John Shea is a CFP® and ChFC® with 31 years of industry experience. He has worked at Genesis Wealth Management, Inc. since 2017 and has also been affiliated with MetLife since 2009. Outside of his advisory role, he serves as a part-time barista at Christ Fellowship Church in Palm Beach Gardens, FL. Genesis Wealth Management serves individual, business, and institutional clients, providing asset management, financial planning, and retirement plan consulting. The firm employs a passive, buy-and-hold investment approach based on academic research and Dimensional Fund Advisors’ strategies, with portfolios reviewed quarterly and rebalanced annually.

Alfredo Oliva is a financial advisor at Advisuite with Series 63 and Series 66 credentials and over 50 years of industry experience. His prior work includes roles at Kovack Securities, Kovack Advisors, Next Financial Group, Southern Trust Securities Asset Management, Tradepro Securities, and A.G. Edwards & Sons. Outside of his advisory work, he is a partner at Inverluxe Global Asset Management, providing investment advisory and portfolio management services. Advisuite, operating as Neo Alliance, offers investment advisory and portfolio management to pooled vehicles, institutions, and other entities. The firm employs a client-specific, multi-asset approach that incorporates third-party research, internal due diligence, and sub-advisory arrangements.

Eddy Park is a financial advisor with Premia Global Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Premia Global Advisors since 2016 and previously held roles at Merrill and Global Investor Services. He is currently also associated with Rose Capital Advisors, LLC. Premia Global Advisors provides discretionary and non-discretionary investment and wealth advisory services to high-net-worth individuals and institutional clients. The firm emphasizes a long-term investment approach using fundamental and technical analysis and manages customized portfolios that include a range of asset classes with risk-management tools, serving a notable non-U.S. client base including Latin America and the Caribbean.

Frank Estevez is a financial advisor at Noctua International WMG, LLC with a Series 65 designation. He has prior experience practicing law, including nine years at The Estevez Law Firm PA and a year at Quintairos Prieto Wood & Boyer PA. Estevez has been with Noctua Partners since 2026. Noctua International WMG, LLC provides discretionary and non-discretionary investment management, financial planning, and family-office services primarily to high-net-worth individuals and corporate clients. The firm’s investment approach integrates top-down macro asset allocation with bottom-up security selection across multiple asset classes and offers customized portfolio solutions along with pooled investment vehicles.

Sol Villalobos is a financial advisor at Cela Wealth Management with four years of industry experience. He holds a Series 65 credential and has worked at the A2 Law Office, P.A. since 2022, where he serves as a legal assistant drafting trusts and wills. Prior to his advisory role, he spent eight years with the Poder Judicial de la Nacion-Camara Nacional de Apelaciones Comer. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management to individuals, trusts, foundations, and small businesses, focusing on higher-net-worth households. The firm uses a data-driven investment process combining fundamental and technical analysis with a core-and-satellite approach featuring low-cost index ETFs and tactical satellite positions.

Sebastian Lafontaine is a CFP® professional with nine years of industry experience. He is the lead advisor at Hoskin Capital, an independent firm based in Homestead, FL. His prior experience includes roles at JPMorgan Securities and Brightside Benefit Inc. Hoskin Capital serves individual clients, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and consultation. The firm employs a tactical allocation strategy combined with a predominantly passive asset allocation and offers a fee model that includes fixed, subscription, and hourly arrangements alongside integrated tax, bookkeeping, and estate-planning services.

Jose Ignacio Garcia Fernandez is a financial advisor at Zink Wealth Solutions LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including Charles Monat Associates, LLC, Vic Wealth Consultants, LLC, and Compagnie Bancaire Helvetic. Outside of his advisory role, he serves as a director for Viaggio WW, LLC, a software development company, and Garnandez SL, an investment-related entity based in Madrid. Zink Wealth Solutions LLC provides advisory services primarily to high net worth individuals, pooled investment vehicles, and corporations. The firm offers discretionary portfolio management and financial consulting through model portfolios that incorporate various analytical approaches and invest across multiple asset classes.

Matthew Lapides is a CFP® with 24 years of industry experience, currently serving as an advisor at Ethos Private Wealth. He has worked at Ethos Private Wealth since 2013 and has prior experience with Ethos Capital Solutions and March Capital Corp. Outside of his advisory role, Lapides is involved in several business ventures including publishing children’s books and overseeing a construction company specializing in luxury property remodeling. Ethos Private Wealth is a boutique advisory firm that provides investment supervisory and family-wealth services to individuals, including high-net-worth clients, as well as corporate and institutional clients. The firm constructs customized portfolios using equities, fixed income, options, and alternative investments, employing third-party research and managers to implement asset allocation and risk management strategies.

Joseph Fernandez is a CFP®-designated financial advisor with six years of industry experience. He currently serves at Invenio Wealth Partners, LLC and previously worked at Fieldpoint Private Securities, LLC and BNY Mellon, N.A. Since 2019, he has been a volunteer board member of the Miami Dade College Foundation. Invenio Wealth Partners provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, small businesses, and institutional retirement plans. The firm emphasizes retirement-plan fiduciary work and trustee consulting, utilizing a mix of active and passive investment strategies with global diversification and tax-aware techniques.

