Jeremy Bailey is a financial advisor at MG&A Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Zephyr Private Wealth LLP, Tanager Wealth Management, St. James Place, Sterne Agee Financial Services, and Meg Green & Associates. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset types and offers discretionary and non-discretionary management, including private investment opportunities managed directly or through third-party managers.

Charles Flynn is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He has worked at Sierra Capital LLC since 2021 and previously spent five years with UBS Financial Services Inc. in various roles. Sierra Capital serves ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm uses a manager-of-managers approach and a broad range of investment strategies to implement client policies, managing approximately $1.5 billion in assets with a notable focus on international and Latin American capital markets.

Marilo Fernandez Gonzalez is a Series 65-licensed advisor with eight years of industry experience, currently serving at LifeInvest Wealth Management, LTD in Miami, FL. She has prior experience with Portfolio Resources Advisor Group, Inc. and holds a senior investment advisory role at Kapital Consultores, a wealth management company in Venezuela where she has worked since 2014. Outside of her advisory roles, she volunteers with Vintage Funda Procura, a nonprofit organization that donates wheelchairs in Venezuela. LifeInvest Wealth Management serves primarily high-net-worth individuals, families, and institutional clients managing approximately $300 million through an eight-advisor team. The firm offers fee-based portfolio management and consulting services with a focus on fundamental analysis and strategic allocation, utilizing a wide array of investment tools and maintaining a notable cross-border client presence.

Justin Greenhill is a financial advisor with Sollinda Capital Management LLC in Miami, FL, holding a Series 65 designation and 12 years of industry experience. He has worked at Sollinda since 2023 and previously at SkyView Investment Advisors and Ridgepath Capital Management. Outside of his advisory role, he owns and operates a small technology business focused on economic data aggregation. Sollinda Capital Management is a discretionary investment adviser serving individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a variety of systematic and discretionary strategies across multiple asset classes and also provides sub-advisory services to other RIAs.

Franklin Gay IV is a CFP® professional with six years of experience in the financial advisory industry. He has worked at Tobias Financial Advisors since 2020 and previously spent three years at Zehnder Wealth Management. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, corporations, and other entities with wealth management, investment management, financial planning, and related services. The firm emphasizes long-term, globally diversified portfolios and incorporates AI-driven tools alongside human oversight in its investment approach.

Stefan Revelo is a CFP® professional at Curio Wealth, LLC with one year of industry experience. He previously worked at Annapolis Financial Services, LLC and Empower Retirement. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans, combining a range of investment options with ongoing supervisory reviews and additional services such as tax preparation.

Hector Horcajada Romay is a financial advisor at Andbanc Advisory LLC with a Series 66 credential and three years of industry experience. He has been associated with Andbanc Brokerage LLC and ANDBANC Wealth Management since 2022 and previously worked at Lindenwood University from 2016 to 2022. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm employs an open-architecture approach, utilizing internal research, third-party managers, and affiliate resources to build diversified portfolios and serves a client base that includes non-U.S. investors.

Daniel Gentile is a Series 65-licensed financial advisor at ActiTrust Wealth Management LLC with three years of industry experience. He has worked at ActiTrust Wealth Management LLC since 2019 and also serves as a Wealth Manager at ActiAdvisors Corp, a foreign corporation providing family office and investment management services to non-U.S. high-net-worth individuals and families. ActiTrust Wealth Management LLC offers discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth clients, and business entities, using a combination of fundamental and quantitative analysis to implement client strategies documented in tailored Investment Policy Statements. The firm serves a meaningful non-U.S. client base through its affiliated foreign advisory activity and employs a range of investment approaches including long- and short-term trading and third-party managers.

Renaud Pelat is a CFA® charterholder with six years of industry experience, currently serving as an advisor at ACP Capital Management, LLC. His prior experience includes roles at Mariva Global Asset Management and Innova Sports. He also refers clients to Founders Global, an insurance broker, devoting limited time to this activity. ACP Capital Management provides discretionary and non-discretionary investment management to individual, private fund, and institutional clients, employing model-based and manager-led strategies that incorporate ETFs, UCITS, fixed income, and alternative exposures. The firm manages private funds and pooled vehicles, offers a wrap fee program, and serves an international client base with an emphasis on offshore investment products.

