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 licenses and bringing 15 years of industry experience. She has been with Rose Capital Advisors and Saxony Securities since 2018 and previously worked at MicroSigma Capital Management. Outside of advising, she is a licensed real estate agent and owner of Ashley Kulju, PA, engaging in real estate sales under Iconic Properties, Inc. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a bottom-up fundamental analysis approach supported by 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.

Joseph Cefalu is a financial advisor with Downtown Wealth Studios, LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Bank of America and Merrill, with tenures of 12 and 15 years respectively. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, families, trusts, estates, businesses, and endowments. The firm constructs portfolios including equities, ETFs, mutual funds, and bonds, generally managing accounts non-discretionarily while combining fundamental and technical analysis with a long-term investment orientation.

Eduardo Valera Marquez is a CFA® charterholder with 10 years of industry experience, currently serving at Portfolio Resources Advisor Group, Inc. since 2025. He previously worked at Latin American Holdings for seven years. Outside of his advisory role, he consults for BBO Capital Partners LLC, providing business development and financial statement analysis services. Portfolio Resources Advisor Group, Inc. offers discretionary portfolio management, financial planning, and administrative advisory services to a range of clients including individuals, trusts, charitable organizations, and corporations. The firm employs a team-based approach, utilizing third-party manager platforms to deliver customized asset allocation and manager selection solutions.

Michael Lynch is a financial advisor at Castleview Partners, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Securities, Princor Financial Services Corporation, and Principal Life Insurance Company. Lynch is also a principal at Huerta & Lynch LLC, a financial planning and investment advisory firm. Castleview Partners provides advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering advisor-directed discretionary portfolio management as well as access to third-party money managers. The firm employs model-based accounts and a proprietary aiAlpha platform to support trading and rebalancing for both Castleview-managed and third-party adviser accounts.

Mark Langley is a financial advisor at Blacktower Financial Management (US) LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Beacon Global Advisor Network, Skybound Wealth Management USA, and DeVere Group. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client assets mainly on a non-discretionary basis using diversified portfolios including mutual funds, ETFs, equities, and fixed income.

Roxanna Guinan is a financial advisor at Cardea Capital Advisors, LLC with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience with IP Financial Advisory Services, World Choice Securities Inc, and Claraphi Advisory Network LLC. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm utilizes a Modern Portfolio Theory-based approach with diversified, risk-based model portfolios and offers a range of services including separately managed accounts and educational seminars.

Juan Perez is a Series 65-licensed advisor with 19 years of experience, currently serving at Alhambra Investment Management LLC. He previously worked at JM Capital Management, Inc. and has been with Alhambra since 2007. Outside of his advisory role, he provides bookkeeping and consulting services for a family-owned Haagen-Dazs franchise. Alhambra Investment Management serves individual, high-net-worth, charitable, and corporate clients through discretionary and non-discretionary investment management, employing a team approach. The firm utilizes a top-down macroeconomic framework combined with quantitative equity models and tactical overlays to customize portfolios across various asset classes and strategies.

Agustin Toussaint is a financial advisor at Bulltick Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bulltick since 2014. Outside of his advisory role, he is a passive investor in a holding company based in Mexico City. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with bottom-up fundamental and technical security analysis and offers proprietary model portfolios alongside financial planning and consulting services.

Joao Renato Corbellini is a financial advisor at L&S Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brasil Plural Investment Advisor LLC and Brazil Plural Securities, among other firms. Outside of advising, he serves as an operations intern at L&S Investment Advisors, dedicating approximately 20 hours per week to this role. 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 employs a variety of investment strategies, including stocks, ETFs, and alternative assets, and distinguishes itself through its affiliation with Brasil Plural Investment Advisors and its use of leverage and non-U.S. securities.

Carolina Canida is a financial advisor at Ceeto Capital Group, LLC with eight years of industry experience. She holds a Series 65 designation and is also a licensed attorney. In addition to her advisory role, she serves as a principal at Canida Ventures, LLC, which manages private investments for her family and other non-client families. Ceeto Capital Group, LLC provides discretionary and non-discretionary portfolio management primarily for high-net-worth individuals, trusts, foundations, endowments, and pension funds. The firm employs a multi-method investment approach, including fundamental and technical analysis, and offers ongoing portfolio monitoring tailored to client risk tolerance.

Antonio Andrade is a financial advisor at L&S Investment Advisors, LLC with five years of industry experience. He holds the Series 65 designation and has worked previously at Brasil Plural Investment Advisor LLC and the University of Miami. L&S Investment Advisors serves individuals, corporate entities, trusts, and institutions with discretionary portfolio management, emphasizing a short-term trading style that involves stocks, ETFs, and various leveraged strategies. The firm manages approximately $231 million across about 315 client accounts and operates with a formal affiliation with Brasil Plural Investment Advisors.

Joseph Hardee is a financial advisor at Xcelsior Advisor Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities, employing both fundamental analysis and modern portfolio theory alongside third-party technology and risk-assessment tools.

Nicolas Martinez Hermida is a financial advisor at Scala Capital LLC in Miami, FL, holding a Series 65 designation. He has experience working with Scala Capital since 2024 and has prior roles at Alces & Asociados and Porvenir SA. Scala Capital serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm uses model portfolios and a combination of technical, fundamental, and cyclical analysis to manage discretionary and non-discretionary portfolios.

Maximillian Oxenbridge is a financial advisor at Intellectus Partners, LLC in Miami, FL, holding Series 65 and Series 66 licenses with four years of industry experience. He previously worked at Bessemer Investor Services, Inc. and Merrill. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental and quantitative analysis, including proprietary algorithms and alternative data, to build primarily long-term portfolios with some shorter-term trading and manages nearly $3 billion in assets across discretionary and non-discretionary relationships.

William Haag is a financial advisor at MAXIMAI Investment Partners, LLC in Coral Gables, FL, holding a Series 65 designation with four years of industry experience. Prior to joining MAXIMAI in 2021, he worked at PNC Bank from 2017 to 2021 and was employed at Wake Forest University from 2013 to 2017. MAXIMAI 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 a range of traditional and alternative investments, including private equity and hedge funds.