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.

Miguel Castaneda is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation with three years of industry experience. He has been with Guerra Wealth Advisors since 2008. Outside of advisory services, he is also licensed as an insurance agent, selling insurance products. 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 approach with strategic asset allocation and uses third-party model managers for portfolio construction and account administration.

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 and holds a Series 66 license with 11 years of industry experience. He currently serves at Indivisible Partners and previously worked at Northern Trust and SunTrust Advisory Services. Based in Miami, FL, his career includes roles at both wealth management and banking firms. Indivisible Partners provides investment advisory and financial planning services to individuals, trusts, pension plans, charities, and businesses. The firm manages approximately $2.08 billion in assets using a strategic asset allocation framework and a combination of active, passive, and blended investment approaches through a team-based open-architecture platform.

Harvis Astorga is a financial advisor at Guerra Wealth Advisors in Miami, FL, with 13 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Citigroup and Morgan Stanley. Astorga is also active as an insurance agent through Guerra Advisors Inc., where he sells insurance products. Guerra Wealth Advisors serves individuals, trusts, and small to mid-sized businesses, providing discretionary investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversification, utilizing third-party model managers and a wrap fee program to deliver its advisory services.

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.

Anthony Poppe is a CFP® and CFA® with 17 years of experience in financial advising. He has been with Firestone Capital Management Inc since 2008. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a global asset allocation strategy with client-specific investment policies and regular rebalancing, combining in-house research with external sources to align portfolios with clients’ risk tolerance and goals.

Maximilien Van Walleghem is an advisor at MAXIMAI Investment Partners, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at BlackRock Investments and Investec Asset Management North America. He serves as a board member for the Centro Mater Foundation, a local nonprofit. MAXIMAI provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, businesses, and institutional clients. The firm utilizes a combination of macro analysis, fundamental and technical methods, and access to traditional and alternative investments, including private equity and hedge funds.

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.

Roberto Lizama is a financial advisor at Rose Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Rose Capital Advisors and Saxony Securities since 2020, along with roles at MSP Recovery, LLC, and IPG Investment Advisors. Outside of his advisory work, he manages MSP Recovery, LLC, which focuses on Medicare and Medicaid secondary payer recoveries. Rose Capital Advisors provides asset management, financial planning, and investment consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up, fundamental investment approach combined with technical indicators and manages private fund-of-funds alongside discretionary and non-discretionary portfolio management.

John Whitehead is a financial advisor at JW Nova Wealth Partners with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He also has experience running Jmac Enterprises LLC. JW Nova Wealth Partners serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm manages approximately $308 million using a range of analytical methods and investment strategies, offering wrap-fee wealth management, pension consulting, and financial planning services.

Jose Cova is a financial advisor at Activest Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Activest Wealth Management since 2015 and at AXXETS Wealth Management USA LLC since 2026. Outside of his advisory role, he is a partner in Idelco Consulting Group, a firm that provides consulting services to small businesses. Activest Wealth Management serves individuals, including high-net-worth clients, foundations, endowments, foreign investment advisers, and other U.S. and international institutions. The firm offers discretionary portfolio management, sub-advisory and institutional consulting, and integrated financial planning, using a process that combines advisor-client interviews with an investment committee overseeing diverse model portfolios and leveraging external research and technology.

Ashley Kulju is a financial advisor with Rose Capital Advisors, LLC, holding Series 65 and Series 63 credentials and 15 years of industry experience. She has worked at Rose Capital Advisors and Saxony Securities since 2018, and prior to that was with MicroSigma Capital Management. Outside of her advisory role, she owns a licensed real estate agency, Ashley Kulju, PA. 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 combined with technical indicators and offers discretionary and non-discretionary portfolio management along with financial planning services.

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 Series 66-licensed financial advisor with Guerra Wealth Advisors in Miami, FL, where he has worked since 2016. He has 12 years of industry experience. Outside of his advisory role, he owns a general S corporation for bookkeeping purposes and is involved in several business ventures, including vehicle leasing and real estate leasing. 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 services. The firm emphasizes asset allocation and diversified use of equities, cash, ETFs, and mutual funds, employing third-party model managers and delivering services through a wrap fee program.

Joseph Cefalu is a financial advisor at Downtown Wealth Studios, LLC with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Bank of America and Merrill. Outside of his advisory role, he owns a sole proprietorship involving a rental property. Downtown Wealth Studios provides customized wealth management and financial planning primarily to individuals, families, trusts, estates, businesses, and endowments. The firm combines fundamental and technical analysis with a long-term investment approach and manages most accounts on a non-discretionary basis.

Eduardo Valera Marquez is a CFA® charterholder with 10 years of industry experience. He is currently with Portfolio Resources Advisor Group, Inc. and has previously worked at Latin American Holdings. Outside of his advisory role, he provides business consulting focused on business development, entrepreneurship, and financial statement analysis through BBO Capital Partners LLC. 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, model portfolios, and impact/SRI strategies tailored to client objectives.

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.