Philip Hackleman is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at Tiempo Capital Partners, where he has worked since 2023. Prior to this, he held roles at Lion Capital Advisors, Octogone NA Inc, and several other firms. Hackleman also serves as a business consultant for a medical plans advisory firm during non-trading hours. Tiempo Capital Partners advises high net worth individuals, trusts, estates, charitable organizations, and business entities, offering fee-based custom investment management along with family office and alternative investment consulting. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis and manages a significant portion of assets on a non-discretionary basis.

Miguel Cardoso is a financial advisor with Andbanc Advisory LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Andbanc Advisory since 2015 and is also affiliated with Andbanc Brokerage. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm employs an open-architecture investment approach, customizing asset allocation based on client risk profiles across a range of asset classes.

Carlos Pedroso is a financial advisor at Sierra Capital LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pangea Asesores LLC from 2019 to 2021. Pedroso has been associated with Sierra Capital since 2007. Sierra Capital provides advisory services to a select group of ultra-high net worth individuals, institutions, and charitable organizations, including pension plans, banking institutions, and insurance companies. The firm emphasizes customized investment policy statements, asset allocation, and manager-of-managers selection, utilizing a broad range of investment strategies beyond traditional equities and fixed income.

Felipe Marcilio is a financial advisor at Inter Advisors LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at Bradesco Investments and Banco Bradesco S.A. Since 2024, he has served as president of the Killian Arabesque Homeowners Association and, beginning in 2025, as a trustee of Westminster Christian School. 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 services, using a combination of fundamental, technical, and quantitative analysis supported by proprietary and third-party research.

Maria Teresa Felix Cubero is a financial advisor at Sierra Capital LLC in Miami, FL, holding a Series 65 designation with three years of industry experience. Her background includes roles at International Finance Bank and Sabadell Bank, as well as academic experience at Universidad de Valencia and the University of North Carolina. She also pursued full-time education, completing an MBA and studying for the CFA exam. Sierra Capital provides advisory services to ultra-high net worth individuals, institutions, and corporate clients, employing a manager-of-managers approach that incorporates diverse investment strategies and asset classes. The firm manages approximately $1.5 billion in client assets and has expertise in international and Latin American capital markets.

Juan Carvallo is an advisor at LifeInvest Wealth Management, LTD in Miami, FL, holding Series 66 and Series 63 licenses with three years of industry experience. He has worked at Miura Capital, LLC and Consultores Grupo Kapital, and he has also been affiliated with Universidad Metropolitana. LifeInvest Wealth Management serves high-net-worth individuals, families, and institutional clients through an eight-advisor team, managing approximately $300 million. The firm offers fee-based portfolio management and consulting services, employing a fundamental analysis and strategic allocation approach across a broad range of investment instruments.

Bryant Ruano is a financial advisor at Corrales & Co. in Miami, FL, holding a Series 65 license with nine years of industry experience. His prior roles include positions at Imperio Wealth Advisors, Mariner Platform Solutions, and Mass Mutual. He also owns True North Business Advisory, LLC, through which he provides business consulting services. Corrales & Co. offers portfolio management and financial planning services to individual and high-net-worth clients, using a combination of fundamental, quantitative, and technical investment methods. The firm utilizes outside managers, alternative investments, and a mix of trading strategies, supported by educational resources and due diligence on third-party managers.

Miguel Rodriguez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Guerra Wealth Advisors, he worked at Consolidated Credit. He is also an insurance agent, deriving a significant portion of his compensation from 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, estate planning, and consulting services. The firm employs an active, goal-based investment approach with strategic asset allocation and uses third-party model managers and platform providers for portfolio construction and administration.

Antonio Camejo is a financial advisor at Portfolio Resources Advisor Group, Inc. in Coral Gables, FL, holding Series 63 and 66 licenses with 39 years of industry experience. He has been with Portfolio Resources Advisor Group, Inc. since 2007 and affiliated with Portfolio Resources Group, Inc. since 1992. Camejo also serves as president of a related non-investment business, Investment Resources Int'l Inc., which provides administrative services. Portfolio Resources Advisor Group, Inc. offers discretionary portfolio management, financial planning, and administrative advisory services to individuals, qualified investors, trusts, estates, charitable organizations, corporations, and business entities. The firm uses a team-based approach and third-party manager platforms to deliver customized asset allocation, separately managed accounts, multi-manager structures, and impact/SRI strategies through both PRAG-sponsored and independent sub-managers.

Ross Furman is a financial advisor with Regal Advisory Services, Inc. in Miami, FL, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Regal Securities since 2011. Outside of his advisory role, he is president of Wall Street Rabbi LLC, a business focused on investing, and owns Mint PH Capital LLC, which invests in approved private securities transactions. Regal Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to platforms including RBC and Hilltop/Envestnet, using a blend of fundamental and quantitative research tailored to client objectives.

