Adam Indianer is a financial advisor at Capital Analysts with six years of industry experience. He holds the Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2020. Prior to that, he was employed at Celebrity Sweat and Cowen and Company, LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team.

Arturo Vasquez is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016. Vasquez maintains a fixed life insurance license, obtained in 2019, though he currently does not actively conduct sales in this area. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal and third-party strategies, emphasizing a primarily long-term approach while allowing for various investment techniques.

Asher Carrell is a CFP®-credentialed financial advisor with one year of industry experience, currently with Evensky & Katz/Foldes Wealth Management in Coral Gables, FL. Prior to joining the firm, he held roles in a variety of fields including Fence Defender and Texas Tech University. Evensky & Katz/Foldes Wealth Management is a fee-only, fiduciary wealth management firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a core-and-satellite investment approach focused on low-cost index and ETFs, combined with tax- and cost-efficient portfolio monitoring.

Sheldon Black is a financial advisor at B. Riley Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corporation for 10 years. Outside of his advisory role, he owns a business that provides notary services and conducts focus group surveys. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

Karen Quijano Morales is a financial advisor at BBVA Global Wealth Advisors, Inc. in Miami, FL, holding Series 63 and Series 65 credentials with nine years of industry experience. Her prior roles include positions at Itau International Securities, Banco Itau International, and Intl FCStone Securities Inc. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm combines strategic and tactical asset allocation using proprietary investment guides and third-party research, offering portfolios that include mutual funds, ETFs, UCITS, structured products, and individual securities.

Johanna Haza is a financial advisor with Snowden Capital Advisors LLC in Coral Gables, FL, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Snowden Lane Partners, Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Outside of finance, she is active as a fashion blogger, stylist, and participates in affiliate marketing and direct sales for beauty and fashion products. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and customized model portfolios, often utilizing third-party managers and a broad range of investment tools.

Arnaldo Rego is a financial advisor at Snowden Capital Advisors LLC with 28 years of industry experience. He holds a Series 66 designation and has held prior roles at Merrill and Bank of America. Outside of his advisory work, he is connected to a family-owned business in São Paulo. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management alongside financial and estate planning services.

Santiago Aboal Alvarez is a CFA® charterholder with 12 years of industry experience. He is currently with Insigneo Advisory Services, LLC and has held various roles within the Insigneo group as well as at CITI International Financial Services LLC. His work spans multiple entities within the Insigneo organization. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combined approach of committee-driven model portfolios and individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and global asset classes, including emerging markets and foreign currencies.

Michael Gonzalez is a financial advisor at Insigneo Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Triad Advisors LLC, OSAIC Wealth Inc, and Investacorp Inc. His background also includes six years at Akerman, LLP. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized and committee-overseen investment strategies across a broad range of asset classes, utilizing both proprietary and third-party approaches.

Rene Gillet is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes 20 years with Dade County School and multiple roles in insurance agencies. In addition to his advisory role, Mr. Gillet operates the Gillet Agency, LLC, where he works as an independent insurance agent focusing on insurance products and annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches, including model portfolios and discretionary management techniques.

Andre Roitman is a financial advisor at Valley Wealth Managers, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Bank Leumi USA and Leumi Investment Services, Inc. since 2010. Outside of his advisory role, Roitman serves as a volunteer EMS and Director/Treasurer for Hatzalah South Florida EMS and is the President and Founder of Aventura Shul Corp, a local religious group. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion for institutional and individual clients, including high-net-worth households. The firm employs a multi-advisor team approach with discretionary portfolio management based on client-specific risk guidelines and proprietary valuation analysis, offering a range of financial planning and wrap fee programs.

Andre Luiz Monteiro is a financial advisor at StoneX Advisors Inc. with 9 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Securities LLC, JPMorgan Chase Bank NA, Morgan Stanley, Citigroup Global Markets, and XP Securities LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm utilizes a range of proprietary and third-party investment strategies and platforms to implement client portfolios.

Arturo Rodriguez Diaz is a financial advisor with RIWM, LLC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Aegis Capital Corp. since 2015 and with RIWM, LLC since 2012. RIWM, LLC, operating as Rehmann International Wealth Management, provides individual portfolio management, family wealth consulting, and portfolio supervision primarily on a non-discretionary basis. The firm serves mostly individual clients, including a notable non-U.S. presence, and employs a combination of fundamental, technical, and cyclical analysis strategies.

John Romanach is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Insigneo Securities LLC and Insigneo Advisory Services LLC since 2021, and was previously with Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, he serves as co-trustee of his stepmother's trust. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led customization, utilizing third-party macroeconomic research to align investments with client objectives and risk tolerances across global asset classes.

Alexander Ruiz is a financial advisor at GenTrust with 17 years of industry experience. He holds the Series 66 designation and has been with GenTrust since 2011, following three years at Merrill. GenTrust is an SEC-registered investment adviser that offers wealth management, investment management, financial planning, concierge, and consulting services to individuals, families, pooled vehicles, and institutional clients. The firm employs an asset-allocation driven approach that integrates fundamental, technical, and macroeconomic analysis with scenario-based risk management, and it incorporates AI-enabled tools alongside human oversight in its investment process.

Heyneer Mora is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Miura Capital, LLC, Wells Fargo Clearing, and Banc of America Investment Services, Inc. Mora is also manager and member of Mora Financial Services LLC, a pass-through entity used for personal accounting purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and emerging-market exposures to align with client objectives.

Jorge Lopez is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Ameriprise. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with advisor-led portfolio construction and offering access to global asset classes and emerging markets.

Ian Evans is a financial advisor at CV Advisors LLC with two years of industry experience. He previously worked at Seaview Investment Managers for three years and has a background that includes roles at Università Bocconi and St. Thomas Aquinas High School. He holds the Series 63 and Series 65 licenses. CV Advisors LLC is an independent multi-family office serving high-net-worth individuals, families, trusts, and institutions with a $50 million investable-assets threshold. The firm employs a blended investment approach combining top-down asset allocation and bottom-up security selection, offering both discretionary and non-discretionary portfolio management supported by proprietary technology and AI tools.

Juan Lenis is a financial advisor at BBVA Global Wealth Advisors, Inc. based in Miami, FL, holding a Series 65 designation with one year of industry experience. Prior to joining BBVA Global Wealth Advisors in 2024, he worked at BBVA Mexico SA for ten years. BBVA Global Wealth Advisors, Inc. provides investment advisory services to individuals, high-net-worth clients, businesses, and family offices. The firm employs a risk-profile-based investment approach with portfolios consisting of mutual funds, ETFs, UCITS, structured products, and individual securities, supported by BBVA S.A.’s research and third-party resources.

Suhey Rios Perez is a CFP® and Series 65-licensed advisor with Mutual of Omaha Investor Services, Inc., where she has worked since 2019. She has five years of industry experience, including roles at Mutual of Omaha Insurance Company. Outside of advising, she is also an insurance agent operating under the DBA Tomorrow Financial Strategies. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.