John Colon is a financial advisor with Belpointe Asset Management LLC, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Advisors. Outside of his advisory work, he serves on several nonprofit and civic boards related to housing and community issues and works as a consultant in government relations and affordable housing development. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies that range from passive to tactical approaches and supports a variety of affiliated businesses and product sponsorships alongside its advisory services.

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.

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 CFP® and ChFC® with 40 years of industry experience. He is affiliated with Geneos Wealth Management, Inc. and has held roles at Silverman Financial since 1989. Outside of financial advising, he is the managing member of an aviation organization, Carmarc LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through various account types, and access to third-party money managers, employing a range of analytic approaches and investment strategies.

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® certificant with 23 years of experience in the financial advisory industry. She is currently with Congress Wealth Management LLC, where she has worked for five years, following six years at Pinnacle Advisory Group. She is based in Miami, FL, and holds a Series 63 license. CW Advisors, LLC serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, as well as acting as a sub-advisor to other registered investment advisers. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed risk strategies.

Donald Shelton is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds a Series 65 credential and has served as CEO or president of multiple companies including Vivid Dental Labs, a digital dental lab, and Precise Loans, which specializes in conventional and reverse mortgages. Shelton’s background also includes leadership roles in marketing and real estate operations. Simplicity Wealth serves a broad client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offers a managed account platform, and combines advisory services with technology solutions and operational support for other advisers.

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 over 53 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. 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.

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.

Gaetan Policard is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and nine years of industry experience. He has worked at several firms, including Simplicity Wealth, LLC, Komit LLC, and Wealth Watch Advisors. Outside of his advisory role, Policard is president of Komit LLC, a luxury car rental business. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and third-party sub-advisers.

Stephen Wright is a CFP® with 12 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Congress Wealth Management LLC and Pinnacle Advisory Group. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, family office services, and retirement plan advisory.

Felipe Colon is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and LPL Financial. Outside of his advisory role, he serves on the Board of Trustees for New College of Florida and chairs the college’s financial education program. He is also a podcaster and managing member of the Sarasota SPEAX Podcast, which focuses on community advocacy. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management and financial planning, employing customized portfolios that range from passive to tactical strategies tailored to client objectives and risk tolerance.

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.

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.

Sandra Neubert is a financial advisor with Moneco Advisors, holding a Series 63 license and bringing 39 years of industry experience. She has worked with Moneco Advisors since 2014 and has longstanding ties to LPL Financial dating back to 1994. Outside of investment advisory, she is involved in offering major medical insurance plans to small businesses through Moneco Benefits Planning. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, providing fee-based portfolio management, retirement plan consulting, financial planning, and access to sponsored advisory programs and third-party managers, delivering tailored asset management through a diverse range of investment strategies.

Juan Gonzalez is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Kovack International Wealth Management. Gonzalez is currently affiliated with Insigneo Securities, LLC, in addition to his advisory role. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and periodic reviews to monitor performance.