Jorge Tijerino is a financial advisor at VIM Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he owns an IT consulting and networking business, Fix My WiFi, Inc. 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 and uses a combination of macroeconomic, fundamental, quantitative, technical, and qualitative analysis to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Gabriel Bustamante is a financial advisor at Bayshore Wealth Advisors with 21 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to his current role, he was involved with Bayshore Risk Management, LLC and has been with Bayshore Wealth Advisors since 2007. He is also a managing member and director of Sunrise Communications LLC, a non-investment-related communications business. Bayshore Wealth Advisors is a fee-only registered investment adviser serving individuals, trusts, family limited partnerships, private foundations, and qualified retirement plans. The firm employs an evidence-based, buy-and-hold investment approach focused on diversified, low-turnover portfolios using passive mutual funds and ETFs, and manages over $630 million in client assets with a small advisory team.

David Wiley is a financial advisor at Firestone Capital Management Inc with a Series 65 designation. He joined the firm in 2024 and has prior experience at Northwestern Mutual, Saka Financial, Capital Real Estate Tax, and Clearcover. His background also includes roles outside finance, such as work at Eastern Michigan University, Shar Music, and Kaufman Music Center. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a global asset allocation strategy with client-specific investment policies and regular portfolio rebalancing.

Daniel Nunez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding Series 63 and Series 65 licenses with one year of industry experience. His work history includes roles at Guerra Wealth Advisors, Wells Fargo Clearing, Wells Fargo Bank, and Bank of America. 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 services. The firm emphasizes asset allocation and diversified portfolios, using third-party model managers and a wrap fee program to deliver its advisory services.

Ricardo De La Serna is a financial advisor with AlTi Wealth Management (US International), Inc. in Coral Gables, FL. He holds a Series 65 designation and has 21 years of industry experience. Since 2010, he has been associated with Guggenheim Partners Latin America, Inc. AlTi Wealth Management provides investment advisory services to high-net-worth individuals, trusts, and foundations, focusing on portfolio construction, manager selection, and access to private equity and hedge funds. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis, managing approximately $670 million in assets as of December 2024.

Javier Ojeda Garcia is a financial advisor with Uyana Partners LLC in Miami, FL, holding a Series 65 license and bringing four years of industry experience. He also serves as a Relationship Manager at Insignium Wealth Management AG, a role he has held since 2016. Outside of investment management, he is Head of Operations and Accounting at Alpina Brands GmbH, a non-investment-related business. Uyana Partners serves individual and corporate clients, including high-net-worth and ultra-high-net-worth individuals, offering portfolio management, financial planning, and a technology-driven model portfolio program. The firm constructs individualized Investment Policy Statements and combines fundamental and technical analysis to build diversified portfolios, managing assets directly or through third-party managers under discretionary authority.

Erick Reinoso is a financial advisor at Guerra Wealth Advisors in Miami, FL, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2012 to 2023. Outside of advising, he owns Reinoso Holdings LLC and is an insurance agent with Guerra Advisors, Inc. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, and estate planning services. The firm employs an active, goal-based investment approach with strategic asset allocation and uses third-party model managers for portfolio construction and administration.

Ashlea Ayer is a CFP® professional with 13 years of experience in financial advisory roles. She is currently with Kaufman Rossin Wealth, LLC and has previously worked at Truist Bank and its affiliated investment and advisory services divisions. Outside of her advisory work, she is a silent investor in several family real estate holdings. Kaufman Rossin Wealth, LLC serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans by providing investment management, financial planning, and employee benefit plan advisory services. The firm employs a buy-and-hold investment strategy based on Modern Portfolio Theory, utilizing diversified asset allocation and written investment policies, while incorporating third-party sub-advisors to manage client portfolios.

Carlos Castro Oliveros is a Series 66 credentialed financial advisor with Amerant Investments, Inc., based in Coral Gables, FL. He has five years of industry experience and has worked at Amerant Investments since 2021, with prior roles at Amerant Bank and Mercantil Bank. He is also a manager of HAPPY PALM TREE LLC, a company established to hold a real estate investment property. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm uses investor profiling and model portfolios, combining quantitative and qualitative due diligence, and engages third-party portfolio managers to support its advisory strategies.

Michael Cantero is a CFP® professional with four years of industry experience, currently serving at Kaufman Rossin Wealth, LLC in Miami, FL. His prior roles include positions at Seaview Investment Managers and Best Meridian Insurance Co. He also works as an insurance advisor at KR Financial Services, a related entity. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans by providing investment management, financial planning, and employee benefit plan advisory services. The firm employs a diversified, Modern Portfolio Theory-based investment approach with a buy-and-hold philosophy and utilizes third-party sub-advisors and platforms to support portfolio management.

