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.

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 credentials and bringing 12 years of industry experience. She has longstanding roles as Co-CEO and financial planner at The Henderson Financial Group as well as Managing Director of Henderson Insurance. Outside of her advisory work, she owns a publishing and coaching company focused in part on personal finance and is an author and public speaker. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm primarily provides non-discretionary advice, combining mutual funds, ETFs, individual equities, and outside managers with fundamental, technical, and qualitative analysis in portfolio construction.

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.

Margarita Fernandez is a financial advisor at Alhambra Investment Management LLC with 25 years of industry experience. She holds a Series 63 designation and has been with Alhambra Investment Management since 2013. Alhambra Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, combining tactical overlays with quantitative strategies and special-situation individual securities, and offers customizable portfolios across various risk profiles.

Jessica Kaufman is a financial advisor at ACP Capital Management, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Mass Mutual Investors Services and Kovack Securities, Inc. In addition to her advisory role, Kaufman provides regulatory consulting services through CIMA Financial Regulation Consultants. ACP Capital Management offers discretionary and non-discretionary investment management to individual clients, private funds, and institutional accounts. The firm employs model-based and manager-led strategies incorporating ETFs, UCITS, fixed income, and alternative exposures, and serves an international client base with a range of offshore products.

Gustavo Degwitz Cosson is a financial advisor at Portfolio Resources Advisor Group, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Portfolio Resources Advisor Group since 2020. In addition to his advisory role, he provides consulting services for foreign clients on family business, real estate assets, and family governance through Selected Assets Management Co. 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 uses a multi-manager approach with third-party platforms and model portfolios to align investments with client objectives.

Jose Covian is a financial advisor at Bulltick Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bulltick entities since 2010. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations, offering portfolio management across multiple asset classes as well as financial planning and consulting. The firm integrates macroeconomic analysis with fundamental and technical security research and manages proprietary model portfolios while serving both domestic and international clients.

Diego Garcia Devillalobosadames is a financial advisor at Amerant Investments, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Puente Asesoramiento de Inversiones, LLC and Puente Servicios Financieros LLC. Amerant Investments serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets through discretionary and non-discretionary advisory arrangements. The firm employs investor profiling and model portfolios, engages third-party portfolio managers, and offers unified managed accounts supported by proprietary technology and a centralized investment marketplace.

Gregory Bitz is a CFP®, ChFC®, and holds a Series 65 license with 29 years of industry experience. He has been with WBH Advisory, Inc. since 2016, where he is part of an 11-advisor team based in Surfside, FL. WBH Advisory is a SEC-registered wealth management firm serving individual, trust, retirement-plan, nonprofit, and corporate clients. The firm uses fundamental equity analysis to build individualized portfolios combining stocks, bonds, mutual funds, and ETFs, and integrates technology platforms for reporting and account management.

Todd Gross is a financial advisor at Powell Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Powell Investment Advisors since 2011. Outside of his advisory role, he is a minority owner of PIA Integrated LLC, an agriculture-related business. Powell Investment Advisors is a fee-only registered investment adviser serving primarily high-net-worth individuals and related pooled investment vehicles. The firm manages discretionary portfolios with an investment process that includes risk assessment, asset allocation, and a blend of fundamental, technical, and cyclical analysis, and it also acts as a private fund adviser and sponsor for affiliated closed-end funds.

Ian Dubugras is a financial advisor at Amerant Investments, Inc. with four years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Belvedere Wealth Advisors, LLC, and as a self-employed advisor. Outside of his advisory role, he serves as Operating General Manager of Koblenz America LLC, overseeing the tax and legal status of the LLC. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm manages approximately $782 million in client assets and uses a combination of investor profiling, model portfolios, and third-party managers to implement and monitor investment strategies.

Roman Ortega Jr. is a financial advisor at Corrales & Co. with one year of industry experience. He holds Series 65 and Series 63 licenses. In addition to his advisory roles, Ortega is involved with Roman Venture Capital LLC and has served in the United States Army Reserve since 1998. Corrales & Co. provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a variety of investment methods and offers discretionary account management, educational seminars, and access to third-party managers and alternative investment vehicles.

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.