Michael Lynch is a financial advisor at Castleview Partners, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Securities, Princor Financial Services Corporation, and Principal Life Insurance Company. Lynch is also a principal at Huerta & Lynch LLC, a financial planning and investment advisory firm. Castleview Partners provides advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering advisor-directed discretionary portfolio management as well as access to third-party money managers. The firm employs model-based accounts and a proprietary aiAlpha platform to support trading and rebalancing for both Castleview-managed and third-party adviser accounts.

Roxanna Guinan is a financial advisor at Cardea Capital Advisors, LLC with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience with IP Financial Advisory Services, World Choice Securities Inc, and Claraphi Advisory Network LLC. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm utilizes a Modern Portfolio Theory-based approach with diversified, risk-based model portfolios and offers a range of services including separately managed accounts and educational seminars.

Juan Perez is a Series 65-licensed advisor with 19 years of experience, currently serving at Alhambra Investment Management LLC. He previously worked at JM Capital Management, Inc. and has been with Alhambra since 2007. Outside of his advisory role, he provides bookkeeping and consulting services for a family-owned Haagen-Dazs franchise. Alhambra Investment Management serves individual, high-net-worth, charitable, and corporate clients through discretionary and non-discretionary investment management, employing a team approach. The firm utilizes a top-down macroeconomic framework combined with quantitative equity models and tactical overlays to customize portfolios across various asset classes and strategies.

Agustin Toussaint is a financial advisor at Bulltick Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bulltick since 2014. Outside of his advisory role, he is a passive investor in a holding company based in Mexico City. 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.

Joao Renato Corbellini is a financial advisor at L&S Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brasil Plural Investment Advisor LLC and Brazil Plural Securities, among other firms. Outside of advising, he serves as an operations intern at L&S Investment Advisors, dedicating approximately 20 hours per week to this role. 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 employs a variety of investment strategies, including stocks, ETFs, and alternative assets, and distinguishes itself through its affiliation with Brasil Plural Investment Advisors and its use of leverage and non-U.S. securities.

Carolina Canida is a financial advisor at Ceeto Capital Group, LLC with eight years of industry experience. She holds a Series 65 designation and is also a licensed attorney. In addition to her advisory role, she serves as a principal at Canida Ventures, LLC, which manages private investments for her family and other non-client 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, including fundamental and technical analysis, and offers ongoing portfolio monitoring tailored to client risk tolerance.

Antonio Andrade is a financial advisor at L&S Investment Advisors, LLC with five years of industry experience. He holds the Series 65 designation and has worked previously at Brasil Plural Investment Advisor LLC and the University of Miami. L&S Investment Advisors serves individuals, corporate entities, trusts, and institutions with discretionary portfolio management, emphasizing a short-term trading style that involves stocks, ETFs, and various leveraged strategies. The firm manages approximately $231 million across about 315 client accounts and operates with a formal affiliation with Brasil Plural Investment Advisors.

Joseph Hardee is a financial advisor with Xcelsior Advisor Partners LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include ten years with Morgan Stanley Private Bank and 16 years with Morgan Stanley. He also serves as CEO of EXCELSIOR, a wealth advisory firm. Xcelsior Advisor Partners LLC is an SEC-registered advisory team of approximately 18 advisors managing over $650 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs fundamental analysis and modern portfolio theory, offering discretionary portfolio management, financial planning, and access to third-party money managers and alternative investments.

Maximillian Oxenbridge is a financial advisor at Intellectus Partners, LLC in Miami, FL, holding Series 65 and Series 66 licenses with four years of industry experience. His prior roles include positions at Bessemer Investor Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Intellectus Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and private funds. The firm uses a combination of fundamental and quantitative analysis, including proprietary algorithms and alternative data, to manage long-term portfolios that may include individual securities, ETFs, mutual funds, private placements, and cryptocurrency exposure.

William Haag is a financial advisor at MAXIMAI Investment Partners, LLC in Coral Gables, FL, holding a Series 65 designation with four years of industry experience. Prior to joining MAXIMAI in 2021, he worked at PNC Bank from 2017 to 2021 and was employed at Wake Forest University from 2013 to 2017. MAXIMAI provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, businesses, corporations, and institutional clients. The firm uses a combination of top-down macro analysis, fundamental and technical methods, and a range of traditional and alternative investments, including private equity and hedge funds.

