Carlos Vega Plaza is a financial advisor with Socio-Económico, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Consultiva Wealth Management Corp, Mutual of Omaha, Equitable Advisors, and AXA Advisors. Socio-Económico primarily serves organizational and pooled/institutional clients, offering investment management, retirement-plan design, and entity-focused advisory services. The firm combines pension consulting and executive training with a variety of billing methods, including subscriber-based materials, workshops, and hourly fees.

Antonio Ramirez is a financial advisor at Concert Investment Advisory LLC in San Juan, Puerto Rico, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior roles include positions at Institute for Wealth Consultants, Inc., The Benchmark Company, LLC, and Rp Capital LLC, among others. Concert Investment Advisory LLC provides discretionary portfolio management and institutional consulting to individuals, including high-net-worth clients, and institutional clients. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and incorporates private funds, alternative investments, and active trading within client-specific Investment Policy Statements.

Ryon Beyer is a financial advisor at Generational Private Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at Hemington Wealth Management, LLC for ten years before joining Las Marias Consulting LLC. Generational Private Wealth serves high-net-worth individuals, trusts, employer-sponsored retirement plans, and nonprofit entities by providing discretionary investment management, wealth management, and advanced financial planning. The firm focuses on strategic asset allocation, diversification, and fundamental analysis, managing accounts primarily through mutual funds and ETFs with ongoing supervision and rebalancing.