Matthew Saneholtz is a CFP® and CFA® with 17 years of industry experience. He has been with Tobias Financial Advisors since 2005. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, and corporations with wealth management, investment management, financial planning, retirement plan advisory, and related tax-preparation and trustee services. The firm emphasizes long-term, globally diversified portfolios managed under Investment Policy Statements, incorporating both traditional and alternative investments with the support of AI-driven research tools.

Philip Herzberg is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Team Hewins, LLC since 2021. He previously worked at The Lubitz Financial Group from 2015 to 2021. Herzberg holds leadership roles in several nonprofit and professional organizations, including trustee of the Jewish Community Foundation and chair of the Jewish Federation Broward County Advisory Philanthropy initiative. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process is guided by an Investment Committee using Modern Portfolio Theory, with a focus on retirement plan services and a notable mix of discretionary and non-discretionary assets under management.

Thomas Reed is a financial advisor with Chicago Partners Investment Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Chicago Partners since 2013. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, endowments, and corporations, providing portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolios, including strategies like direct indexing and tax-loss harvesting.

Marcela Goldenberg is a financial advisor at BBVA Global Wealth Advisors, Inc. with seven years of industry experience. She holds a Series 65 designation and has worked previously at Banco Itau International, Itau International Securities, and Ascendo. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs. The firm emphasizes a non-discretionary investment approach that integrates strategic and tactical asset allocation, leveraging global research and model providers.

Ricardo Hellmund is a financial advisor at Stelac Advisory Services LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and was previously with UBS Financial Services from 2015 to 2018. Outside of his advisory role, he serves on the board of directors of C. Hellmund & Co., a privately held consumer electronics wholesale and distribution company in Venezuela. Stelac Advisory Services provides multi-family office and investment advisory services primarily to international high-net-worth individuals, families, and institutions. The firm offers customized asset allocation through a combination of model portfolios and security selection, including pooled investment vehicles and private funds targeted mainly at non-U.S. investors.

Samuel Stone is a Series 65-licensed financial advisor at Mission Wealth Management, LP with one year of industry experience. Prior to joining Mission Wealth Management in 2025, he worked at Northwestern Mutual and has experience in educational roles at the University of Miami, Roxbury Latin School, and Central Middle School. Mission Wealth Management is a multi-team registered advisory firm that provides wealth management, financial planning, and portfolio management services primarily to affluent and high-net-worth individuals and families as well as institutional clients. The firm employs customized, long-term investment strategies across various asset classes and offers services through tiered models that include financial planning, investment implementation, and consulting.

Lee Hediger is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He is a co-founder of Provenance and focuses on estate, business, retirement, and investment planning. Additionally, he is a founder and leadership member of The Veterans Trust, a nonprofit organization established to support veterans. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across multiple custodial platforms and employs a range of investment strategies including equities, ETFs, mutual funds, and options, while providing financial planning and retirement-plan services.

Mariela May is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at CitiGroup Global Markets Inc for 12 years. Outside of her advisory work, she is also a part-owner of a real estate property in Aventura, Florida. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers a range of managed account solutions and employs a combination of customized allocations and firm-modeled portfolios, using third-party research and periodic reviews to monitor performance.

Alexander Schmedt is a financial advisor at Northern Trust Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TradeStation Securities, Inc. and Joseph Gunnar & Co., LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management services to high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven investment approach using various portfolio options and combines advisory, brokerage, and custody activities within a large multi-team environment.

Michael Riolo is a financial advisor at Thurston Springer Advisors with one year of industry experience. He holds the Series 66 designation. His prior roles include positions at Fratarcangeli Wealth Management, MVR Holdings Group, and Raymond James. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing investment approaches that range from buy-and-hold to active strategies like Tactical Momentum and Earnings Momentum models.

Joseph Valdes Jr. is a financial advisor at Capital Analysts with 28 years of industry experience. He previously worked at Valic Financial Advisors for 24 years before joining Agia and later Lincoln Investment. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, utilizing proprietary screening tools and a network of independent advisors and third-party managers.