Raul Zubillaga is a CFA® charterholder with nine years of industry experience. He is currently with Klosters Capital, where he has worked since 2020. His prior experience includes roles at Banco Santander International and Truist Investment Services. Klosters Capital is an SEC-registered investment adviser serving both individual and institutional clients with discretionary and non-discretionary portfolio management, family wealth consulting, private equity advisory, and sub-advisory services. The firm uses an open-architecture investment approach incorporating fundamental, technical, and macro analysis, and applies artificial intelligence tools under a governance policy to support investment decisions.

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.

Miguel Garcia Cardona is a financial advisor at Sancus Wealth Management LLC in Miami, FL, with eight years of industry experience. He holds a Series 65 designation and has worked at Clout Capital Advisors LLC and Scuadra Life LLC, as well as BAKER PERKINS prior to his current role. Sancus Wealth Management is a state-registered investment adviser serving individuals, high-net-worth clients, families, retirement accounts, and trusts with services including portfolio management, financial and retirement planning, family office support, and international wealth planning coordination. The firm’s investment approach integrates fundamental and macroeconomic analysis with asset allocation and investment-manager due diligence, employing strategies such as long-term holdings, tactical asset allocation, fixed income, alternatives, private market investments, and real estate-related assets.

Enrique Walsh is a financial advisor at WM Advisors USA LLC with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Woodrock Securities, L.P. and WMA Holdings, Inc. before joining WM Advisors USA. WM Advisors USA LLC provides portfolio management and financial planning services primarily to high-net-worth individuals, corporations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis in managing predominantly non-discretionary accounts, often employing third-party managers and various investment instruments.

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 MarketGrader.com since 2010. He holds Series 65 and Series 63 licenses. 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 employs a research-driven, rules-based fundamentals scoring system for investment selection and portfolio construction, focusing on index replication and sub-advisory mandates rather than traditional retail wealth management.

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.

Carlos Hermida is a financial advisor at Cela Wealth Management with 12 years of industry experience. He holds a Series 65 credential and has worked at ESE Industries, Inc. and Cela Advisors. Hermida is also a Certified Public Accountant (CPA) and serves as the owner and president of Emerald Bay Ventures, Inc., a holding company unrelated to his advisory work. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management for individuals, trusts, foundations, and small businesses, generally serving clients with substantial household investable assets. The firm employs a data-driven approach combining fundamental and technical analysis with a core-and-satellite allocation using low-cost index funds and ETFs, emphasizing downside risk management and global diversification.

Jean Coletta is an investment advisor representative with Germana Capital LLC and holds Series 65 and Series 63 licenses. He has one year of industry experience and also owns Transearth Europe S.L., a company involved in intermediary functions for the trading of commodities such as timber and machinery. Prior to joining Germana Capital, he founded Coletta Asset Management LLC, which serves as his DBA in his advisory role. Germana Capital provides portfolio management and financial planning primarily for high-net-worth individuals and select business entities, using a range of analytical methods and investment strategies. The firm is notable for its small advisor team, individualized client service, and acceptance of performance-based compensation for qualified clients.

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.

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-registered financial advisor with L&S Investment Advisors, LLC, based in Miami, FL, with 10 years of industry experience. He holds leadership roles in several companies, including Wolwalz e Ruschel, where he serves as Co-Owner, Director, and Instructor for online courses related to financial markets, and Leandro & Stormer, Inc., an educational firm focused on investment teaching. L&S Investment Advisors manages approximately $231 million for a diverse client base including individuals, corporations, and trusts, using a discretionary portfolio management approach that emphasizes a short-term trading style with higher-than-normal risk tolerance. The firm combines the use of stocks, ETFs, options, and leveraged strategies and maintains a formal affiliation with Brasil Plural Investment Advisors, serving a significant number of non-U.S. clients.

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.