Ana Arnau is a financial advisor with Andbanc Advisory LLC in Miami, FL, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. Her prior roles include positions at Mora Wm Securities LLC and Morgan Stanley Private Bank. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm uses an open-architecture approach to construct diversified portfolios and is notable for its affiliation with a banking institution and broker-dealer, serving a client base that includes non-U.S. investors.

Luiz Boruchowski is a financial advisor with Andbanc Advisory LLC based in Miami, FL. He holds the Series 63 and Series 65 designations and has 25 years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Clearing. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm uses an open-architecture approach, incorporating internal research, third-party managers, and affiliate resources to build diversified portfolios across various asset types and account structures.

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.

Chad Williamson is a CFP® professional with seven years of industry experience. He currently serves as a financial advisor at Tobias Financial Advisors, having previously worked at Mariner Wealth Advisors, Koa Wealth Management, LPL Financial, and The Wealth Consulting Group. Tobias Financial Advisors is a fee-only firm that provides wealth management, retirement plan advisory, and family office services to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $1.19 billion in client assets through a nine-advisor team across six offices, using globally diversified portfolios and tax-aware strategies supported by AI-powered research tools.

Matthew Hauptman is a CFP® professional at Tobias Financial Advisors with one year of industry experience. Prior to joining Tobias Financial Advisors, he worked at Merrill and Bank of America, N.A. He has also been involved with small business ventures including Potbelly's and The Painted Lady. Tobias Financial Advisors is a fee-only firm serving individuals, retirement plans, trusts, estates, and business entities with wealth management, investment management, retirement plan advisory, financial planning, and family office services. The firm manages approximately $1.19 billion in client assets through a nine-advisor team operating across six offices, employing a disciplined investment approach that includes discretionary portfolio management with an emphasis on global diversification, tax-aware decisions, and the use of AI-powered tools for research and documentation.

Marianela Collado is a CFP® and PFS™ credentialed advisor with 11 years of industry experience. She has been with Tobias Financial Advisors since 2015. Tobias Financial Advisors is a fee-only firm serving individuals, retirement plans, trusts, estates, and business entities with wealth management, investment management, retirement plan advisory, financial planning, and family office services. The firm manages approximately $1.19 billion in client assets across six offices and employs a discretionary investment approach with a focus on global diversification, tax-aware strategies, and the use of independent managers and AI-powered research tools.

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.

Carlos Curi is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently an advisor at Miura Investment Advisors, Inc., having previously worked at CFS Advisors and Cima Sociedad Gerente de Fondos Comunes de Inversión SA. Outside of his advisory role, he has served as a director for several companies, including Mountain Range Asset Management and Bramley SA. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, providing non-discretionary investment advice, portfolio management, and asset allocation services. The firm’s process is client-directed and includes both long- and short-term strategies focused on income and principal preservation.

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.

Juan Figueroa Fresard is a financial advisor at Compass Group Investments Solutions LLC with 10 years of industry experience. He holds a Series 66 designation and has been affiliated with CG Compass (USA), LLC since 2016 and Compass Group Asesores de Inversion from 2011 to 2022. Compass Group Investments Solutions LLC provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, and private investment vehicles. The firm offers customized asset allocations and employs a wide range of investment strategies across multiple asset classes, including a dedicated alternative asset investment program.

Nina Torres is a financial advisor at Inter Advisors LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at BTG Pactual Asset Management US LLC and Banco do Brasil Securities LLC. Outside of her advisory role, she practices hypnosis therapy focused on self-development during non-business hours. Inter Advisors LLC is an SEC-registered investment adviser serving high-net-worth individuals, businesses, trusts, pension and profit-sharing plans, and institutional investors. The firm employs a combination of fundamental, technical, and quantitative analysis to manage diversified portfolios including equities, fixed income, ETFs, mutual funds, alternative investments, and other products.

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.

Marco Malave is a financial advisor at Miura Investment Advisors, Inc. in Miami, FL, holding a Series 66 credential with four years of industry experience. His prior experience includes roles at Banesco USA, where he works as a business analyst focusing on Latin America accounts, and at BBR Capital. Miura Investment Advisors serves primarily offshore, non-U.S. individuals and corporate clients by providing non-discretionary investment advice, portfolio management, and manager-selection services. The firm employs client-directed strategies emphasizing income and principal preservation, with continuous account monitoring and formal quarterly reviews.

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.

Providencia Mordan is a Series 66-licensed financial advisor with 12 years of industry experience, currently serving at Bull Market Investment Management, Inc. in Miami, FL. Her prior roles include positions at Citibank and UBS International, as well as supervisory responsibilities with Ocean Financial Advisors. Bull Market Investment Management, Inc. offers discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm uses customized portfolios and a combination of third-party research and internal due diligence to tailor investment strategies that include equities, fixed income, options, and alternative investments.

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.