Khush Patel is a financial advisor at New Edge Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at NPC Financial. Patel is also associated with NewEdge Wealth, LLC, providing support 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 institutional clients. The firm offers a comprehensive range of advisory services focusing on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary investment solutions, and AI-assisted analytics.

Michael Antczak is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Evensky & Katz/Foldes Wealth Management and previously held roles at Goldman Sachs & Co. LLC, Bank of America, Merrill, PNC Wealth Management, and Morgan Stanley. 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 cores combined with select active and alternative strategies, guided by a written Investment Policy Statement and ongoing tax- and cost-efficient monitoring.

Zoraida Diaz is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She previously worked at UBS Financial Services Inc. for nine years before joining Insigneo in 2020. Diaz is also the owner of DM Wealth Management Group. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm uses a combination of customized allocations and firm-modeled portfolios overseen by an investment committee, employing a range of asset classes and permitting client-imposed investment restrictions.

Jeffrey Kline is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 63 designation and over 53 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and allowing client-imposed investment restrictions.

Edgardo Medina Perez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has been affiliated with Mutual of Omaha in various capacities since 2016, including roles at Mutual of Omaha Insurance Company and as an insurance agent, as well as working as a mortgage loan originator. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed accounts, and retirement plan consulting. The firm utilizes Envestnet for managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Alis Ramirez is a financial advisor at New Edge Wealth with nine years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for seven years before joining New Edge Wealth and NewEdge Securities in 2022. Outside of her advisory role, she has experience managing a rental townhouse property. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive wealth strategy and portfolio management services, utilizing a diversified investment approach that includes model strategies, separately managed accounts, and alternative investments.

Christopher Neubert is a CFP® with 48 years of industry experience. He is currently with Moneco Advisors, where he has worked since 2014, and has also been associated with LPL Financial since 1994. Outside of his advisory work, Neubert assists clients with tax return preparation using TurboTax and serves as a notary public. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, and access to various advisory programs, employing a range of investment strategies and ongoing portfolio monitoring to tailor asset allocation to client goals and risk tolerances.

Julian Esses is a CFA® charterholder and holds the Series 66 designation, currently serving as a financial advisor at Snowden Capital Advisors LLC with three years of industry experience. Before joining Snowden Capital Advisors, he held positions at NR Group Management, TDJ Holdings, LLC, and Lazard in both Panama and Argentina. He serves as President and Vice President of his condominium homeowners association, where he assists with budgeting and coordination. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, financial and estate planning, and uses a multi-team approach combined with institutional capabilities, including the use of third-party managers and global custodian platforms.

Nicolas Mauricio is a financial advisor at Beacon Global Advisor Network, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BlackPoint Capital Partners, GWM USA, and Northwestern Mutual. Outside of his advisory role, he is also an insurance agent selling non-variable life, health, annuity, and disability income insurance products. Beacon Global Advisor Network, LLC serves individual clients through a network of approximately 60 independent advisors, managing around $397 million in assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on both non-high-net-worth and high-net-worth individuals.

Stephen Wright is a CFP®-certified financial advisor with 12 years of industry experience, currently with CW Advisors, LLC. He previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, and The Enrichment Group, Inc. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach and employs a mix of active, passive, quantitative, and ESG strategies.

Alejandro Ruiz is a CFP® professional with four years of industry experience, currently serving at Evensky & Katz/Foldes Wealth Management. He has been with the firm since 2021 and previously worked at Equitable Advisors. 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 portfolio management approach emphasizing low-cost index and ETF investments alongside select active and alternative allocations, supported by comprehensive financial planning and independent manager selection.

Felipe Colon is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and LPL Financial. Outside of his advisory role, he serves on the Board of Trustees for New College of Florida and chairs the college’s financial education program. He is also a podcaster and managing member of the Sarasota SPEAX Podcast, which focuses on community advocacy. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management and financial planning, employing customized portfolios that range from passive to tactical strategies tailored to client objectives and risk tolerance.

Joshua Mungavin is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Evensky & Katz/Foldes Wealth Management in Coral Gables, FL. He has been with the firm and its predecessor entities since 2011. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary wealth management firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm uses a written Investment Policy Statement to guide a core-and-satellite portfolio approach that combines low-cost index and ETF cores with select active and alternative strategies, emphasizing tax- and cost-efficient management.

Jason Benson is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds the Series 65 and Series 63 licenses and has been in the industry since 2025. Prior to entering the financial sector, he worked in various roles including positions at Chipotle and St. Petersburg College. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and acts as a conduit to third-party managers.

Katherine Sojo Trujillo is a CFP® and Series 65-registered financial advisor at Evensky & Katz/Foldes Wealth Management with 11 years of industry experience. She has been with Evensky & Katz/Foldes Financial since 2015. 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 disciplined, equity core-and-satellite investment approach focused on tax and cost efficiency, managing approximately $3.2 billion for about 1,165 clients across 22 advisors.

Woong Seong Hwang is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Snowden Lane Partners since 2017 and previously spent 15 years at Merrill. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, providing portfolio management, investment consulting, financial and estate planning, and access to a diverse range of investment tools and third-party managers.

Carlos Asilis is a financial advisor at Insigneo Advisory Services, LLC with credentials including Series 63 and Series 65 licenses. He has over 18 years of industry experience, having worked previously at Glovista Investments LLC for 17 years and Graham Capital Management for one year. He joined Insigneo Advisory Services in 2026. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a range of clients including individuals, corporations, trusts, and institutional investors such as banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party macroeconomic research and offering a diverse range of investment options across multiple asset classes.

Felix Fuertes is a financial advisor at Aegis Capital Corp. with 26 years of industry experience. He holds a Series 66 designation and has been with Aegis Capital Corp. since 2017, following a two-year tenure at Northeast Securities Inc. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and handles trade execution, clearing, custody, and reporting for program clients.

Emilio Torrealba Charinga is a Series 66 licensed advisor with five years of industry experience, currently with Mutual of Omaha Investor Services, Inc. He previously worked at The Prudential Insurance Company of America and Equitable Advisors among other firms. Outside of his advisory role, he is also active as an insurance agent and works with Uber Technologies Inc. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, delivering managed solutions and coordinating with third-party money managers.

Omar Macias is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has previously worked at Snowden Lane Partners, Wells Fargo Clearing Services, and Raymond James & Associates. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, providing portfolio management, investment consulting, financial and estate planning, and advisory programs. The firm combines multi-team scale with institutional capabilities, offering customized portfolios and access to third-party managers across a range of investment tools.