Ricardo Heredia is a financial advisor at Miura Investment Advisors, Inc. in Miami, FL, with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Safra National Bank of New York and StateTrust Investments. He is involved with Heredia House Inc., a charitable organization. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice and asset management using 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 65 and Series 63 licenses and previously worked for Actinver Casa de Bolsa S.A. de C.V. for 13 years. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private investment vehicles, providing portfolio management, financial planning, and real estate advisory services. The firm uses a combined top-down macroeconomic and bottom-up analysis approach, with an emphasis on U.S. real-estate investments and managing affiliated private funds.

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.

Leandro Verrier Rousseaux is a financial advisor at Bull Market Investment Management, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Bull Market Investment Management since 2022 and Bull Market Securities since 2020. Outside of his advisory role, he is involved as a producer for TieLess Movies, an Argentina-based project. 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 offers customized portfolio management and oversight of third-party managers, tailoring strategies to client objectives and risk tolerance using both internal and external research.

Gregory Pita is a financial advisor with Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 credential and 13 years of industry experience. He has worked at Mercantil Commercebank Investment Services since 2013. Amerant Investments primarily serves affluent and high-net-worth individuals, providing portfolio management, wrap-fee programs, and access to separately managed accounts and unified managed accounts. The firm uses investor profiling, model portfolios, and third-party sub-advisors to manage client assets and operates as a wholly owned subsidiary of Amerant Bank, N.A., with dual registration as an SEC investment adviser and FINRA broker-dealer.

Ivan Hernandez is a CFP® professional with 30 years of industry experience. He has worked at Omnia Family Wealth, LLC since 2015 and was previously with PURSHE KAPLAN STERLING INVESTMENTS, Inc. from 2015 to 2023. Omnia Family Wealth advises individuals, high‑net‑worth families, trusts, estates, charitable organizations, businesses, and pooled investment vehicles, offering wealth management, financial planning, and portfolio management services. The firm emphasizes a goal-driven, long-term approach that integrates fundamental analysis, strategic asset allocation, tax, estate, and insurance structuring, and is notable for its active role in private investment funds.

Catalina Franco Cicero is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Meira Wealth. Her prior experience includes roles at Tobias Financial Advisors, Inc. and Savvy, among others. She is also involved with Build a Better Financial Future. Meira Wealth is a fee-only firm with a team of five advisors, providing personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm integrates passive and active management within a Modern Portfolio Theory framework and utilizes a range of investment vehicles, including mutual funds, ETFs, derivatives, and alternative investments.

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.

Frank Lumpuy is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2006 to 2024. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans, managing approximately $1.1 billion in assets. The firm primarily provides non-discretionary investment advice, utilizing mutual funds, ETFs, individual equities, and outside managers with fundamental, technical, and qualitative analysis.

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.

Ignacio Perez Maccollum Hill is a financial advisor at ACP Capital Management, LLC with one year of industry experience. He holds the Series 66 designation and has work experience at ACP Securities LLC and Terrabank NA. ACP Capital Management provides discretionary and non-discretionary investment management to individual clients, private funds, and institutional accounts, offering model-based and manager-led strategies that include ETFs, UCITS, fixed income, and alternative exposures. The firm also supports online portfolio delivery and features an international client focus with offshore investment products.

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.

Ruben Rozental is a financial advisor at Pgi Wealth Management with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Black Pearl Financial Services and Business Tax Strategies LLC. In addition to his advisory role, he is an independent insurance agent. Pgi Wealth Management, operating as Greylin Investment Management, serves individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm focuses on long-term, asset-allocation strategies and integrates pension consulting into its portfolio management services.

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.