Gabriela Corominas is a financial advisor at Storge with five years of industry experience and holds a Series 65 designation. Her prior work includes roles at International Compliance Solutions LLC and freelance consulting. She is also a sales associate at Avanti Way Realty. Storge Partners provides fee-based investment advisory and portfolio assessment services primarily to high-net-worth individuals and families, focusing on strategic asset allocation to reduce risk and improve mid- to long-term performance. The firm manages approximately $708.4 million and typically operates on a non-discretionary basis.

Nancy Baquero Jimenez is a Series 65-licensed financial advisor with Portfolio Resources Advisor Group, Inc., bringing 15 years of industry experience. She has worked with Portfolio Resources Group, Inc. since 2008 and holds multiple administrative and leadership roles within affiliated entities. Outside of her advisory work, she serves as President of the Board of Directors for the Villa Brickell Condominium Association and is involved in real estate sales and property management. Portfolio Resources Advisor Group, Inc. provides discretionary portfolio management, financial planning, and advisory services to individuals and institutional clients. The firm employs a team-based approach utilizing third-party managers and offers a range of investment solutions including managed accounts and socially responsible strategies.

Nora Camejo is a financial advisor with Portfolio Resources Advisor Group, Inc. She holds a Series 65 designation and has six years of experience in the industry. Outside of her advisory role, she is the owner and operator of Design One Graphics, a freelance graphic design business she has run since 1993, and she is also a licensed Florida real estate sales associate and life and variable annuities insurance agent. Portfolio Resources Advisor Group, Inc. provides discretionary portfolio management, financial planning, and administrative advisory services to a diverse client base including individuals, trusts, charitable organizations, and businesses. The firm employs a team-based approach using third-party manager platforms to offer customized asset-allocation and manager-selection solutions.

Hector Villaescusa is a financial advisor at Bulltick Wealth Management, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Goldman, Sachs & Co and Blue Capital Advisors, LLC before joining Bulltick in 2019. He is an investor in CONVISION 20/20, an eye clinic in Mexico, and serves as a board member for Partners Financials. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles. The firm offers portfolio management, financial planning, consulting, and real estate advisory services, employing a combined macroeconomic and fundamental/technical analysis approach with a focus on U.S. real estate investments and affiliated private funds.

Vonnell Martinez is a financial advisor with VIM Wealth Management, LLC in Coral Gables, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at MML Investors Services, LLC and Massachusetts Mutual Life Insurance Co. Outside of advisory work, Martinez is involved in athletic officiating as a referee for judo and Brazilian Jiu-Jitsu competitions and operates various business ventures including real estate sales and mortgage referral services. VIM Wealth Management provides investment advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a proprietary strategic asset-allocation methodology incorporating multiple analytical approaches to tailor diversified portfolios, which are monitored and rebalanced continuously on a discretionary basis.

Claude Ronc is a financial advisor at Uyana Partners LLC with a Series 65 credential and two years of industry experience. He has also worked as a Relationship Manager at Insignium Wealth Management AG in Zurich since 2016. Uyana Partners serves individual and corporate clients across various wealth tiers, providing portfolio management, financial planning, and technology-driven model portfolio programs. The firm builds diversified portfolios using a combination of fundamental and technical analysis and offers comprehensive reporting and document-management services.

Maria Canida is a CFA® charterholder with 41 years of industry experience. She is currently with Ceeto Capital Group, LLC and was previously with Taplin Canida & Habacht for 31 years. Canida serves on the Board of Directors of Kemper Corporation and is a member of the Investment Advisory Council for the State Board of Administration of Florida. Ceeto Capital Group provides discretionary portfolio management services primarily to high-net-worth individuals, trusts, foundations, endowments, and pension clients. The firm employs a multi-method investment process with a concentrated client base and offers a range of strategies including long- and short-term trading, options, and allocations to alternative investments.

Hilario Itriago Guitian is a CFA® charterholder with five years of industry experience. He is currently with Miura Investment Advisors, Inc., having previously worked at Folionet Financial LLC and Vencred. His career includes roles focused on investment advisory and portfolio management. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients by providing non-discretionary investment advice, portfolio management, and manager-selection services. The firm employs a client-directed process utilizing both long- and short-term strategies, with regular monitoring and formal quarterly reviews.

Jessica Demler is a CFP® and holds a Series 65 license with five years of industry experience. She has been with Oxler Private Wealth since 2020 and previously worked at Glenn Carpet, LLC. Outside of financial advising, she has been affiliated with Bryant University since 2019. Oxler Private Wealth serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients by providing portfolio management, financial planning, and pension consulting. The firm manages approximately $540 million in assets and utilizes independent managers and third-party platforms across a diverse range of investment types.

Alberto Siblesz is a financial advisor at Scala Capital LLC with 18 years of industry experience. He holds a Series 65 designation and has held roles at Glide Capital LLC and Smartinvest Capital LLC. He is also the managing director and chief compliance officer of Iconic Capital LLC. Scala Capital serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio management through model portfolios and employs a range of strategies including technical, fundamental, and cyclical analysis, alongside trading techniques such as options and short sales.