Leonardo Guillen is a financial advisor at Guerra Wealth Advisors in Miami, FL. He holds Series 63 and Series 65 licenses and has been working in the financial industry since 2024, with previous experience at Synovus Bank and TD Bank. Guerra Wealth Advisors is an SEC-registered firm 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 portfolios using equities, cash, ETFs, and mutual funds, and manages accounts based on each client’s time horizon and objectives.

Catalina Franco Cicero is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Tobias Financial Advisors, Inc. for seven years and has been with Meira Wealth since 2026. Catalina's background also includes roles at Savvy and Build a Better Financial Future. Meira Wealth is a fee-only firm serving individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a combination of passive and active management strategies within a Modern Portfolio Theory framework and manages approximately $318 million in discretionary client assets.

Enrique Viyella is a financial advisor at Tiempo Capital Partners with eight years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley Private Bank, BigSur Partners LLC, and Earthview Advisors LLC. He is a management member and general partner of Earthview Management LLC, an investment fund focused on small-cap public equities, and serves on the advisory board of Earthview Brands Inc., a wine and liquor distribution company. Tiempo Capital Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $911 million for a concentrated client base. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, offering fee-based investment management, consulting, and family-office style advisory services.

Juan Dominguez is a financial advisor at MARIVA Global Asset Management, LLC with four years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services Inc., BCI Securities, Inc., and Israel Discount Bank of New York. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis, focusing on asset allocation, diversification, valuation, and scenario-based risk management.

Gabriel Elorduy is a financial advisor with Bulltick Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with several firms, including Investment Placement Group and Crosswell Advisors, before joining Bulltick Wealth Management in 2018. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm employs a combination of top-down macroeconomic analysis and bottom-up security analysis, offering proprietary model portfolios and a range of portfolio management and financial planning services.

Miguel Castaneda is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation with three years of industry experience. He has been with Guerra Wealth Advisors since 2008. Outside of advisory services, he is also licensed as an insurance agent, selling insurance products. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, and estate planning. The firm employs an active, goal-based investment approach with strategic asset allocation and uses third-party model managers for portfolio construction and account administration.

Ignacio Perez Maccollum Hill is a financial advisor at ACP Capital Management, LLC with one year of industry experience and holds the Series 66 designation. His professional background includes roles at ACP Securities LLC and Terrabank NA. ACP Capital Management, LLC is an SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management, model portfolios, and digital advisory solutions to individuals, high-net-worth clients, separately managed accounts, and institutional/private fund clients. The firm utilizes a combination of in-house and third-party models and serves as manager and adviser to private pooled vehicles and offshore/UCITS solutions.

Enrique Vila is a CFA® charterholder and Series 66 licensee currently with Bulltick Wealth Management, LLC, where he has worked since 2022. His prior experience includes a role at Banco Santander International from 2022 to 2025 and positions in academic and educational institutions before entering the financial industry. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles by providing portfolio management, financial planning, and real estate advisory services. The firm employs a combined top-down macroeconomic and bottom-up fundamental and technical analysis approach, with a particular focus on U.S. real estate investments and managing affiliated private funds.

Nelson Cardenas is a CFA® charterholder with 11 years of industry experience. He is currently with Indivisible Partners, where he has worked since 2026. His prior experience includes roles at Northern Trust, SunTrust Advisory Services, SunTrust Bank, HSBC Securities (USA) Inc., and UBS International Inc. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and third-party investment manager selection using a strategic asset allocation framework with active, passive, or blended approaches tailored to client risk profiles.

Harvis Astorga is a financial advisor at Guerra Wealth Advisors in Miami, FL, with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at firms including Citigroup and Morgan Stanley. Astorga is also active as an insurance agent through Guerra Advisors Inc., where he sells insurance products. Guerra Wealth Advisors is an SEC-registered advisory firm serving individuals, trusts, and small to mid-sized businesses with investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversified portfolios using equities, cash, ETFs, and mutual funds, supported by third-party model managers and a wrap fee program.

Ruben Rozental is a financial advisor at Pgi Wealth Management with 38 years of industry experience. His work history includes roles at Merrill, Black Pearl Financial Services, and his own firm, Rozental Asset Management. He holds Series 63 and Series 65 licenses. Outside of advisory services, he is an independent insurance agent, dedicating approximately 25% of his time to this activity. Pgi Wealth Management is a team-based advisory firm managing nearly $931 million in assets for about 497 clients. The firm offers portfolio management, financial planning, and pension consulting services, emphasizing long-term, diversified investment strategies tailored to individual objectives.

