Eduardo Alvarez Andreu is a financial advisor at Snowden Capital Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for nine years. Outside of his advisory role, he is an officer of Andreu Properties LLC. Snowden Capital Advisors serves high-net-worth individuals, family offices, and institutional clients by providing portfolio management, investment consulting, and financial and estate planning services. The firm combines multi-team scale with institutional capabilities, utilizing customized model portfolios and third-party manager selection.

Lane Jones is a CFP®, CFA®, and Series 65 credentialed advisor with 21 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management 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 employs an equity core-and-satellite investment approach emphasizing low-cost index and ETF cores combined with select active and alternative strategies, guided by a written Investment Policy Statement and supported by specialized committees.

Marivi Rodriguez is a financial advisor at Snowden Capital Advisors LLC with 32 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Snowden Lane Partners and Wells Fargo in various advisory roles. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients with customized portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities and offers access to a broad range of investment tools and third-party manager programs.

Jose Cabrera is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for 10 years before joining Insigneo in 2025. Cabrera is also an owner and authorized member of The Americas Financial Group, a brand for brokerage and advisory business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm combines customized allocations with firm-modeled portfolios and uses third-party macroeconomic research to monitor performance across a broad range of asset classes.

Eduardo Vega is a financial advisor at NewEdge Wealth with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining NewEdge Wealth and NewEdge Securities in 2022, he worked at UBS Financial Services from 2013 to 2022. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services including wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Beverly Curmanskie is a financial advisor at Ausdal Financial Partners, Inc. with 35 years of industry experience. She holds a Series 63 designation and has worked at firms including American Portfolios and National Life of Vermont. Outside of her advisory role, she owns Beverly Curmanskie Financial, where she sells various insurance products to clients. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering advisory programs, retirement plan services, and financial planning with a range of investment strategies and custodial options.

Flavio Landivar is a CFP® professional with 11 years of industry experience, currently working at Evensky & Katz/Foldes Wealth Management since 2022. Prior to this, he held roles at Raymond James & Associates, Wells Fargo Clearing, and WELLS FARGO Advisors, LLC. 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 written Investment Policy Statement to guide portfolios managed with an equity core-and-satellite approach, emphasizing low-cost index and ETF cores alongside select active and alternative allocations.

Sandra Neubert is a financial advisor with Moneco Advisors, holding a Series 63 license and bringing 39 years of industry experience. She has worked with Moneco Advisors since 2014 and has longstanding ties to LPL Financial dating back to 1994. Outside of investment advisory, she is involved in offering major medical insurance plans to small businesses through Moneco Benefits Planning. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, providing fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs and third-party managers, delivering tailored asset management through a diverse range of investment strategies.

Mariano Llosa is an investment advisor representative at Octavia Wealth Advisors LLC with 12 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Inc. and Axa Advisors, LLC. Llosa serves on the boards of the Peruvian American Chamber of Commerce and the nonprofit Red De Corazones Inc. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, businesses, retirement plans, and public entities. The firm uses proprietary portfolio models emphasizing low-cost ETFs and individual securities, and offers specialized services such as ERISA plan oversight and trust administration.

Noah Stein is a financial advisor at NewEdge Wealth with three years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Blue Star Camps. Noah also has experience as a sales assistant supporting ultra-high-net-worth clients. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services with an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and alternative exposures.

Lovie Scott is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. Prior to his advisory role, he worked over three decades at Penquin Painters, Inc. He also serves as a Mutual of Omaha insurance agent in Boca Raton, FL, providing life, disability, long-term care, and related insurance products. 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, combining investment advisory with broker-dealer and insurance business lines within the Mutual of Omaha group.

George Arias is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at Snowden Lane Partners since 2019, following roles at Bank of America and Merrill. Outside of advising, Arias is involved in managing a family-owned rental property in Miami. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a multi-team approach with access to a broad range of investment tools and third-party managers.

Maria Millares is a financial advisor at Arax Advisory Partners with 18 years of industry experience. She holds the Personal Financial Specialist (PFS™) designation and has previously worked at Blanco + Co, LLP, Millares & Company, Inc., and Millares Asset Management, LLC. Outside of her advisory role, she serves as the managing member of a commercial real estate entity in Coral Gables, FL. Arax Advisory Partners is a multi-team SEC-registered wealth manager 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 to meet client objectives and offers a range of services including financial planning and retirement plan consulting.

Francisco Murillo is a Series 66-registered advisor with Snowden Capital Advisors LLC in Coral Gables, FL, bringing 19 years of industry experience. He has worked at Snowden Lane Partners since 2019 and previously held roles at Bank of America N.A. and Merrill. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and utilizes a range of investment tools and third-party managers.

Arturo Rodriguez is a financial advisor at Aegis Capital Corp. with 13 years of industry experience. He holds a Series 66 designation and has been with Aegis since 2015. Outside of his advisory role, he is an attorney and owner of Deedology PLLC, a real estate transaction law firm. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and supports a range of client objectives and restrictions.

Daniel Rodriguez is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Snowden Lane Partners and Bank of America, N.A., as well as Merrill. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and uses a multi-team approach combined with institutional capabilities, including extensive use of third-party managers and global custodian platforms.

Debra Tyler is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at The Leaders Group, Inc. and Bank of the Ozarks. She serves on the boards of Big Brother Big Sisters of Miami and the Humane Society of Greater Miami, where she is also on the executive committee and acts as treasurer. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized allocations, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of proprietary and third-party investment strategies.

Paula Oddone is a financial advisor at Snowden Capital Advisors LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she serves as a board member on the Advisory Board of the Clark Hulings Fund for Visual Arts. Snowden Capital Advisors 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 range of investment strategies, often employing third-party managers while maintaining overall client oversight.

Alejandro Rodriguez is a financial advisor at Vicus Capital, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities, Morgan Stanley, and currently serves as President and CEO of Zenith Point Wealth Management LLC. Outside of finance, he is a minority owner of a cosmetic business specializing in aesthetic products and services. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a combination of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting alongside traditional advisory services.

Luis Guerrero is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and two years of industry experience. Prior to his current role, he worked in the hospitality sector and manages Sunshine Lien Search, Inc., a lien search service for real estate properties. He is also an insurance agent licensed in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans, offering financial planning, managed account programs, and consulting through platforms like Envestnet and Pershing. The firm operates alongside Mutual of Omaha’s broker-dealer and insurance businesses, with a focus on model portfolios and third-party manager relationships.