Nicolas Hernandez is a financial advisor at Bulltick Wealth Management, LLC with three years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley, among other firms. Outside of his advisory role, he is an owner and director of Estructura SAS, a company involved in the development of energy projects. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles. The firm employs a combined top-down macroeconomic and bottom-up fundamental/technical analysis approach, with a focus on sourcing and managing U.S. real estate investments and affiliated private funds.

Carlos Mena is a financial advisor at Bulltick Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Banorte Asset Management and Intercam Advisors, Inc. Mena divides his professional time between Bulltick and affiliated investment activities. 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 macroeconomic analysis with fundamental and technical security research and offers proprietary model portfolios alongside financial planning and consulting services.

Luis Hernandez Guerrero is a financial advisor at Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 license with five years of industry experience. His prior work includes roles at SBA Communications and Banctrust & Co, as well as an extended period at Universidad Metropolitana. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in assets. The firm utilizes investor profiling and model portfolios with quantitative and qualitative due diligence, supports unified managed accounts, and operates as a wholly owned subsidiary of Amerant Bank, offering integrated advisory and brokerage services.

Andres Aguilar Calvo is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at MMBG Investment Advisors Co. since 2017. Prior to this, he worked at MG Capital Asesores for three years. Outside of his advisory role, he manages two real estate companies, dedicating limited time to these activities. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up security selection and maintains notable international affiliations that support its cross-border investment capabilities.

Enrique Vila is a financial advisor at Bulltick Wealth Management, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade. Outside of his advisory role, Vila is president of EKV Corporation, a real estate holding company. Bulltick Wealth Management provides investment advisory services to high-net-worth individuals, trusts, family offices, and corporations. The firm utilizes a combination of macroeconomic analysis and security-level research, offering portfolio management across multiple asset classes along with financial planning and consulting services.

Juan Hernandez Hidrobo is a financial advisor at Amerant Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Amerant Investments since 2021. His prior roles include positions at Hult International Business School and Financiera De Desarrollo Nacional. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm employs global, multi-asset diversification strategies and uses model portfolios alongside third-party portfolio managers, managing approximately $688 million in assets as of the end of 2024.

Jacobo Taurel Rimeris is a financial advisor at Activest Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 credential and has been with Activest since 2015. Outside of his advisory role, he owns Parnasa Lechaim LLC, a management consulting company, and is a licensed agent at Life Insurance Arve LLC, where he provides life insurance consulting. Activest Wealth Management offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutions. The firm uses committee-managed model strategies across multiple asset classes and serves a notable international client base, managing approximately $1.02 billion in client assets.

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 40 years of industry experience. He is a principal at Ceeto Capital Group, LLC and has been involved with Taplin, Canida & Habacht, LLC since 1985. Ceeto Capital Group provides discretionary portfolio management and advisory services primarily to high-net-worth individuals, trusts, foundations, endowments, and pension clients. The firm employs a multi-method investment process that includes fundamental, quantitative, technical, and cyclical analysis, and incorporates various strategies such as options and allocations to alternative investments.

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.

Gregan Anderson is a CFA® charterholder with nine years of industry experience. He has been with Bulltick Wealth Management, LLC for ten years. The firm serves high-net-worth individuals, trusts, family offices, corporations, and private investment vehicles, providing portfolio management, financial planning, and real-estate advisory services. Bulltick employs a combined macroeconomic and fundamental/technical analysis approach and manages proprietary model portfolios alongside selected external managers.

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.

Renato Bucholtz is a financial advisor at Brasil Plural Investment Advisor LLC with a Series 65 designation and seven years of industry experience, including prior roles at GGA Investments Ltd and J. Safra Sarasin Asset. He is based in Miami, FL. Brasil Plural Investment Advisor LLC is an SEC-registered firm managing approximately $201.6 million in assets with a team of six advisors. The firm serves individuals, corporations, and institutions, providing customized portfolio management based on both third-party macroeconomic research and in-house analysis, with strategies that may include derivatives, leverage, and exposure to foreign and emerging markets.

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 in Miami, FL, holding a Series 66 designation with one year of industry experience. Prior to joining ACP Securities LLC in 2025, he was not employed in the financial sector for ten years. ACP Capital Management provides discretionary and non-discretionary investment management services to individual clients, private funds, and institutional accounts. The firm utilizes model-based and manager-led strategies involving ETFs, UCITS, fixed income, and alternative exposures, and offers services including separately managed accounts and a wrap fee model portfolio program.

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 at Omnia Family Wealth, LLC with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Omnia Family Wealth since 2015. Prior to that, he worked at Purshe Kaplan Sterling Investments for 10 years. Wagner volunteers approximately one hour per month on the Investment Committee of the Greater Miami Jewish Federation. Omnia Family Wealth serves 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 employs a goal-driven, long-term investment approach integrating tax, estate, and insurance structuring, and is notable for its active management role in private investment funds and pooled vehicles.

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.