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 financial advisor at Mission Wealth Management, LP with 23 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Before joining Mission Wealth Management in 2022, he worked at firms including Citizens Securities, Clarfeld Financial Advisors, Mercer Global Advisors, BlackRock, TD Ameritrade, and Ameriprise. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and consulting services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct 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™ with 17 years of industry experience. He is currently with Arax Advisory Partners and has previously worked at Millares & Company, Inc. and Millares Asset Management, LLC. Outside of his advisory role, he is involved as a managing member in several non-investment-related business ventures. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and specialized programs, utilizing both in-house teams and external managers across traditional and alternative investments.

Guillermo Socarras is a Series 66 credentialed financial advisor with 25 years of industry experience. He has worked at GenTrust since 2011 and previously spent 12 years at Merrill. Socarras is a principal of both GenTrust and Catenary Asset Management, the latter of which focuses on alternative investments where he is a passive investor. GenTrust is an SEC-registered investment adviser that provides wealth management, investment management, financial planning, concierge, and consulting services to individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven investment approach, incorporating fundamental, technical, and macroeconomic analysis alongside AI-enabled tools with human oversight.

Daniel Eulate is a Series 65-licensed advisor at Mora Capital Management, LLC with 12 years of industry experience. He has worked at Mora Wealth Management LLC since 2018 and previously at Andbanc Advisory LLC from 2013 to 2018. Outside of his advisory role, he manages Dakhill LLC, a company that invests in restaurant businesses. 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 that integrates fundamental and technical analysis across diverse asset classes, managing both discretionary portfolios and non-discretionary assets.

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 with Mora Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Mora Wealth Management since 2018 and previously at Andbanc Advisory LLC from 2014 to 2018. Outside of advising, he serves on the board of Gazul S.L., a company managing the assets of musician Alejandro Sanz, and was invited to join the board of directors of the Florida Grand Opera. 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 with broad asset class allocation and manages both discretionary and non-discretionary assets, alongside pooled vehicles and private funds.

Nathan Ramos is a Series 66-licensed financial advisor with 12 years of industry experience, currently with Blackridge Asset Management, LLC since 2017. His prior experience includes roles at Padilla & Associates Wealth Management and NEXT Financial Group. Outside of advising, he is involved in tutoring undergraduate and graduate students in subjects such as mathematics, statistics, and finance, and he teaches 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 network of investment adviser representatives and offers tailored portfolio management through affiliated and third-party platforms, using fundamental, technical, and charting analysis within a diversified investment approach.

Maria Mantilla Gomez is a Series 65-registered financial advisor with BBVA Global Wealth Advisors, Inc. in Miami, FL, with two years of industry experience. She previously worked at BBVA Asset Management, Credicorp Capital, and BBVA Valores. BBVA Global Wealth Advisors, Inc. offers investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm uses a combination of strategic and tactical asset allocation informed by BBVA S.A.’s fund research and third-party resources, managing portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

Travis Aldridge is a financial advisor at New Edge Wealth in Miami, FL, with 16 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Boston Private Wealth LLC, Lincoln Financial Advisors, and Genesis Investment Advisors. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. 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 AI-assisted analytics and human oversight.

Juan Doria is a financial advisor at Mora Capital Management, LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Bank of America. He is involved with Boreal Capital Management, LLC, providing investment advisory services and coordinating client referrals. Mora Capital Management offers investment management and advisory services to institutional and individual clients, utilizing an open-architecture platform that includes discretionary portfolio management, family wealth consulting, and management of pooled vehicles and private funds.

Marian Stupka is a financial advisor at Level Four Advisory Services with 20 years of industry experience and holds a Series 66 designation. His prior roles include positions at Citigroup Global Markets, CGI Merchant Capital, Alveo Wealth Management, and Holdun Family Office. Outside of advisory work, he owns and manages a real estate investment business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm uses model portfolios and a combination of firm-sponsored wrap platforms and sub-advisors, with a structure that includes broker-dealer and trust affiliations and specialized municipal and tax-exempt strategies.

Alan Prizant is a financial advisor at Mora Capital Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Boreal Capital Securities LLC, GC Group Capital LLC dba Global Capital Group LLC, Tigress Financial Partners, LLC, Global Capital Group (Van Gorp LLC), and Whirlpool Corp. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors, offering both discretionary portfolio management and non-discretionary family wealth consulting. The firm operates an open-architecture investment platform that allocates across broad asset classes and supports pooled vehicles and private fund advising.

Inigo Domenech is a financial advisor with Jefferies Investment Advisers LLC in Miami, FL. He holds a Series 66 designation and has 24 years of industry experience, including roles at Jefferies LLC and Morgan Stanley. Jefferies Investment Advisers LLC provides fee-based financial planning services to a range of clients, including individuals, trusts, estates, and charitable organizations. The firm offers a customized, collaborative planning process supported by third-party software and serves as a wholly owned subsidiary of Jefferies Financial Group.

Andres Astudillo is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and two years of industry experience. He has worked at Bolton Global Capital since 2023 and Bolton Global Asset Management since 2025. Prior to his advisory roles, he was employed at Florida State University and two high schools in Miami. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management through various strategies, emphasizing a long-term approach with diversified investment options.

Jorge Rivas Padilla is a CFA® charterholder and financial advisor with six years of industry experience. He is currently with BBVA Global Wealth Advisors, Inc., where he has worked since 2023. His prior roles include positions at PNC Investments and several BBVA affiliates, including BBVA Mexico. BBVA Global Wealth Advisors, Inc. 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 alongside third-party resources, offering access to a range of investment products with regular portfolio reviews and rebalancing.

Maria Ferreira Da Silva Dias is a financial advisor at Santander Securities LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Brasil Plural Securities LLC and Brasil Plural Investment Advisor LLC. Based in Miami, FL, she has been with Santander International Private Banking since 2024 and joined Santander Securities LLC in 2026. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services and portfolio management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary investment managers and providing access to insurance products and securities-based lending.