Eduardo Valera Marquez is a CFA® charterholder with 10 years of industry experience. He is currently with Portfolio Resources Advisor Group, Inc. and has previously worked at Latin American Holdings. Outside of his advisory role, he provides business consulting focused on business development, entrepreneurship, and financial statement analysis through BBO Capital Partners LLC. Portfolio Resources Advisor Group offers 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, model portfolios, and impact/SRI strategies tailored to client objectives.

Michael Lynch is a financial advisor at Castleview Partners, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Securities, Princor Financial Services Corporation, and Principal Life Insurance Company. Lynch is also a principal at Huerta & Lynch LLC, a financial planning and investment advisory firm. Castleview Partners provides advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering advisor-directed discretionary portfolio management as well as access to third-party money managers. The firm employs model-based accounts and a proprietary aiAlpha platform to support trading and rebalancing for both Castleview-managed and third-party adviser accounts.

Mark Langley is a financial advisor at Blacktower Financial Management (US) LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Beacon Global Advisor Network, Skybound Wealth Management USA, and DeVere Group. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client assets mainly on a non-discretionary basis using diversified portfolios including mutual funds, ETFs, equities, and fixed income.

Roxanna Guinan is a financial advisor at Cardea Capital Advisors, LLC with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience with IP Financial Advisory Services, World Choice Securities Inc, and Claraphi Advisory Network LLC. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm utilizes a Modern Portfolio Theory-based approach with diversified, risk-based model portfolios and offers a range of services including separately managed accounts and educational seminars.

Jose Finkelstein is a financial advisor at Activest Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Futura Asset Advisors LLC, Insight Securities Inc., and Milleglory S.A. de CV. He is also involved with Pupicko LLC, where he handles fee collection and tax filing activities. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and institutions by providing discretionary portfolio management, sub-advisory and institutional consulting, reporting services, family office coordination, and integrated financial planning. The firm combines advisor-client interviews with an investment committee approach to construct and monitor model portfolios, with a particular focus on international relationships and a sizable institutional assets-under-advisement business.

Agustin Toussaint is a financial advisor at Bulltick Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bulltick since 2014. Outside of his advisory role, he is a passive investor in a holding company based in Mexico City. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with bottom-up fundamental and technical security analysis and offers proprietary model portfolios alongside financial planning and consulting services.

Joao Renato Corbellini is a financial advisor at L&S Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brasil Plural Investment Advisor LLC and Brazil Plural Securities, among other firms. Outside of advising, he serves as an operations intern at L&S Investment Advisors, dedicating approximately 20 hours per week to this role. L&S Investment Advisors serves individual and high-net-worth clients as well as corporate entities, trusts, and other institutions, managing discretionary portfolios and overseeing approximately $218.5 million in assets. The firm employs a variety of investment strategies, including stocks, ETFs, and alternative assets, and distinguishes itself through its affiliation with Brasil Plural Investment Advisors and its use of leverage and non-U.S. securities.

Dannit Chocron is a financial advisor at Activest Wealth Management, LLC with four years of industry experience. He holds the Series 65 designation and has worked at Activest since 2020. His prior experience includes roles at Norwegian Cruise Line Holdings, FlexFunds ETP, Nationwide Lending Direct, and the University of Miami. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other U.S. and international institutions. The firm offers discretionary portfolio management, institutional consulting, and comprehensive financial planning, utilizing model portfolios managed through a combination of fundamental, quantitative, and risk-based analysis.

Carolina Canida is a financial advisor at Ceeto Capital Group, LLC with eight years of industry experience. She holds a Series 65 designation and is also a licensed attorney. In addition to her advisory role, she serves as a principal at Canida Ventures, LLC, which manages private investments for her family and other non-client families. Ceeto Capital Group, LLC provides discretionary and non-discretionary portfolio management primarily for high-net-worth individuals, trusts, foundations, endowments, and pension funds. The firm employs a multi-method investment approach, including fundamental and technical analysis, and offers ongoing portfolio monitoring tailored to client risk tolerance.

Antonio Andrade is a financial advisor at L&S Investment Advisors, LLC with five years of industry experience. He holds the Series 65 designation and has worked previously at Brasil Plural Investment Advisor LLC and the University of Miami. L&S Investment Advisors serves individuals, corporate entities, trusts, and institutions with discretionary portfolio management, emphasizing a short-term trading style that involves stocks, ETFs, and various leveraged strategies. The firm manages approximately $231 million across about 315 client accounts and operates with a formal affiliation with Brasil Plural Investment Advisors.

