio WW, LLC, a software development company, and Garnandez SL, an investment-related entity based in Madrid. 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 through model portfolios that incorporate various analytical approaches and invest across multiple asset classes.

Matthew Lapides is a CFP® with 24 years of industry experience, currently serving as an advisor at Ethos Private Wealth. He has worked at Ethos Private Wealth since 2013 and has prior experience with Ethos Capital Solutions and March Capital Corp. Outside of his advisory role, Lapides is involved in several business ventures including publishing children’s books and overseeing a construction company specializing in luxury property remodeling. Ethos Private Wealth is a boutique advisory firm that provides investment supervisory and family-wealth services to individuals, including high-net-worth clients, as well as corporate and institutional clients. The firm constructs customized portfolios using equities, fixed income, options, and alternative investments, employing third-party research and managers to implement asset allocation and risk management strategies.

Joseph Fernandez is a financial advisor with Invenio Wealth Partners, LLC, holding CFP® and Series 65 credentials and five years of industry experience. His prior experience includes over two decades at BNY Mellon, as well as roles at Fieldpoint Private Securities. Outside of his advisory work, he serves as a volunteer board member for 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 strategies, global diversification, and tax-aware techniques in portfolio management.

Steven Snowden is a financial advisor at 1977 Wealth, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining 1977 Wealth, he worked at U.S. Private Wealth, Northwestern Mutual, and has experience in the restaurant industry as part of a Chili's franchise ownership. 1977 Wealth, LLC serves individuals, families, small business owners, and institutional clients by providing personalized financial planning and discretionary investment management. The firm offers family office services, pension consulting including ERISA fiduciary support, and utilizes a broad investment universe with active management and periodic portfolio reviews.

Alejandro Algaze is a financial advisor at Matters Capital LLC with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at SVB Wealth LLC, Green Logistics LLC, and Socione Logistics LLC. Matters Capital is an SEC-registered advisory firm serving high net worth individuals, trusts, estates, and pooled investment vehicles. The firm focuses on fundamental analysis with a long-term investment approach, offering portfolio management, financial planning, and private fund advisory services.

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.

Felipe Marcilio is a financial advisor at Inter Advisors LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Bradesco Investments and HSBC Bank Brazil. Outside of his advisory role, Marcilio serves as president of the Killian Arabesque Homeowners Association and as a trustee for Westminster Christian School. Inter Advisors LLC is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management and financial planning services to high-net-worth individuals, businesses, trusts, and institutional investors. The firm uses a combination of fundamental, technical, and quantitative analysis supported by proprietary and third-party research to guide asset allocation, risk management, and regular portfolio rebalancing.

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.

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. in Miami, FL, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Eurocapital Advisors since 2003. In addition to his advisory role, he serves as Vice President in Private Banking at Banco Santander Central Hispano Internacional. Eurocapital Advisors provides portfolio management and financial planning services primarily for high-net-worth individuals, families, trusts, estates, and charitable organizations. The firm manages a small client base, offering discretionary and non-discretionary account management, and is notable for its substantial non-U.S. client footprint and formal affiliations with overseas advisory and fund entities.

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 at Greenwood Family Advisors LLC with 20 years of industry experience. He previously worked at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities Inc, totaling 15 years in those roles. Outside of his advisory work, Mr. Anllo serves as a Director and President of Bay Consultants Inc., a consulting firm unrelated to investment services. Greenwood Family Advisors provides family-office-style, non-discretionary investment advisory services to a select group of high-net-worth individuals, families, and related entities. The firm manages approximately $327.1 million in assets, focusing on customized asset allocation, consolidated reporting, and coordination among multiple financial intermediaries.