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.

Luis Apelfeld is a financial advisor at L&S Investment Advisors, LLC with a Series 65 designation and three years of industry experience. He has worked at Brasil Plural Investment Advisor LLC since 2023 and has prior experience at Florida International University, The Kiski School, and Vermont Academy. L&S Investment Advisors serves individual and high-net-worth clients, as well as corporate entities, trusts, and other institutions, managing discretionary portfolios and overseeing approximately $218.5 million in assets. The firm uses a variety of investment strategies including stocks, ETFs, mutual funds, and alternative assets, and operates with discretionary trading authority while employing analytical methods such as fundamental, technical, quantitative, and modern portfolio theory.

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.

Joseph Webb III is a financial advisor at Harvest Investment Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including Envoy Advisory Inc. and Inspire Advisors, LLC dba Profit Planners Management Group. Webb is the founder and chairman of Twin Peaks Financial Ministries, a nonprofit organization that provides financial literacy seminars. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and other institutions. The firm offers discretionary portfolio management and financial planning, using a blend of fundamental, technical, and quantitative analyses, and serves as an ERISA investment manager when engaged.

Gilberto Paez is a financial advisor at Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 designation with 10 years of industry experience. He has worked at Mercantil Commercebank Investment Services since 2015 and at Mercantil Commercebank since 2014. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts through discretionary and non-discretionary portfolio management, using model portfolios and mutual funds as primary investment vehicles. The firm emphasizes global, multi-asset diversification and offers access to alternative investments, operating as a wholly owned subsidiary of Amerant Bank with a dual SEC-registered investment adviser and FINRA broker-dealer registration.

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.

Andrea Nogueroles is a financial advisor with Portfolio Resources Advisor Group, Inc. and holds a Series 66 designation. She has four years of industry experience and began her career with Portfolio Resources in 2021. Andrea also provides consulting services through Latin American Holdings, focusing on project management, business development, and financial analysis for Venezuelan clients. Additionally, she serves on the board of Banco Sofitasa, a Venezuelan universal bank, in a passive, non-remunerated role. Portfolio Resources Advisor Group, Inc. offers discretionary portfolio management and financial planning services to individuals, qualified investors, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a team-based approach utilizing third-party managers and various account structures, including impact and socially responsible investment strategies, with ongoing discretionary management and reporting.

Rafael Iribarren is a CFA® charterholder with 12 years of industry experience, currently serving at BigSur Partners, LLC. He has been associated with BigSur Wealth Management LLC since 2007. BigSur Partners operates as a global multi-family office and SEC-registered investment adviser, providing investment advice, portfolio management, and family office services to high net worth individuals, trusts, corporations, and pooled investment vehicles. The firm combines proprietary and third-party research on an open architecture platform and employs a range of strategies including derivatives and borrowing within client accounts.

Paul Reiferson is a financial advisor with Whitwell Advisors in Miami, FL. He holds Series 63 and Series 65 licenses and has two years of industry experience, including previous roles at Compound Planning and as a self-employed advisor. Outside of financial advising, he directs RS Family LLC, which manages a collection of photographs and historical objects. Whitwell & Co., LLC provides wealth management and advisory services to individuals, businesses, pension and profit-sharing plans, and financial intermediaries. The firm generally manages accounts on a discretionary basis using defined strategies that include ETFs and selective individual equities, tailoring solutions to clients’ objectives and risk tolerance.

Gerardo Palacios is a financial advisor with Guerra Wealth Advisors in Miami, FL. He holds a Series 65 designation and has been with the firm since 2024, beginning his career in the industry that year. Guerra Wealth Advisors is an SEC-registered adviser serving individuals, trusts, and small to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversified investments while utilizing third-party model managers and a wrap fee program for its advisory services.

Vicente Marchelli Apolinar is a financial advisor at Miura Investment Advisors, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Miura Investment Advisors and Miura Capital, LLC since 2023, as well as MPG Consultores since 2018. Outside of his advisory role, he conducts financial analysis of corporate financial statements at MPG Consultores. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients by providing non-discretionary investment advice, portfolio management, and asset allocation and manager-selection services. The firm’s client-directed process involves continuous monitoring with formal quarterly reviews and a focus on income and principal preservation.

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.

Ricardo Heredia is a financial advisor at Miura Investment Advisors, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Safra National Bank of New York and StateTrust Investments prior to joining Miura. He is involved with Heredia House Inc., a charitable organization. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, offering non-discretionary investment advice and portfolio management. The firm uses a client-directed approach that includes both long- and short-term strategies, with an emphasis on income and principal preservation.

Javier Garza Lozano is a financial advisor at Bulltick Wealth Management, LLC in Miami, FL, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Actinver Casa de Bolsa S.A. de C.V. from 2008 to 2021. Bulltick Wealth Management serves high-net-worth individuals, family offices, corporations, and private investment vehicles, providing portfolio management, financial planning, and real estate advisory services. The firm uses a combined macroeconomic and fundamental/technical analysis framework and manages affiliated private funds with an emphasis on U.S. real estate investments.

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.