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.

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.

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.

Jorge Padilla is a CFP® with 14 years of industry experience, currently serving at Meira Wealth in Coral Gables, FL. He has been with Meira, formerly known as The Lubitz Financial Group, since 2016. Outside of his advisory role, Padilla contributes as a Wealth Advisory Board Member for Blue Vault Partners and serves on the Product Advisory Board for Stratifi Technologies. Meira Wealth provides personalized, fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a mix of passive and active management within a Modern Portfolio Theory framework and offers a range of investment options, including alternative investments when appropriate.

Jimmy Cardentey is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 license with three years of industry experience. His prior work includes roles at JP Morgan Chase and Fifth Third Bank, as well as experience outside finance at Texas Roadhouse. Cardentey is also an insurance agent, deriving a significant portion of his compensation from selling insurance products. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, and estate planning services. The firm employs an active, goal-based investment approach emphasizing strategic asset allocation and uses third-party model managers for portfolio construction and administration.

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.

Victor Mecozzi is a financial advisor at L&S Investment Advisors, LLC in Miami, FL, holding a Series 66 designation with nine years of industry experience. He has previously worked at Brasil Plural Investment Advisor LLC and Brasil Plural Securities LLC, where he has been employed for seven years, as well as at Banco Itau International and T3 Trading Group. Mecozzi has been with L&S Investment Advisors for one year as part of an eight-advisor team. L&S Investment Advisors serves individuals, corporate entities, trusts, and institutions, managing approximately $231 million across about 315 client accounts. The firm employs a short-term trading style, utilizing stocks, ETFs, options, margin transactions, and leveraged strategies, and maintains a formal affiliation with Brasil Plural Investment Advisors.

Juan Carlos Freile Franco is a CFA® charterholder with 14 years of experience in the financial industry. He currently serves as an advisor at Tiempo Capital Partners, having joined the firm in 2024 after spending 12 years at J.P. Morgan Securities. Tiempo Capital Partners manages roughly $911 million for a concentrated client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach and provides fee-based investment management, consulting, and family-office style advisory services.

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.

Pablo Serra is a financial advisor at Miura Investment Advisors, Inc. He holds a Series 66 designation and has been active in the industry since 2019. His prior experience includes roles at EDM Wealth and Asset Management, Abante Asesores, and Abanca. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice, asset allocation, and asset management through mutual funds and third-party managers. The firm emphasizes income and principal preservation with both long- and short-term strategies and manages approximately $392 million in assets.

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 in Miami, FL, holding Series 65 and Series 66 licenses with 25 years of industry experience. He has been with Mora Wm Securities LLC since 2012. Moreno is a limited partner and passive investor in China Investment Venture and is the sole owner of Ebusus Partners LLC. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm offers customized discretionary portfolios and non-discretionary consulting, employing an open-architecture investment process that integrates fundamental and technical analysis, third-party manager selection, and structured products.

Jonathan Ender is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Insigneo since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is an owner and member of JAEC, LLC, a non-securities related entity used for tax planning. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm combines customized allocations and firm-modeled portfolios, utilizing a variety of asset classes and allowing client-imposed investment restrictions.

Mario Ros is a CFA® charterholder and holds a Series 66 license, currently with Mora Capital Management, LLC. He has four years of industry experience, including roles at UBS Financial Services and Citigroup. Outside of his advisory work, he manages a rental property through an entity he oversees. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm uses an open-architecture investment process that integrates fundamental and technical analysis, third-party manager selection, and customized solutions tailored to client objectives.

Maximiliano Contador Jaras is a financial advisor with Insigneo Advisory Services, LLC and holds a Series 66 designation. He has 17 years of industry experience, including 14 years at VectorGlobal WMG. He is also authorized to work as a financial advisor for VectorGlobal WMG Chile Asesores Financieros SPA, an affiliate of VectorGlobal WMG, Inc. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management with a focus on committee-driven model portfolios and individualized advisor-led portfolio construction. The firm incorporates global asset classes, emerging markets, and foreign currency exposures into its strategies and manages relationships that include cross-border and affiliated broker-dealer elements.

Carlos Villanueva Sucre is a financial advisor with Bolton Securities Corporation and Bolton Global Capital, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Bolton since 2014. In addition to his advisory role, he provides legal services in estate planning and family law from Caracas, Venezuela. Bolton Global Asset Management offers 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 employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed income, combining long-term orientation with tactical trading and rebalancing.

Henry Pfleger is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 65 designation and currently based in Coral Gables, FL. He has experience at firms including Troluce Capital Advisors, ExodusPoint Capital Management LP, CreditSights, and Bloomberg LP. Outside of his advisory role, he works as a hedge fund investment analyst developing quantitative trading strategies with L1 Capital Global. M HOLDINGS SECURITIES, Inc. serves a diverse client base nationwide, including individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management programs and sub-advisory arrangements supported by multiple platform providers and custodial relationships.