Alon Ozer is a Series 65-licensed advisor at Omnia Family Wealth, LLC with eight years of industry experience. He has worked at Omnia since 2018 and previously at Five Oaks Advisory, LLC, and the Greater Miami Jewish Federation. He serves on the investment committee of the J-Impact Fund I and advises Square One Labs in Tel Aviv on portfolio due diligence and structure. Omnia Family Wealth advises individuals, high-net-worth families, trusts, estates, charitable organizations, businesses, and pooled investment vehicles, offering wealth management, financial planning, and portfolio management services. The firm follows a goal-driven, long-term approach that integrates tax, estate, and insurance structuring, and is notable for its active role in private funds and pooled vehicles as fund manager and consultant.

Mariana Avila Murati is a financial advisor at Activest Wealth Management, LLC with a Series 65 credential and one year of industry experience. She previously worked at RBC Dominion Securities for six years and held a position at State Street. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by providing discretionary portfolio management, sub‑advisory consulting, and integrated financial planning. The firm uses a structured investment process that combines client interviews with committee-led portfolio management, emphasizing international relationships and a substantial institutional assets-under-advisement practice.

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.

Scott Lam is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with MG&A Wealth since 2019 and also has prior experience at StoneX Securities Inc and Municipal Credit Union. Outside of his advisory role, he owns and manages FIKA Home LLC, a business that makes and sells candles and home décor, and is involved in tax preparation services through MG&A Tax LLC. MG&A Wealth provides financial planning, consulting, and investment management to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customized allocations across various investment vehicles and manages private funds, providing a range of discretionary and non-discretionary portfolio management solutions.

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.

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.

Todd Battaglia is a financial advisor with MG&A Wealth, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with MG&A Wealth and related entities since 1999 and has been associated with StoneX Securities Inc. since 2012. Outside of his advisory role, he is an investment committee member for Women of Tomorrow and serves as Secretary/Treasurer of a local professional networking group. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolio allocations across a range of investment types and may delegate active management to third-party managers, with a notable capability in direct management and sponsorship of private funds.

Gerald Horwitz is a financial advisor at E. A. Horwitz LLC in Weston, FL, holding a Series 63 designation with 55 years of industry experience. He has worked at Western International Securities, Inc. and E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm integrates institutional trading and compliance infrastructure with a small-firm client focus and emphasizes long-term continuity and philanthropic advisory expertise.

Francheska Ruiz is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Tobias Financial Advisors since 2025 and previously spent seven years at Bank of America and Merrill. Ruiz attended the University of Florida from 2013 to 2017. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, and business entities with wealth management, investment management, retirement plan advisory, financial planning, and family office services. The fee-only firm manages approximately $1.19 billion in client assets and employs a team of nine advisors across six offices, using a globally diversified, tax-aware investment approach with discretionary portfolio management.

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.

Mauricio Saias is a financial advisor at Activest Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Citigroup Inc. and Nova Southeastern University. Saias has been with Activest Wealth Management since 2018. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other domestic and international institutions. The firm offers discretionary portfolio management, institutional consulting, and financial planning, utilizing a process that integrates advisor-client interviews with an investment committee that manages model portfolios using fundamental, quantitative, and risk-based analysis.

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.

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.

Mauricio Armando is a financial advisor at BCP Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has been involved with BCP Advisors, Blue Capital Partners, and Blue Global Realty Corp. since 2010 or earlier. Outside of advisory work, he is a managing member of Venetian Administration, LLC, overseeing maintenance and repairs for residential properties in Miami. BCP Advisors, operating as Vestiva, provides 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, managing approximately $291.7 million in assets across nearly 3,900 accounts using algorithm-driven model portfolios based mainly on ETFs and UCITS.

Jonathan Binns is a financial advisor at Rose Capital Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Rose Capital Advisors in various capacities since 2018, alongside a concurrent role at Saxony Securities, Inc. since 2019. 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 investment approach based on fundamental analysis and technical indicators, and it is noted for managing private fund-of-funds and offering performance-based fee arrangements for qualified clients.