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 ChFC® with 26 years of experience in the financial services industry. He is currently with Merited Wealth, LLC and has previous experience at Mutual Trust Asset Management, Freedom Investors Corp., and his own firm, Pendray Financial Associates, which he has operated since 2012. Outside of advisory work, he is involved in insurance-related activities, including annuity products and life insurance, as well as Medicare and Medicaid compliance solutions. Merited Wealth provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate retirement plans. The firm emphasizes long-term investment strategies using exchange-traded equities, mutual funds, and ETFs, supported by third-party platforms and annual portfolio reviews.

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.

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 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.

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 an advisor at PAR5 Advisors LLC with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions 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, offering both direct management and recommendations to third-party managers. The firm uses investor profiles to tailor strategies and employs fundamental and technical analysis to implement long- and short-term approaches on either a discretionary or non-discretionary basis.

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.

Michael Bradley is a CFA® charterholder and principal at Bradley & Company Private Wealth Management, LLC with 18 years of industry experience. He has been with Bradley & Company since 2007. Bradley & Company Private Wealth Management provides discretionary and non-discretionary investment management, financial planning, and advisory services to individuals, including high net worth clients, and small businesses. The firm offers customized asset allocation based on clients’ cash flows, tax situations, time horizons, and risk tolerances, with a long-term focus and a preference for leading companies.

Daniel Rosales is a financial advisor at Premia Global Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at NGAM Distribution LP and Edward Jones. Rosales has been with Premia Global Advisors since 2018 and is also affiliated with Rose Capital Advisors, LLC. Premia Global Advisors provides discretionary and non-discretionary investment and wealth advisory services to high-net-worth individuals and institutional clients, including families, trusts, foundations, and pension plans. The firm uses a long-term investment approach combining fundamental and technical analysis and offers customized portfolios that may include equities, fixed income, mutual funds, ETFs, UCITS, and alternative investments, with an emphasis on risk management and third-party manager allocations.

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.

Deepak Gupta is a financial advisor at Gupta Partnership with eight years of industry experience. He holds a Series 65 designation and has also served as the Global Head of Software as a Service at Volante Technologies since 2019. Gupta previously managed a pizza franchise business through Khazana LLC, which has since closed. Gupta Partnership provides discretionary investment management to private individuals and business clients, focusing on long-term, value-oriented portfolios constructed through bottom-up fundamental analysis. The firm serves various account types and employs performance-based fee arrangements for qualified clients.

Jennifer Aguerrebere is a financial advisor at Greenwood Family Advisors LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Bolton Securities Corporation and Bolton Global Capital for seven years. Outside of her advisory role, she is the managing member of GDP Investment Consulting LLC, providing consulting services. Greenwood Family Advisors offers 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, coordinated oversight of externally managed assets, and comprehensive financial and estate planning support.

David Smith is a CFP® and ChFC® with 26 years of industry experience. He is currently with Bridge Generations Wealth Management, where he serves as Managing Member and Investment Adviser Representative. Prior to this, he worked at Forum Financial Management, LP, and operated his own firm, David N. Smith & Associates, Inc. Additionally, he is president of Financial Wealth Strategies, Inc., which provides insurance sales and services. Bridge Generations Wealth Management offers fee-based wealth management and financial planning primarily to clients with at least $1 million in assets. The firm employs an evidence-based, passive investment approach focused on diversified mutual funds and ETFs, combining discretionary investment management with ongoing financial planning under a "Private CFO" framework.

Francis Claro is a CFA® charterholder with 14 years of experience in the investment industry. He has been with Contrast Capital Management, LLC since 2012. He serves as the managing member of Contrast Capital Fund Manager, LLC, which acts as the general partner to Contrast Capital Fund, LLC. Contrast Capital Management provides discretionary investment management and advisory services to institutional investors, high-net-worth individuals, trusts, estates, businesses, pooled vehicles, and municipal entities. The firm primarily constructs global equity portfolios using a screening and factor-ranking process combined with fundamental research, and it employs various strategies including leverage, hedging, and options, supported by third-party artificial intelligence tools.

Juan Carreras is a financial advisor at Tudor Advisors LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Tudor Advisors since 2018. Prior to that, he worked at SDDCO Brokerage Advisors LLC and Capital Markets Argentina. Carreras is a 50% shareholder in Ferrybay Inc., a holding company involved in real estate investment through its subsidiary West Wave Services, LLC. Tudor Advisors provides investment advisory services to individuals, trusts, charitable organizations, and corporate entities. The firm employs fundamental and cyclical analysis with long-term purchase strategies, offering both discretionary and non-discretionary portfolio management.