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. The firm uses diversified portfolios including mutual funds, ETFs, equities, and fixed income, and offers additional services such as tax preparation and ERISA/401(k) plan consulting.

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 and holds a Series 63 license with 13 years of industry experience. He is currently with Tiempo Capital Partners, where he has worked since 2024, following a 12-year tenure at J.P. Morgan Securities. Tiempo Capital Partners advises individuals, trusts, estates, charitable organizations, and business entities, focusing on fee-based, customized investment management along with family office consulting and non-discretionary investment consulting. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis and is noted for its performance-based fee arrangements and family-office level services.

Renaud Pelat is a CFA® charterholder with five years of experience in the financial industry. He is currently with ACP Capital Management, LLC, where he has worked since 2022. Prior to this, he held positions at Mariva Global Asset Management and Innova Sports. Outside of his advisory role, Mr. Pelat refers clients to an insurance broker and participates in real estate investment projects in Lima, Peru. ACP Capital Management provides discretionary and non-discretionary investment management services to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm utilizes a blend of proprietary and third-party model portfolios and invests across a range of asset classes including ETFs, UCITS, structured products, and emerging-market fixed income.

Pablo Serra is a financial advisor at Miura Investment Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2026. His prior work includes positions at Abanca, EDM Wealth and Asset Management, Abante Asesores, and Grupo Correos. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, as well as individual and high-net-worth clients, providing portfolio management and investment advisory services on a non-discretionary basis. The firm employs both long- and short-term strategies, uses technical and cyclical analysis, and conducts formal quarterly account reviews.

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.

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.

Henry Pfleger is a financial advisor at M Holdings Securities, Inc. He holds a Series 65 designation and has prior experience at firms including Troluce Capital Advisors, ExodusPoint Capital Management LP, CreditSights, and Bloomberg LP. In addition to his advisory role, he is involved as an analyst developing quantitative trading strategies at L1 Capital Global. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

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.

Joseph Tribuiani is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Evensky & Katz/Foldes Wealth Management with three years of industry experience. His prior roles include positions at Raymond James & Associates, Tribuiani Asset Management, and Wells Fargo Advisors Financial Network. Evensky & Katz/Foldes Wealth Management is a fee-only wealth management firm serving individuals, trustees, retirement plans, charities, and small businesses. The firm employs a client-focused wealth-management approach centered on documented goals, combining strategic asset allocation with a core-and-satellite equity framework that utilizes low-cost index funds and ETFs alongside specialty allocations and alternative investments where appropriate.

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.