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 and holds a Series 63 license. She is currently with Congress Wealth Management LLC and has previously worked at Pinnacle Advisory Group and The Enrichment Group, Inc. She is based in Miami, FL. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, families, trusts, charitable organizations, and institutions, using a Core-and-Satellite investment framework that incorporates active, passive, strategic, quantitative, and ESG strategies.

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.

Stephen Wright is a financial advisor at CW Advisors, LLC in Miami, FL. He holds the CFP® designation as well as Series 63 and Series 66 licenses and has 12 years of industry experience. His prior roles include positions at Congress Wealth Management LLC, Pinnacle Advisory Group, and The Enrichment Group, Inc. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a wide range of clients including individuals, families, trusts, and institutions, employing a Core-and-Satellite investment approach that integrates active, passive, quantitative, and ESG strategies 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.

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.

Kenneth Watson Jr. is a financial advisor with Vicus Capital, Inc. in Miami, FL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Vicus Capital since 2015 and has previously worked at Cetera and Cetera Wealth Services, LLC. Watson also operates as an independent insurance agent specializing in life, accident, and health insurance. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis alongside various model strategies, emphasizing retirement-plan consulting and fiduciary services.

Rhonda Kuhn is a financial advisor with Archer Investment Corporation in Miami, FL, holding 38 years of industry experience. She previously worked for Avantax Investment Services, Inc. for 35 years and has been involved with Automated Financial Planning and Automated Accounting since the mid-1980s. Outside of her advisory role, Kuhn is active in small business assistance, tax preparation/accounting, and insurance sales through her involvement with Automated Financial Planning and Automated Accounting. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm operates a multi-branch, independent-contractor model and manages over $1 billion in discretionary assets, offering a range of advisory services from comprehensive financial planning to limited-scope model portfolios.

Mark Giles is a financial advisor with Janney Montgomery Scott, holding Series 66, Series 63, and Series 65 credentials and possessing 38 years of industry experience. His prior experience includes roles at BNY Mellon Securities Corporation, Davis Distributors, LLC, and Neuberger Berman BD LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Joao Bastos is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2019. Prior to that, he held roles at Space Coast Credit Union and LPL Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Guilherme Moreira Garcez is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Thrivent Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles including research, security pricing, and derivatives services.

Abraham Horowitz is a CFP® professional with 28 years of experience in financial advising. He is currently with Janney Montgomery Scott, where he has worked since 2020. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Raymond James & Associates. Horowitz volunteers to teach a financial responsibility course to high school juniors at The Cushman School in Miami. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base, including individuals, families, trusts, estates, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management programs.

Susan Miranda is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 63 designation and has worked at Janney since 2019, following three years at Wells Fargo Clearing. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a range of in-house and third-party portfolio management programs.

Dionisio Chamorro is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees and is notable for its large institutional scale and roles as a swap dealer and futures commission merchant.

Krystian Negron is a financial advisor at Citigroup Global Markets with two years of industry experience. He has previously worked at Cetera and Regions Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and maintains unique market roles including swap dealer and futures commission merchant functions.