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 Mora Capital Management, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mora WM Securities LLC since 2012. 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 allocates across diverse asset classes and offers both discretionary portfolio management and non-discretionary family wealth consulting.

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 one year of industry experience. He previously worked at Blackstone from 2022 to 2024 and has held roles in media and communications firms including Univision Communications Inc. and HBO Latin America. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, utilizing a combination of committee-driven model portfolios and individualized advisor-led portfolio construction to manage diversified global asset allocations aligned with client objectives.

Daniel Caso is a financial advisor at Aegis Capital Corp. in Miami, FL, holding Series 63 and Series 65 licenses with 39 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, Credit Suisse Securities, Barclays Capital, Merrill, and J.P. Morgan Securities. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients across a range of wealth levels, offering asset management, financial planning, brokerage, and related services. The firm operates both as an SEC-registered investment adviser and FINRA-member broker-dealer, with an emphasis on non-discretionary client relationships and a noted active broker-dealer business.

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.

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 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.

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 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.

Davied Miller is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Fidelity Investments, David Lerner Associates, and DurhamLoyal Wealth Management. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, incorporating strategies such as modern portfolio theory and quantitative analysis.

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.