Alejandra Borge is a financial advisor at Measured Wealth Private Client Group, LLC with five years of industry experience. She holds a Series 66 designation and has worked at firms including Citi Private Bank and Morgan Stanley. Alejandra is the owner of Miss Millones, a social media blog focused on increasing financial literacy in the Hispanic community. Measured Wealth Private Client Group advises individuals, high net worth clients, families, charitable organizations, pension plans, and other businesses. The firm manages discretionary and non-discretionary portfolios, financial planning, pension consulting, and estate-planning facilitation, using a diversified investment approach and ESG screening.

Anton Knecht is a financial advisor with Dara Capital US, Inc. in Miami, FL, holding 12 years of industry experience. He has been with Dara Capital US, Inc. since 2009 and is also an owner, director, and managing director of Dara Capital AG in Zurich, Switzerland, where he is involved in business development and management. Dara Capital US, Inc. provides independent financial and wealth advisory services to sophisticated investors such as trusts, tax‑exempt organizations, estates, and family offices. The firm combines quantitative analysis with qualitative due diligence to create diversified portfolios emphasizing controlled downside volatility, often managing assets on a non-discretionary basis with joint client review of investment decisions.

Christian Batalha is a financial advisor at Miura Investment Advisors, Inc. in Miami, FL, holding a Series 66 designation with 12 years of industry experience. He has worked at Miura Capital, LLC since 2020 and previously held roles at various Brickell Global entities from 2015 to 2020. Outside of his advisory role, he is involved in managing a residential real estate holding company in Florida. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, offering non-discretionary investment advice and portfolio management with a client-directed approach focused on income and principal preservation.

Jonathan Nadler is a financial advisor at Oxler Private Wealth with 49 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co for 32 years before joining Oxler Private Wealth in 2020. Oxler Private Wealth serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, and consulting services. The firm manages approximately $540 million in assets and employs a tailored investment approach that includes discretionary and non-discretionary arrangements, utilizing independent managers and a broad range of investment options.

Miguel Olavarri Hervella is a financial advisor at Bulltick Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Bulltick since 2018, with prior roles at Investment Placement Group and Crosswell Advisors. Outside of his advisory work, he is a life insurance agent with Bulltick Insurance Agency LLC. 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 security analysis and offers proprietary model portfolios, serving both domestic and international clients.

Nicolas Hernandez is a financial advisor at Bulltick Wealth Management, LLC in Miami, FL, with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Outside of advisory work, Hernandez is the owner and director of Estructura SAS, a company focused on the development of energy projects. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles, offering portfolio management, financial planning, and real estate advisory services through a combined top-down and bottom-up investment approach.

Carlos Mena is a financial advisor at Bulltick Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Banorte Asset Management and Intercam Advisors, Inc. Mena divides his professional time between Bulltick and affiliated investment activities. 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 macroeconomic analysis with fundamental and technical security research and offers proprietary model portfolios alongside financial planning and consulting services.

Marguerite Fiori is a financial advisor at Fiori Financial Group in Fort Lauderdale, FL, with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 registrations and has previously worked with Raymond James Financial Services Advisors Inc. and has been a Certified Divorce Financial Analyst. Outside of her advisory role, she owns and manages FFG Realty, LLC, providing real estate consulting and property management, and is involved in several entrepreneurial ventures including financial backing for a band. Fiori Financial Group is an SEC-registered investment adviser with a four-advisor team managing approximately $565 million for individual, high-net-worth, and retirement plan clients. The firm employs a multi-disciplinary investment approach that incorporates fundamental, technical, and charting analysis, offering a range of strategies from long-term holdings to option writing and derivatives, with operational features such as managing its own wrap fee program and utilizing AI tools in workflows.

Andres Aguilar Calvo is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at MMBG Investment Advisors Co. since 2017. Prior to this, he worked at MG Capital Asesores for three years. Outside of his advisory role, he manages two real estate companies, dedicating limited time to these activities. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up security selection and maintains notable international affiliations that support its cross-border investment capabilities.

Enrique Vila is a financial advisor at Bulltick Wealth Management, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade. Outside of his advisory role, Vila is president of EKV Corporation, a real estate holding company. Bulltick Wealth Management provides investment advisory services to high-net-worth individuals, trusts, family offices, and corporations. The firm utilizes a combination of macroeconomic analysis and security-level research, offering portfolio management across multiple asset classes along with financial planning and consulting services.

Jacobo Taurel Rimeris is a financial advisor with Activest Wealth Management, LLC in Aventura, FL, holding a Series 65 designation and 11 years of industry experience. He has been with Activest Wealth Management since 2015. Outside of his advisory role, he owns Parnasa Lechaim LLC, a management consulting company, and serves as a licensed agent at Life Insurance Arve LLC, specializing in life insurance consulting. Activest Wealth Management serves individuals, foundations, endowments, and institutional clients, providing discretionary portfolio management, consulting, and integrated financial planning. The firm employs a model portfolio approach supported by fundamental and quantitative analysis, with a notable focus on international relationships and an institutional assets-under-advisement practice.