Alejandro Algaze is a financial advisor at Matters Capital LLC with seven years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at SVB Wealth LLC and several logistics firms. Matters Capital provides discretionary and non-discretionary wealth management, financial planning, and investment consulting primarily to high-net-worth individuals, trusts, estates, and privately offered pooled investment vehicles. The firm focuses on fundamental analysis and long-term portfolio construction using a mix of low-cost mutual funds, ETFs, alternative investments, and selective individual securities.

Andres Sanchez Diez is a financial advisor at Dragus Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Banco Sabadell since 2015. Outside of his advisory role, he manages Polsan Capital Group LLC, a real estate management business based in Miami. Dragus Capital provides discretionary and non-discretionary investment management, wealth-planning, and consulting services primarily to individuals, families, companies, and institutions from Latin America and Europe. The firm focuses on capital preservation and long-term growth, tailoring portfolios to clients’ risk tolerance and time horizon, and offers specialized cross-border wealth-preservation services for non-U.S. persons.

Ana Harris is a CFP® professional with 17 years of industry experience. She has been with Cela Advisors since 2008. In addition to her financial advisory role, she practices as an attorney-at-law, dedicating a portion of her time to legal services. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management for individuals, trusts, foundations, and small businesses, generally serving clients with substantial household investable assets. The firm employs a data-driven investment approach combining fundamental and technical analysis, utilizing core-and-satellite allocations with low-cost index funds and ETFs, and emphasizes downside risk management through portfolio tilts.

Agustin Etcheverry is a financial advisor with Shellman Investment Management, LLC in Coral Gables, FL. He holds the Series 65 designation and has three years of industry experience. Prior to his current role, he worked at Shellman S.A. and held positions at Universidad de Montevideo and The British Schools. Shellman Investment Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm utilizes model portfolios comprised of mutual funds, ETFs, and international investment companies, emphasizing long-term asset allocation guided by JP Morgan’s Long Term Capital Market Expectations.

Francisco Alcalde Vega is a financial advisor at Inversiones SURA with a Series 65 designation and one year of industry experience. He has worked at SURA Servicios Profesionales SA since 2023 and previously held roles at Corredores de Bolsa SURA SA from 2017 to 2023. He also worked at Universidad San Sebastian from 2011 to 2017. Inversiones SURA Corp. serves individual clients, families, companies, and charitable organizations by providing discretionary and non-discretionary portfolio management, investment consulting, and implementation of model portfolios. The firm uses optimized model portfolios based on risk-adjusted returns and primarily selects mutual funds and ETFs, with tactical asset-allocation adjustments to reflect market conditions.

Miguel Cebolla Tomas is a financial advisor at Zink Wealth Solutions LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and BBVA Wealth Solutions. Outside of advisory work, he serves as president of a homeowners association nonprofit and holds senior advisory roles in water treatment and food safety businesses. Zink Wealth Solutions LLC provides advisory services primarily to high net worth individuals, pooled investment vehicles, and corporations. The firm offers discretionary portfolio management and financial consulting using model portfolios that incorporate technical, fundamental, cyclical analysis, and modern portfolio theory across a broad range of investment instruments.

Carlos Anllo II is a financial advisor at Greenwood Family Advisors LLC with 20 years of industry experience. He previously worked at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities Inc, totaling 15 years in those roles. Outside of his advisory work, Mr. Anllo serves as a Director and President of Bay Consultants Inc., a consulting firm unrelated to investment services. Greenwood Family Advisors provides family-office-style, non-discretionary investment advisory services to a select group of high-net-worth individuals, families, and related entities. The firm manages approximately $327.1 million in assets, focusing on customized asset allocation, consolidated reporting, and coordination among multiple financial intermediaries.

Jennifer Taub is a CFP® with 21 years of industry experience. She is currently with Shaw Financial Solutions LLC and previously worked at Precise Investment Management, Inc. and Insight Securities, Inc. Shaw Financial Solutions LLC provides portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm combines charting, fundamental and technical analysis, generally pursuing long-term trading and model allocations across various asset classes, managing accounts mostly on a discretionary basis.

Christina Hudson is a financial advisor at Invenio Wealth Partners, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at BNY Mellon Wealth Management for 22 years and Fieldpoint Private Securities, LLC for two years. Outside of her advisory role, she serves as a board member for Zoetic Stage, a live theater organization in Miami. Invenio Wealth Partners provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, small businesses, and institutional retirement plans. The firm emphasizes retirement-plan fiduciary work and trustee consulting, employing a blend of active and passive strategies with global diversification and tax-aware techniques.

Ernesto Del Rio is a financial advisor at Lynx Advisory Partners with four years of industry experience. He holds a Series 65 designation and has worked previously at Ceres Global Advisory Inc., Credit Agricole Corporate & Investment Bank, and Banco Santander International. Outside of advising, he is a passive shareholder in a Mexican real estate investment company. Lynx Advisory Partners serves high-net-worth individuals, trusts, family offices, and institutional clients with discretionary and non-discretionary separately managed accounts, financial planning, and portfolio implementation. The firm employs a disciplined investment process combining macroeconomic research with fundamental and technical analysis, catering to both domestic and international clients.

Carlos Diez is a financial advisor at MarketGrader Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has been with MarketGrader since 1999. MarketGrader Capital, LLC provides discretionary and non-discretionary investment management and sub-advisory services primarily to collective investment trusts, pooled vehicles, and institutional clients. The firm employs a research-driven, rules-based fundamentals scoring system for investment selection and portfolio construction, and it serves both as an active manager and an index publisher/licensor.