Bernardo Herzer is a financial advisor at RegFi USA, LLC and holds a Series 65 designation. He has one year of industry experience with prior roles at SBJ Capital, Alpine Investors, and RegFi, LLC. RegFi USA is a registered investment adviser that serves individual investors, personal trusts, and individual retirement accounts through an online, platform-based discretionary service. The firm employs a fully automated, strategy-limited yield approach focused on long box spreads on the S&P 500 paired with short-duration U.S. Treasury instruments and operates with a small client base and no active SEC-registered advisors.

Javier Rodriguez Ambles is a Series 65 credentialed financial advisor with 10 years of industry experience, currently affiliated with Klosters Capital. He has worked at Klosters Capital since 2016 and had a brief tenure at Ceres Global Advisory Inc. in 2019. Rodriguez Ambles serves as an indirect shareholder and President of the Board of Directors of Klosters Capital Espana EAF SA, a firm providing financial advisory services exclusively to Spanish businesses and individuals. Klosters Capital offers investment advisory services to both individual and institutional clients, managing approximately $495.6 million in assets. The firm employs an open-architecture, customized approach that integrates third-party research, manager due diligence, and direct security selection, with a distinctive international orientation and affiliations.

Pedro Tinoco is a financial advisor with ASI Wealth Advisors LLC in Miami, FL, holding a Series 65 designation and 12 years of industry experience. He has been with ASI Wealth Advisors since 2016. ASI Wealth Advisors LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using a multi-method investment approach that includes charting, fundamental, technical, and cyclical analysis. The firm manages discretionary and non-discretionary assets and offers ongoing supervisory services along with written investment policy statements and hourly financial planning.

Cristina Extremera Abril is a financial advisor at Zink Wealth Solutions LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including BBVA Wealth Solutions Inc. and Insigneo Securities, LLC. Outside of her advisory role, she serves as Secretary on the board of a local building association. Zink Wealth Solutions LLC provides advisory services primarily to high net worth individuals, pooled investment vehicles, and corporations. The firm offers discretionary portfolio management and financial consulting using a range of analytical approaches and invests across various asset classes, serving a small client base with tailored portfolio solutions.

Diane Macphee is a CFP® professional with 13 years of industry experience. She is the sole advisor at Comprehensive Money Management Services LLC, where she has worked since 2016, and she also operates DMAC Consulting Services LLC. Comprehensive Money Management Services LLC provides personalized financial planning and supervisory investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a fee-only model and employs a scenario-based asset allocation approach grounded in Modern Portfolio Theory, managing over $200 million under its sole principal.

Luigi Cattaneo is a CFA® charterholder with 12 years of industry experience. He has worked at Focus Investment Advisor, LLC and has been with CSS Capital Advisory LLC since 2014. Outside of his advisory role, he is involved with Aeneas Corp Services LLC, a business focused on profit distribution. CSS Capital Advisory serves a small client base of primarily high-net-worth individuals, charitable, and corporate clients, providing customized, fee-based portfolio management. The firm employs both discretionary and non-discretionary strategies, combining fundamental and technical analysis and utilizing a range of complex instruments, including hedge funds and emerging-market investments, with a notable international orientation.

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.

Perla Glanzberg is a financial advisor at Livian & Co. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Livian & Co. since 2014. Livian & Co. provides discretionary portfolio management and investment consulting primarily to high-net-worth individuals, trusts, corporations, and pooled investment vehicles. The firm employs a combined top-down macroeconomic analysis with fundamental and technical security selection, offering multiple model portfolios that include a range of asset types and tactical strategies.

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.