Marcelo Alves is a financial advisor at Focus Investment Advisors, LLC in Miami, FL, holding Series 65 and Series 66 licenses with 17 years of industry experience. He has been with Focus Investment Advisors since 2011 and also maintains a role at Genesis Investment Advisors LLC. Focus Investment Advisors provides discretionary and non-discretionary asset and portfolio management services to individuals, corporations, charitable institutions, and foundations. The firm employs a combination of fundamental and technical analysis and offers a range of strategies including long-term, short-term, and trading approaches, with a focus on cross-border investing and significant non-U.S. client exposure.

Marcus Herndl Filho is a financial advisor at Focus Investment Advisors, LLC in Miami, FL, holding Series 63, 65, and 66 licenses. He has experience dating back to 2006, including 15 years at Bull Capital and co-founding H2 Kapital, an investment company based in Brazil where he serves as managing director and CIO, managing over $1.5 billion in assets across 23 investment vehicles. At H2 Kapital, he oversees a team of 15 analysts and is registered as a portfolio manager with the Brazilian SEC. Focus Investment Advisors provides discretionary and non-discretionary asset and portfolio management services to individuals, corporations, charitable institutions, and foundations. The firm employs a combination of fundamental and technical analysis and offers a range of investment strategies with an emphasis on cross-border investing and significant non-U.S. client exposure.

Jennifer Valdes is a CFP® professional with six years of experience in wealth management. She has worked at Financial Designs Wealth Management LLC since 2021 and was previously with Gentrust, LLC for six years. Valdes is also the owner of Financial Designs Private Wealth LLC, a holding company with minority ownership in Financial Designs Wealth Management LLC and Financial Designs Legacy LLC, an insurance business. Financial Designs Wealth Management serves individuals, high-net-worth clients, trusts, corporations, and retirement plan sponsors with wealth management, portfolio management, and retirement plan consulting services. The firm emphasizes personalized investment strategies, asset allocation, diversification, and offers both discretionary and non-discretionary oversight.

Luis Sepulveda is a financial advisor at BICE Wealth Management LLC with over one year of industry experience. He holds a Series 65 designation and has worked at Banco BICE since 2008, where he manages wealth management clients and financial advisors. BICE Wealth Management LLC provides fee-based investment advisory and financial consulting services to high-net-worth individuals, institutions, and other entities, with a significant focus on non-U.S. residents in Latin America. The firm employs a fundamental analysis approach with a long-term orientation and offers customized portfolio management and consulting services.

Tomas Ulla is a financial advisor at My Investment Path in Coral Gables, FL, holding a Series 66 designation. He has been in the industry since 2025, with prior roles including positions at AGP and RV Owens Strategic Group. Tomas also has experience in academia, having worked at St. Thomas University and the University of Northwestern Ohio. My Investment Path provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading approach using a diverse array of investment instruments and combines cyclical analysis, modern portfolio theory, and technical analysis in its process.

Juan Hanuszkiewicz is a CFP® and ChFC® with 16 years of industry experience. He is currently with Entelevest, LLC, where he has worked since 2021, following prior roles at Equitable Advisors and Axa Advisors. Entelevest serves individual clients, including high-net-worth households, as well as plan sponsors and fiduciaries of employer retirement plans. The firm provides discretionary wealth management and comprehensive financial planning, using firm-developed model portfolios and a combination of quantitative and fundamental investment methods.

Jorge Gullon is a financial advisor at Emergent Global Investments in Coral Gables, FL, holding a Series 65 designation. He has worked in the financial industry since 2018, with experience at firms including Valvian Capital and Euro-Funding Advisory Group. Emergent Global Investments serves individual clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning. The firm employs a customized strategic asset allocation process using multiple analysis methods and offers a broad range of investment vehicles.

Xiuming Jin is a financial advisor at Ethos Private Wealth in Coral Gables, FL, with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill for multiple periods totaling eight years. Jin has also taken extended travel breaks during his career. Ethos Private Wealth provides discretionary and non-discretionary portfolio management and family wealth services primarily to individual and high-net-worth clients, typically accepting accounts with a $1 million minimum. The firm combines third-party macroeconomic research with internal due diligence to construct diversified asset allocations and offers services including IRA rollover advice and financial planning.

Jonas Ferris is a financial advisor at MaxAdvisor Private Management with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with MaxAdvisor LLC since 2002 and Island Research LLC since 2007. Outside of advisory work, he contributes market commentary through televised appearances as part of Island Research LLC. MaxAdvisor Private Management is a fee-only registered investment adviser that provides discretionary portfolio management services to individuals, high-net-worth individuals, and small businesses. The firm focuses on diversified, long-term investment strategies using mutual funds, ETFs, ETNs, and closed-end funds, with a contrarian investment approach and a preference for low-cost index funds alongside select actively managed funds.

Raul Zubillaga is a CFA® charterholder with nine years of industry experience. He has worked at Klosters Capital since 2020 and previously spent nine years at Banco Santander International. Klosters Capital provides investment advisory services to individual and institutional clients, including both high-net-worth and non-HNW individuals, through discretionary portfolio management, non-discretionary consulting, and family wealth services. The firm employs an open-architecture approach that integrates third-party macroeconomic research, manager due diligence, and direct security selection across multiple asset classes, with a notable international focus and a substantial non-U.S. client base.

