Nancy Baquero Jimenez is a Series 65 licensed financial advisor with Portfolio Resources Advisor Group, Inc. She has 15 years of industry experience and has been with Portfolio Resources Group, Inc. since 2008. Outside of her advisory role, she is involved in real estate as a licensed REALTOR and property manager, and serves as president of the Villa Brickell Condominium Association board of directors. Portfolio Resources Advisor Group provides discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms and model portfolios, managing assets according to client-specific investment guidelines.

Nora Camejo is a Series 65-licensed financial advisor with Portfolio Resources Advisor Group, Inc., where she has worked since 2020. She has five years of industry experience and also owns and operates Design One Graphics, a freelance graphic design business established in 1993. Portfolio Resources Advisor Group provides discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms and model portfolios, managing client assets according to individualized Investment Policy Statements.

Vonnell Martinez is a financial advisor with VIM Wealth Management, LLC in Coral Gables, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at MML Investors Services, LLC and Massachusetts Mutual Life Insurance Co. Outside of advisory work, Martinez is involved in athletic officiating as a referee for judo and Brazilian Jiu-Jitsu competitions and operates various business ventures including real estate sales and mortgage referral services. VIM Wealth Management provides investment advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a proprietary strategic asset-allocation methodology incorporating multiple analytical approaches to tailor diversified portfolios, which are monitored and rebalanced continuously on a discretionary basis.

Claude Ronc is a financial advisor at Uyana Partners LLC with a Series 65 credential and one year of industry experience. He has also worked at Insignium Wealth Management AG in Zurich since 2016 as a Relationship Manager. Uyana Partners serves individual and corporate clients, including high-net-worth and ultra-high-net-worth individuals, providing portfolio management, financial planning, and technology-driven model portfolio solutions. The firm combines fundamental and technical analysis to create diversified portfolios and offers consolidated reporting and legal document-management services.

Maria Canida is a CFA® charterholder with 41 years of industry experience. She is currently with Ceeto Capital Group, LLC and was previously with Taplin Canida & Habacht for 31 years. Canida serves on the Board of Directors of Kemper Corporation and is a member of the Investment Advisory Council for the State Board of Administration of Florida. Ceeto Capital Group provides discretionary portfolio management services primarily to high-net-worth individuals, trusts, foundations, endowments, and pension clients. The firm employs a multi-method investment process with a concentrated client base and offers a range of strategies including long- and short-term trading, options, and allocations to alternative investments.

Hilario Itriago Guitian is a CFA® charterholder with five years of industry experience. He is currently with Miura Investment Advisors, Inc., having previously worked at Folionet Financial LLC and Vencred. His career includes roles focused on investment advisory and portfolio management. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients by providing non-discretionary investment advice, portfolio management, and manager-selection services. The firm employs a client-directed process utilizing both long- and short-term strategies, with regular monitoring and formal quarterly reviews.

Eric Carrieri Taylor is a financial advisor at L&S Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brasil Plural Investment Advisor LLC and the University of Miami. L&S Investment Advisors serves individual and high-net-worth clients, as well as corporate entities, trusts, and institutions, managing discretionary portfolios with about $218.5 million in assets. The firm employs a mix of analytical methods and pursues a shorter-term trading style, often using strategies such as margin, options, and short sales.

Marco Muricy is a financial advisor at Brasil Plural Investment Advisor LLC with five years of industry experience. He holds a Series 66 designation and has held positions at firms including MM Intl Adv, Laidlaw & Company (UK) Ltd., and Wells Fargo Clearing. Brasil Plural Investment Advisor, LLC is an SEC-registered investment adviser managing approximately $201.6 million in assets with a team serving individuals, corporations, and institutions. The firm provides customized portfolio management using a combination of third-party macroeconomic research and in-house analysis, investing across multiple asset classes including equities, fixed income, options, and alternatives.

Jose Corominas is a Series 65 licensed advisor with Storge Partners Economic Studies LLC, where he has worked since 2017. He has four years of industry experience and previously worked independently for one year. Outside of Storge, he serves as CEO of Sievert Partners, a private investment club, and is involved with a non-profit organization providing educational support. Storge Partners Economic Studies LLC offers fee-based investment advisory and portfolio supervision services primarily to high-net-worth individuals, families, and family investment vehicles. The firm employs a strategic asset allocation framework focused on mid- to long-term risk reduction and cost efficiency, delivering non-discretionary recommendations across a broad range of instruments.

Marco Berna is a financial advisor at VIM Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Cetera Investment Advisers. Outside of his advisory role, Berna serves on the boards of the Rotary Club, Casa Italia Miami, and a condominium association in Miami Beach, and he is involved in mortgage referral activities for VIM Capital Group in the U.S. and Europe. VIM Wealth Management provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm employs a proprietary strategic asset-allocation approach and integrates multiple analytical methods to tailor and manage diversified portfolios on a discretionary basis.

