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 5 years of industry experience and a Series 65 designation. She previously worked at BNY Mellon Wealth Management for 22 years and Fieldpoint Private Securities, LLC for 2 years. Hudson serves on the board of Zoetic Stage, a live theater organization based 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 strategic asset allocation with a mix of active and passive strategies and incorporating tax-aware techniques and alternative investments.

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 Series 65 licensed advisor at Bridge Generations Wealth Management with three years of industry experience. He previously worked at Castle Wealth Management and All Star Realty. Bridge Generations Wealth Management provides fee-based wealth management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and small businesses, generally serving clients with at least $1 million in assets. The firm uses an evidence-based, passive investment approach combined with ongoing financial planning under a “Private CFO” framework.

Alexis Weill is a financial advisor with WM Advisors USA LLC, holding a Series 65 credential and one year of industry experience. Prior to joining WM Advisors USA LLC, Alexis has served in leadership roles at WMA Holdings Inc. and WMA S.A. de C.V., both investment advisory firms based in Central America. Outside of advisory work, Alexis is involved in various boards and strategic committees of non-investment related businesses in El Salvador. WM Advisors USA LLC provides portfolio management and financial planning services primarily to high-net-worth individuals, corporations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis and typically manages relationships on a non-discretionary basis.

Anthony Arias is a financial advisor at GMG Asset Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Equity Services and Cetera Advisors. Arias is also the CEO and founder of Oneiro Development LLC, a technology company focused on healthcare, real estate, and cybersecurity. GMG Asset Management provides personalized investment advisory and portfolio management services primarily to individual clients and a small number of business entities. The firm uses a combination of fundamental and quantitative analysis across various asset classes and offers both discretionary and non-discretionary management, with a focus on individualized investment strategies.

Montserrat Sainz Arancibia is a Series 65-licensed financial advisor at Inversiones SURA in Miami, FL. She has four years of industry experience, including roles at SURA Servicios Profesionales S.A. and Administradora General de Fondos SURA. Inversiones SURA serves individual clients, families, companies, and charitable organizations with discretionary and non-discretionary portfolio management, investment consulting, and model portfolio implementation. The firm focuses on optimized model portfolios using a return-per-unit-risk framework and maintains significant consulting relationships alongside discretionary accounts.

Mary Mori is a financial advisor at Mori Huston Partners with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Mori Huston Partners since 2009. Mori Huston Partners provides fee-only portfolio management and investment consultation services primarily to high-net-worth individuals, including U.S. citizens and foreign nationals, as well as certain pension and profit-sharing plans. The firm focuses on individualized investment policies and active asset allocation, managing portfolios through separately managed accounts and pooled vehicles while offering ancillary wealth-planning and offshore corporate services.

Jack Rio is a financial advisor at PAR5 Advisors LLC in Miami, FL, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at BMO Capital Markets Corp. and 23rd Street Partners LLC. PAR5 Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, and certain corporations, employing both fundamental and technical analysis to tailor strategies. The firm offers discretionary and non-discretionary account management and operates a wrap fee program through its affiliated broker-dealer.

Francisco Velasco is a financial advisor with Macro Strategy Advisors and holds Series 63 and Series 66 licenses. He has 18 years of industry experience, including roles at Macro Strategy Advisors Group LLC since 2021 and Insigneo Advisory Services and Securities since 2018. Outside of his advisory work, he is the director and sole owner of Veluric Capital LLC, an estate planning business. Macro Strategy Advisors Group provides discretionary and non-discretionary portfolio management and investment consulting to a concentrated client base including trusts, family offices, charitable organizations, and investment companies. The firm uses a systematic process that combines fundamental research with macroeconomic and technical analysis, employing a wide range of investment instruments across multiple time horizons.

Oscar Culari is a Series 65-licensed financial advisor with Wakeful, based in Miami, FL, and has three years of industry experience. He has held roles at Oaks Valley Financial Services, LLC and Oaks Valley Financial Services Ltd since 2018, and previously worked at Aldgate Advisors SRL from 2014 to 2018. In addition to his advisory work, Culari serves as a director at Oaks Valley Financial Services Ltd and is president of Future Wealth Management S.A. Wakeful serves individual clients, trusts, estates, retirement plans, and business entities with discretionary investment management via an automated digital platform, along with sub-advisory and comprehensive portfolio management services. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of investment strategies and third-party managers, and offers both discretionary and non-discretionary account management.