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 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Blue Capital Advisors, LLC and Goldman, Sachs & Co. He is also an investor in an eye clinic in Mexico and serves as a board member for Partners Financials. Bulltick Wealth Management serves high-net-worth individuals, family offices, trusts, corporations, and private investment vehicles, offering portfolio management, financial planning, and real estate advisory services. The firm employs a combined top-down macroeconomic and bottom-up fundamental/technical analysis framework and manages both proprietary model portfolios and affiliated private funds.

Mauricio Saias is a financial advisor at Activest Wealth Management, LLC with a Series 65 credential and four years of industry experience. He has been with Activest Wealth Management since 2018 and previously worked at Citigroup Inc. for one year. He also has experience at Nova Southeastern University from 2017 to 2019. Activest Wealth Management provides discretionary portfolio management, financial planning, and family office coordination for individuals, high-net-worth clients, foundations, endowments, and international institutional clients. The firm employs a committee-driven investment process encompassing multiple asset classes and offers model and customized portfolios, with a particular focus on international markets and performance-based fee arrangements for qualified clients.

Claude Ronc is a financial advisor at Uyana Partners LLC with a Series 65 credential and one year of industry experience. He has also worked at Insignium Wealth Management AG in Zurich since 2016 as a Relationship Manager. Uyana Partners serves individual and corporate clients, including high-net-worth and ultra-high-net-worth individuals, providing portfolio management, financial planning, and technology-driven model portfolio solutions. The firm combines fundamental and technical analysis to create diversified portfolios and offers consolidated reporting and legal document-management services.

Hilario Itriago Guitian is a CFA® charterholder with five years of industry experience. He is currently with Miura Investment Advisors, Inc, where he has worked since 2024 following roles at Miura Capital, LLC, MWM Investments Ltd, Folionet Financial LLC, Vencred, and Cerveceria Regional. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, along with individual and high-net-worth clients, offering portfolio management and investment advisory services on a non-discretionary basis. The firm uses both long- and short-term strategies, including technical and cyclical analysis, and is notable for its large offshore client base and affiliation with a FINRA-registered broker-dealer.

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.

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 with Rose Capital Advisors, LLC in Miami Beach, FL, holding a Series 66 designation and six years of industry experience. His work history includes roles at Rose Capital Advisors and Saxony Securities, Inc. 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 fundamental analysis approach complemented by technical indicators and manages private fund-of-funds as well as wrap-fee investment programs.

Rosa Rincon is a financial advisor at Bigsur Partners, LLC with five years of industry experience. She holds the Series 65 designation and has been affiliated with BigSur Wealth Management LLC since 2016. BigSur Partners is an independent, fee-based global multi-family office serving high net worth individuals, trusts, corporations, single family offices, and pooled unregistered investment vehicles. The firm offers portfolio management, consulting, consolidated reporting, and family-office services, utilizing a client-specific investment process supported by in-house and third-party research.

Andres Sinclair is a financial advisor with Andbanc Advisory LLC in Miami, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Genesis Fund Management LLC since 2010 and Genesis Investment Advisors LLC since 2005. 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 combining fundamental, technical, and macro analysis, customizing asset allocation across a range of investment vehicles.

Matthew Sanes is a financial advisor with Fortitude Advisory Group L.L.C. in Plantation, FL, holding a Series 66 designation and 14 years of industry experience. He also serves as managing director of Leveraged Solutions, LLC and Wealth Innovations, LLC, where he provides client investment advice, financial planning, and insurance recommendations. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individual investors and their retirement accounts, as well as to employee retirement plans, charitable organizations, and business entities. The firm delivers tailored recommendations through a team of advisors, typically managing accounts on a discretionary basis or by implementing strategies from third-party portfolio managers.

Fernando Toledano is a financial advisor at MARIVA Global Asset Management, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Banco de la Nación Argentina for 12 years. His background includes work with Mariva Capital Markets since 2020. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients. The firm combines fundamental, technical, and macroeconomic analysis with an emphasis on asset allocation, diversification, and scenario-based risk management.

Homero Diaz is a financial advisor at Castleview Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kovack Securities, HSBC, and Advisory Investor Services LLC. Outside of his advisory role, Diaz has engaged in food delivery services through platforms such as Instacart and Amazon Flex. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering both discretionary portfolio management and access to third-party money managers. The firm utilizes a combination of internally managed models, third-party strategies, and direct holdings tailored to client objectives, supported by its aiAlpha platform that also services other registered investment advisers.

Pedro Arduino is a financial advisor at Bull Market Investment Management, Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Citigroup and Citibank in various roles from 2016 to 2020. He is based in Miami, FL. 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 portfolios based on client objectives and risk tolerance, employing a range of strategies including equities, fixed income, options, and alternative investments.

Isaac Wakszol is a financial advisor at Activest Wealth Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has served as Owner and President of Meod 26, Inc., a management consulting company, since 2010. In addition, he is the Managing Member of 3W Hotels LLC and holds ownership interests in several non-investment related entities. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutions. The firm employs committee-managed model strategies that incorporate equities, fixed income, commodities, real estate, and alternative investments, and serves a notable international client base.

Francisco Garcia Lozano is a financial advisor at MMBG Investment Advisors Co. He holds a Series 65 designation and has been in the industry since 2016, with prior experience at Morales y Guerra Capital Asesores before joining MMBG in 2021. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up fundamental security selection and maintains notable international relationships that support its capacity for global investments.

Franco Tucciarelli Herrera is a financial advisor at Precise Investment Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Insight Securities Inc and Private Portfolio, Inc. Herrera is involved with Global Distribution Partners LLC, where he coordinates fund distribution and manages relationships between wholesalers and asset managers in Latin America. Precise Investment Management provides discretionary portfolio management services to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm offers single managed accounts, sponsored wrap programs, and distinct investment programs, leveraging sub-advisory portfolio managers selected through country-specific research and annual due diligence.

Ignacio Pakciarz is a financial advisor at BigSur Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with BigSur Wealth Management and BigSur Partners since 2007. Pakciarz serves on the Board of Overseers at New York University’s Stern School of Business and is a member of the Board of Directors for Avespa, a biotech company specializing in algae production. BigSur Partners is a global multi-family office and SEC-registered investment adviser that provides portfolio management, consulting, and family office services to high net worth individuals, trusts, corporations, and pooled investment vehicles. The firm combines proprietary and third-party research on an open architecture platform and employs a range of investment strategies including discretionary management and third-party manager oversight.

Masahiro Yamazaki is a financial advisor at Oxler Private Wealth with 17 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer & Co Inc before joining Oxler Private Wealth in 2020. Oxler Private Wealth serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, providing portfolio management, financial planning, pension consulting, and related services. The firm manages approximately $540 million in assets and employs a tailored investment approach that includes discretionary and non-discretionary arrangements, utilizing independent managers and a broad range of investment options.