Rosa Rincon is a financial advisor at Bigsur Partners, LLC with five years of industry experience. She holds the Series 65 designation and has been affiliated with BigSur Wealth Management LLC since 2016. BigSur Partners is an independent, fee-based global multi-family office serving high net worth individuals, trusts, corporations, single family offices, and pooled unregistered investment vehicles. The firm offers portfolio management, consulting, consolidated reporting, and family-office services, utilizing a client-specific investment process supported by in-house and third-party research.

Lorenzo Pereira Weber is a financial advisor with L&S Investment Advisors, LLC in Miami, FL. He holds a Series 65 designation and has been in the industry for less than one year. Prior to joining L&S Investment Advisors, he worked at Brasil Plural Investment Advisor LLC and has experience in educational roles, including positions at the University of West Florida. L&S Investment Advisors serves individuals, corporate entities, trusts, and institutions, managing approximately $231 million across about 315 accounts. The firm employs a short-term trading style with a higher risk tolerance, utilizing a range of strategies including stocks, ETFs, options, margin transactions, and leveraged investments, and maintains a formal affiliation with Brasil Plural Investment Advisors.

Simon Zaidman is a financial advisor at Vizcaya Capital, LLC with Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Financial Partners Capital Management, Credit Suisse, and Morgan Stanley Smith Barney. Vizcaya Capital, LLC serves primarily high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm provides discretionary and non-discretionary portfolio management along with advisory services to private pooled funds, offering tailored strategies that incorporate long- and short-term approaches, options, and structured products.

Ignacio Pakciarz is a financial advisor at BigSur Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with BigSur Wealth Management and BigSur Partners since 2007. Pakciarz serves on the Board of Overseers at New York University’s Stern School of Business and is a member of the Board of Directors for Avespa, a biotech company specializing in algae production. BigSur Partners is a global multi-family office and SEC-registered investment adviser that provides portfolio management, consulting, and family office services to high net worth individuals, trusts, corporations, and pooled investment vehicles. The firm combines proprietary and third-party research on an open architecture platform and employs a range of investment strategies including discretionary management and third-party manager oversight.

Aaron Katsman is a financial advisor with Portfolio Resources Advisor Group, Inc. in Coral Gables, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked with Portfolio Resources Advisor Group since 2008 and with Lighthouse Capital Ltd since 2009. Outside of his advisory role, Katsman is the author of a book on retirement and global investing, writes a weekly personal finance column for the Jerusalem Post, and serves as chairman of a synagogue board as well as a board member for a nonprofit organization focused on poverty. Portfolio Resources Advisor Group provides discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms, model portfolios, and impact strategies, managing approximately $122 million in regulatory discretionary assets as of August 2025.

Jessica Bryan is a financial advisor at VIM Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her background includes roles in education and financial services, including positions at Cushman School, Primerica, and Future Empowered, LLC. She also operates Jess Bryan, Inc., an entrepreneurial venture she has managed for ten years. VIM Wealth Management provides investment advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm uses a proprietary strategic asset-allocation methodology and combines multiple analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Samuel De Vita is a financial advisor at Miura Investment Advisors, Inc. in Miami, FL, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Santander and Morgan Stanley (E-Trade), as well as a four-year period at Loyola University Chicago. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients by providing non-discretionary investment advice, portfolio management, and manager-selection services. The firm emphasizes client-directed strategies that incorporate both long- and short-term approaches with a focus on income and principal preservation, requiring client approval for all transactions.

Daniel Espinosa is a financial advisor with AlTi Wealth Management (US International), Inc. He holds a Series 65 designation and has 15 years of industry experience. Since 2010, he has worked at Guggenheim Partners Latin America, Inc. alongside his current role. AlTi Wealth Management provides comprehensive investment advisory services to high-net-worth individuals, trusts, and foundations, offering portfolio construction, manager selection, access to private equity and hedge funds, and related non-advisory services. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis with a manager-of-managers approach and selective use of derivatives and short-term trading.

Sebastian Gomez is a financial advisor at Amerant Investments, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mariva Global Asset Management, Mariva Capital Markets, BigSur Wealth Management, and Lowenhaupt Global Advisors. Outside of his advisory role, he works as a tennis instructor for young advanced players on weekends. Amerant Investments serves primarily affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm offers portfolio management through discretionary and non-discretionary arrangements, utilizing investor profiling, model portfolios, third-party managers, and technology to support separately managed accounts and unified managed accounts.

Mateo Alzate is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 credential. He has been with Guerra Wealth Advisors since 2023, with prior experience at Morgan Stanley and Beacon Roofing. Mateo is also licensed as an insurance agent, selling insurance products as part of his business activities. Guerra Wealth Advisors is an SEC-registered firm that serves individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting. The firm employs an active, goal-based investment process with strategic asset allocation and uses third-party model managers for portfolio construction and administration.