Eduardo Brender is a financial advisor with Activest Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and RBC Capital Markets. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by offering discretionary portfolio management, sub-advisory and institutional consulting, reporting services, family office coordination, and integrated financial planning. The firm employs a disciplined investment process that combines client interviews with committee-driven portfolio management across multiple risk-based strategies, with a notable focus on international relationships and a substantial institutional assets-under-advisement practice.

Diogo Cavalcanti is a financial advisor with Simetria Advisory Group LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Bolton Global Asset Management and Bolton Global Capital for 10 years and Wells Fargo Clearing for 7 years. Outside of advisory roles, he is a co-owner and manager of Assurance Corporate Services LLC, which facilitates offshore corporate filings. Brasil Plural Investment Advisor, LLC is an SEC-registered firm managing approximately $201.6 million in assets, serving individuals, corporations, and institutions with customized portfolio management. The firm uses a research-driven investment approach across multiple asset classes and employs strategies involving derivatives and alternative investments.

Judy Batievsky is a financial advisor at Activest Wealth Management, LLC with 13 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for seven years before joining Activest in 2026. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and various U.S. and international institutions, offering discretionary portfolio management, institutional consulting, and integrated financial planning. The firm’s investment process involves an investment committee that employs fundamental, quantitative, and risk-based analysis to manage diversified model portfolios across multiple strategies.

Nestor Hernandez Rivera is a financial advisor at Aragon Capital LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Corient Services LLC, CIPW Service Company, LLC, and Intercontinental Wealth Advisors LLC. Aragon Capital LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to construct portfolios and employs various trading strategies, including options and derivative strategies, with a focus on international clients and tax-aware asset management.

Norman Chamorro is a financial advisor with Sierra Capital LLC in Miami, FL, holding a Series 65 designation and five years of industry experience. He has been with Sierra Capital since 2015, including a prior period with Pangea Asesores LLC from 2019 to 2021. Sierra Capital provides advisory services to ultra-high net worth individuals, institutions, and charitable organizations, offering customized portfolio management, financial planning, and manager-of-managers selection. The firm’s investment approach includes a disciplined process for selecting third-party managers and portfolio monitoring, utilizing a broad range of investment strategies and serving a notable client base that includes institutional and international investors.

Michael Haupert is a financial advisor with Global Wealth Management Investment Advisory, Inc. He holds a Series 65 designation and has been in the industry since 2023. Prior to joining his current firm, he worked at Credent Wealth Management and Global Wealth Retirement Planning, Inc. Haupert also attended Indiana State University from 2018 to 2022. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with approximately $722.8 million in discretionary assets under management. The firm emphasizes a value-oriented, long-term investment approach that includes strategic and tactical asset allocation, model portfolios, and discretionary asset management delivered through wrap-fee programs.

Ivan Minkov is a Series 65-licensed advisor at Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL, with three years at the firm and additional experience at Global Wealth Retirement Planning, LLC, NuForm Media LLC, HC2 Broadcasting Holdings, Inc., and HRG Group, Inc. He has five years of experience running NuForm Media LLC, an entrepreneurial venture outside the financial industry. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with discretionary asset management, holistic financial planning, and educational workshops. The firm employs a value-oriented, primarily long-term investment approach, tailoring advice through client interviews and questionnaires and offering wrap-fee programs managed on institutional platforms.

Hugo Calenzani is a financial advisor at MG&A Wealth with 19 years of industry experience. He holds a Series 66 designation and has been with MG&A Wealth since 2009. Calenzani is a managing member of MG&A Private Capital LLC, where he identifies and recommends private equity investment opportunities for qualified clients. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of portfolio management solutions, including discretionary and non-discretionary strategies, and specializes in private investments such as private equity and private debt.

Scarlyn Leonardo is a financial advisor at MG&A Wealth with Series 66 credentials and three years of industry experience. Prior to joining MG&A Wealth, Leonardo has worked at Stonex Securities Inc, A Life Well Spent & Charpentier Wealth Strategies, Lincoln Financial Advisors, and AIG. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes investment allocations across a variety of vehicles and directly manages and sponsors private funds, distinguishing it from many team firms.

