Jonathan Sauce is a financial advisor with Amerant Investments, Inc. in Miami, FL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Insigneo Advisory Services, Insigneo Securities, and Mercantil Commercebank Investment Services. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management, wrap-program services, and separately managed accounts primarily to affluent and high-net-worth individuals, IRAs, trusts, and personal investment companies. The firm uses model portfolios, third-party managers, and emphasizes global, multi-asset diversification while operating as a wholly owned subsidiary of Amerant Bank, N.A.

Marguerite Cook is a CFP® and holds a Series 65 license, currently serving at Rothschild Capital Partners with nine years of industry experience. Her prior roles include positions at 1 North Wealth Services and Location Ventures. Rothschild Capital Partners provides discretionary portfolio management and wealth planning services to individual, high-net-worth, institutional, and charitable clients. The firm employs a combined top-down and bottom-up investment approach and is noted for managing private funds, utilizing derivatives and leverage, and maintaining structured procedures to address conflicts of interest.

Tatiana Rivero Cuellar is a financial advisor at Bulltick Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Banco Credit Suisse for nine years. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with bottom-up fundamental and technical security analysis and offers proprietary model portfolios alongside financial planning and consulting services.

Adolfo Lazaro is a financial advisor at Bulltick Wealth Management, LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Bulltick Wealth Management since 2023, having previously worked at Bulltick LLC since 2011. Outside of his advisory role, Lazaro is a partner in Pretmex S.A. de C.V. Sofom, a microfinance company focused on payroll credits in Mexico City, and is involved in a construction software company in Mexico. Bulltick Wealth Management provides investment advisory services to high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles. The firm employs a combination of macroeconomic analysis and fundamental and technical security analysis, offering proprietary model portfolios and a range of financial planning and consulting services.

Santiago Maggi is a financial advisor at BCP Advisors LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has been with BCP Advisors since 2017. Prior to that, he was associated with Dvdendo, LLC, an investment adviser entity. BCP Advisors, operating as Vestiva, provides discretionary and non-discretionary investment management services primarily through an automated digital platform. The firm serves individuals, trusts, estates, and charitable organizations using an algorithm-driven investment process focused on model portfolios composed mainly of ETFs and UCITS.

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.

Luis Corrales is a financial advisor at Corrales & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Jared Bunch Consulting, First Financial Group, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisor role, he is managing partner of Cope Corrales, a financial services business, and serves as managing member of C4M Global Advisors LLC, which oversees operations and investments for a hedge fund. Corrales & Co. provides portfolio management and financial planning for individual and high-net-worth clients, utilizing a variety of investment methods and offering discretionary account management. The firm conducts due diligence on outside managers, works with third-party investment vehicles, and maintains ownership affiliations with other investment managers, employing internal controls to manage potential conflicts.

Jose Arias Trejo is a CFA® charterholder affiliated with Brainvest Wealth Management LLC in Miami, FL, with one year of industry experience. He has previously worked at Brainvest Wealth Management SA, the University of Geneva, and Casa de Bolsa Finamex. Brainvest Wealth Management primarily serves high-net-worth individuals and institutional clients such as pension plans and venture capital funds, providing portfolio management, pension consulting, and advisory services across a range of investment vehicles and strategies. The firm’s cross-border structure and involvement with affiliated operations and third-party funds distinguish its approach.

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.

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.

Paul Reiferson is a financial advisor at Whitwell Advisors in Miami, FL, holding Series 63 and Series 65 credentials with two years of industry experience. He has worked at Whitwell & Co. since 2024 and previously at Compound Planning and as a self-employed advisor. Reiferson is also a director of RS Family LLC, which manages his collection of photographs and historical objects. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a mix of ETFs and selected individual securities within defined strategies and offers family office services, operating through a multi-office platform with affiliations that provide operational and compliance oversight.

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.

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.