Edzai Chimedza is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He has worked at Tobias Financial Advisors since 2019 and previously held positions at Mercer Global Advisors Inc. and Traust Sollus Wealth Management. Tobias Financial Advisors is a fee-only firm managing approximately $1.19 billion in client assets across six offices. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering wealth management, investment management, retirement plan advisory, financial planning, and family office services. Their approach emphasizes globally diversified portfolios, tax-aware decisions, and discretionary management governed by written Investment Policy Statements.

Alvin Lartigue Castro is a financial advisor at NobleBridge Wealth with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Oppenheimer and International Assets Advisory. Outside of his advisory role, he works as a yacht broker with IMS Yachts LLC, dedicating time mostly on weekends. NobleBridge Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, and charitable organizations. The firm utilizes a variety of strategies that combine fundamental, technical, and quantitative analysis, and it offers both in-house and third-party model portfolio services.

Sofia Tello is a financial advisor at Uyana Partners LLC in Miami, FL, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at ETA Capital Partners and Insignium Asset Management. She also has academic experience at Tulane University. Uyana Partners serves individual, high-net-worth, ultra-high-net-worth, corporate, insurance-company, and non-U.S. clients by providing portfolio management and financial planning. The firm uses a technology-enabled Step-Up program to guide clients through investment profiling and model portfolio selection, combining fundamental and technical analysis with diversified model portfolios and regular account reviews.

Arielle Buitenhuys is a financial advisor at Avail Investment Partners, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Avail Investment Partners and Investment Research Partners since 2022, as well as Mercantil Investment Services since 2015. Outside of her advisory role, Arielle engages in a small hobby business making homemade dog treats for friends and family. Avail Investment Partners provides investment management and financial planning to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a predominantly top-down, evidence-based investment approach and utilizes a range of strategies including affiliated sub-adviser allocations and artificial intelligence tools for data aggregation and analysis.

Francisca Lanusse Salazar is a financial advisor at Uyana Partners LLC, holding a Series 65 designation and based in Miami, FL. She has recently entered the industry and has prior experience working with Heifer International Ecuador and Tecniseguros SA. Uyana Partners serves individual clients across wealth tiers, including high-net-worth and ultra-high-net-worth individuals, as well as corporate clients. The firm offers portfolio management, financial planning, and a technology-driven model portfolio program, combining fundamental and technical analysis to manage diversified portfolios under discretionary authority.

Gregan Anderson is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at Bulltick Wealth Management, LLC since 2016. Bulltick Wealth Management serves high-net-worth individuals, family offices, trusts, corporations, and private pooled investment vehicles, offering portfolio management, financial planning, and real estate advisory services. The firm uses a combined top-down macroeconomic and bottom-up fundamental and technical analysis approach, managing proprietary model portfolios and emphasizing U.S. real estate investments.

Angel Alayon is a financial advisor at LifeInvest Wealth Management, LTD, holding a Series 65 designation. He has been involved with Consultores Grupo Kapital since 2012 as a founding member, focusing on investment strategy design and corporate finance, and has taught workshops and webinars on personal finance and investment principles. He also provides beginner-level educational content on artificial intelligence principles. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, high-net-worth individuals, and families. The firm manages approximately $447 million using a fundamental analysis-based investment approach with a focus on risk reduction and portfolio diversification across various asset classes, including foreign equities, options, and structured products.

Luis Guerra Burgos is a CFA® charterholder with one year of industry experience, currently serving at Uyana Partners LLC. Prior to joining Uyana Partners, he has been involved with DILUDA Analytics since 2021 and worked at IndexPubs S.A. from 2013 to 2022. Outside of financial advising, he is the proprietor and president of DILUDA Analytics, a company that develops supervised learning prediction models for soccer analytics. Uyana Partners serves individual, high-net-worth, and ultra-high-net-worth clients as well as corporations, including insurance companies and a notable non-U.S. clientele. The firm offers portfolio management and financial planning through a technology-enabled Step-Up program that incorporates both fundamental and technical analysis, providing diversified model portfolios with ongoing account reviews.

Mckinzie Valverdy is a financial advisor at Bull Market Investment Management, Inc. with 10 years of industry experience. Valverdy holds Series 63 and Series 65 designations and has previously worked at firms including BBVA Global Wealth Advisors, Bank of America, Merrill, Citigroup, and JP Morgan. 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 customizes asset allocations and investment strategies based on client objectives and risk tolerance, utilizing both internal and third-party research, and offers management of portfolios that include equities, fixed income, options, and alternative investments.