Anthony Poppe is a CFP®, CFA®, and Series 65-licensed advisor with 17 years of industry experience. He has been with Firestone Capital Management Inc since 2008 and also serves with Three Somigos LLC. Firestone Capital Management serves individuals, families, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $806 million across about 375 client relationships. The firm emphasizes global asset allocation, customized written investment policies, and a long-term investment orientation, using primarily mutual funds, ETFs, and individual bonds.

Maximilien Van Walleghem is a financial advisor at MAXIMAI Investment Partners, LLC with eight years of industry experience. He previously worked at BlackRock Investments and Foreside Fund Services. He serves as a board member for the Centro Mater Foundation, a local nonprofit organization focusing on fundraising and board meetings. MAXIMAI Investment Partners 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 incorporates traditional and alternative investments, including private equity and hedge funds.

Maximiliano Suarez is a financial advisor at Bull Market Investment Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Bull Market Investment Management since 2019, with prior experience at Ernst & Young Argentina and the Kellogg School of Management at Northwestern University. Bull Market Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm uses customized strategies and due diligence combined with third-party macroeconomic research to tailor asset allocations and investment approaches to client objectives and risk tolerance.

Roberto Lizama is a financial advisor with Rose Capital Advisors, LLC in Miami Beach, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at firms including Dominick & Dickerman LLC, Morgan Stanley DW Inc., and B. Riley Wealth Management. Outside of advisory services, he manages MSP Recovery, LLC, overseeing data analysis related to Medicare and Medicaid Secondary Payer recoveries. 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 approach, manages private fund-of-funds, and offers both discretionary and non-discretionary portfolio management.

John Whitehead is a financial advisor at PW Nova Financial Services LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at JW Nova Wealth Partners, JMAC Enterprises LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and state or municipal government entities. The firm uses a variety of analytical methods to construct portfolios and offers both discretionary and non-discretionary portfolio management, including a sponsored wrap fee program.

Ashley Kulju is a financial advisor with Rose Capital Advisors, LLC, holding Series 63 and Series 65 credentials and having 15 years of industry experience. She has worked at Rose Capital Advisors since 2018 and previously at MicroSigma Capital Management, LLC from 2011 to 2018. Outside of investment advisory, she is a licensed real estate agent operating Ashley Kulju, PA, a real estate business in Miami Beach, FL. 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 approach combined with technical indicators and manages private fund-of-funds alongside individual client portfolios.

John Fitzpatrick is a financial advisor at MARIVA Global Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and previously worked for Beta Capital Securities LLC for 15 years. Fitzpatrick is a part owner of FitzAlv Investments, a family company involved in import and export activities that is currently inactive. MARIVA Global Asset Management provides investment supervisory services and financial planning primarily to high net worth individuals, corporations, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis with both long- and short-term trading strategies, focusing on asset allocation, diversification, and scenario-based risk management.

Catherina Pareto is a CFP® and Series 65 credentialed advisor at Azzendo Wealth Advisors with 23 years of industry experience. She has worked at BlueKey Personal Wealth Planning since 2016 and operates Cathy Pareto & Associates, Inc. since 2007. She occasionally holds public seminars, teaches investment-related classes at local universities and institutions, appears as a guest on radio and television shows, and contributes to local and national publications. Azzendo Wealth Advisors is an SEC-registered firm serving high-net-worth individuals, trusts, estates, and pension plan sponsors. The firm provides wealth management, portfolio management, financial planning, and retirement plan consulting, managing approximately $300 million in client assets with a focus on tailored discretionary portfolio management and comprehensive financial planning services.

Sebastian Guerra is a financial advisor at Guerra Wealth Advisors in Miami, FL, with 13 years of industry experience. He holds a Series 66 designation and has been with Guerra Wealth Advisors since 2016, following a one-year tenure at Investacorp Advisory Services Inc. Outside of his advisory role, he owns a general S corporation used for bookkeeping purposes and is involved in several business ventures including vehicle leasing and real estate leasing. Guerra Wealth Advisors serves individuals, trusts, and small to mid-sized businesses with discretionary investment management, financial planning, and consulting services. The firm’s investment approach focuses on asset allocation and diversified use of equities, cash, ETFs, and mutual funds, with portfolios monitored and rebalanced according to each client’s time horizon and objectives.