Marcos Segrera is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Evensky & Katz/Foldes Wealth Management and has been with the firm since 2018. Prior to that, he worked at Western International Securities, Inc. and Loyola Asset Management LLC. He is a founding member of the YMCA Young Professionals 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 emphasizes comprehensive financial planning and portfolio management using a core-and-satellite investment approach incorporating low-cost index funds, tax-efficient strategies, and independent manager selection.

Marc Silverman is a CFP® and ChFC® with 40 years of industry experience. He is affiliated with Geneos Wealth Management, Inc. and has held roles at Silverman Financial since 1989. Outside of financial advising, he is the managing member of an aviation organization, Carmarc LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through various account types, and access to third-party money managers, employing a range of analytic approaches and investment strategies.

Edward Ruiz is a financial advisor with New Edge Wealth in Coral Gables, FL, holding a Series 66 designation and one year of industry experience. Prior to joining New Edge Wealth, he worked at Morgan Stanley for two years and served with the University of Miami Police Department for three years. Outside of finance, he has experience in small business operations with Mojo Donuts. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supplemented by AI-assisted analytics.

Jimmy Gonzalez is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Anthem Advisors, Perigon Wealth Management, and Slow Capital. Outside of advising, he serves as a senior advisor for a cookware distribution company and is the CFO of a grocery investment group. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for thousands of clients, offering discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers. The firm implements customized portfolios across a range of advisory styles and sponsors various affiliated funds and investment vehicles.

John Cross IV is a financial advisor with Arax Advisory Partners in Coral Gables, FL, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at USCA Securities LLC, U.S. Capital Wealth Advisors, Laidlaw & Company (UK) Ltd, Laidlaw Wealth Management, and Wells Fargo Advisors. He serves as Chief Investment Officer and Director of the Marion Moore Foundation, a privately funded charitable organization. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and 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, with notable use of performance-based fee arrangements and carried-interest structures for qualified investors.

Tatianna Martinez Ventura is a financial advisor at Snowden Capital Advisors LLC with 22 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and Snowden Lane Partners. 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 planning services. The firm combines multi-team scale with institutional capabilities, utilizing a diverse range of investment tools and third-party manager programs.

Marcus Carbajal is a CFP® professional at Evensky & Katz/Foldes Wealth Management with one year of industry experience. Prior to joining the firm, he worked at 1st Convenience Bank and held positions in hospitality services and education while attending Texas Tech University. 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 investment approach focused on low-cost index and ETF strategies combined with selective active and alternative allocations, supported by comprehensive financial planning and discretionary portfolio management.

Christian Gherardi is a financial advisor at Snowden Capital Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Snowden Lane Partners and Bulltick Wealth Management. Outside of his advisory role, he is the owner and president of C.M.G. Investment Alternatives, LLC, a holding company focused on real estate. 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 third-party manager selection, combining multi-team scale with institutional capabilities.

Deana Kelly is a CFP®-certified financial advisor at Evensky & Katz/Foldes Wealth Management with 24 years of industry experience. She has been with Evensky & Katz/Foldes Financial 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 emphasizes comprehensive financial planning and discretionary portfolio management using an equity core-and-satellite approach with a focus on tax- and cost-efficient strategies.

Armando Cunill is a financial advisor at Gradient Securities, LLC with 29 years of industry experience. He holds a Series 65 designation and has been with Gradient Securities since 2012. Cunill also operates Capital Financial Services, a fixed insurance sales business he has managed since 1984. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm combines advisory and broker-dealer services and frequently utilizes third-party managers and ERISA plan consulting.

Ricardo Dominguez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining Mutual of Omaha, he has held roles in healthcare and consulting, including owner and concierge pharmacist at Amrick Health LLC and staff pharmacist at Walgreens. He is also involved in real estate on a referral basis through The Valenzuela Real Estate Group and works as an independent health insurance broker with Carepoint. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs primarily through platform partnerships with Envestnet and Pershing.

Joseph Raieta is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Snowden Account Services Inc since 2015. Raieta is a member of the Greater Miami Chamber of Commerce, where he participates in discussions on regional business development. 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 utilizes multi-team resources alongside institutional capabilities.

Richard Perez is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, AXA Advisors, LLC, and was self-employed before joining Portfolio Medics. Outside of his advisory role, he owns Cousin Richie Enterprises, LLC, an online sales and writing tutoring business. Portfolio Medics is an SEC-registered firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches across various model portfolios and strategies.

May Cheung is a CFP® with 23 years of industry experience, currently with CW Advisors, LLC. Her prior positions include roles at Congress Wealth Management LLC, Pinnacle Advisory Group, and The Enrichment Group, Inc. She holds a Series 63 license and is based in Miami, FL. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies and is part of the larger Osaic corporate group, offering additional trust, lending, and alternative investment services.

Ana Gonzalez Davila is a financial advisor with New Edge Wealth in Coral Gables, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services Inc., RXBAR, Blueprint Wealth Alliance, and the University of Miami. She is involved in sales assistance for investment-related business serving ultra-high-net-worth individuals. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary solutions, and technology tools including AI-assisted analytics.

Juan Sarracino is a financial advisor at Snowden Capital Advisors LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and operated independently. Outside of finance, he was involved with Sarracino Gallery from 2016 to 2019. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers portfolio management, investment consulting, financial and estate planning, and both wrap and non-wrap advisory programs, combining multi-team scale with institutional capabilities and frequent use of third-party managers.

Donald Shelton is a Series 65 licensed advisor at Simplicity Wealth with eight years of industry experience. He holds leadership roles in multiple business ventures, including serving as CEO of Vivid Dental Labs, a digital dental laboratory, and President and CEO of Precise Loans, which focuses on conventional and reverse mortgages. Shelton’s background includes previous positions at Wealth Watch Advisors and AE Wealth Management, as well as a 15-year tenure at Senior Advisor Corporation. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients, offering advisory services that include financial planning, portfolio management, and retirement plan services. The firm uses a fund-of-funds approach with ETFs and mutual funds, implements model portfolios with ongoing monitoring and rebalancing, and provides technology and operational solutions for advisory firms through its managed account platform.

Moran Tzaban Cohen is a financial advisor at Snowden Capital Advisors LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Snowden Lane Partners since 2026. His prior experience includes roles at Truist Advisory Services Inc., Truist Investment Services Inc., and Safra National Bank of New York. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning. The firm combines multi-team scale with institutional capabilities and uses a variety of investment tools alongside ongoing due diligence and monitoring of third-party managers.

Jose Cabrera is a financial advisor at Insigneo Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for ten years. Cabrera has a 10% ownership stake and serves as an authorized member of The Americas Financial Group, a brokerage and advisory business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and model-based portfolio solutions, utilizing a range of asset classes and incorporating both proprietary and third-party strategies.

Herbert Klukas is a financial advisor at Bolton Securities Corporation with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Delta Global Asset Management since 2010 and Delta Equity Services Corporation since 2009. Outside of advisory roles, Klukas is the owner and president of Walla Corp, a business entity created to receive compensation related to securities and investment advisory services. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s approach involves tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, supported by a network of independent investment adviser representatives.