Jennifer Tamayo is a financial advisor at GenTrust with 15 years of industry experience. She holds a Series 66 designation and has worked at GenTrust since 2019, following a five-year tenure at Citi. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a team of about 20 advisors.

Taylor Gang is a CFP® professional with 19 years of industry experience, currently serving at Evensky & Katz/Foldes Wealth Management since 2014. Prior to that, Taylor worked at Brightscape Investment Centers. Outside of advising, Taylor is CEO and owner of a strategic case management business, NORTHSTAR SERVICES LLC, and also manages tax and financial matters for other private entities. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm employs a comprehensive planning process supported by a written Investment Policy Statement and uses an equity core-and-satellite portfolio management approach emphasizing tax efficiency and a combination of index, ETF, and alternative investments.

Joseph Alamo is a CFP® with five years of industry experience, currently serving as a financial advisor at CG Advisory Services. He has previously worked at Kovack Advisors, Inc., Fernandez Wealth Management, LLC, and RLAA CPA's & Advisors, LLP. Outside of his advisory roles, he is a partner at an accounting and tax firm and spends part of his time advising clients on fixed insurance products. CG Advisory Services is an SEC-registered firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs model-driven and customized portfolio management strategies supported by an Investment Committee and utilizes AI tools alongside traditional research methods.

Oscar Vega is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with CreativeOne Wealth, formerly Change Path LLC, since 2017. In addition to his advisory role, he is an investor involved in condo conversion projects. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies.

Michael Hoeflinger is a CFP® professional with 28 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014 and previously worked at Foldes Financial Management and Ingham Retirement 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 employs an equity core-and-satellite investment approach with a focus on low-cost index and ETF cores alongside select active and alternative strategies, managing roughly $3.2 billion for about 1,165 clients across 22 advisors.

Ruben Millares is a CFP® and PFS™ credentialed advisor at Arax Advisory Partners with 17 years of industry experience. He previously managed Millares Asset Management, LLC for over two decades and worked at Millares & Company, Inc. Millares is involved in non-investment real estate ventures through several managing member roles. Arax Advisory Partners is a multi-team wealth management firm serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers comprehensive financial planning and portfolio management services, employing internal and third-party asset management strategies combined with tailored asset allocation to meet client objectives.

Guillermo Socarras is a financial advisor at Gentrust with 25 years of industry experience and holds a Series 66 designation. He has been with Gentrust since 2011 and serves as a principal of both Gentrust, LLC and its affiliate, Catenary Asset Management, LLC, where he is a passive investor. Gentrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base that includes high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a multi-disciplinary investment approach that integrates fundamental, technical, and macroeconomic analysis with scenario-based risk management and valuation-driven adjustments.

Marian Stupka is a financial advisor at Level Four Advisory Services with 20 years of industry experience and holds a Series 66 designation. His prior roles include positions at Citigroup Global Markets, CGI Merchant Capital, Alveo Wealth Management, and Holdun Family Office. Outside of advisory work, he owns and manages a real estate investment business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm uses model portfolios and a combination of firm-sponsored wrap platforms and sub-advisors, with a structure that includes broker-dealer and trust affiliations and specialized municipal and tax-exempt strategies.

Inigo Domenech is a financial advisor with Jefferies Investment Advisers LLC in Miami, FL. He holds a Series 66 designation and has 24 years of industry experience, including roles at Jefferies LLC and Morgan Stanley. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients, including individuals, trusts, estates, and charitable organizations. The firm offers a customized, collaborative planning process supported by third-party software and serves as a wholly owned subsidiary of Jefferies Financial Group.

Andres Astudillo is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and two years of industry experience. He has worked at Bolton Global Capital since 2023 and Bolton Global Asset Management since 2025. Prior to his advisory roles, he was employed at Florida State University and two high schools in Miami. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management through various strategies, emphasizing a long-term approach with diversified investment options.

Dante Neyra is a financial advisor at Bolton Securities Corporation with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Merrill and Morgan Stanley, including its Private Bank division. Dante is co-owner and principal of two LLCs used for accounting and personal purposes. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management and financial planning, using a variety of investment vehicles and a primarily long-term approach.

Carlos Lecour is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2017 and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of his advisory role, he serves as a board member for TAL Building Centers, overseeing the company’s financial matters. 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 advisor-driven approach customizes portfolios using a mix of mutual funds, ETFs, equities, and fixed income, with a long-term orientation that allows for tactical adjustments.

Jennifer Angell is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. She is currently with RFG Advisory, LLC and has worked at Payne Capital Management, LLC since 2015. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing various model strategies and third-party platforms.

Brian Goldman is a financial advisor with GenTrust, holding Series 63 and Series 65 licenses and one year of industry experience. He has been with GenTrust since 2024 and has a concurrent role at Lanx Management LLC dating back to 2001. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in regulatory assets with a team of about 20 advisors, employing a multifaceted investment approach that includes discretionary and non-discretionary portfolio construction and performance-based fee arrangements for qualified clients.

Alejandro Behrens is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill, Insigneo Securities, and MAXIMAI Investment Partners, where he served as Managing Director and Associate Partner. Outside of his advisory roles, he manages a personal holding company, ALELEX LLC. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporations, and institutional clients. The firm offers customized portfolio management using a range of investment vehicles and emphasizes a long-term approach while allowing flexibility through option strategies and shorter-term trades.

Paul Klukas is a financial advisor with Bolton Securities Corporation in Coral Gables, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Siemens Energy, Inc. in various roles since 2009, including his current position as senior project manager. Outside of his advisory role, he is the owner and CEO of KAS Capital Corp, an entity involved in securities, investment advisory, and insurance activities. Bolton Global Asset Management serves individual, corporate, institutional, and charitable clients, providing customized asset management and financial planning through a network of independent advisers. The firm employs a long-term investment approach and utilizes mutual funds, ETFs, individual equities, and fixed-income securities, offering discretionary and non-discretionary portfolio management.

Euclides Moreno is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Merrill for 17 years and Bank of America for one year before joining Bolton Global Asset Management and Bolton Global Capital in 2017. Moreno is also a managing partner of Moreno Wealth Management Group, LLC, and co-owner and managing director of PWA Family Office, LLC, both of which provide investment advisory services. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s IAR-driven approach tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

Lucia Uribe is a financial advisor with Jefferies Investment Advisers LLC, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley and Jefferies LLC, as well as varied experience outside finance, such as positions at Rosetta Bakery and involvement in extended travel. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad range of clients including individuals, trusts, estates, and charitable organizations, using a customized planning process supported by third-party software and statistical simulations.

Juan Castaneda is a financial advisor at OneSeven with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Merrill, Bank of America, and JPMorgan. Outside of his advisory role, he serves as a board member for the University of Virginia Club of Miami and is a member of the Greater Miami Tax Institute. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach is primarily long-term focused with flexibility for shorter-term trading and incorporates internal due diligence along with third-party managers and platforms.

Jose Garcia is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 18 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2017, and previously spent ten years at Merrill. Garcia is also involved with Moreno Wealth Management, LLC and PWA Family Office. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm uses a range of investment strategies via mutual funds, ETFs, and individual securities, emphasizing a long-term approach while allowing for shorter-term trades and option strategies.