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.

Jesse Pantano is a CFP® and CFA® with 23 years of experience in the financial industry. He currently works at Mission Wealth Management, LP and has held positions at firms including Citizens Securities, Clarfield Financial Advisors, Mercer Global Advisors, BlackRock, and TD Ameritrade. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, along with institutional clients. The firm employs customized, long-term investment strategies using a range of asset types including ETFs, mutual funds, individual securities, and alternative investments.

Victor Pina Pinero is a Series 65-licensed financial advisor at BBVA Global Wealth Advisors, Inc. based in Miami, FL, with two years of industry experience. He has worked at BBVA Global Wealth Advisors since 2023 and previously held roles at BBVA USA Rep Office and BBVA Mexico. 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, with an international focus and a reliance on BBVA S.A.’s global investment resources.

Ruben Millares is a CFP® and PFS™ credentialed advisor at Arax Advisory Partners with 17 years of industry experience. He previously managed Millares Asset Management, LLC for over two decades and worked at Millares & Company, Inc. Millares is involved in non-investment real estate ventures through several managing member roles. Arax Advisory Partners is a multi-team wealth management firm serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers comprehensive financial planning and portfolio management services, employing internal and third-party asset management strategies combined with tailored asset allocation to meet client objectives.

Guillermo Socarras is a financial advisor at Gentrust with 25 years of industry experience and holds a Series 66 designation. He has been with Gentrust since 2011 and serves as a principal of both Gentrust, LLC and its affiliate, Catenary Asset Management, LLC, where he is a passive investor. Gentrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base that includes high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in assets and employs a multi-disciplinary investment approach that integrates fundamental, technical, and macroeconomic analysis with scenario-based risk management and valuation-driven adjustments.

Daniel Eulate is a financial advisor at Boreal Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Mora Wealth Management LLC and Andbanc Advisory LLC. Outside of his advisory role, he serves as a manager of Dakhill LLC, a company that invests in restaurant businesses. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm uses an open-architecture platform that combines internal portfolio management with third-party and affiliated sub-advisers across various asset classes.

Jairo Moreno Moreno is a financial advisor at Insigneo Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has prior experience at Invex LLC. Additionally, he has worked in the hospitality sector and at a country club before entering the financial industry. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to 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 periodic reviews to manage diverse investment strategies.

Antonio Gomez Real is a financial advisor at Mora Capital Management, LLC with 14 years of industry experience. He has worked at Mora Wealth Management LLC since 2018 and previously at Andbanc Advisory LLC from 2014 to 2018. Antonio serves on the board of Gazul S.L., a company managing the net worth of Spanish singer Alejandro Sanz, and was invited to join the board of directors of the Florida Grand Opera in 2026. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm employs an open-architecture investment approach combining fundamental and technical analysis, third-party manager selection, and customized solutions tailored to client objectives.

Nathan Ramos is a financial advisor at Blackridge Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Blackridge since 2017, following prior roles at Padilla & Associates Wealth Management and NEXT Financial Group. Outside of advising, Ramos tutors undergraduate and graduate students in subjects including mathematics, finance, and business, and he instructs a quantitative portfolio management course. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-based portfolio management approach through an affiliated turnkey asset management platform and sponsors multiple wrap-fee programs while offering estate-planning support and referrals to third-party managers.

Maria Mantilla Gomez is a Series 65-licensed financial advisor with BBVA Global Wealth Advisors, Inc., based in Miami, FL. She has two years of industry experience, having previously worked at BBVA Asset Management, Credicorp Capital, and BBVA Valores. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices through portfolio advisory and wrap-fee programs. The firm’s investment process aligns client risk profiles with investment guides supported by global research, emphasizing a predominantly non-discretionary asset management approach with an international focus.

Travis Aldridge is a CFA® charterholder with 16 years of industry experience. He is currently with New Edge Wealth, where he has worked since 2021, and also with NewEdge Securities, Inc. since 2022. His prior experience includes roles at Boston Private Wealth LLC, Lincoln Financial Advisors, and Genesis Investment Advisors. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients such as family offices and foundations. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary investment solutions, supported by technology tools including AI-assisted analytics.

Juan Doria is a financial advisor with Boreal Capital Management LLC in Miami, FL, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Mora Wealth Management LLC, Ucap Asset Management LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith, Inc. He also participates in referral activities with ProviCapital. Boreal Capital Management provides discretionary and non-discretionary investment management and family-wealth advisory services to individuals, corporations, and institutional investors. The firm utilizes an open-architecture platform combining internal portfolio management with third-party and affiliated sub-advisers, serving a diverse client base including high-net-worth and non-U.S. clients.