Renato Bucholtz is a financial advisor at Brasil Plural Investment Advisor LLC with one year of industry experience. He holds a Series 65 designation and previously worked at GGA Investments Ltd for seven years and J. Safra Sarasin Asset for eight years. Brasil Plural Investment Advisor, LLC is an SEC-registered adviser managing approximately $201.6 million in assets, serving individuals, corporations, and institutions with customized portfolio management. The firm uses a combination of third-party macroeconomic research and in-house analysis to construct client portfolios, employing strategies across equities, fixed income, options, and alternative investments.

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.

Otto Quiroz is a financial advisor at ACP Capital Management, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at ACP Securities LLC. ACP Capital Management, LLC is an SEC-registered investment adviser that provides portfolio management, model portfolios, consolidated wealth reporting, and digital advisory solutions to individuals, high-net-worth clients, separately managed accounts, and institutional/private fund clients. The firm utilizes a combination of in-house and third-party models, partnering with providers such as BlackRock and J.P. Morgan, and offers both wrap-fee and non-wrap account options.

Christian Ramirez is a financial advisor at LifeInvest Wealth Management, LTD in Miami, FL, with eight years of industry experience. He holds a Series 65 designation and has been with LifeInvest Wealth Management since 2016. Ramirez is involved in backoffice support for Portfolio Resource Group. LifeInvest Wealth Management serves primarily high-net-worth individuals, families, and institutional clients, managing roughly $300 million for about 260 clients through an eight-advisor team. The firm offers fee-based portfolio management and consulting services, employing a strategic allocation framework with a broad range of investment tools and emphasizes risk reduction and performance enhancement.

Juan Lopez Quinones is a CFA® charterholder with five years of industry experience, currently serving at Bulltick Wealth Management, LLC since 2021. He previously worked at Credit Suisse from 2018 to 2020 and had roles at Navalfa and 3D Estate. He has no ongoing involvement with 3D Estate, a Mexican company he is in the process of liquidating. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles, offering portfolio management, financial planning, consulting, and real estate advisory services. The firm employs a combined top-down and bottom-up analysis framework and specializes in sourcing and structuring U.S. real estate investments while managing affiliated private funds.

Deborah Badillo is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Meira Wealth. She has worked at Meira Wealth and its predecessor, The Lubitz Financial Group, since 2018. Outside of her advisory role, she is a board member of the Financial Planning Association of Miami and volunteers with the Miami Obedience Club. Meira Wealth is a team of five advisors providing fee-only financial planning and discretionary investment management to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm applies a combination of passive and active management within a Modern Portfolio Theory framework, using mutual funds, ETFs, individual equities, options, futures, and alternative investments when appropriate.

Hyacinth Sikes is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been affiliated with Henderson Insurance and The Henderson Financial Group for over a decade. Outside of her advisory work, she is involved in publishing, personal finance coaching, and public speaking, and serves as Treasurer for a nonprofit organization. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans. The firm manages both discretionary and predominantly non-discretionary assets, employing a range of investment strategies including mutual funds, ETFs, undervalued equities, and third-party managers.

Denise Sandkamp is a Series 65-licensed advisor at The Wealth Boutique with one year of industry experience. Prior to joining The Wealth Boutique, she worked at Citibank and American Express. She is also the CEO and founder of Female Financial Fitness, a financial education and insurance services business. The Wealth Boutique is an SEC-registered advisory team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management through a financial-planning-led, goals-based approach that includes customized asset allocation and ongoing portfolio reviews.

Diego Abreu is a financial advisor at Amerant Investments, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at TD Bank. Amerant Investments, Inc. provides portfolio management and advisory services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm manages approximately $688 million in assets and emphasizes global, multi-asset diversification using model portfolios, third-party managers, and alternative investments.

Margarita Fernandez is a financial advisor at Alhambra Investment Management LLC with 25 years of industry experience. She holds a Series 63 designation and has been with Alhambra Investment Management since 2013. Alhambra Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, combining tactical overlays with quantitative strategies and special-situation individual securities, and offers customizable portfolios across various risk profiles.

