Carlos Gribel is a Series 66-licensed financial advisor with Andbanc Advisory LLC, where he has worked since 2015. He has 16 years of industry experience and serves as CEO and a board member of the firm. Gribel also holds board positions with Andbank Brazil and the nonprofit If You Foundation. 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 that integrates fundamental, technical, and macro analysis, customizing asset allocation across multiple asset classes.

Maria Elizabeth Lacasa is a CFP®-certified financial advisor with 20 years of industry experience, currently serving as a Senior Wealth Advisor at Kaufman Rossin Wealth, LLC. Her prior experience includes roles at ACP Securities LLC, IFB Wealth Management, LLC, and Mercantil Commercebank. In addition to her advisory work, she is an adjunct professor at Miami Dade College, where she teaches basic finance courses. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans, offering investment management, financial planning, and employee benefit plan advisory services. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach, utilizing diversified asset allocation, third-party sub-advisors, and regular client reporting.

Emilia Dickey is a financial advisor at BigSur Partners, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Emilia has been with BigSur Wealth Management since 2019. BigSur Partners is a global multi-family office and SEC-registered investment adviser serving high net worth individuals, trusts, corporations, single family offices, and pooled unregistered investment vehicles. The firm combines proprietary and third-party research on an open architecture platform, implementing discretionary management for traditional assets and client-consented alternative investments, while also providing family office services and managing legacy pooled vehicles.

Arie Zoldan is a financial advisor at Vizcaya Capital, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Vizcaya Capital since 2019, following roles at Asesorias Zoldan Florsheim Limitada and Octogone S.A. Outside of advisory work, he owns a Chilean pizza business, Comercial TPF Limitada. Vizcaya Capital primarily serves high-net-worth individuals and sophisticated or institutional investors, providing discretionary and non-discretionary portfolio management, sub-advisory services, and investment advisory to private pooled funds and segregated portfolios. The firm is notable for its involvement with private funds and a significant non-U.S. investor base.

Gareth Evans is a financial advisor with Brainvest Wealth Management LLC in Miami, FL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. Prior to joining Brainvest in 2025, he worked for Rose Capital Advisors, LLC for 11 years and has maintained a broker license with Saxony Securities, Inc. since 2014. He also serves as a board observer for Factor Bikes, a non-investment related business. Brainvest Wealth Management primarily serves high-net-worth individuals, 401(k) and pension plans, venture capital funds, and investors in pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and manages both U.S. and non-U.S. pooled funds using a variety of analytical methods and both long- and short-term trading strategies.

Elizabeth Van Walleghem is a financial advisor with MAXIMAI Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at MAXIMAI since 2016 and previously spent three years with Global Investor Services. Beyond her advisory role, she serves as Managing Director of Cocovan Corp and is involved as a manager and registered agent in private equity ventures Painted Paw Ventures LLC and Vanmax Capital LLC. MAXIMAI provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, businesses, and institutional clients. The firm employs a combination of macro analysis, fundamental and technical methods, and accesses various traditional and alternative investments, including private equity and hedge funds, with a focus on larger international client relationships.

Asdrubal Rivas Rojas is a financial advisor at LifeInvest Wealth Management, LTD with one year of industry experience. He holds a Series 65 designation and has worked at Consultores Grupo Kapital since 2012 and at Instituto de Finanzas y Empresas from 2008 to 2020. He is a founding member of a finance consulting company where he serves as Senior Portfolio Manager, involved in strategic planning and investment strategy design. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, high-net-worth individuals, and families. The firm manages approximately $447 million, employing a fundamental analysis and portfolio allocation approach that includes a diverse range of securities and structured products, with a notable presence of non-U.S. clients and cross-border relationships.

Leonardo Chico Reyes is a financial advisor at Sierra Capital LLC in Miami, FL, holding a Series 65 credential with one year of industry experience. His work history includes roles at Sierra Capital Partners and academic positions at Northwestern University and Tecnologico de Monterrey. Sierra Capital provides advisory services to ultra-high net worth individuals, institutions, and charitable organizations, offering customized portfolio management, financial planning, and manager-of-managers selection. The firm employs a disciplined investment approach using diverse asset classes and serves both domestic and international clients, including institutional counterparties.

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 in Miami, FL, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pangea Asesores LLC from 2019 to 2021. Sierra Capital provides advisory services to ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm employs an asset allocation and manager-of-managers approach, using a broad set of instruments and strategies to implement client investment policies.

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 a financial advisor at LifeInvest Wealth Management, LTD with two years of industry experience. He holds the Series 66 and Series 63 credentials and has worked at Miura Capital, LLC and Consultores Grupo Kapital, as well as Universidad Metropolitana. LifeInvest Wealth Management serves high-net-worth individuals, families, and institutional clients, managing approximately $300 million through an eight-advisor team. The firm’s investment approach focuses on fundamental analysis and strategic allocation, utilizing a wide range of securities and offering supplemental consulting services including merger and acquisition support and estate-planning consulting.

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 with Portfolio Resources Advisor Group, Inc. in Coral Gables, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Portfolio Resources Advisor Group since 2007 and has been affiliated with Portfolio Resources Group, Inc. since 1992. Outside of his advisory role, he serves as President of the Board for Investment Resources Int'l Inc., a company providing administrative services. Portfolio Resources Advisor Group offers discretionary portfolio management, financial planning, and a variety of investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms, model portfolios, and impact/SRI strategies, managing approximately $122 million in discretionary assets as of August 31, 2025.

Issa Hurtado is a financial advisor with MARIVA Global Asset Management, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining MARIVA in 2022, Hurtado worked at Creand Securities and Banco Sabadell. Outside of finance, Hurtado owns Picture Element LLC, a personal photography venture focused on building a following on Instagram. MARIVA Global Asset Management provides investment supervisory services and financial planning primarily to high net worth individuals, corporations, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis with both long- and short-term trading strategies, emphasizing asset allocation, diversification, and scenario-based risk management.

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. She has 15 years of industry experience and has been with Portfolio Resources Group, Inc. since 2008. Outside of her advisory role, she is involved in real estate as a licensed REALTOR and property manager, and serves as president of the Villa Brickell Condominium Association board of directors. Portfolio Resources Advisor Group provides discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms and model portfolios, managing assets according to client-specific investment guidelines.