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 at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to his current role, Luis worked in hospitality and manages Sunshine Lien Search, Inc., a lien search business serving title companies. 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 primarily through Envestnet and Pershing platforms.

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.

Carolina Acurio is a financial advisor at Bolton Securities Corporation with 25 years of industry experience. She holds a Series 66 designation and has worked at Bolton Global Asset Management and Bolton Global Capital since 2015. Her prior experience includes positions at Morgan Stanley from 2007 to 2015 and Merrill from 2001 to 2007. Carolina is also the owner and manager of Sunblazzer Associates, LLC. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management using various investment vehicles and employs a long-term approach combined with flexible trading strategies.

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.

Edilberto Moreno is a Series 66 licensed financial advisor with 26 years of industry experience, currently serving at Bolton Securities Corporation. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016. Moreno is co-owner and managing director of PWA Family Office, LLC, and also manages Batista & Moreno Advisors. Additionally, he serves as a director of his wife's pediatric cardiology practice in Panama and is involved in real estate development projects there. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals. The firm uses a network of independent investment adviser representatives and offers customized wealth management through various investment vehicles, emphasizing a primarily long-term approach.

Steven Foldes is a CFP® professional with 24 years of experience in financial advising. He has been with Evensky & Katz/Foldes Wealth Management since 2014 and previously led Foldes Financial Management from 2008 to 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 a core-and-satellite investment approach focused on low-cost index and ETF cores combined with select active and alternative strategies.

Armando Urena is a financial advisor at Snowden Capital Advisors LLC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Lehman Brothers Inc., Wells Fargo Advisors LLC, and Wells Fargo Clearing. Urena serves as a board member for Autism Speaks, where he participates in fundraising activities. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients, offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities and employs customized model portfolios, often delegating implementation to third-party managers while maintaining client oversight.

Arturo Vasquez is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016. Vasquez maintains a fixed life insurance license, obtained in 2019, though he currently does not actively conduct sales in this area. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal and third-party strategies, emphasizing a primarily long-term approach while allowing for various investment techniques.

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.

Alexander Ruiz is a financial advisor at GenTrust with 17 years of industry experience. He holds the Series 66 designation and has been with GenTrust since 2011. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a comprehensive investment process that integrates fundamental, technical, and macroeconomic analysis, focusing on asset allocation and risk management.

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.

Eduardo Cadenas is a financial advisor at Bolton Securities Corporation with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2023. Bolton Global Asset Management provides asset management and financial planning services to individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an adviser-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.