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.

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.

Leandro Ruschel is a Series 65-licensed financial advisor with L&S Investment Advisors, LLC in Miami, FL, bringing nine years of industry experience. He has been involved with multiple firms since 2003, including roles as co-owner and director at Wolwalz E Ruschel LTDA and PZL SA in Brazil. Ruschel is also managing partner of Leandro & Stormer, Inc., an educational company focused on investment training, and is engaged in marketing online investment courses through Liberta Global, LLC. L&S Investment Advisors serves individual and high-net-worth clients, as well as corporate entities, trusts, and institutions, managing discretionary portfolios totaling approximately $218.5 million. The firm uses a mix of analytical methods and a shorter-term trading style, often recommending stocks and ETFs while incorporating diverse asset classes and strategies, including use of margin and non-U.S. securities.

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.

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.

Brian Canida is a financial advisor at Ceeto Capital Group, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Alvarez Arrieta & Diaz-Silveira from 2013 to 2017 before joining Cito Capital Group, LLC in 2017. Brian is also a lawyer and manages Canida Ventures, LLC, which makes private investments on behalf of his family and other nonclient families. Ceeto Capital Group, LLC provides discretionary and non-discretionary portfolio management primarily for high-net-worth individuals, trusts, foundations, endowments, and pension funds. The firm employs a multi-method investment approach and offers tailored Investment Policy Statements, ongoing asset allocation, and regular portfolio monitoring.

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.

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.

Giovanni Jimenez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 license. He has been with Guerra Wealth Advisors since 2023, with prior work experience at Hirequest and Aquanet. Guerra Wealth Advisors is an SEC-registered firm providing discretionary investment management, financial planning, estate planning, and consulting services to individuals, trusts, and small to mid-sized businesses. The firm emphasizes asset allocation and diversified portfolios using equities, cash, ETFs, and mutual funds, and manages accounts through a wrap fee program with third-party model managers and platform providers.

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.

Jesse Wachs is a CFA® charterholder with 13 years of industry experience, currently serving at Powell Investment Advisors, LLC since 2007. He holds a Series 63 license and is based in Miami, FL. Outside of his advisory role, he is a minority owner of an agriculture-related business, PIA Integrated LLC. Powell Investment Advisors, LLC is a fee-only registered investment adviser specializing in discretionary portfolio management for high-net-worth individuals and related pooled investment vehicles. The firm manages the CEF Total Return Opportunity Fund LP and employs a risk-focused investment process that includes fundamental, technical, and cyclical analysis across various asset classes.

Joanna Espasas is a financial advisor at Tiempo Capital Partners with 13 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Raymond James & Associates, Wells Fargo Clearing, and UBS Financial Services. Tiempo Capital Partners serves individuals, trusts, estates, charitable organizations, and business entities with fee-based investment management, consulting, and family-office style advisory services. The firm uses a tactical allocation approach, employing fundamental, technical, and cyclical analysis across a wide range of instruments.