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.

Jennifer Taub is a CFP® with 21 years of industry experience. She is currently with Shaw Financial Solutions LLC and previously worked at Precise Investment Management, Inc. and Insight Securities, Inc. Shaw Financial Solutions LLC provides portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm combines charting, fundamental and technical analysis, generally pursuing long-term trading and model allocations across various asset classes, managing accounts mostly on a discretionary basis.

Alberto Siblesz is a financial advisor at Scala Capital LLC with 18 years of industry experience. He holds a Series 65 designation and has held roles at Glide Capital LLC and Smartinvest Capital LLC. He is also the managing director and chief compliance officer of Iconic Capital LLC. Scala Capital serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio management through model portfolios and employs a range of strategies including technical, fundamental, and cyclical analysis, alongside trading techniques such as options and short sales.

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.

Carlos Diez is a financial advisor at MarketGrader Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has been with MarketGrader since 1999. MarketGrader Capital, LLC provides discretionary and non-discretionary investment management and sub-advisory services primarily to collective investment trusts, pooled vehicles, and institutional clients. The firm employs a research-driven, rules-based fundamentals scoring system for investment selection and portfolio construction, and it serves both as an active manager and an index publisher/licensor.

Sean Pendray is a financial advisor at Merited Wealth, LLC with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Merited Wealth in 2024, he worked at Mutual Trust Asset Management, Inc., Mutual Trust Company of America Securities, and Freedom Investors Corp. Pendray also operates Pendray Financial Associates, where he provides insurance-related services including annuity products and compliance solutions. Merited Wealth offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate retirement plans. The firm employs primarily long-term investment strategies using exchange-traded equities, mutual funds, and ETFs, and utilizes third-party platforms for account aggregation and monitoring.

Michael Allende is a financial advisor at Bridge Generations Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at Castle Wealth Management and All Star Realty. Bridge Generations Wealth Management provides fee-based wealth management, investment management, financial planning, and consulting to individuals, trusts, estates, and businesses, typically serving clients with at least $1 million designated for management. The firm emphasizes a “Private CFO” process, using passively managed mutual funds and ETFs, tax-aware asset location, and coordinated planning with clients’ professional teams.