Santiago Maggi is a financial advisor at BCP Advisors LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has been with BCP Advisors since 2017. Prior to that, he was associated with Dvdendo, LLC, an investment adviser entity. BCP Advisors, operating as Vestiva, provides discretionary and non-discretionary investment management services primarily through an automated digital platform. The firm serves individuals, trusts, estates, and charitable organizations using an algorithm-driven investment process focused on model portfolios composed mainly of ETFs and UCITS.

Eduardo Brender is a financial advisor at Activest Wealth Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2024. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutional clients. The firm uses committee-managed model strategies that combine equities, fixed income, commodities, real estate, and alternative investments, and serves a notable international client base.

Giovanni Jimenez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation. He has been with Guerra Wealth Advisors since 2023 and has prior experience at Hirequest and Aquanet. 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 process with strategic asset allocation across multiple asset classes and manages client accounts on a discretionary basis within client guidelines.

Diogo Cavalcanti is a financial advisor with Brasil Plural Investment Advisor 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 a decade before joining his current firm. Outside of advisory activities, 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 with a team of six advisers. The firm serves individuals, corporations, and institutions, providing customized portfolio management that integrates third-party macroeconomic research and in-house analysis across multiple asset classes.

Luis Corrales is a financial advisor at Corrales & Co. with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Jared Bunch Consulting, First Financial Group, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory role, he serves as managing partner and adviser for Cope Corrales, a financial services business, and is involved in managing operations and investments for a hedge fund through C4M Global Advisors LLC. Corrales & Co. serves individual and high-net-worth clients with portfolio management and financial planning, offering both discretionary and non-discretionary advisory services. The firm uses a combination of fundamental, quantitative, technical, and charting analysis alongside modern portfolio theory, and provides tailored Investment Policy Statements with quarterly reviews.

Jesse Wachs is a CFA® charterholder with 13 years of industry experience, currently serving at Powell Investment Advisors, LLC since 2007. He holds a Series 63 license and is based in Miami, FL. Outside of his advisory role, he is a minority owner of an agriculture-related business, PIA Integrated LLC. Powell Investment Advisors, LLC is a fee-only registered investment adviser specializing in discretionary portfolio management for high-net-worth individuals and related pooled investment vehicles. The firm manages the CEF Total Return Opportunity Fund LP and employs a risk-focused investment process that includes fundamental, technical, and cyclical analysis across various asset classes.

Joanna Espasas is a financial advisor with Tiempo Capital Partners in Miami, FL, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Raymond James & Associates, and Wells Fargo Advisors. 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 and offers fee-based investment management, consulting, and family-office style advisory services.

Luis Apelfeld is a financial advisor at L&S Investment Advisors, LLC with a Series 65 designation and three years of industry experience. He has worked at Brasil Plural Investment Advisor LLC since 2023 and has prior experience at Florida International University, The Kiski School, and Vermont Academy. 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 uses a variety of investment strategies including stocks, ETFs, mutual funds, and alternative assets, and operates with discretionary trading authority while employing analytical methods such as fundamental, technical, quantitative, and modern portfolio theory.

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 provides discretionary portfolio management, financial planning, and family office coordination to individuals, high-net-worth clients, foundations, and institutional investors. The firm employs a committee-driven investment process combining fundamental, quantitative, and risk-based analysis across multi-asset strategies, with a notable international focus and customized fee arrangements for qualified clients.

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.

Ramiro Pares is a financial advisor with Precise Investment Management, Inc. in Coral Gables, FL, holding a Series 66 designation and 14 years of industry experience. He has worked at Insight Securities, Inc. since 2013 and joined Precise Investment Management in 2022. Outside of his advisory role, Pares is a director and partial owner of an LLC that manages expenses and repairs for a recreational boat. Precise Investment Management provides discretionary portfolio management to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens, without an account minimum requirement. The firm uses sub-advisory portfolio managers selected through country-specific research and conducts annual due diligence reviews, offering programs such as the Precise Worldview Structured Program and the Precise Worldview Focus Program.

Andrea Nogueroles is a financial advisor with Portfolio Resources Advisor Group, Inc. in Coral Gables, FL, holding a Series 66 designation and four years of industry experience. She provides consulting services for Venezuelan clients through Latin American Holdings Inc. and serves on the board of Banco Sofitasa, a Venezuelan universal bank. Portfolio Resources Advisor Group offers discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms and model portfolios, managing assets with consideration to client objectives and ongoing performance monitoring.

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 at Whitwell Advisors in Miami, FL, holding Series 63 and Series 65 credentials with two years of industry experience. He has worked at Whitwell & Co. since 2024 and previously at Compound Planning and as a self-employed advisor. Reiferson is also a director of RS Family LLC, which manages his collection of photographs and historical objects. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a mix of ETFs and selected individual securities within defined strategies and offers family office services, operating through a multi-office platform with affiliations that provide operational and compliance oversight.

Gerardo Palacios is a financial advisor with Guerra Wealth Advisors in Miami, FL. He holds a Series 65 designation and has been with the firm since 2024, beginning his career in the industry that year. Guerra Wealth Advisors is an SEC-registered adviser 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 investments while utilizing third-party model managers and a wrap fee program for its advisory services.

Vicente Marchelli Apolinar is a financial advisor at Miura Investment Advisors, Inc with two years of industry experience. He holds a Series 66 designation and has worked at Miura Investment Advisors Inc and Miura Capital, LLC, as well as MPG Consultores, where he analyzes corporate financial statements. Miura Investment Advisors provides portfolio management and asset allocation services primarily to individual and high-net-worth clients, with a focus on offshore and non-U.S. individuals, corporations, and entities. The firm operates on a non-discretionary basis, using both long- and short-term strategies that include technical and cyclical analysis.

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 previously worked at StateTrust Investments and Safra National Bank of New York. Outside of his advisory role, he is involved with Heredia House Inc, a charitable organization he founded in 2014. Miura Investment Advisors primarily serves individual and high-net-worth clients, focusing notably on offshore and non-U.S. individuals and entities. The firm operates on a non-discretionary basis and employs a range of long- and short-term investment strategies, including technical and cyclical analysis.