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 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 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 holds Series 63 and Series 65 registrations and has been with MarketGrader Capital since 2014. He is also involved with MarketGrader.com, where he has worked since 2010. 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 uses research and index methodologies from its affiliate MarketGrader.com to construct portfolios that replicate transparent, rules-based indexes and offers risk-managed index solutions with a tactical volatility overlay.

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 at Germana Capital LLC with one year of experience in the financial industry. He holds Series 63 and Series 65 licenses and has previously operated Coletta Asset Management LLC and Transearth Europe S.L., where he manages intermediary commodity transactions. Germana Capital provides portfolio management and financial planning services primarily to high-net-worth individuals and certain business entities, focusing on tailored advice based on clients’ goals and risk tolerances. The firm uses a variety of analytical methods and offers performance-based compensation for qualified clients, managing a limited client base with a small advisor team.

Ana Arnau is a financial advisor at Andbanc Advisory LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Mora Wm Securities LLC. Ana is based in Miami, FL. 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, utilizing internal research, third-party managers, and affiliate resources to build diversified portfolios across various asset classes, serving a client base that includes high-net-worth and 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-licensed financial advisor with L&S Investment Advisors, LLC in Miami, FL, bringing nine years of industry experience. He has been involved with multiple firms since 2003, including roles as co-owner and director at Wolwalz E Ruschel LTDA and PZL SA in Brazil. Ruschel is also managing partner of Leandro & Stormer, Inc., an educational company focused on investment training, and is engaged in marketing online investment courses through Liberta Global, LLC. L&S Investment Advisors serves individual and high-net-worth clients, as well as corporate entities, trusts, and institutions, managing discretionary portfolios totaling approximately $218.5 million. The firm uses a mix of analytical methods and a shorter-term trading style, often recommending stocks and ETFs while incorporating diverse asset classes and strategies, including use of margin and non-U.S. securities.

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.