Daryl Bartkunsky is a financial advisor at Caleo Capital N.A. LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes operational and managerial roles at several non-investment businesses, such as a marketing agency and retail franchises. Bartkunsky also serves as a director and advisor in family office and partnership entities. Caleo Capital N.A. LLC provides portfolio management and financial planning services to individuals, families, nonprofits, and pension plans. The firm employs a tactical asset allocation strategy with mutual funds, ETFs, and alternative investments, incorporating ESG and tax considerations, and includes insurance and asset-protection planning in its service offerings.

Joseph Hardee is a financial advisor at Xcelsior Advisor Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities, employing both fundamental analysis and modern portfolio theory alongside third-party technology and risk-assessment tools.

Maximillian Oxenbridge is a financial advisor at Intellectus Partners, LLC in Miami, FL, holding Series 65 and Series 66 licenses with four years of industry experience. He previously worked at Bessemer Investor Services, Inc. and Merrill. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental and quantitative analysis, including proprietary algorithms and alternative data, to build primarily long-term portfolios with some shorter-term trading and manages nearly $3 billion in assets across discretionary and non-discretionary relationships.

William Haag is a financial advisor at MAXIMAI Investment Partners, LLC in Coral Gables, FL, holding a Series 65 designation with four years of industry experience. Prior to joining MAXIMAI in 2021, he worked at PNC Bank from 2017 to 2021 and was employed at Wake Forest University from 2013 to 2017. MAXIMAI provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, businesses, corporations, and institutional clients. The firm uses a combination of top-down macro analysis, fundamental and technical methods, and a range of traditional and alternative investments, including private equity and hedge funds.

Robert Thompson is a financial advisor at KMG Fiduciary Partners, LLC in Miami, FL, holding a Series 65 designation with six years of industry experience. His prior work history includes positions at ARGI Investment Services and Price Waterhouse Coopers. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, providing financial planning, discretionary wealth management, and retirement plan consulting. The firm manages approximately $1.6 billion in assets and employs a strategic asset-allocation approach combined with tactical security selection across a broad multi-office platform.

Monica Chandra is a financial advisor at 3EDGE Asset Management, LP with 11 years of industry experience. She holds the Series 63 and Series 65 designations. In addition to her advisory role, she serves as a board member for Leader ZInvest LLC, a venture firm focused on technology investments. 3EDGE Asset Management, LP is a discretionary investment manager offering services to separately managed account clients, other investment advisers through sub-advisory roles, and individual and high-net-worth clients via non-discretionary advice and financial planning. The firm employs a top-down, globally diversified multi-asset allocation process that integrates quantitative research with committee judgment and stress testing, primarily implementing strategies through ETFs, including proprietary 3EDGE Funds.

Ramiro Colon III is a financial advisor with ACP Capital Management, LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at ACP Securities LLC and UBS Financial Services. Outside of his advisory work, he is a partner in Aberdour Strategies LLC, a consulting and real estate investment firm. ACP Capital Management provides discretionary and non-discretionary investment management to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm utilizes proprietary and third-party model portfolios and offers services including private investment vehicle management and consolidated wealth reporting.

Gabriela Morales Blanco is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation. She has been with Guerra Wealth Advisors since 2022 and has a background that includes work at Florida International University and Platos Closet. Guerra Wealth Advisors is an SEC-registered firm that provides discretionary investment management, financial and estate planning, and consulting services to individuals, trusts, and small to mid-sized businesses. The firm’s investment approach focuses on asset allocation and diversified use of equities, ETFs, mutual funds, and cash, using third-party model managers and a wrap fee program.

Thomas Cefalu is a financial advisor with Downtown Wealth Studios, LLC in Miami, FL. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Paycom, General Atlantic, AlphaSights, and Merrill Lynch. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and endowments. The firm combines fundamental and technical analysis with a long-term investment approach, managing accounts primarily on a non-discretionary basis.

Gioconda Bolinches Sebastiani is a financial advisor at LifeInvest Wealth Management, LTD, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Portfolio Resources Group, Inc. and Lifeinvest Asset Management. Outside of advisory work, she serves as a director of Fivestation LLC, a transportation company based in Miami. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients and high-net-worth individuals, managing approximately $447 million. The firm employs a fundamental analysis-driven investment approach with diversified portfolio allocations, including exchange-listed and over-the-counter securities, foreign equities and debt, options, and structured products.