John Thomas is a CFA® charterholder with 23 years of industry experience. He is a principal at Global Wealth Management Investment Advisory, Inc. and has held roles at several firms including Madison Avenue Securities and Global Wealth Retirement Planning, LLC. Thomas also serves as a wealth advisor and client services representative for Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. is an SEC-registered advisory firm serving individuals, charitable organizations, and business clients, managing approximately $723 million in discretionary assets. The firm emphasizes a value-oriented, primarily long-term investment strategy using strategic and tactical asset allocation, model portfolios, and offers discretionary asset management through wrap-fee programs combined with holistic financial planning.

Louis Carpenter III is a CFP® with 21 years of industry experience, currently with Azzendo Wealth Advisors in Coral Gables, FL. He has worked at Cathy Pareto and Associates since 2011 and operates his own CPA firm, LB Carpenter CPA, PA. Azzendo Wealth Advisors is an SEC-registered firm managing approximately $300 million in assets, serving high-net-worth individuals, trusts, estates, and pension plan sponsors. The firm offers discretionary portfolio management and comprehensive financial planning tailored to client goals and risk tolerance.

Javier Garza Lozano is a financial advisor at Bulltick Wealth Management, LLC in Miami, FL, with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Actinver Casa de Bolsa S.A. de C.V. for 13 years. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private investment vehicles, providing portfolio management, financial planning, and real estate advisory services. The firm uses a combined top-down macroeconomic and bottom-up analysis approach, with an emphasis on U.S. real-estate investments and managing affiliated private funds.

Rita Herrera De Von Der Goltz is a financial advisor at Bulltick Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has been with Bulltick Financial Services since 2019. Outside of her advisory role, she serves on the board of directors for TPGI - The Pantaleon Group, Inc., a private conglomerate, and Applied Resources, Inc., which manages a long-term investment portfolio. Bulltick Wealth Management provides investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines macroeconomic analysis with fundamental and technical security analysis and offers proprietary model portfolios alongside financial planning and consulting services.

Karen Mendoza is a Series 66-licensed advisor with Andbanc Advisory LLC in Miami, FL, where she has worked since 2015. She has 23 years of industry experience. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm manages approximately $872 million through a team of ten advisors, offering customized portfolio management, investment policy, and estate planning support using an open-architecture investment approach.

Leandro De Almeida is a financial advisor at Andbanc Advisory LLC in Miami, FL, holding a Series 66 designation with three years of industry experience. He has served as CEO of Jatai Gestão de Recursos since 2018 and previously worked at Lynce Group Ltda. from 2011 to 2018. Outside of advisory work, he is a managing member of Lupita Investments LLC, a personal investment vehicle. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm manages approximately $872 million across a team of ten advisors, employing an open-architecture investment approach that integrates fundamental, technical, and macro analysis tailored to client risk profiles.

Jason Koenig is a financial advisor at AMC Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones, Morgan Stanley, and NT Concepts. Koenig has been with AMC Wealth Management since 2022 as part of a six-advisor team based in Aventura, Florida. AMC Wealth Management is a state-registered advisory firm serving individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets, offering custom portfolios built with exchange-traded funds and mutual funds through a strategic asset-allocation approach and discretionary management.

Mitchell Romano is a financial advisor with Rose Capital Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Rose Capital Advisors since 2015 and concurrently at Saxony Securities since 2014. Romano also serves as Director of Operations for Rose Capital Advisors, contributing 160 hours per month during market hours. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up, fundamental analysis investment approach and sponsors private fund-of-funds, alongside managing discretionary and non-discretionary portfolios.

Kevin Hernandez is a financial advisor at Sierra Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sierra Capital in two separate periods totaling ten years, with a one-year tenure at Afar Capital in between. Sierra Capital provides advisory services to ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm employs a manager-of-managers approach with an emphasis on asset allocation, utilizing a broad range of investment instruments and strategies to implement client policies.

Ricardo Nieto is a financial advisor at Aragon Capital LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Aragon Capital since 2013. Outside of his advisory role, he owns and manages Aragon Properties LLC, a real estate business from which he derives a portion of his income. Aragon Capital LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm employs a range of investment strategies, including fundamental and technical analysis, and serves a significant international client base with expertise in Latin American markets.

Leandro Verrier Rousseaux is a financial advisor at Bull Market Investment Management, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Bull Market Investment Management since 2022 and Bull Market Securities since 2020. Outside of his advisory role, he is involved as a producer for TieLess Movies, an Argentina-based project. Bull Market Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm offers customized portfolio management and oversight of third-party managers, tailoring strategies to client objectives and risk tolerance using both internal and external research.