Rodrigo Morales Aramburu is a CFA® charterholder with two years of experience at BBVA Global Wealth Advisors, Inc. He previously worked at Banco BBVA Peru, BBVA Asset Management SAF, and Profuturo AFP, accumulating over a decade of experience in the financial industry. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices primarily through portfolio advisory and wrap-fee programs with a non-discretionary investment model. The firm’s investment process integrates client risk profiles with global research and selected third-party models, emphasizing an international focus.

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.

Jeff Sondhelm is a financial advisor with Ausdal Financial Partners, Inc. in Indianapolis, IN, holding a Series 66 credential and 20 years of industry experience. He has been with Ausdal Financial Partners since 2012. Outside of his advisory role, he is also involved in insurance sales as an agent on a part-time basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with strategies implemented on both discretionary and non-discretionary bases.

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®, CFA®, and Series 66-registered advisor at Mission Wealth Management, LP with 23 years of industry experience. His career includes roles at firms such as Citizens Securities, Clarfield Financial Advisors, Mercer Global Advisors, BlackRock, and TD Ameritrade. Based in North Miami, FL, he has been with Mission Wealth Management since 2022. Mission Wealth Management is an SEC-registered multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, personalized portfolio management, financial planning, and institutional retirement plan services using a tiered service model tailored to client complexity and asset size.

Victor Pina Pinero is a financial advisor with BBVA Global Wealth Advisors, INC. in Miami, FL. He holds a Series 65 credential and has two years of industry experience. His prior roles include positions at BBVA USA Rep Office and BBVA Mexico, where he worked from 2015 to 2023. 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 employs a non-discretionary investment approach that integrates client risk profiles with model portfolios developed in coordination with BBVA S.A.’s Global Wealth Investment Committee.

Gabriel Silva is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cornerstone since 2019, following prior roles at Independent Financial Partners and LPL Financial. Silva also manages Silva Wealth Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model supported by LPL platform programs and technology, managing a high client load across its team of 91 advisors.

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.

Davied Miller is a financial advisor at CreativeOne Wealth, LLC with five years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Fidelity Investments and David Lerner Associates. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary model portfolios and a mix of third-party managers, employing various investment approaches including modern portfolio theory and quantitative analysis.

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 with Blackridge Asset Management, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Blackridge Asset Management since 2017 and previously held roles at Padilla & Associates Wealth Management and NEXT Financial Group. Outside of his advisory work, Ramos tutors undergraduate and graduate students in mathematics, statistics, finance, and business topics, and serves as an instructor for a quantitative portfolio management course. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension plans, trusts, and small businesses. The firm uses client risk profiles to guide portfolio construction and offers discretionary and non-discretionary account management through various custodians, with a multiphase due diligence process for sub-managers.

Maria Mantilla Gomez is a financial advisor at BBVA Global Wealth Advisors, INC. in Miami, FL, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at BBVA Asset Management, Credicorp Capital, and BBVA Valores. BBVA Global Wealth Advisors serves individual and high-net-worth clients, as well as businesses and family offices, primarily through portfolio advisory and wrap-fee programs that emphasize non-discretionary asset management. The firm’s investment approach integrates client risk profiles with global research and combines strategic and tactical asset allocation, requiring client approval on most trades.

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.

Marian Stupka is a financial advisor at Level Four Advisory Services with 19 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at MSC - BD, LLC, Holdun Family Office LLC, Alveo Wealth Management, LLC, and CGI Merchant Capital, LLC. Outside of her advisory work, she owns and manages a real estate investment business. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors. The firm serves a diverse client base, providing fee-only financial planning, asset management, and retirement plan advisory services, with a focus on tailored investment solutions and a range of affiliated financial capabilities.

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.