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.

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.

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® 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 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.

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.

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 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.