Eddy Park is a financial advisor with Premia Global Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Premia Global Advisors since 2016 and previously held roles at Merrill and Global Investor Services. He is currently also associated with Rose Capital Advisors, LLC. Premia Global Advisors provides discretionary and non-discretionary investment and wealth advisory services to high-net-worth individuals and institutional clients. The firm emphasizes a long-term investment approach using fundamental and technical analysis and manages customized portfolios that include a range of asset classes with risk-management tools, serving a notable non-U.S. client base including Latin America and the Caribbean.

Jorge San Roman is a financial advisor with Puente Asesoramiento de Inversiones, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Santander Securities, LLC and Santander International Private Banking for over nine years. Puente Asesoramiento de Inversiones LLC provides discretionary and non-discretionary asset and portfolio management and investment advice to institutions, corporations, and high-net-worth clients. The firm combines third-party macroeconomic research with internal due diligence to construct diversified portfolios across multiple asset classes and employs strategies that may include hedging, leverage, derivatives, and emerging-market exposures.

Frank Estevez is a financial advisor at Noctua International WMG, LLC with a Series 65 designation. He has prior experience practicing law, including nine years at The Estevez Law Firm PA and a year at Quintairos Prieto Wood & Boyer PA. Estevez has been with Noctua Partners since 2026. Noctua International WMG, LLC provides discretionary and non-discretionary investment management, financial planning, and family-office services primarily to high-net-worth individuals and corporate clients. The firm’s investment approach integrates top-down macro asset allocation with bottom-up security selection across multiple asset classes and offers customized portfolio solutions along with pooled investment vehicles.

Sol Villalobos is a financial advisor at Cela Wealth Management with four years of industry experience. He holds a Series 65 credential and has worked at the A2 Law Office, P.A. since 2022, where he serves as a legal assistant drafting trusts and wills. Prior to his advisory role, he spent eight years with the Poder Judicial de la Nacion-Camara Nacional de Apelaciones Comer. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management to individuals, trusts, foundations, and small businesses, focusing on higher-net-worth households. The firm uses a data-driven investment process combining fundamental and technical analysis with a core-and-satellite approach featuring low-cost index ETFs and tactical satellite positions.

Nuria Bonaechea is a financial advisor at Klosters Capital with Series 65 credentials and ten years of experience. She has been with Klosters Capital since 2016 and previously worked at Great Properties from 2012 to 2016. Klosters Capital is an SEC-registered investment adviser serving a limited roster of individual and institutional clients with customized portfolio management, family wealth consulting, private equity advisory, and other services. The firm uses an open-architecture investment process incorporating technical and fundamental analysis and employs artificial intelligence tools under a documented governance policy.

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 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 with 4 years of industry experience, currently with 1977 Wealth, LLC. He holds the Series 63 and Series 65 designations and has prior experience at firms including C2C Private Wealth, U.S. Private Wealth, and Northwestern Mutual. His background also includes a brief role with a Chili’s franchise and work associated with 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 and discretionary investment management. The firm’s investment approach includes fundamental and technical research combined with active management across a broad investment universe, along with specialized services such as pension consulting, family office support, and ERISA fiduciary services.

Alejandro Algaze is a financial advisor at Matters Capital LLC with seven years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at SVB Wealth LLC and several logistics firms. Matters Capital provides discretionary and non-discretionary wealth management, financial planning, and investment consulting primarily to high-net-worth individuals, trusts, estates, and privately offered pooled investment vehicles. The firm focuses on fundamental analysis and long-term portfolio construction using a mix of low-cost mutual funds, ETFs, alternative investments, and selective individual securities.

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 advisor at Sardona Global Advisors LLC with Series 63 and Series 65 credentials. He has been in the industry since 2025, holding prior roles at firms including Holistic Brokerage, LLC and StoneX Group, Inc. Sardona Global Advisors is a state-registered investment adviser managing discretionary portfolios primarily for individuals and entities. The firm employs a multi-asset, multi-style, multi-manager approach and offers services such as private placement advisory and private fund administration, maintaining a small client base alongside capabilities typical of 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.