Enrique Walsh is a financial advisor with WM Advisors USA LLC, holding Series 63 and Series 66 designations and six years of industry experience. His career includes roles at Woodrock Securities, L.P., and WMA Holdings, Inc., as well as a period at Rice University. WM Advisors USA LLC provides portfolio management and financial planning services primarily to high-net-worth individuals and institutional clients. The firm employs a mix of fundamental, technical, and cyclical analysis across various instruments and generally manages assets on a non-discretionary basis.

David Lucterhand is a financial advisor at MarketGrader Capital, LLC with 17 years of industry experience. He has held roles at MarketGrader Capital since 2014 and has been involved with MarketGrader.com since 2010. He holds Series 65 and Series 63 designations. MarketGrader Capital, LLC provides discretionary and non-discretionary investment management and sub-advisory services primarily to institutional clients, collective investment trusts, and pooled vehicles. The firm emphasizes index replication and sub-advisory mandates using a rules-based fundamentals scoring system developed by its affiliate MarketGrader.com, and it also licenses a broad family of indices, including the Barron’s 400.

Carlos Morales is a Series 65-registered financial advisor at Noctua International WMG, LLC with four years of industry experience. He has worked at Noctua Partners since 2018 and previously held roles at Park Street, Moto Capital Group Inc, and Bedrock Retail. Noctua International WMG, LLC provides discretionary and non-discretionary investment management, financial planning, and family-office services primarily to high-net-worth individuals and corporate clients. The firm combines top-down macro asset allocation with bottom-up security selection and offers customized portfolio solutions, including separately managed accounts and private placements.

Carlos Hermida is a financial advisor at Cela Wealth Management with 12 years of industry experience. He holds a Series 65 credential and has worked at ESE Industries, Inc. and Cela Advisors. Hermida is also a Certified Public Accountant (CPA) and serves as the owner and president of Emerald Bay Ventures, Inc., a holding company unrelated to his advisory work. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management for individuals, trusts, foundations, and small businesses, generally serving clients with substantial household investable assets. The firm employs a data-driven approach combining fundamental and technical analysis with a core-and-satellite allocation using low-cost index funds and ETFs, emphasizing downside risk management and global diversification.

Jean Coletta is a financial advisor with Germana Capital LLC in Miami, FL, holding Series 65 and Series 63 credentials with one year of industry experience. He has a diverse background including roles at Coletta Asset Management LLC, which he owns and uses as his DBA for investment advisory services, and non-investment intermediary functions at Transearth Europe S.L. Outside of advisory work, he is involved in intermediary activities in the commodities market through Transearth Europe S.L. Germana Capital provides portfolio management and financial planning primarily for high-net-worth individuals and certain business entities, using a variety of analytical methods and strategies. The firm operates with a small client base and advisor team, generally on a discretionary basis, and accepts performance-based compensation for qualified clients.

Ana Arnau is a financial advisor with Andbanc Advisory LLC in Miami, FL, holding Series 65 and Series 63 credentials and 16 years of industry experience. Her prior work includes roles at Mora Wm Securities LLC and Morgan Stanley Private Bank, N.A. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm employs an open-architecture approach using internal research, third-party managers, and affiliate resources to construct diverse portfolios and offers family wealth consulting and non-securities advisory services.

Luiz Boruchowski is a financial advisor with Andbanc Advisory LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, with ten years at the latter. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients, managing approximately $872 million across a team of ten advisors. The firm employs an open-architecture investment approach that incorporates fundamental, technical, and macro analysis, customizing asset allocation to client risk profiles across a variety of asset classes.

Roger Bosch is a financial advisor at Amerant Investments, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Boreal Capital Securities LLC and Amerant Bank NA. Bosch is based in Coral Gables, Florida. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios and mutual funds to implement investment strategies focused on global, multi-asset diversification and offers access to alternative investments through a centralized marketplace.

Michael Rose is a CFP® with 28 years of industry experience, currently serving at Rose Capital Advisors, LLC. He has held roles at Premia Global Advisors and Castellan Holdings Manager, where he provides consulting services. Rose Capital Advisors offers asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a bottom-up fundamental analysis approach supplemented by technical indicators, manages private fund-of-funds, and utilizes performance-based fee arrangements for qualified clients.

Sebastian Herdoiza is a financial advisor with Storge Partners, holding a Series 65 credential and one year of industry experience. His background includes roles at Avanti Way Realty and Avanti Way Group, as well as a period of self-employment. He is also involved as a member in holding companies Hasiera Holdings and Faenza LLC. Storge Partners Economic Studies LLC provides fee-based advisory and portfolio supervision services primarily to high-net-worth individuals, families, and family investment vehicles. The firm uses a strategic asset allocation framework focused on mid-to-long-term risk reduction and cost efficiency, delivering non-discretionary advice across a broad set of investment instruments.