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.

Jennifer Angell is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. She is currently with RFG Advisory, LLC and has worked at Payne Capital Management, LLC since 2015. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing various model strategies and third-party platforms.

Gustavo Rodriguez is a financial advisor at BBVA Global Wealth Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Compass Group Investment Solutions LLC, EFG Capital International Corp, and J.P. Morgan Securities. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm employs a strategic and tactical asset allocation approach using a mix of mutual funds, ETFs, UCITS, structured products, and individual securities, supported by BBVA S.A.’s fund research and third-party resources.

Luis Navas is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His previous roles include positions at Santander Securities and Banco Santander Central Hispano, as well as various entities within the Insigneo organization since 2017. Navas serves on the board of the American Nicaraguan Foundation and is a member of the Executive Committee of the Financial & International Business Association in Florida. He is also involved with the College of William & Mary’s Latinx Alumni Familia Advisory Board. 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 range of asset classes and third-party research, while accommodating client-imposed investment restrictions.

Brian Goldman is a financial advisor with GenTrust, holding Series 63 and Series 65 licenses and one year of industry experience. He has been with GenTrust since 2024 and has a concurrent role at Lanx Management LLC dating back to 2001. GenTrust provides wealth management, investment management, financial planning, consulting, and concierge services to a diverse client base, including high-net-worth individuals, pooled investment vehicles, and financial intermediaries. The firm manages approximately $4.46 billion in regulatory assets with a team of about 20 advisors, employing a multifaceted investment approach that includes discretionary and non-discretionary portfolio construction and performance-based fee arrangements for qualified clients.

Melvin Saballos Jr. is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including VectorGlobal WMG and Insight Securities, Inc. Outside of his advisory role, he operates a vehicle rental business through the Turo platform. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm uses a combination of committee-driven model portfolios and individualized advisor-led portfolio construction, incorporating global and emerging-market exposures to align with client objectives.

Miguel Hidalgo is a financial advisor with MissionSquare Retirement in Miami, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Alejandro Behrens is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill, Insigneo Securities, and MAXIMAI Investment Partners, where he served as Managing Director and Associate Partner. Outside of his advisory roles, he manages a personal holding company, ALELEX LLC. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporations, and institutional clients. The firm offers customized portfolio management using a range of investment vehicles and emphasizes a long-term approach while allowing flexibility through option strategies and shorter-term trades.

Giuseppe Mazzeo is a financial advisor with Level Four Advisory Services, holding Series 65 and Series 66 designations and 14 years of industry experience. His prior roles include seven years at Holdun Family Office LLC, five years at Andbank Private Bankers, and two years at Credit Suisse Private Advisors AG. He is based in Miami, FL. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset and portfolio management, retirement plan consulting, and access to third-party money managers, utilizing model portfolios and multiple custodial platforms.