Arianna Kaufman is a financial advisor at Activest Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Morgan Stanley and LarrainVial Securities US LLC. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutions. The firm uses committee-managed model strategies that blend multiple asset classes and employs institutional research and technology for portfolio monitoring and rebalancing.

Lautaro Marra is a financial advisor at Bull Market Investment Management, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Bull Market Investment Management since 2017. Outside of his advisory role, he serves as a director of BMG ADS Corp, an online website ownership entity based in Argentina. 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 portfolios using third-party macroeconomic research and internal due diligence, offering strategies across equities, fixed income, options, and alternative investments.

David Miller is a financial advisor at Thayer Partners LLC with two years of industry experience. He holds a Series 65 designation and has operated his own accounting firm, David Miller CPA LLC, since 2017. His prior experience includes roles at Abcam LLC and Doug Murstein CPA LLC. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and other investment advisers. The firm employs a fundamentally driven, long-term investment approach and operates a multi-office advisor network serving various client types, including offshore investors.

Alejandra Borge is a financial advisor at Measured Wealth Private Client Group, LLC with five years of industry experience. She holds the Series 66 designation and has previously worked at Citi Private Bank, Morgan Stanley, and several other firms. Outside of her advisory role, she operates Miss Millones, a social media blog focused on increasing financial literacy within the Hispanic community. Measured Wealth Private Client Group, LLC provides advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business entities. The firm employs a multi-advisor team approach with tailored portfolios and ongoing account supervision, managing approximately $464 million in regulatory assets.

Sean Preston is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has worked at Glassman Wealth Services before joining Firestone Capital Management Inc, where he is currently part of a five-advisor team. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach emphasizes global asset allocation, client-specific investment policies, and regular rebalancing, combining in-house and external research to support long-term portfolio management aligned with clients’ risk tolerance and goals.

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.

Eraldo De Paola Neto is a financial advisor at L&S Investment Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at L&S Investment Advisors since 2020. He is also involved with Liberta Global, where he serves as an instructor teaching U.S. market trading styles to primarily non-U.S. investors, and is a 40% owner of De Paola PE LLC, which invests in privately held firms. L&S Investment Advisors serves individual and high-net-worth clients, as well as corporate entities, trusts, and institutions, managing discretionary portfolios totaling approximately $218.5 million in assets. The firm employs a mix of analytical methods and pursues a shorter-term trading style with higher risk tolerance, utilizing a range of securities and strategies including margin, options, and short sales.

Christian Batalha is a financial advisor with Miura Investment Advisors, Inc. in Miami, FL, holding a Series 66 designation and twelve years of industry experience. He has prior experience at multiple Brickell Global entities and Brickell Bank from 2015 to 2020. Outside of advisory work, he is involved in managing Winterfell Properties, LLC, a real estate entity focused on residential property renovations and sales. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, as well as individual and high-net-worth clients. The firm provides non-discretionary portfolio management and investment advisory services, employing both long- and short-term strategies with formal quarterly reviews and a focus on client transaction approval.

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 with three years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley, among other firms. Outside of his advisory role, he is an owner and director of Estructura SAS, a company involved in the development of energy projects. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles. The firm employs a combined top-down macroeconomic and bottom-up fundamental/technical analysis approach, with a focus on sourcing and managing U.S. real estate investments and affiliated private funds.

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.

Luis Hernandez Guerrero is a financial advisor at Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 license with five years of industry experience. His prior work includes roles at SBA Communications and Banctrust & Co, as well as an extended period at Universidad Metropolitana. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in assets. The firm utilizes investor profiling and model portfolios with quantitative and qualitative due diligence, supports unified managed accounts, and operates as a wholly owned subsidiary of Amerant Bank, offering integrated advisory and brokerage services.

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.

Daniella Viete is a CFA® charterholder with 14 years of industry experience and has been with MAXIMAI Investment Partners, LLC since 2016. She holds a Series 66 license and previously worked at Insigneo Securities. Outside of her primary role, she is involved in several passive private equity and non-investment related business activities. MAXIMAI Investment Partners provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, as well as corporate and institutional clients. The firm uses a combination of top-down macro analysis, fundamental and technical methods, and accesses traditional and alternative investments, including private equity and hedge funds.

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.

Juan Hernandez Hidrobo is a financial advisor at Amerant Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Amerant Investments since 2021. His prior roles include positions at Hult International Business School and Financiera De Desarrollo Nacional. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm employs global, multi-asset diversification strategies and uses model portfolios alongside third-party portfolio managers, managing approximately $688 million in assets as of the end of 2024.

Jacobo Taurel Rimeris is a financial advisor at Activest Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 credential and has been with Activest since 2015. Outside of his advisory role, he owns Parnasa Lechaim LLC, a management consulting company, and is a licensed agent at Life Insurance Arve LLC, where he provides life insurance consulting. Activest Wealth Management offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutions. The firm uses committee-managed model strategies across multiple asset classes and serves a notable international client base, managing approximately $1.02 billion in client assets.

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.

Gabriel Munoz Bustamante is a financial advisor at Bayshore Wealth Advisors in Coral Gables, FL, with 17 years of industry experience. He holds a Series 65 designation and has been with Bayshore Wealth Advisors since 2008, with prior experience at Bayshore Risk Management, LLC. Bayshore Wealth Advisors is a fee-only registered investment adviser serving individuals, trusts, family limited partnerships, private foundations, and retirement plans. The firm employs an evidence-based, buy-and-hold investment approach focused on diversified, passively managed funds and customized fixed-income portfolios.