Jerad Waggy is a CFP® with 15 years of experience in financial advising. He has been with Firestone Capital Management Inc since 2014 and previously worked at The Enrichment Group, Inc. Waggy is also involved with Three Somigos, LLC and George Family Farm LLC dba Ripe Tropical Farms. Firestone Capital Management serves individuals, families, pension plans, charitable organizations, and corporations, managing approximately $806 million across about 375 client relationships. The firm emphasizes global asset allocation, tailored investment policies, and uses a fee-only compensation model alongside independent custodians.

Anabel Ferreiro Lopez is a financial advisor at Amerant Investments, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked at Mercantil Commercebank since 2007. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts by providing discretionary and non-discretionary portfolio management, wrap programs, and separately managed account services. The firm employs a global, multi-asset diversification approach using model portfolios, third-party managers, and alternative investments, and operates as a wholly owned subsidiary of Amerant Bank, N.A.

Luis D'amato is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Aston Capital Management since 2016. He is based in Coral Gables, FL, and is part of a three-advisor team at the firm. Aston Capital Management provides discretionary and non-discretionary portfolio management and integrated financial planning primarily to pooled investment vehicles and high-net-worth Qualified Clients. The firm manages several private funds and employs a manager-of-managers approach supported by a proprietary allocation model, focusing on a range of alternative and conventional investment strategies.

Jose Remy is a financial advisor with Alti Wealth Management (US International), Inc. based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His work history includes roles at Lj Investment Advisors, LLC and Guggenheim Partners Latin America, Inc. Alti Wealth Management serves high-net-worth individuals, trusts, and foundations, offering portfolio construction, manager selection, and access to private equity and hedge funds. 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.

Emeris Lucas is a financial advisor at Amerant Investments, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked previously at CommerceBank Investment Services. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm employs investor profiling and model portfolios, engaging third-party managers and utilizing technology to support unified managed accounts and alternative investments.

Eytan Starkman is a financial advisor with Vizcaya Capital, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Vizcaya Capital in 2021, he worked at Credit Agricole Securities (USA) Inc., Credit Agricole Corporate and Investment Bank, Hapoalim Securities USA, Inc., and Bank Hapoalim. Outside of his advisory role, Starkman serves on the board of an e-commerce women's apparel company and holds several directorships with private investment and venture capital entities. Vizcaya Capital, LLC is an SEC-registered investment adviser serving high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, sub-advisory model portfolios, and advisory services to private pooled funds, employing tailored strategies that include options and structured products and maintaining a significant non-U.S. client base.

Sarah Ivanovic is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding Series 63 and Series 65 licenses with five years of industry experience. Her prior roles include positions at Merrill, Morgan Stanley Private Bank, and BB&T Retirement and Institutional Services. Guerra Wealth Advisors serves individuals, trusts, and small to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversified portfolios, utilizing third-party model managers and delivering services through a wrap fee program.

David Sigg is a financial advisor at Dara Capital US, Inc. with 12 years of industry experience. He holds a Series 65 designation and has been with Dara Capital US since 2013. He is also an equity owner and occasional portfolio manager at Dara Capital AG in Zurich, Switzerland. Dara Capital US, Inc. provides independent financial and wealth advisory services to sophisticated investors, including trusts, tax-exempt organizations, estates, and family offices. The firm combines quantitative and qualitative analysis to build diversified, tailor-made portfolios that emphasize controlled downside volatility and employs a range of investment strategies, typically on a non-discretionary basis.

Jorge Padilla is a CFP® with 14 years of industry experience, currently serving at Meira Wealth in Coral Gables, FL. He has been with Meira, formerly known as The Lubitz Financial Group, since 2016. Outside of his advisory role, Padilla contributes as a Wealth Advisory Board Member for Blue Vault Partners and serves on the Product Advisory Board for Stratifi Technologies. Meira Wealth provides personalized, fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a mix of passive and active management within a Modern Portfolio Theory framework and offers a range of investment options, including alternative investments when appropriate.

Jimmy Cardentey is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 license with three years of industry experience. His prior work includes roles at JP Morgan Chase and Fifth Third Bank, as well as experience outside finance at Texas Roadhouse. Cardentey is also an insurance agent, deriving a significant portion of his compensation from selling insurance products. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, and estate planning services. The firm employs an active, goal-based investment approach emphasizing strategic asset allocation and uses third-party model managers for portfolio construction and administration.