Carlos Pedroso is a financial advisor at Sierra Capital LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pangea Asesores LLC from 2019 to 2021. Pedroso has been associated with Sierra Capital since 2007. Sierra Capital provides advisory services to a select group of ultra-high net worth individuals, institutions, and charitable organizations, including pension plans, banking institutions, and insurance companies. The firm emphasizes customized investment policy statements, asset allocation, and manager-of-managers selection, utilizing a broad range of investment strategies beyond traditional equities and fixed income.

Scott Lam is a CFP® and Series 66 licensed financial advisor with MG&A Wealth, based in Plantation, Florida. He has seven years of industry experience, including prior roles at Municipal Credit Union and StoneX Securities Inc. Outside of financial advising, Lam manages a home décor business specializing in candles and also oversees a tax preparation firm. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across various platforms, including private investment opportunities and pooled investment vehicles.

Maria Teresa Felix Cubero is a financial advisor at Sierra Capital LLC in Miami, FL, holding a Series 65 designation with three years of industry experience. Her background includes roles at International Finance Bank and Sabadell Bank, as well as academic experience at Universidad de Valencia and the University of North Carolina. She also pursued full-time education, completing an MBA and studying for the CFA exam. Sierra Capital provides advisory services to ultra-high net worth individuals, institutions, and corporate clients, employing a manager-of-managers approach that incorporates diverse investment strategies and asset classes. The firm manages approximately $1.5 billion in client assets and has expertise in international and Latin American capital markets.

Juan Carvallo is a financial advisor at LifeInvest Wealth Management, LTD in Miami, FL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior experience includes roles at Miura Capital, LLC, Consultores Grupo Kapital, and Universidad Metropolitana. Carvallo also serves as a portfolio manager and registered broker with a part-time commitment to related investment activities. LifeInvest Wealth Management serves primarily high-net-worth individuals, families, and institutional clients, managing approximately $300 million across about 260 clients. The firm provides fee-based portfolio management, consulting services, and optional access to cryptocurrency trading platforms, employing a strategic investment approach that incorporates fundamental analysis and diverse instruments.

Bryant Ruano is a financial advisor at Corrales & Co. in Miami, FL, holding a Series 65 license with nine years of industry experience. His prior roles include positions at Imperio Wealth Advisors, Mariner Platform Solutions, and Mass Mutual. He also owns True North Business Advisory, LLC, through which he provides business consulting services. Corrales & Co. offers portfolio management and financial planning services to individual and high-net-worth clients, using a combination of fundamental, quantitative, and technical investment methods. The firm utilizes outside managers, alternative investments, and a mix of trading strategies, supported by educational resources and due diligence on third-party managers.

Issa Hurtado is a financial advisor with MARIVA Global Asset Management, LLC and holds the Series 66 designation. He has four years of industry experience, including roles at Mariva Capital Markets LLC, Israel Discount Bank of New York, and Banco Sabadell. Outside of his advisory work, he owns Picture Element LLC, a personal photography venture focused on building a following on Instagram. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients, primarily managing separate accounts. The firm utilizes fundamental, technical, and macroeconomic analysis with an emphasis on asset allocation, diversification, valuation, and scenario-based risk management.

Ross Furman is a financial advisor with Regal Advisory Services, Inc. in Miami, FL, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Regal Securities since 2011. Outside of his advisory role, he is president of Wall Street Rabbi LLC, a business focused on investing, and owns Mint PH Capital LLC, which invests in approved private securities transactions. Regal Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to platforms including RBC and Hilltop/Envestnet, using a blend of fundamental and quantitative research tailored to client objectives.

Todd Battaglia is a financial advisor with MG&A Wealth, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with MG&A Wealth and its affiliated entities since 1999 and also has a long tenure with Stonex Securities Inc. Outside of advisory roles, he serves on the investment committee for Women of Tomorrow and acts as Secretary/Treasurer for the BNI Champions Networking Group. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across various platforms, including private investment opportunities and sub-advisory roles for pooled investment vehicles.

Gerald Horwitz is a financial advisor at E. A. Horwitz LLC in Weston, FL, holding a Series 63 designation with 55 years of industry experience. He has worked at Western International Securities, Inc. and E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm integrates institutional trading and compliance infrastructure with a small-firm client focus and emphasizes long-term continuity and philanthropic advisory expertise.

