Joseph Tribuiani is a CFP® and Series 66-registered advisor at Evensky & Katz/Foldes Wealth Management with four years of industry experience. He previously worked at Raymond James & Associates, Tribuiani Asset Management, and Wells Fargo Advisors. His background also includes roles in education at Boston College and Seacrest Country Day School. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a core-and-satellite equity approach with emphasis on tax- and cost-efficient portfolio management supported by comprehensive financial planning and consulting services.

Reynaldo Hellmund is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Citi Private Bank for seven years and at HSBC Bank USA and HSBC Securities from 2016 to 2018. Hellmund is the owner of Alpha Draco LLC, an investment vehicle focused on personal investments in non-public companies. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios combined with individualized advisor-led constructions. The firm’s approach includes global asset classes and emerging-market exposures, with a notable cross-border component involving affiliated entities and offshore funds.

Felipe Torres is a financial advisor at Snowden Capital Advisors LLC with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Snowden Lane Partners, Creand Securities, and Credit Andorra Panama. He is based in Coral Gables, FL. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities, offering a range of investment tools and managing relationships with multiple custodians and third-party managers.

Dominick Molinari is a financial advisor at Snowden Capital Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2018, following two years at Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial and estate planning services. The firm combines multi-team scale with institutional capabilities and employs a range of investment tools, including mutual funds, ETFs, alternatives, and fixed income strategies.

Taylor Gang is a CFP® professional with 19 years of industry experience, currently serving at Evensky & Katz/Foldes Wealth Management since 2014. Prior to that, Taylor worked at Brightscape Investment Centers. Outside of advising, Taylor is CEO and owner of a strategic case management business, NORTHSTAR SERVICES LLC, and also manages tax and financial matters for other private entities. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm employs a comprehensive planning process supported by a written Investment Policy Statement and uses an equity core-and-satellite portfolio management approach emphasizing tax efficiency and a combination of index, ETF, and alternative investments.

Oscar Vega is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with CreativeOne Wealth, formerly Change Path LLC, since 2017. In addition to his advisory role, he is an investor involved in condo conversion projects. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies.

Michael Hoeflinger is a CFP® professional with 28 years of experience in the financial services industry. He has been with Evensky & Katz/Foldes Wealth Management since 2014 and has worked concurrently at Foldes Financial Management since 2008. Prior to that, he spent 16 years at Ingham Retirement Group. Evensky & Katz/Foldes Wealth Management is a fee-only fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a comprehensive planning process and an equity core-and-satellite portfolio management approach focused on cost efficiency and tax-aware strategies.

Ruben Millares is a CFP® and PFS™ credentialed advisor at Arax Advisory Partners with 17 years of industry experience. He previously managed Millares Asset Management, LLC for over two decades and worked at Millares & Company, Inc. Millares is involved in non-investment real estate ventures through several managing member roles. Arax Advisory Partners is a multi-team wealth management firm serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers comprehensive financial planning and portfolio management services, employing internal and third-party asset management strategies combined with tailored asset allocation to meet client objectives.

Jennifer Angell is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. She holds the CFA® designation and a Series 65 license. Prior to joining RFG Advisory in 2026, she worked at Payne Capital Management, LLC since 2015. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a blend of actively managed and passive strategies, direct indexing, and tax-aware approaches, offering a range of portfolio management, financial planning, and alternative investment services.

Paul Klukas is an investment advisor representative at Bolton Securities Corporation with eight years of industry experience. He holds Series 65 and Series 63 designations and maintains a full-time role as a senior project manager at Siemens Energy. Klukas is also the owner and CEO of KAS Capital Corp, an entity managing securities, investment advisory, and insurance businesses. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporations, institutions, and charitable organizations. The firm offers customized portfolio management using mutual funds, ETFs, equities, and fixed-income securities, combining internal management with third-party asset managers to accommodate various investment approaches.

Juan Castaneda is a financial advisor at OneSeven with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Bank of America, Merrill, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Fieldpoint Private Securities LLC. Castaneda is a member of the Greater Miami Tax Institute and serves on the board of the University of Virginia Club of Miami. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, using diversified mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Jared Kaplan is a financial advisor with New Edge Wealth in Coral Gables, FL, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 16 years before joining NewEdge Wealth and NewEdge Securities in 2022. Outside of his advisory role, Kaplan serves on the investment committee for Legal Services of Greater Miami, a nonprofit providing pro-bono civil legal assistance, and is a board member at Palmer Trinity School. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, along with foundations, endowments, and institutional clients. The firm offers comprehensive advisory services and employs a multi-faceted investment approach that includes asset allocation, model strategies, separately managed accounts, and alternative investments.

Ghislain Gouraige Jr. is a financial advisor at New Edge Wealth with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 16 years. He serves on the boards of Rex Homes, Ayiti Community Trust, Penn Museum, Coop Careers, and BankMiami. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a multi-faceted investment approach that includes asset allocation, model strategies, separately managed accounts, and alternative exposures across various asset classes.

Javier Millares is a financial advisor at Arax Advisory Partners with 11 years of industry experience. He holds a Series 65 designation and previously led his own firm, Millares Asset Management, LLC, for nine years. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

Gabriel Niembro Garcia is a financial advisor at Calamos Wealth Management LLC with Series 65 and Series 66 credentials. He has one year of industry experience, including prior roles at Santander Private and Stelac Advisory. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment process emphasizes asset allocation, quantitative and qualitative evaluation, and uses a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

Richard Ferrer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 credentials and bringing 22 years of industry experience. He has been affiliated with Mutual/United of Omaha since 2002. Outside of his advisory role, Ferrer is an author and public speaker on sales coaching, creating the Mailbox Money book and curriculum, and is involved with the Mailbox Money Community Foundation, a pending nonprofit organization. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates through platforms such as Envestnet and Pershing, delivering managed solutions with varying levels of discretionary authority and integrating broker-dealer and insurance distribution within the Mutual of Omaha group.

Alexander Alfonso is a financial advisor with Mutual of Omaha Investor Services, Inc. in Coral Gables, FL, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. His career includes roles at Pruco Securities, LLC, Colonial Life, Axa Advisors, and International Finance Bank. Alfonso is also licensed as an insurance agent, offering various insurance lines including life, health, annuity, and Medicare supplements. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses a platform relationship with Envestnet and Pershing as custodian, delivering managed solutions and incorporating broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Matthew McGrath is a CFP®-certified financial advisor with 24 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014. Evensky & Katz/Foldes Wealth Management is a fee-only fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm uses a core-and-satellite equity approach with tax- and cost-efficient portfolio monitoring and offers comprehensive planning, discretionary management, and specialized consulting services.

Alberto Bravo Jr. is a financial advisor with Snowden Capital Advisors LLC in Coral Gables, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill Lynch Pierce Fenner & Smith Incorporated for five years before joining Snowden Lane Partners in 2019. Outside of advising, he is an investor in a crowdfunding app with a minimum investment. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and estate planning, leveraging multi-team scale and institutional capabilities with a mix of in-house and third-party management solutions.

Tony Esses is a financial advisor at Snowden Capital Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and access to third-party managers, combining multi-team scale with institutional capabilities.