Jessica Kaufman is a financial advisor at ACP Capital Management, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Mass Mutual Investors Services and Kovack Securities. In addition to her advisory role, she provides regulatory consulting services through CIMA Financial Regulation Consultants. ACP Capital Management, LLC is an SEC-registered investment adviser that provides portfolio management, model portfolios, and digital advisory solutions to individuals, high-net-worth clients, and institutional investors. The firm uses a combination of in-house and third-party models and offers both wrap-fee and non-wrap account options.

Gustavo Degwitz Cosson is a financial advisor at Portfolio Resources Advisor Group, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with multiple entities, including Selected Assets Management, where he provides advisory services to foreign clients on family business, real estate assets, family governance, and investments. Portfolio Resources Advisor Group, Inc. offers discretionary portfolio management, financial planning, and administrative advisory services to a broad client base, utilizing a team-based approach and third-party manager platforms to deliver customized asset-allocation and manager-selection solutions.

Jose Covian is a financial advisor at Bulltick Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bulltick entities since 2010. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations, offering portfolio management across multiple asset classes as well as financial planning and consulting. The firm integrates macroeconomic analysis with fundamental and technical security research and manages proprietary model portfolios while serving both domestic and international clients.

Diego Garcia Devillalobosadames is a financial advisor at Amerant Investments, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Puente Asesoramiento de Inversiones, LLC and Puente Servicios Financieros LLC. Amerant Investments serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets through discretionary and non-discretionary advisory arrangements. The firm employs investor profiling and model portfolios, engages third-party portfolio managers, and offers unified managed accounts supported by proprietary technology and a centralized investment marketplace.

Julie Laughlin is a financial advisor at Inter Advisors LLC with 10 years of industry experience and holds a Series 66 designation. Her work history includes roles at Inter Securities LLC, Usend Securities LLC, Alpaca Securities LLC, InvestWell LLC, and Waddell & Reed Inc. Inter Advisors LLC is an SEC-registered investment adviser serving high-net-worth individuals, businesses, trusts, and institutional investors. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing fundamental, technical, and quantitative analysis combined with proprietary and third-party research in its investment process.

Gregory Bitz is a CFP®, ChFC®, and Series 65-licensed financial advisor with 29 years of industry experience. He has worked at WBH Advisory, Inc. since 2016 and previously spent 20 years with Metropolitan Financial Group, Inc. His practice is based in Surfside, FL. WBH Advisory is a multi-advisor wealth management firm serving individual, trust, retirement-plan, nonprofit, and corporate clients. The firm offers discretionary portfolio management alongside financial, estate, and income tax planning, utilizing fundamental equity analysis and a combination of stocks, bonds, mutual funds, and ETFs with a long-term investment approach.

Todd Gross is a financial advisor at Powell Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Powell Investment Advisors since 2011. Outside of his advisory role, he is a minority owner of PIA Integrated LLC, an agriculture-related business. Powell Investment Advisors is a fee-only registered investment adviser serving primarily high-net-worth individuals and related pooled investment vehicles. The firm manages discretionary portfolios with an investment process that includes risk assessment, asset allocation, and a blend of fundamental, technical, and cyclical analysis, and it also acts as a private fund adviser and sponsor for affiliated closed-end funds.

Ian Dubugras is a financial advisor at Amerant Investments, Inc. with four years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Belvedere Wealth Advisors, LLC, and as a self-employed advisor. Outside of his advisory role, he serves as Operating General Manager of Koblenz America LLC, overseeing the tax and legal status of the LLC. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm manages approximately $782 million in client assets and uses a combination of investor profiling, model portfolios, and third-party managers to implement and monitor investment strategies.

Roman Ortega Jr. is a financial advisor with Corrales & Co. in Miami, FL, holding Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at First Command Advisory Services and First Command Insurance Services. He serves in the United States Army Reserve and has been engaged in business activities including Roman Venture Capital LLC and Global Integrity Consulting. Corrales & Co. provides portfolio management and financial planning services for individual and high-net-worth clients, utilizing diverse investment methods and offering discretionary account management. The firm also conducts due diligence on external managers and works with alternative investment vehicles, maintaining affiliations and practices that distinguish its approach in the advisory industry.