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 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 CFA® charterholder with 16 years of industry experience. He is currently an advisor at New Edge Wealth and NewEdge Securities, where he has worked since 2021 and 2022 respectively. 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, family offices, foundations, trusts, and other institutional clients. The firm offers advisory services such as wealth strategy, portfolio management, and institutional consulting, utilizing a combination of independent managers, model strategies, and proprietary investment solutions enhanced by 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.

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 and a Series 66 designation. His prior work includes roles at Boreal Capital Securities LLC, GC Group Capital LLC, Tigress Financial Partners, LLC, and Whirlpool Corp. 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 process that integrates fundamental and technical analysis, third-party manager selection, and customized solutions, offering both discretionary management and non-discretionary consulting.

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.

Samuel Goihman Benaim is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill, and JPMorgan Chase. In addition to his advisory role, he serves as a business consultant for a digital asset education firm. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led construction. The firm incorporates global asset classes and oversees third-party managers while maintaining cross-border and affiliated broker-dealer relationships.

Indra Arango is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining First Advisors National in 2026, Arango worked at Asset Allocation Strategies, LLC for four years. Outside of advisory work, Arango is president of Indra Arango, PA, a real estate agency, and is involved in annuity and insurance sales, primarily serving public school employees through Valuteachers, Inc. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants, and manages approximately $506.8 million in discretionary assets. The firm emphasizes the selection and ongoing oversight of third-party money managers and uses tactical and strategic asset allocation approaches for client portfolios.

Dante Neyra is a financial advisor at Bolton Securities Corporation with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Merrill and Morgan Stanley, including its Private Bank division. Dante is co-owner and principal of two LLCs used for accounting and personal purposes. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management and financial planning, using a variety of investment vehicles and a primarily long-term approach.

Tiffany Nealon is a financial advisor at StoneX Advisors Inc. with 21 years of industry experience. She holds a Series 66 designation and has held various roles within the StoneX organization and its affiliates since 2014, including compliance responsibilities as Chief Compliance Officer at StoneX International Advisors Inc. Tiffany is based in Miami, FL. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes multiple account structures and model-based solutions, implementing strategies through both in-house and third-party managers.

Cristina Torres Dager is a financial advisor at Insigneo Advisory Services, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at Vector Global WMG, Banco ITAU Panama, and Occidental Bank Barbados. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction. The firm incorporates global asset classes and emerging-market exposures, with a cross-border focus supported by affiliated entities in Panama and a related broker-dealer.

Carlos Lecour is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2017 and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of his advisory role, he serves as a board member for TAL Building Centers, overseeing the company’s financial matters. 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’s advisor-driven approach customizes portfolios using a mix of mutual funds, ETFs, equities, and fixed income, with a long-term orientation that allows for tactical adjustments.