Carlos Gonzalez is a financial advisor at GenTrust with four years of industry experience. He holds a Series 65 designation and has previously worked at Sunrun and MAXIMAI Investment Partners LLC. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for a focused client base that includes high-net-worth individuals, financial intermediaries, pooled investment vehicles, and institutional clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, and macroeconomic analysis with risk management strategies and offers wealth management, financial planning, and concierge services.

Oscar Melian is a financial advisor at Insigneo Advisory Services, LLC with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors LLC and HB Asset Management. He has been with Insigneo Advisory Services and its affiliated broker-dealer since 2016. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, institutional, and banking clients. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and periodic reviews to manage diversified portfolios that may include equities, fixed income, commodities, REITs, alternative investments, and private placements.

Andrea Narbona Letelier is a Series 66-credentialed financial advisor with seven years of industry experience. She currently works at Insigneo Advisory Services, LLC and previously was affiliated with VectorGlobal WMG. Outside of her advisory role, she serves as a teacher assistant for an online education platform, ECLASS. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios and individualized advisor-led portfolio construction. The firm offers a broad range of global asset class exposures and incorporates third-party research to align portfolios with client objectives and risk tolerances.

Alfredo Atencio is a financial advisor with Foundations Investment Advisors LLC in Doral, FL, holding Series 63 and Series 65 licenses. He has one year of industry experience and has held roles at several firms, including Vero Wealth Solutions and Desert Rose Capital Management. Outside of advising, he is involved with insurance activities through ownership and agency roles at Florida Financial and Insurance Agency Inc. and Bright Financial Insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

Luisana Torres is a financial advisor at Bolton Securities Corporation with a Series 65 credential and no prior industry experience. Her background includes roles at Bolton Global Capital, Forum Foods Corp, Hugo Boss, and Hato Rey Company. 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, and institutions. The firm’s approach emphasizes tailored portfolios using a range of investment vehicles with a generally long-term orientation, supported by a network of independent investment adviser representatives.

Gustavo Alfonso is a financial advisor with StoneX Advisors Inc. in Miami, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes 12 years at Bolton Securities Corporation and Bolton Global Capital before joining StoneX Advisors Inc. and StoneX Securities Inc. in 2025. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing multiple account structures and model-based solutions.

Jennifer Tamayo is a financial advisor at GenTrust with 15 years of industry experience. She holds a Series 66 designation and has worked at GenTrust since 2019, following a five-year tenure at Citi. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a team of about 20 advisors.

Taylor Gang is a CFP® professional with 18 years of experience, currently serving as an advisor at Evensky & Katz/Foldes Wealth Management since 2014. He is also the CEO and owner of Northstar Services LLC, a strategic case management firm, and manages financial and tax matters for that business. Additionally, he acts as co-trustee for a family education trust. Evensky & Katz/Foldes Wealth Management is a fee-only advisory firm serving individuals, trustees, retirement plans, charities, and small businesses. The firm employs a wealth-management approach centered on client goals, using a core-and-satellite investment framework that incorporates low-cost index funds, ETFs, and selective alternative allocations.

Mauricio Leyva Santa Maria is a financial advisor at Insigneo Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at VectorGlobal IAG and Banco de Bogotá Panama. Outside of his advisory role, he participates as a substitute manager and shareholder in a family patrimonial society that leases land for cattle. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led strategies. The firm incorporates global asset classes and emerging markets into client portfolios and features notable cross-border elements, including affiliated entities in Panama and offshore fund management.

Richard Bellamy is a Series 65-licensed advisor with First Advisors National, LLC in Miami, FL, and has one year of industry experience. He previously worked at Asset Allocation Strategies and HSBC US NA. Bellamy is also an independent insurance agent focusing on fixed and indexed annuity sales to public school employees. First Advisors National provides investment management and retirement plan consulting primarily to individual clients, managing over $500 million in discretionary assets. The firm emphasizes tactical and strategic asset allocation through third-party money managers and offers an optional retirement-account aggregation platform.

Jose Calero is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and six years of industry experience. His prior work includes positions at Select Milk Producers and Praries Edge Dairy. 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 employs a combination of customized allocations and firm-modeled portfolios, utilizing a variety of asset classes and third-party research to manage and monitor client investments.

Sergio Bister Pessaj is a financial advisor at Boreal Capital Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Mora WM Securities LLC since 2012. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm operates an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

Joseph Alamo is a CFP® with five years of industry experience, currently serving as a financial advisor at CG Advisory Services. He has previously worked at Kovack Advisors, Inc., Fernandez Wealth Management, LLC, and RLAA CPA's & Advisors, LLP. Outside of his advisory roles, he is a partner at an accounting and tax firm and spends part of his time advising clients on fixed insurance products. CG Advisory Services is an SEC-registered firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs model-driven and customized portfolio management strategies supported by an Investment Committee and utilizes AI tools alongside traditional research methods.

Juan Mendoza is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Insigneo, he worked at Blackstone from 2022 to 2024 and held roles at Univision Communications Inc. and HBO Latin America. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and allowing client-imposed investment restrictions across a broad range of asset classes.

Daniel Caso is a financial advisor at Aegis Capital Corp. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates and Wells Fargo Clearing. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Oscar Vega is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with CreativeOne Wealth, formerly Change Path LLC, since 2017. In addition to his advisory role, he is an investor involved in condo conversion projects. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies.

Rodrigo Morales Aramburu is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL. His prior roles include positions at Banco BBVA Peru, BBVA Asset Management SAF, and Profuturo AFP. 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 combines strategic and tactical asset allocation, leveraging both BBVA’s internal research and selected third-party models.

Juan Londono is a Financial Advisor with Merrill Lynch Wealth Management, specializing in serving high-net-worth individuals. He provides tailored financial strategies focused on international wealth management, philanthropic planning, portfolio management services, and both individual and corporate investment strategy. His approach emphasizes understanding each client’s full financial picture to develop personalized wealth management plans suited to evolving market conditions. Juan’s experience includes roles such as Treasurer and Head Trader, with a niche focus on advising private and corporate investors. His expertise extends to financial planning, investment portfolio management, and estate planning. He holds the Personal Investment Advisor (PIA) designation and completed a non-accredited certificate program at Universidad Javeriana. Fluent in English and Spanish, Juan combines local market insights with global financial trends to guide clients in preserving and growing their wealth. He is engaged in community volunteering, reflecting the Merrill tradition of local involvement. Outside of work, Juan’s personal interests include adventure sports, music, photography, reading, running, spending time with family, and traveling.

Aron Marcinkoski is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His previous roles include positions at NewBridge Securities Corporation and Meyers Associates LP. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management and financial planning with a range of advisory and consulting services, including actuarial and benefits consulting. The firm emphasizes personalized portfolio construction and discretionary management, targeting non-high-net-worth investors and retirement plan participants.

Michael Hoeflinger is a CFP® with 28 years of industry experience and has been with Evensky & Katz/Foldes Wealth Management since 2014. He also has an 18-year tenure at Foldes Financial Management, LLC. Based in Coral Gables, FL, Hoeflinger holds the Series 63 and Series 65 licenses. Evensky & Katz/Foldes Wealth Management serves high-net-worth individuals, entrepreneurs, corporate executives, trusts, estates, charities, and retirement plans. The firm provides comprehensive, fee-only wealth management and financial planning services with an investment approach centered on planning-driven strategies, tax- and cost-efficient management, and discretionary monitoring, managing approximately $3.21 billion in assets for about 1,188 clients.