Francheska Ruiz is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Tobias Financial Advisors since 2025 and previously spent seven years at Bank of America and Merrill. Ruiz attended the University of Florida from 2013 to 2017. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, and business entities with wealth management, investment management, retirement plan advisory, financial planning, and family office services. The fee-only firm manages approximately $1.19 billion in client assets and employs a team of nine advisors across six offices, using a globally diversified, tax-aware investment approach with discretionary portfolio management.

Hector Villaescusa is a financial advisor at Bulltick Wealth Management, LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Blue Capital Advisors, LLC and Goldman, Sachs & Co. Outside of his advisory role, he is an investor in Convision 20/20, an eye clinic in Mexico, and serves as a board member for Partners Financials. Bulltick Wealth Management serves high-net-worth individuals, family offices, trusts, corporations, and private pooled investment vehicles. 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 management of affiliated private funds.

Mauricio Saias is a financial advisor at Activest Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Citigroup Inc. and Nova Southeastern University. Saias has been with Activest Wealth Management since 2018. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other domestic and international institutions. The firm offers discretionary portfolio management, institutional consulting, and financial planning, utilizing a process that integrates advisor-client interviews with an investment committee that manages model portfolios using fundamental, quantitative, and risk-based analysis.

Jessica Demler is a CFP® and holds a Series 65 license with five years of industry experience. She has been with Oxler Private Wealth since 2020 and previously worked at Glenn Carpet, LLC. Outside of financial advising, she has been affiliated with Bryant University since 2019. Oxler Private Wealth serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients by providing portfolio management, financial planning, and pension consulting. The firm manages approximately $540 million in assets and utilizes independent managers and third-party platforms across a diverse range of investment types.

Mauricio Armando is a financial advisor at BCP Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has been involved with BCP Advisors, Blue Capital Partners, and Blue Global Realty Corp. since 2010 or earlier. Outside of advisory work, he is a managing member of Venetian Administration, LLC, overseeing maintenance and repairs for residential properties in Miami. BCP Advisors, operating as Vestiva, provides discretionary and non-discretionary investment management primarily through an automated digital platform. The firm serves individuals, trusts, estates, charitable organizations, corporations, and a foreign investment adviser, managing approximately $291.7 million in assets across nearly 3,900 accounts using algorithm-driven model portfolios based mainly on ETFs and UCITS.

Jonathan Binns is a financial advisor with Rose Capital Advisors, LLC in Miami Beach, FL, holding a Series 66 designation and six years of industry experience. His work history includes roles at Rose Capital Advisors and Saxony Securities, Inc. 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 complemented by technical indicators and manages private fund-of-funds as well as wrap-fee investment programs.

Andres Sinclair is a financial advisor with Andbanc Advisory LLC in Miami, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Genesis Fund Management LLC since 2010 and Genesis Investment Advisors LLC since 2005. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm employs an open-architecture investment approach combining fundamental, technical, and macro analysis, customizing asset allocation across a range of investment vehicles.

Matthew Sanes is a financial advisor with Fortitude Advisory Group L.L.C. He holds a Series 66 designation and has 14 years of industry experience. Sanes serves as managing director of both Leveraged Solutions, LLC and Wealth Innovations, LLC, where he provides investment advice, financial planning, and insurance recommendations. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm employs a team approach with multiple offices and affiliated entities, offering portfolio management, third-party manager selection, and held-away account reporting.

Fernando Toledano is a financial advisor at MARIVA Global Asset Management, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Banco de la Nación Argentina for 12 years. His background includes work with Mariva Capital Markets since 2020. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients. The firm combines fundamental, technical, and macroeconomic analysis with an emphasis on asset allocation, diversification, and scenario-based risk management.

Homero Diaz is a financial advisor at Castleview Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kovack Securities, HSBC, and Advisory Investor Services LLC. Outside of his advisory role, Diaz has engaged in food delivery services through platforms such as Instacart and Amazon Flex. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering both discretionary portfolio management and access to third-party money managers. The firm utilizes a combination of internally managed models, third-party strategies, and direct holdings tailored to client objectives, supported by its aiAlpha platform that also services other registered investment advisers.

Pedro Arduino is a Series 66-licensed financial advisor with Bull Market Investment Management, Inc. in Miami, FL. He has nine years of industry experience, including prior roles at Citigroup and Citibank. Pedro has been with Bull Market since 2020. Bull Market Investment Management provides discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm customizes portfolios and investment strategies based on client objectives and risk tolerance, employing both internal research and third-party managers across a range of asset classes.