Michael Wagner is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Omnia Family Wealth, LLC since 2015 and previously was with Purshe Kaplan Sterling Investments. Wagner serves as Young Leadership Chair for the Greater Miami Jewish Federation. Omnia Family Wealth advises individuals, families, trusts, and charitable organizations, offering wealth management, financial planning, and portfolio management services. The firm emphasizes a goal-driven, long-term investment approach and is notable for its active involvement in pooled investment vehicles and private funds.

Alyssa Guerra is a CFP® and Series 66 credentialed advisor at Castleview Partners, LLC with 19 years of industry experience. She has worked at Castleview Partners since 2017 and previously held positions at Kovack Securities, Inc. and SunTrust Advisory Services. Outside of her advisory role, she is president of Alyssa M. Guerra Wealth Management Inc., a financial planning and investment management entity. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm utilizes a combination of internally managed models, third-party managers, and direct holdings, supported by its aiAlpha platform, which delivers portfolio management and operational support to both internal and external advisors.

Ignacio Del Fresno is a financial advisor at BCP Advisors LLC with three years of industry experience. He holds a Series 65 designation and has been with BCP Advisors since 2019, following completion of a Master of Science in Finance at Florida International University. BCP Advisors, operating as Vestiva, offers discretionary and non-discretionary investment management primarily through an automated digital platform. The firm serves individuals, trusts, estates, charitable organizations, corporations, and a foreign investment adviser, managing approximately $291.7 million across about 3,900 client accounts using an algorithm-driven investment process based on Modern Portfolio Theory.

Esteban Endere is a financial advisor with ACP Capital Management, LLC in Miami, FL, holding Series 65 and Series 66 licenses and possessing 21 years of industry experience. He has been with ACP Capital Management and its affiliated firm ACP Securities since 2012. ACP Capital Management, LLC is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management, model portfolios, consolidated wealth reporting, and digital advisory solutions to individuals, high-net-worth clients, separately managed accounts, and institutional/private fund clients. The firm utilizes a combination of in-house and third-party models and serves as manager and adviser to private pooled vehicles, offering investment strategies primarily through ETFs, mutual funds, and UCITS.

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 at Sollinda Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms, including SkyView Investment Advisors, Ridgepath Capital Management, and Capital Investment Advisory Services. Outside of his advisory work, Greenhill owns and operates a small technology business focused on economic data aggregation. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, as well as sub-advisory services to other registered investment advisers. The firm employs a combination of systematic, rules-based and discretionary investment strategies, utilizing quantitative, technical, fundamental, and cyclical analysis.

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.

David Sigg is a financial advisor at Dara Capital US, Inc. with 12 years of industry experience. He holds a Series 65 designation and has been with Dara Capital US since 2013. He is also an equity owner and occasional portfolio manager at Dara Capital AG in Zurich, Switzerland. Dara Capital US, Inc. provides independent financial and wealth advisory services to sophisticated investors, including trusts, tax-exempt organizations, estates, and family offices. The firm combines quantitative and qualitative analysis to build diversified, tailor-made portfolios that emphasize controlled downside volatility and employs a range of investment strategies, typically on a non-discretionary basis.

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.

Ignacio Rosales is a Series 65-credentialed financial advisor at Uyana Partners LLC with four years of industry experience. His prior experience includes roles at Insignium Asset Management, Morgan Stanley, and PricewaterhouseCoopers. He also serves as Chief Behavioral Officer and investment committee member at BuenTrip Ventures. Uyana Partners serves individual and corporate clients across wealth tiers, offering portfolio management, financial planning, and a technology-driven model portfolio program. The firm creates individualized investment policies and manages diversified portfolios using both fundamental and technical analysis.

Salvador Juncadella IV is a financial advisor with BigSur Partners, LLC in Miami, FL, holding a Series 65 designation and four years of industry experience. He has worked at BigSur Partners since 2016 with a brief tenure at TwinFocus Capital Partners in 2019. BigSur Partners is an independent, fee-based global multi-family office serving high net worth individuals, trusts, corporations, and pooled investment vehicles. The firm offers portfolio management, consulting, consolidated reporting, and family-office services using client-specific investment policies and proprietary research, with a focus on discretionary management of traditional assets and selective use of alternative investments.

Renaud Pelat is a CFA® charterholder with six years of experience in the financial industry. He currently serves at ACP Capital Management, LLC and ACP Securities LLC, where he has worked since 2022. Prior to that, he held roles at Mariva Global Asset Management and Mariva Capital Markets, and has also been involved in entrepreneurial ventures including Innova Sports and self-employment. Outside of his advisory work, he refers clients to an insurance brokerage and participates in real estate investment projects in Lima, Peru. ACP Capital Management, LLC is an SEC-registered investment adviser that offers portfolio management, model portfolios, and digital advisory solutions to individuals, high-net-worth clients, institutions, and private funds. The firm uses a combination of in-house and third-party models alongside technology platforms to manage diversified portfolios primarily consisting of ETFs, mutual funds, and UCITS, and is notable for its role as a private fund adviser and its offshore/UCITS model solutions for non-U.S. investors.

Jennifer Henao is a financial advisor at Ameraudi Asset Management, Inc. in Miami, FL, holding a Series 65 designation with seven years of experience at the firm. Her prior work includes roles at Interaudi Bank and Neuropsychological Services, P.C., as well as self-employment. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, with a focus on diversified ETFs and a macroeconomic investment approach. The firm operates both discretionary and non-discretionary programs and is affiliated with Interaudi Bank, serving a notable non-U.S. client base.

Pablo Serra is a financial advisor at Miura Investment Advisors, Inc. He holds a Series 66 designation and has been active in the financial industry since 2019. His prior experience includes roles at EDM Wealth and Asset Management and Abante Asesores. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, offering non-discretionary investment advice, portfolio management, and manager-selection services. The firm uses a client-directed process that emphasizes both long- and short-term strategies with ongoing account monitoring and requires client approval for all transactions.

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.

Alberto Davila is a financial advisor with Belpointe Asset Management LLC in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Charles Schwab for seven years and has been involved with various firms including Slow Capital, Inc. and Optional Holding LLC. Outside of his advisory role, he owns and operates several digital product businesses and a software service. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Marco Moreno is a financial advisor at Mora Capital Management, LLC with 25 years of industry experience. He has held a role at Mora Wm Securities LLC since 2012. Outside of his advisory work, Moreno is a limited partner and passive investor in China Investment Venture and the sole owner of Ebusus Partners LLC, which invested in a Spanish property acquisition. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm employs an open-architecture investment platform across broad asset classes and manages both discretionary and non-discretionary assets.