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.

Javier Henriquez is a financial advisor with Alius Capital Partners holding a Series 65 designation. He has experience at multiple firms, including Henre Capital and Aria Development Group, and has worked in various roles since 2014. Alius Capital Partners provides advisory, consulting, and management services focused on real estate-related and alternative investment products for institutional and sophisticated investors. The firm supports platforms and pooled investment vehicles through services such as product sourcing, due diligence, structuring, and ongoing monitoring.

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 with Greenwood Family Advisors LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities Inc. Mr. Anllo also serves as a Director and President of Bay Consultants Inc., a consulting firm unrelated to investment activities. Greenwood Family Advisors provides family-office-style, non-discretionary investment advisory services to a select group of high-net-worth individuals and families, including both U.S. and non-U.S. clients. The firm focuses on customized asset allocation, consolidated reporting, and coordination among multiple financial intermediaries, managing significant assets without discretionary trading authority.

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.

Sean Pendray is a financial advisor with Merited Wealth, LLC and holds the ChFC® designation along with Series 65 and Series 63 licenses. He has 26 years of industry experience, including roles at Mutual Trust Asset Management, Freedom Investors Corp., and operating Pendray Financial Associates, which provides insurance-related services such as annuity products and Medicare and Medicaid compliance solutions. Merited Wealth serves individuals, high-net-worth clients, entrepreneurs, executives, and corporate retirement plan participants by offering investment management, financial planning, and consulting services. The firm implements primarily long-term investment strategies using exchange-traded equities, mutual funds, and ETFs, and provides portfolio and retirement plan management with a focus on account consolidation and regular objective reviews.

Alexis Weill is a Series 65-licensed financial advisor with WM Advisors USA LLC and has one year of industry experience. He is also a managing partner at WMA Holdings Inc. and WMA S.A. de C.V., investment advisory firms based in El Salvador. Outside of advisory roles, he serves on the boards and strategic committees of several non-investment-related businesses in Central America. WM Advisors USA LLC provides portfolio management and financial planning services primarily to high-net-worth individuals and institutions. The firm employs a variety of investment strategies including fundamental, technical, and cyclical analysis and typically manages accounts on a non-discretionary basis.

Anthony Arias is a financial advisor at GMG Asset Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Arias Capital Partners, Equity Services, and Cetera Advisors LLC. Outside of his advisory role, Arias is the CEO and founder of Oneiro Development LLC, a company focused on tech development in healthcare, real estate, and cybersecurity. GMG Asset Management provides portfolio management and investment advisory services to individuals, high-net-worth clients, and business entities. The firm employs both fundamental and quantitative analysis across various strategies, managing discretionary and non-discretionary accounts while aligning investments with client-defined goals and risk profiles.

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.

Dennis Coral is a financial advisor at Coral Wealth Management, LLC in Miami, FL, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including International Assets Investment Management, Kovack Securities, and SunTrust Advisory Services. In addition to his advisory work, Mr. Coral is a licensed life insurance agent, assisting clients with insurance decisions. Coral Wealth Management serves individual clients, including high-net-worth households, as well as charitable organizations and corporate clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and advisory services for Health Savings Accounts, utilizing firm-developed model portfolios focused primarily on exchange-traded funds.

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.

Alexander Feldman is a financial advisor at Alius Capital Partners with a Series 65 designation and experience across several firms since 2016. His prior roles include positions at Indeco Capital Group, Palatine Capital Partners, and Redsky Capital. Alius Capital Partners offers advisory, consulting, and management services focused on real estate-related and alternative investment products for institutional and sophisticated investors. The firm supports platforms and pooled investment vehicles, providing services such as product sourcing, due diligence, structuring, and ongoing monitoring.

Jack Rio is a financial advisor with PAR5 Advisors LLC in Miami, FL, holding Series 65 and Series 63 credentials and having two years of industry experience. His prior experience includes roles at BMO Capital Markets Corp. and JustWell Health Partners Inc., among others. PAR5 Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, and certain corporations, utilizing both fundamental and technical analysis to tailor strategies. The firm offers direct management and recommendations to third-party managers through discretionary and non-discretionary accounts and operates a wrap fee program in affiliation with its broker-dealer, Par5 Capital.

Francisco Velasco is a financial advisor at Macro Strategy Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Insigneo Advisory Services and Insigneo Securities. Outside of his advisory role, 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, investment companies, and business development companies. The firm uses a systematic process combining fundamental, macroeconomic, and technical analysis, employing a broad range of instruments and working with third-party money managers to deliver customized investment solutions.

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.

Neer Hodorov is a financial advisor at Magen Wealth Management, LLC in Miami, FL, holding a Series 66 designation with 17 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Wealth Advisors during his career. Magen Wealth Management provides discretionary and non-discretionary investment management and consulting to individuals, high-net-worth clients, trusts, estates, and private investment vehicles. The firm combines fundamental, technical, and economic analysis to construct tailored portfolios and integrates risk management techniques such as options-based hedging and selective leverage.

Dalton Helvey is a financial advisor at 1977 Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Wall Wealth Management and VFG Associates, LLC. Outside of his advisory role, Helvey is involved with Lionkey Capital, LLC, serving as a hedge fund manager focusing on portfolio management, fund formation, and raising capital. 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 offers family office services, pension consulting with ERISA fiduciary support, and uses a broad investment approach combining active management with in-house fundamental and technical research.

Jaime Dashevschi is a financial advisor with Valley Financial Management, Inc. in Aventura, FL, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work includes 18 years at Leumi Investment Services Inc and 20 years at Bank Leumi USA. Valley Financial Management operates an online platform called Valley Digital Investor that serves individual and high-net-worth clients with discretionary portfolio management through automated ETF model portfolios, requiring clients to maintain accounts at Valley National Bank and conduct their advisory relationship electronically.