Robert Thompson is a financial advisor at KMG Fiduciary Partners, LLC in Miami, FL, holding a Series 65 designation with six years of industry experience. His prior work history includes positions at ARGI Investment Services and Price Waterhouse Coopers. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, providing financial planning, discretionary wealth management, and retirement plan consulting. The firm manages approximately $1.6 billion in assets and employs a strategic asset-allocation approach combined with tactical security selection across a broad multi-office platform.

Ramiro Colon III is a financial advisor with ACP Capital Management, LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at ACP Securities LLC and UBS Financial Services. Outside of his advisory work, he is a partner in Aberdour Strategies LLC, a consulting and real estate investment firm. ACP Capital Management provides discretionary and non-discretionary investment management to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm utilizes proprietary and third-party model portfolios and offers services including private investment vehicle management and consolidated wealth reporting.

Gabriela Morales Blanco is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation. She has been with Guerra Wealth Advisors since 2022 and has a background that includes work at Florida International University and Platos Closet. Guerra Wealth Advisors is an SEC-registered firm that provides discretionary investment management, financial and estate planning, and consulting services to individuals, trusts, and small to mid-sized businesses. The firm’s investment approach focuses on asset allocation and diversified use of equities, ETFs, mutual funds, and cash, using third-party model managers and a wrap fee program.

Thomas Cefalu is a financial advisor with Downtown Wealth Studios, LLC in Miami, FL. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Paycom, General Atlantic, AlphaSights, and Merrill Lynch. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and endowments. The firm combines fundamental and technical analysis with a long-term investment approach, managing accounts primarily on a non-discretionary basis.

Gioconda Bolinches Sebastiani is a financial advisor at LifeInvest Wealth Management, LTD, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Portfolio Resources Group, Inc. and Lifeinvest Asset Management. Outside of advisory work, she serves as a director of Fivestation LLC, a transportation company based in Miami. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients and high-net-worth individuals, managing approximately $447 million. The firm employs a fundamental analysis-driven investment approach with diversified portfolio allocations, including exchange-listed and over-the-counter securities, foreign equities and debt, options, and structured products.

Arturo Carrera Munoz is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Andbanc Advisory LLC. He previously worked at Amerant Bank from 2016 to 2019. Outside of his advisory role, he is involved with Maplebeas Inc., a delivery services company. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm operates on an open-architecture basis and is part of a group affiliated with a banking institution and broker-dealer, offering a range of investment solutions including proprietary pooled funds and serving a diverse client base that includes non-U.S. investors.

Adrian Aguirre Ojeda is a financial advisor at Bulltick Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BBVA for over three decades. Outside of advising, he is involved as an agent in life insurance sales through Bulltick Insurance Agency. 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 macroeconomic analysis with fundamental and technical security evaluation and offers proprietary model portfolios alongside financial planning and consulting services.

Alan Albagli is a financial advisor at Vizcaya Capital, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Itau Bank, the University of Miami Herbert Business School, and Banco Security in Chile. Vizcaya Capital, LLC is an SEC-registered investment adviser serving high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm customizes strategies using a combination of long- and short-term approaches, options, and structured products, and acts as adviser to multiple private pooled funds.

Patricia Leon Ponte is a financial advisor at Amerant Investments, Inc. with 13 years of industry experience. She holds a Series 66 designation and has been affiliated with Mercantil Commercebank and its investment services division since 2011. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management along with wrap programs and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios, third-party managers, and emphasizes global, multi-asset diversification, serving approximately 531 clients with $688 million in assets under management.

Victor Silva Ricci is a financial advisor with LifeInvest Wealth Management, LTD, holding a Series 65 designation and three years of industry experience. He has been with LifeInvest since 2018 and is also a founding member of Consultores Grupo Kapital, a finance consulting firm established in 2012, where he coordinates strategic planning and investment strategy design for high-income individuals and corporations. Outside of advisory work, he provides consulting in corporate finance and economic assessments at both domestic and international levels. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, high-net-worth individuals, and families, managing approximately $447 million. The firm employs a fundamental analysis and portfolio allocation approach focused on risk reduction and performance improvement, offering discretionary and non-discretionary management with a notable presence of international clients and cross-border relationships.