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.

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.

Judy Batievsky is a financial advisor at Activest Wealth Management, LLC with 13 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for seven years before joining Activest in 2026. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and various U.S. and international institutions, offering discretionary portfolio management, institutional consulting, and integrated financial planning. The firm’s investment process involves an investment committee that employs fundamental, quantitative, and risk-based analysis to manage diversified model portfolios across multiple strategies.

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.

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.

Hugo Calenzani is a financial advisor at MG&A Wealth with over 20 years of industry experience. He holds a Series 66 designation and has held roles at MG&A Wealth since 2009 and StoneX Securities since 2012. Calenzani serves as Chief Investment Officer and is a managing member of MG&A Private Capital LLC, where he identifies and recommends private equity opportunities for qualified clients. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset classes and directly manages private funds, conducting due diligence and offering private investment opportunities to qualified investors.

Scarlyn Leonardo is a financial advisor at MG&A Wealth with Series 66 credentials and three years of industry experience. Prior to joining MG&A Wealth, Leonardo has worked at Stonex Securities Inc, A Life Well Spent & Charpentier Wealth Strategies, Lincoln Financial Advisors, and AIG. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes investment allocations across a variety of vehicles and directly manages and sponsors private funds, distinguishing it from many team firms.

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.

Leandro De Almeida is a financial advisor at Andbanc Advisory LLC in Miami, FL, holding a Series 66 designation with three years of industry experience. He has served as CEO of Jatai Gestão de Recursos since 2018 and previously worked at Lynce Group Ltda. from 2011 to 2018. Outside of advisory work, he is a managing member of Lupita Investments LLC, a personal investment vehicle. 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 across a team of ten advisors, employing an open-architecture investment approach that integrates fundamental, technical, and macro analysis tailored to client risk profiles.

Jason Koenig is a financial advisor at AMC Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones, Morgan Stanley, and NT Concepts. Koenig has been with AMC Wealth Management since 2022 as part of a six-advisor team based in Aventura, Florida. AMC Wealth Management is a state-registered advisory firm serving individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets, offering custom portfolios built with exchange-traded funds and mutual funds through a strategic asset-allocation approach and discretionary management.

Mitchell Romano is a financial advisor with Rose Capital Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Rose Capital Advisors since 2015 and concurrently at Saxony Securities since 2014. Romano also serves as Director of Operations for Rose Capital Advisors, contributing 160 hours per month during market hours. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up, fundamental analysis investment approach and sponsors private fund-of-funds, alongside managing discretionary and non-discretionary portfolios.

Kevin Hernandez is a financial advisor at Sierra Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sierra Capital in two separate periods totaling ten years, with a one-year tenure at Afar Capital in between. Sierra Capital provides advisory services to ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm employs a manager-of-managers approach with an emphasis on asset allocation, utilizing a broad range of investment instruments and strategies to implement client policies.