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.

Daryl Bartkunsky is a financial advisor at Caleo Capital N.A. LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes operational and managerial roles at several non-investment businesses, such as a marketing agency and retail franchises. Bartkunsky also serves as a director and advisor in family office and partnership entities. Caleo Capital N.A. LLC provides portfolio management and financial planning services to individuals, families, nonprofits, and pension plans. The firm employs a tactical asset allocation strategy with mutual funds, ETFs, and alternative investments, incorporating ESG and tax considerations, and includes insurance and asset-protection planning in its service offerings.

Joseph Hardee is a financial advisor with Xcelsior Advisor Partners LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include ten years with Morgan Stanley Private Bank and 16 years with Morgan Stanley. He also serves as CEO of EXCELSIOR, a wealth advisory firm. Xcelsior Advisor Partners LLC is an SEC-registered advisory team of approximately 18 advisors managing over $650 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs fundamental analysis and modern portfolio theory, offering discretionary portfolio management, financial planning, and access to third-party money managers and alternative investments.

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. His prior roles include positions at Bessemer Investor Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Intellectus Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and private funds. The firm uses a combination of fundamental and quantitative analysis, including proprietary algorithms and alternative data, to manage long-term portfolios that may include individual securities, ETFs, mutual funds, private placements, and cryptocurrency exposure.

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.

Robert Thompson is a financial advisor at KMG Fiduciary Partners, LLC in Miami, FL, holding a Series 65 designation with six years of industry experience. His prior work history includes positions at ARGI Investment Services and Price Waterhouse Coopers. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, providing financial planning, discretionary wealth management, and retirement plan consulting. The firm manages approximately $1.6 billion in assets and employs a strategic asset-allocation approach combined with tactical security selection across a broad multi-office platform.

Monica Chandra is a financial advisor at 3EDGE Asset Management, LP with 11 years of industry experience. She holds the Series 65 and Series 63 credentials. Outside of her advisory work, she serves as a board member for Leader ZInvest LLC, a venture firm making technology investments. 3EDGE Asset Management is a discretionary investment manager that serves separately managed account clients, sub-advises other investment advisers, and manages registered ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation approach combining quantitative research with investment committee judgment and implements strategies primarily through ETFs.

Ramiro Colon III is a financial advisor with ACP Capital Management, LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at ACP Securities LLC and UBS Financial Services. Outside of his advisory work, he is a partner in Aberdour Strategies LLC, a consulting and real estate investment firm. ACP Capital Management provides discretionary and non-discretionary investment management to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm utilizes proprietary and third-party model portfolios and offers services including private investment vehicle management and consolidated wealth reporting.

Thomas Cefalu is a financial advisor with Downtown Wealth Studios, LLC in Miami, FL. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Paycom, General Atlantic, AlphaSights, and Merrill Lynch. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and endowments. The firm combines fundamental and technical analysis with a long-term investment approach, managing accounts primarily on a non-discretionary basis.

Gioconda Bolinches Sebastiani is a financial advisor at LifeInvest Wealth Management, LTD, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Portfolio Resources Group, Inc. and Lifeinvest Asset Management. Outside of advisory work, she serves as a director of Fivestation LLC, a transportation company based in Miami. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients and high-net-worth individuals, managing approximately $447 million. The firm employs a fundamental analysis-driven investment approach with diversified portfolio allocations, including exchange-listed and over-the-counter securities, foreign equities and debt, options, and structured products.

Arturo Carrera Munoz is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Andbanc Advisory LLC. He previously worked at Amerant Bank from 2016 to 2019. Outside of his advisory role, he is involved with Maplebeas Inc., a delivery services company. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm operates on an open-architecture basis and is part of a group affiliated with a banking institution and broker-dealer, offering a range of investment solutions including proprietary pooled funds and serving a diverse client base that includes non-U.S. investors.

