Jacobo Taurel Rimeris is a financial advisor with Activest Wealth Management, LLC in Aventura, FL, holding a Series 65 designation and 11 years of industry experience. He has been with Activest Wealth Management since 2015. Outside of his advisory role, he owns Parnasa Lechaim LLC, a management consulting company, and serves as a licensed agent at Life Insurance Arve LLC, specializing in life insurance consulting. Activest Wealth Management serves individuals, foundations, endowments, and institutional clients, providing discretionary portfolio management, consulting, and integrated financial planning. The firm employs a model portfolio approach supported by fundamental and quantitative analysis, with a notable focus on international relationships and an institutional assets-under-advisement practice.

Alvin Lartigue Castro is a financial advisor at NobleBridge Wealth with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Oppenheimer and International Assets Advisory. Outside of his advisory role, he works as a yacht broker with IMS Yachts LLC, dedicating time mostly on weekends. NobleBridge Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, and charitable organizations. The firm utilizes a variety of strategies that combine fundamental, technical, and quantitative analysis, and it offers both in-house and third-party model portfolio services.

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.

William Canida is a CFA® charterholder with 41 years of industry experience. He is currently with Ceeto Capital Group, LLC and has previously worked at Taplin, Canida & Habacht, where he spent over three decades. Ceeto Capital Group, LLC provides discretionary portfolio management and advisory services primarily to high-net-worth individuals, trusts, foundations, endowments, and pension clients. The firm manages approximately $531 million for a concentrated client roster, employing a diverse investment approach that includes fundamental, quantitative, and technical analysis, as well as alternative investments and options strategies.

Arielle Buitenhuys is a financial advisor at Avail Investment Partners, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Avail Investment Partners and Investment Research Partners since 2022, as well as Mercantil Investment Services since 2015. Outside of her advisory role, Arielle engages in a small hobby business making homemade dog treats for friends and family. Avail Investment Partners provides investment management and financial planning to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a predominantly top-down, evidence-based investment approach and utilizes a range of strategies including affiliated sub-adviser allocations and artificial intelligence tools for data aggregation and analysis.

Francisca Lanusse Salazar is a financial advisor at Uyana Partners LLC, holding a Series 65 designation and based in Miami, FL. She has recently entered the industry and has prior experience working with Heifer International Ecuador and Tecniseguros SA. Uyana Partners serves individual clients across wealth tiers, including high-net-worth and ultra-high-net-worth individuals, as well as corporate clients. The firm offers portfolio management, financial planning, and a technology-driven model portfolio program, combining fundamental and technical analysis to manage diversified portfolios under discretionary authority.

Gregan Anderson is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at Bulltick Wealth Management, LLC since 2016. Bulltick Wealth Management serves high-net-worth individuals, family offices, trusts, corporations, and private pooled investment vehicles, offering portfolio management, financial planning, and real estate advisory services. The firm uses a combined top-down macroeconomic and bottom-up fundamental and technical analysis approach, managing proprietary model portfolios and emphasizing U.S. real estate investments.

Angel Alayon is a financial advisor at LifeInvest Wealth Management, LTD, holding a Series 65 designation. He has been involved with Consultores Grupo Kapital since 2012 as a founding member, focusing on investment strategy design and corporate finance, and has taught workshops and webinars on personal finance and investment principles. He also provides beginner-level educational content on artificial intelligence principles. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, high-net-worth individuals, and families. The firm manages approximately $447 million using a fundamental analysis-based investment approach with a focus on risk reduction and portfolio diversification across various asset classes, including foreign equities, options, and structured products.

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.

Leslie Vigil is a financial advisor with Fiori Financial Group in Fort Lauderdale, FL, holding a Series 66 designation and 20 years of industry experience. Leslie has worked at firms including Raymond James Financial Services and Securities America, and is also an independent travel agent affiliated with Archer Travel. Fiori Financial Group is an SEC-registered investment adviser team managing approximately $565 million for individuals, high-net-worth clients, and retirement plans. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and charting analysis, offering services such as discretionary portfolio management, pension consulting, and the management of held-away assets through account aggregation.

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.

Steven Wagner is a financial advisor with Omnia Family Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Merrill, UBS Financial Services, and Purshe Kaplan Sterling Investments. He volunteers on the investment committee for the Greater Miami Jewish Federation. Omnia Family Wealth advises individuals, families, trusts, estates, charitable organizations, businesses, and pooled investment vehicles through wealth management, financial planning, and portfolio management. The firm emphasizes a goal-driven, long-term approach with a focus on fundamental analysis, strategic asset allocation, and integrates tax, estate, and insurance considerations into portfolio decisions.

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.