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.

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.

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.

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.

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.

Jonathan Ender is a financial advisor at Insigneo Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and Citigroup Global Markets. Ender is also an owner and member of JAEC, LLC, a separate entity used for tax planning purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through firm-managed model portfolios and individualized advisor-led construction that incorporate global asset classes and third-party research.

Mario Ros is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Mora Capital Management, LLC in Miami, FL. His prior work history includes roles at UBS Financial Services and Citigroup. Outside of his advisory role, he is the president of Bullros Finance LLC, an entity that manages his rental property in Miami. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and international investors. The firm employs an open-architecture investment platform that utilizes fundamental and technical analysis across a broad range of asset classes, offering both discretionary portfolio management and non-discretionary family wealth consulting.

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.

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.

Rafael Sotillo Aponte is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 17 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, and previously at Wells Fargo Clearing and Mercantil Commercebank. Bolton Global Asset Management provides 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 tailors portfolios to client goals and risk tolerance, utilizing mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Oriana Rebollar is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. She has been with Insigneo Securities since 2021 and transitioned to Insigneo Advisory Services in 2024. In addition to her advisory role, she serves as a client associate within an affiliated business. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, utilizing a combination of committee-driven model portfolios and individualized advisor-led portfolio construction. The firm’s approach includes global asset classes and emerging-market exposure, with options for discretionary and non-discretionary portfolio management.

Jose Cobian Moran is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Intercam Securities and Intercam Advisors from 2012 to 2025 before joining Insigneo in 2025. He is dually registered with Insigneo Advisory Services LLC and Insigneo Securities LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized investment solutions through discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and proprietary private placement vehicles.