Virgil Sweet is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at Florida Financial Advisors, LLC, and Trinity Wealth Securities, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering model portfolio solutions, discretionary asset management, and retirement plan services. The firm manages approximately $3 billion through a network of advisers and employs a range of strategies including direct indexing and fixed income, supported by a broad affiliated entity and service-provider ecosystem.

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.

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.

Lucy Watson is a financial advisor at Vicus Capital, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Vicus Capital since 2011. Prior to and alongside her work at Vicus Capital, she has experience with Cetera Wealth Services and operates Watson Financial Inc., an insurance agency specializing in life, disability, and health insurance products, a business she has run since 1993. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a diverse investment process using fundamental and technical analysis, offering a range of model and separately managed strategies, retirement plan consulting, and fiduciary services.

Sammy Santacruz is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Morgan Stanley and CITIGROUP. Outside of finance, he is a member of Gadget Fortress LLC, a business involved in reselling video games online. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions, offering services that include ETF-based Robo Portfolios and personalized financial advice. The firm uses model portfolios based on Modern Portfolio Theory and serves over 83,000 clients with a focus on retail and high-net-worth individuals.

Stephanie Cabrera is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for 11 years before joining Insigneo in 2023. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm uses a combination of customized allocations and firm-modeled portfolios, incorporating a range of asset classes and third-party research to manage client accounts.

Marc Silverman is a financial advisor with Geneos Wealth Management, Inc. in Miami, FL, holding CFP® and ChFC® designations and over 41 years of industry experience. He has worked with Geneos since 2011 and previously led Silverman Financial, Inc. for more than three decades. Outside of advisory work, he is the managing member of Carmarc LLC, an aviation organization. Geneos Wealth Management is an SEC-registered investment adviser that offers financial planning, portfolio management, and referrals to third-party money managers. The firm serves individuals, including high-net-worth clients, trusts, estates, corporations, and institutions, employing a variety of investment strategies and providing both discretionary and non-discretionary account supervision.

Armando Cunill is a financial advisor at Gradient Securities, LLC with 29 years of industry experience. He holds a Series 65 designation and has been with Gradient Securities since 2012. Cunill also operates Capital Financial Services, a fixed insurance sales business he has managed since 1984. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm combines advisory and broker-dealer services and frequently utilizes third-party managers and ERISA plan consulting.

Richard Perez is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, AXA Advisors, LLC, and was self-employed before joining Portfolio Medics. Outside of his advisory role, he owns Cousin Richie Enterprises, LLC, an online sales and writing tutoring business. Portfolio Medics is an SEC-registered firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches across various model portfolios and strategies.

May Cheung is a CFP® with 23 years of industry experience, currently with CW Advisors, LLC. Her prior positions include roles at Congress Wealth Management LLC, Pinnacle Advisory Group, and The Enrichment Group, Inc. She holds a Series 63 license and is based in Miami, FL. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies and is part of the larger Osaic corporate group, offering additional trust, lending, and alternative investment services.

Donald Shelton is a Series 65 licensed advisor at Simplicity Wealth with eight years of industry experience. He holds leadership roles in multiple business ventures, including serving as CEO of Vivid Dental Labs, a digital dental laboratory, and President and CEO of Precise Loans, which focuses on conventional and reverse mortgages. Shelton’s background includes previous positions at Wealth Watch Advisors and AE Wealth Management, as well as a 15-year tenure at Senior Advisor Corporation. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients, offering advisory services that include financial planning, portfolio management, and retirement plan services. The firm uses a fund-of-funds approach with ETFs and mutual funds, implements model portfolios with ongoing monitoring and rebalancing, and provides technology and operational solutions for advisory firms through its managed account platform.

Jose Cabrera is a financial advisor at Insigneo Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for ten years. Cabrera has a 10% ownership stake and serves as an authorized member of The Americas Financial Group, a brokerage and advisory business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and model-based portfolio solutions, utilizing a range of asset classes and incorporating both proprietary and third-party strategies.

Jeffrey Kline is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 63 designation and bringing 54 years of industry experience. His career includes roles at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Prudential Equity Group. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios, third-party manager oversight, and participation in a wrap fee program. The firm’s investment process combines committee-driven model portfolios with individualized advisor-led construction, incorporating global asset classes and emerging markets.

Christopher Neubert is a CFP® with 48 years of industry experience. He is currently with Moneco Advisors, where he has worked since 2014, and has also been associated with LPL Financial since 1994. Outside of his advisory work, Neubert assists clients with tax return preparation using TurboTax and serves as a notary public. Moneco Advisors is an SEC-registered multi-team firm serving individual and high-net-worth clients. The firm offers fee-based portfolio management, retirement plan consulting, and access to various advisory programs, employing a range of investment strategies and ongoing portfolio monitoring to tailor asset allocation to client goals and risk tolerances.

Stephen Wright is a CFP®-certified financial advisor with 12 years of industry experience, currently with CW Advisors, LLC. He previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, and The Enrichment Group, Inc. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach and employs a mix of active, passive, quantitative, and ESG strategies.

Felipe Colon is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at firms including Sanderling Partners, LPL Financial, IHT Wealth Management, and Wells Fargo Clearing. Colon serves on the Board of Trustees for New College of Florida and is chairman of its Financial Education program; he is also a podcaster focused on community advocacy. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and a variety of advisor-specific and third-party investment strategies.

Elisea Frishberg is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. She previously led the Elisea Frishberg Advisory Group and worked at Crocker, White & Frishberg Advisory Group. Outside of advising, she is an independent insurance agent and manages a financial education media business. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, using a multi-disciplinary investment process across various asset classes.

German Ramirez is a CFP® professional with 19 years of industry experience, currently serving at Belpointe Asset Management LLC since 2026. His prior roles include positions at Independent Financial Partners, BluePrint Wealth Alliance, and Charles Schwab, among others. Ramirez is also a lecturer for Florida International University’s Finance Certificate Program, where he provides instruction on macroeconomic and financial risk management to international students. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion. The firm serves individuals, corporations, trusts, and other advisers by providing discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model strategies, and sub-advisory relationships.

Beverly Curmanskie is a financial advisor at Ausdal Financial Partners, Inc. with 35 years of industry experience. She holds a Series 63 designation and has worked at firms including American Portfolios and National Life of Vermont. Outside of her advisory role, she owns Beverly Curmanskie Financial, where she sells various insurance products to clients. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering advisory programs, retirement plan services, and financial planning with a range of investment strategies and custodial options.

Mayelin Alvarez is a Series 65-licensed advisor with Mariner Independent, based in Doral, FL, and has two years of industry experience. She has held roles at Kaufman Rossin Wealth, LLC and Mass Mutual, and currently offers investment services through Imperio Wealth Advisors and life insurance planning as an agent. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm supports both model portfolios and advisor-level discretionary management, with integrated institutional and retirement plan resources.