Jorge Arias is a financial advisor at Impact Partnership Wealth, LLC with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Royal Fund Management, Cambridge Investment Research, OneAmerica Securities, and Massachusetts Mutual Life Insurance Company. Arias is also the president and owner of Arias-Del Campo Financial Group Inc., a licensed insurance agency. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of nearly 89 advisors. The firm offers a range of model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a combination of firm-managed, third-party, and advisor-managed strategies.

Andres Chavarriaga is a financial advisor at NewEdge Wealth with nine years of industry experience and holds a Series 66 designation. His prior roles include positions at Ultralat Capital Markets and VectorGlobal WMG. He is based in Coral Gables, Florida. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and alternative investment exposures.

Jose Torres Martinez is a financial advisor with RIWM, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked with Aegis Capital Corp. since 2015 and has been with RIWM, LLC since 2012. RIWM, LLC, doing business as Rehmann International Wealth Management, is a state-registered investment adviser providing individual portfolio management, family wealth consulting, and portfolio supervision. The firm manages approximately $47.6 million across about 73 client accounts, primarily offering non-discretionary advisory services and employing a mix of fundamental, technical, and cyclical analysis.

Roxanne Alexander is a CFP® professional with 15 years of industry experience, currently serving at Evensky & Katz/Foldes Wealth Management. She has worked at the firm in various capacities since 2004. 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 employs a core-and-satellite investment approach combining low-cost index and ETF cores with select active and alternative strategies, emphasizing tax and cost efficiency.

Brett Horowitz is a CFP® professional with 22 years of experience in financial advising. He has been with Evensky & Katz/Foldes Wealth Management since 2014 and previously worked at The MDE Group, Inc. from 2003 to 2005. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a comprehensive planning process and an equity core-and-satellite investment approach emphasizing low-cost index and ETF cores combined with selective active and alternative strategies.

Steven Foldes is a CFP® and Series 65 credentialed advisor with 24 years of industry experience. He is a principal at Evensky & Katz/Foldes Wealth Management and has been with the firm and its predecessor, Foldes Financial Management, since 2008. 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 comprehensive financial planning process with discretionary portfolio management, using an equity core-and-satellite approach that includes low-cost index and ETF cores alongside active and alternative strategies.

Armando Urena is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Urena serves as a board member of Autism Speaks, participating in fundraising activities on a volunteer basis. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, estate planning, and advisory programs, utilizing a multi-team approach supported by a broad range of investment tools and third-party manager relationships.

Asher Carrell is a CFP®-credentialed financial advisor with one year of industry experience, currently with Evensky & Katz/Foldes Wealth Management in Coral Gables, FL. Prior to joining the firm, he held roles in a variety of fields including Fence Defender and Texas Tech University. 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 employs a core-and-satellite investment approach focused on low-cost index and ETFs, combined with tax- and cost-efficient portfolio monitoring.

Johanna Haza is a financial advisor at Snowden Capital Advisors LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of finance, she is involved in fashion blogging, freelance styling, and digital marketing ventures. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering customized portfolio management, investment consulting, and financial planning. The firm utilizes multi-team scale and institutional capabilities, including third-party manager selection and a variety of investment tools, to serve a broad client base.

Arnaldo Rego is a financial advisor at Snowden Capital Advisors LLC with 28 years of industry experience. He holds a Series 66 designation and has held prior roles at Merrill and Bank of America. Outside of his advisory work, he is connected to a family-owned business in São Paulo. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management alongside financial and estate planning services.

Arturo Rodriguez Diaz is a financial advisor with RIWM, LLC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Aegis Capital Corp. since 2015 and with RIWM, LLC since 2012. RIWM, LLC, operating as Rehmann International Wealth Management, provides individual portfolio management, family wealth consulting, and portfolio supervision primarily on a non-discretionary basis. The firm serves mostly individual clients, including a notable non-U.S. presence, and employs a combination of fundamental, technical, and cyclical analysis strategies.

Juan Gonzalez is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Kovack International Wealth Management. Gonzalez is currently affiliated with Insigneo Securities, LLC, in addition to his advisory role. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and periodic reviews to monitor performance.

Suhey Rios Perez is a CFP® and Series 65-licensed advisor with Mutual of Omaha Investor Services, Inc., where she has worked since 2019. She has five years of industry experience, including roles at Mutual of Omaha Insurance Company. Outside of advising, she is also an insurance agent operating under the DBA Tomorrow Financial Strategies. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Kenneth Watson Jr. is a financial advisor with Vicus Capital, Inc. in Miami, FL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Vicus Capital since 2015 and has previously worked at Cetera and Cetera Wealth Services, LLC. Watson also operates as an independent insurance agent specializing in life, accident, and health insurance. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis alongside various model strategies, emphasizing retirement-plan consulting and fiduciary services.

Rhonda Kuhn is a financial advisor with Archer Investment Corporation in Miami, FL, holding 38 years of industry experience. She previously worked for Avantax Investment Services, Inc. for 35 years and has been involved with Automated Financial Planning and Automated Accounting since the mid-1980s. Outside of her advisory role, Kuhn is active in small business assistance, tax preparation/accounting, and insurance sales through her involvement with Automated Financial Planning and Automated Accounting. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm operates a multi-branch, independent-contractor model and manages over $1 billion in discretionary assets, offering a range of advisory services from comprehensive financial planning to limited-scope model portfolios.

Javier Briceno is a financial advisor at Oppenheimer with 20 years of industry experience. He holds Series 65 and Series 63 designations. His prior roles include positions at Morgan Stanley Private Bank and Amerant Investments, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Mark Giles is a financial advisor with Janney Montgomery Scott who holds Series 66, 63, and 65 licenses and has 38 years of industry experience. Prior to joining Janney in 2025, he worked at BNY Mellon Securities Corporation for three years and at Davis Distributors, LLC for nine years. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Joao Bastos is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2019. Prior to that, he held roles at Space Coast Credit Union and LPL Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Scott Newson is a financial advisor with Transamerica Financial Advisors in Coral Gables, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes roles at WealthWave and CPA tax and estate consulting, as well as serving as treasurer and director for Morne-Pele Christian School, a nonprofit supporting education in Haiti. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory approach. The firm serves individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses through a large network of advisors and multiple program platforms.

Marianella Armijos is an advisor at Oppenheimer with a Series 66 designation and experience spanning roles at Chase Bank, Pestana & Pestana MD, PA, and Florida International University. She joined Oppenheimer in 2026 and is based in Coral Gables, FL. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, delivering both discretionary and non-discretionary advisory solutions.