Janessa Suarez is a financial advisor at Activest Wealth Management, LLC with eight years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley, Oppenheimer & Co. Inc, and the Law Office of Alexander E. Borell. Activest Wealth Management provides discretionary portfolio management, financial planning, family office coordination, and sub-advisory services to individuals, high-net-worth clients, foundations, and institutional clients. The firm employs a committee-driven investment process that integrates fundamental, quantitative, and risk-based analysis to construct multi-asset strategies, with a notable international orientation and specialized fee arrangements for qualified clients.

Adrian Aguirre Ojeda is a financial advisor at Bulltick Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BBVA for over three decades. Outside of advising, he is involved as an agent in life insurance sales through Bulltick Insurance Agency. 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 evaluation and offers proprietary model portfolios alongside financial planning and consulting services.

Alan Albagli is a financial advisor at Vizcaya Capital, LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at the University of Miami Herbert Business School and Itau Bank. Vizcaya Capital primarily serves high-net-worth individuals, sophisticated and institutional investors, and provides advisory services to pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and investment advisory services to private funds, with a focus on client-specific strategies and significant involvement with private funds and non-U.S. investors.

Patricia Leon Ponte is a financial advisor at Amerant Investments, Inc. with 13 years of industry experience. She holds a Series 66 designation and has been affiliated with Mercantil Commercebank and its investment services division since 2011. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management along with wrap programs and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios, third-party managers, and emphasizes global, multi-asset diversification, serving approximately 531 clients with $688 million in assets under management.

Victor Silva Ricci is a financial advisor with LifeInvest Wealth Management, LTD, holding a Series 65 designation and three years of industry experience. He has been with LifeInvest since 2018 and is also a founding member of Consultores Grupo Kapital, a finance consulting firm established in 2012, where he coordinates strategic planning and investment strategy design for high-income individuals and corporations. Outside of advisory work, he provides consulting in corporate finance and economic assessments at both domestic and international levels. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, high-net-worth individuals, and families, managing approximately $447 million. The firm employs a fundamental analysis and portfolio allocation approach focused on risk reduction and performance improvement, offering discretionary and non-discretionary management with a notable presence of international clients and cross-border relationships.

Amaranta Rojas Papa is a financial advisor at BCP Advisors LLC with a Series 65 credential and two years of industry experience. She has worked at BCP Advisors since 2021 and previously held a position at Berkowitz Pollack Brant Advisors CPA. Prior to her financial advisory career, she spent several years in full-time education. BCP Advisors operates as Vestiva, providing 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, using an algorithm-driven approach to recommend model portfolios mainly composed of ETFs and UCITS.

Breno Sily Vasconcellos is a financial advisor at Amerant Investments, Inc. with one year of industry experience. He holds a Series 66 designation and has been with Amerant in various capacities since 2023. Prior to his current role, he also worked at Barry University and UFES. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management, wrap programs, and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm emphasizes global, multi-asset diversification and uses model portfolios, third-party portfolio managers, and sub-advisors to implement client investment strategies.

Ralph Horn is a financial advisor at Aston Capital Management with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has held leadership roles at Bridgeinvest Specialty Credit Fund, LLLP, HEIC, and BridgeLoan Investors, Inc. Outside of his advisory duties, he serves as a director and minority shareholder in several private companies, including BridgeLoan Investors Inc., Bridgeinvest LLC, and H2A Capital Corp. Aston Capital Management advises high-net-worth individuals and private pooled investment vehicles, offering tailored portfolio allocation advice and managing multiple private funds. The firm employs a proprietary manager-selection model combined with operational due diligence to construct diversified portfolios that include alternative strategies and liquid securities.

Javier Martin Riva is a financial advisor at Bulltick Wealth Management, LLC in Miami, FL, holding a Series 66 designation with eight years of industry experience. He has worked at Bulltick since 2019 and previously spent three years with Oppenheimer. 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, focusing on U.S. real estate investments and managing both discretionary and non-discretionary portfolios.