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 at StoneX Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bolton Securities Corporation, RBC Capital Markets, UBS International Inc., Wells Fargo Clearing, and Prudential Equity Group. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm uses a range of strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

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 19 years of industry experience, currently serving at Evensky & Katz/Foldes Wealth Management since 2014. Prior to that, Taylor worked at Brightscape Investment Centers. Outside of advising, Taylor is CEO and owner of a strategic case management business, NORTHSTAR SERVICES LLC, and also manages tax and financial matters for other private entities. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm employs a comprehensive planning process supported by a written Investment Policy Statement and uses an equity core-and-satellite portfolio management approach emphasizing tax efficiency and a combination of index, ETF, and alternative investments.

Mauricio Leyva Santa Maria is a financial advisor at Insigneo Advisory Services, LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at VectorGlobal and Banco de Bogotá Panama. Outside of his advisory role, he is involved in a family patrimonial society that manages leased land for cattle. 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 includes global asset classes and emerging-market exposures, serving clients through discretionary and non-discretionary portfolio 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.

Vanessa Rose Voge is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at JPMorgan Chase Bank, JPMorgan Securities, Edward Jones, and CitiBank. Santander Securities LLC provides investment advisory services and portfolio management primarily to retail clients, including individuals and institutional accounts, managing approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment management through wrap-fee programs and emphasizes affiliated banking relationships and sweep-program compensation.

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 experience includes roles at Banco BBVA Peru, BBVA Asset Management SAF, and Profuturo AFP. BBVA Global Wealth Advisors, Inc. offers investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm utilizes strategic and tactical asset allocation based on BBVA S.A.’s fund research and third-party resources, providing access to a broad range of investment products including mutual funds, ETFs, UCITS, and structured products.

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 designations and bringing 20 years of industry experience. His prior roles include positions at NewBridge Securities Corporation and Meyers Associates LP. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized portfolios with discretionary management options and provides specialized services such as actuarial analysis, benefits consulting, and investment banking support.

Michael Hoeflinger is a CFP® professional with 28 years of industry experience. He has been with Evensky & Katz/Foldes Wealth Management since 2014 and previously worked at Foldes Financial Management and Ingham Retirement Group. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs an equity core-and-satellite investment approach with a focus on low-cost index and ETF cores alongside select active and alternative strategies, managing roughly $3.2 billion for about 1,165 clients across 22 advisors.

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 financial advisor at BBVA Global Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked with BBVA entities since 2015, including BBVA Mexico and BBVA USA Rep Office. BBVA Global Wealth Advisors provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm combines strategic and tactical asset allocation using BBVA S.A.’s fund research and third-party resources, offering portfolios with a mix of mutual funds, ETFs, UCITS, structured products, and individual securities.

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.