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.

Jennifer Taub is a CFP® with 22 years of industry experience, currently serving as an advisor at Shaw Financial Solutions LLC since 2024. Her prior experience includes roles at Precise Investment Management, Inc., Insight Securities, Inc., and Ameriprise. Shaw Financial Solutions, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm combines fundamental and technical analysis in a long-term trading approach while tailoring programs with written Investment Policy Statements and accommodating client restrictions when appropriate.

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 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.