Oscar Rubiano is a financial advisor at StoneX Advisors Inc. based in Miami, FL, holding a Series 66 designation with 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Securities Corp, Bci Securities, and independent insurance agency work. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a mix of independent advisors and an in-house Private Client Group. The firm utilizes a variety of investment platforms and strategies, including proprietary models and third-party money managers, supporting multiple account structures and client-imposed investment restrictions.

Tyler Broek is a financial advisor at The Partners Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including OSAIC and Securities America Advisors, Inc. Broek also operates his own LLC alongside his advisory career. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines customized portfolios and model-based management, utilizing both in-house models and third-party managers through its Amplify Platform.

Jeannie Adams is a financial advisor at Insigneo Advisory Services, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. 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 uses a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and a range of investment strategies.

Alberto Bravo Jr. is a financial advisor with Snowden Capital Advisors LLC in Coral Gables, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at Merrill Lynch Pierce Fenner & Smith Incorporated for five years before joining Snowden Lane Partners in 2019. Outside of advising, he is an investor in a crowdfunding app with a minimum investment. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and estate planning, leveraging multi-team scale and institutional capabilities with a mix of in-house and third-party management solutions.

Eduardo Fernandez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2021 before joining Insigneo in 2021. Outside of his advisory work, he is the owner and manager of CASA AMADORE LLC, an interior design business based in Miami. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm utilizes committee-driven model portfolios combined with individualized advisor-led portfolio construction, incorporating global asset classes and third-party macroeconomic research to align investment strategies with client objectives.

Andre Da Silva Reid is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked previously at VectorGlobal WMG and Progress Advisors. Reid is based in Miami, FL. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction and utilizes third-party macroeconomic research to align investments with client objectives and risk tolerances.

Jose Aguilar is a financial advisor at Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation with 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and UBS International Inc. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management that combines committee-driven model portfolios and advisor-led portfolio construction with global asset class exposures.

Aaron Berman is a financial advisor with IP Financial Advisory Services LLC in Miami, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Saxony Capital Management LLC, Patrick Capital Markets, and Preston Wealth Advisors, LLC. He is also involved with Berman Distributors, LLC, an investment-related business. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of analytical approaches and refers clients to third-party investment advisors while offering a combination of traditional advisory services and specialized consulting.

Tony Esses is a financial advisor with Snowden Capital Advisors LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at Snowden Lane Partners since 2021 and previously held roles at Wells Fargo Clearing and Barclays Capital Inc. Outside of his advisory work, he is involved in managing family real estate investment entities. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities, including the use of global custodian platforms and extensive third-party manager oversight.

Andrew Draft is a financial advisor at NewEdge Wealth in Miami, FL, holding a Series 65 designation with two years of industry experience. Prior to joining NewEdge Wealth in 2023, he worked at Grover USA Inc. and Uber Technologies, Inc., among other companies. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and emphasizes asset allocation and investor behavior through a range of strategies, including proprietary investment solutions and alternative exposures.

Jorge Carbajal is a financial advisor at New Edge Wealth in Miami, FL, holding a Series 65 designation. He has five years of industry experience, including roles at Boston Private/Silicon Valley Bank, TD Bank, Terrabank, and Bankunited. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to tailor portfolios using a combination of independent managers, model strategies, and proprietary investment solutions, supported by technology tools including AI-assisted analytics.

Jose Salazar is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2015 to 2018. He is also dually registered with Insigneo Securities, LLC, where he serves as Head of Sales on a part-time basis. Insigneo Advisory Services provides investment advisory and portfolio management services to individual clients, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and oversight by an Investment Committee.

Rodolfo Castilla is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He has held various roles within the Insigneo organization since 2020 and previously worked at Citi Asesores de Inversión de Uruguay S.A. and Citi International Financial Services LLC. Castilla is a shareholder and director of a personal investment company. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm uses a committee-driven investment process combining model portfolios and advisor-led portfolio construction, incorporating global asset classes and emerging markets to align with client objectives and risk tolerances.

Brett Pencar is a financial advisor with Snowden Capital Advisors LLC, holding Series 65 and Series 66 designations and seven years of industry experience. He has worked at Snowden Lane Partners since 2021 and previously at Merrill. Pencar is a committee member of the Wild Bunch Young Leaders, a philanthropic group supporting Zoo Miami. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering customized portfolio management, investment consulting, and financial planning. The firm combines multi-team scale with institutional capabilities, utilizing sub-advisers and global custodian platforms to manage a wide range of investment strategies.

Seth Miller is an advisor at Founders Financial Securities LLC in Miami, FL, holding Series 65 and Series 63 licenses. He has been with Founders Financial Securities since 2026 and previously worked at EmpowerHealth and the University of Miami. Miller has no prior industry experience beyond his current role. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of 116 advisors managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios, private wealth solutions, and 1031 exchange consulting, with investment strategies delegated to its advisors who may provide discretionary or non-discretionary management and serve in ERISA fiduciary roles.

John Colon is a financial advisor at Belpointe Asset Management LLC with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Wells Fargo Clearing, LPL Financial, and Prudential Equity Group. Outside of his advisory role, he is active in community service, serving on multiple boards related to housing, civic engagement, and compulsive gambling treatment in Florida, and works as a consultant on government relations and affordable housing development. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for a diverse client base. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a variety of advisory approaches to serve individuals, corporations, trusts, and other advisers.

Santiago Franco is a financial advisor with Santander Securities LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bolton Securities Corporation, Bolton Global Capital, and Activest Wealth Management. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party managers and discretionary account management.

Kristina Cabrera is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked for Raymond James & Associates for 10 years. Cabrera is also a 10% owner of The Americas Financial Group, a brand involved in brokerage and advisory business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers customized investment allocations, managed accounts, third-party manager oversight, and private placement advisory, utilizing a combination of proprietary and third-party strategies across various asset classes.

Salvador Ramos Carmona is a financial advisor at Mora Capital Management, LLC in Miami, FL, holding a Series 66 designation with one year of industry experience. He previously worked at UBS Financial Services, Inc. and UBS Asesores Mexico, S.A. de C.V. before joining his current firm. 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 uses an open-architecture investment platform that incorporates fundamental and technical analysis across diverse asset classes and manages both discretionary and non-discretionary portfolios.

Michael Walsh is a CFP® professional with nine years of experience, currently serving at Evensky & Katz/Foldes Wealth Management. He has been with the firm since 2016. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary wealth management firm that serves high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a core-and-satellite investment approach, emphasizing low-cost index and ETF cores combined with select active, taxable-advantaged, and alternative allocations.