Lorenzo Pereira Weber is a financial advisor with L&S Investment Advisors, LLC in Miami, FL. He holds a Series 65 designation and has been in the industry for less than one year. Prior to joining L&S Investment Advisors, he worked at Brasil Plural Investment Advisor LLC and has experience in educational roles, including positions at the University of West Florida. L&S Investment Advisors serves individuals, corporate entities, trusts, and institutions, managing approximately $231 million across about 315 accounts. The firm employs a short-term trading style with a higher risk tolerance, utilizing a range of strategies including stocks, ETFs, options, margin transactions, and leveraged investments, and maintains a formal affiliation with Brasil Plural Investment Advisors.

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.

Simon Zaidman is a financial advisor at Vizcaya Capital, LLC with four years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Financial Partners Capital Management, Credit Suisse, and Morgan Stanley Smith Barney. Vizcaya Capital, LLC is an SEC-registered investment adviser serving high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm uses tailored strategies involving long- and short-term approaches, options, and structured products, and acts as adviser to multiple private pooled vehicles, with a notable non-U.S. client base.

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.

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. in Miami, FL, with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Avanti Capital Group LLC, First Southern LLC, and Insight Securities Inc. Herrera coordinates fund distribution relationships with wholesalers in Latin America through his role at Global Distribution Partners LLC. Precise Investment Management provides discretionary portfolio management to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm offers managed accounts and sponsored wrap programs, relying on 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.

Juan Venegas is a financial advisor at Andbanc Advisory LLC in Miami, FL, holding a Series 65 designation with 12 years of industry experience. He has been associated with Andbanc Advisory LLC since 2009 and Andbanc Brokerage LLC since 2017. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm manages approximately $872 million across a team of ten advisors and employs an open-architecture investment approach that integrates fundamental, technical, and macro analysis tailored to client risk profiles.

Aaron Katsman is a financial advisor with Portfolio Resources Advisor Group, Inc. in Coral Gables, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked with Portfolio Resources Advisor Group since 2008 and with Lighthouse Capital Ltd since 2009. Outside of his advisory role, Katsman is the author of a book on retirement and global investing, writes a weekly personal finance column for the Jerusalem Post, and serves as chairman of a synagogue board as well as a board member for a nonprofit organization focused on poverty. 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, model portfolios, and impact strategies, managing approximately $122 million in regulatory discretionary assets as of August 2025.

George Don is a CFP® with 13 years of industry experience, currently serving at Signet Financial Management, LLC. His prior roles include positions at UBS Financial Services Inc. and Taxfyle. In addition to his advisory work, he offers insurance products as a broker through multiple companies, including an affiliated firm. Signet Financial Management provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary approach using both fundamental and quantitative analysis to construct diversified portfolios.

Jessica Bryan is a financial advisor at VIM Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her background includes roles in education and financial services, including positions at Cushman School, Primerica, and Future Empowered, LLC. She also operates Jess Bryan, Inc., an entrepreneurial venture she has managed for ten years. VIM Wealth Management provides investment advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm uses a proprietary strategic asset-allocation methodology and combines multiple analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Samuel De Vita is a financial advisor at Miura Investment Advisors, Inc. in Miami, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Santander and Morgan Stanley, as well as academic involvement at Loyola University Chicago. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, offering non-discretionary investment advice, asset allocation, and asset management through mutual funds and third-party managers. The firm employs both long- and short-term strategies with an emphasis on income and principal preservation.

Daniel Espinosa is a financial advisor with AlTi Wealth Management (US International), Inc. He holds a Series 65 designation and has 15 years of industry experience. Since 2010, he has worked at Guggenheim Partners Latin America, Inc. alongside his current role. AlTi Wealth Management provides comprehensive investment advisory services to high-net-worth individuals, trusts, and foundations, offering portfolio construction, manager selection, access to private equity and hedge funds, and related non-advisory services. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis with a manager-of-managers approach and selective use of derivatives and short-term trading.

Sebastian Gomez is a financial advisor at Amerant Investments, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Amerant Investments since 2017, including previous roles at Mariva Global Asset Management, Mariva Capital Markets, LLC, and BigSur Wealth Management. Outside of his advisory work, he serves as a tennis instructor for advanced young players on weekends. Amerant Investments primarily serves affluent and high-net-worth individuals, as well as personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm employs both discretionary and non-discretionary advisory arrangements, structures relationships around investor profiling and model portfolios, and utilizes third-party portfolio managers and technology platforms to support investment management and alternative investment access.

Mateo Alzate is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 credential. He has been with Guerra Wealth Advisors since 2023, with prior experience at Morgan Stanley and Beacon Roofing. Mateo is also licensed as an insurance agent, selling insurance products as part of his business activities. Guerra Wealth Advisors is an SEC-registered firm that serves individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting. The firm employs an active, goal-based investment process with strategic asset allocation and uses third-party model managers for portfolio construction and administration.

Nicholas Salas is a financial advisor at Maceratio LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bci Securities, Latin Securities Inc, and Wells Fargo Advisors. He is also the manager and shareholder of Risk & Compliance Consulting LLC, which provides regulatory consulting and management services to RIAs, broker-dealers, and other consultants. Maceratio LLC serves high-net-worth accredited investors, including U.S. residents and non-U.S. persons, as well as institutional clients such as investment companies and other advisers. The firm offers non-discretionary portfolio recommendations focused on ETFs, single-stock selections, and potential private equity referrals, emphasizing diversified exposure across sectors and regions for clients able to tolerate significant volatility.

Diego De La Serna Valencia is a financial advisor at Bulltick Wealth Management, LLC with four years of industry experience. He holds the Series 66 designation and has worked at Bulltick Wealth Management since 2022, following roles at Bulltick and Blue Capital Advisors. Prior to his advisory career, he was employed at IBM. Bulltick Wealth Management provides investment advisory services to high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles. The firm employs a combination of macroeconomic analysis and fundamental and technical security analysis to manage portfolios across various asset classes and offers financial planning and consulting services.

Carlos Carbonell is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Firestone Capital Management Inc. since 2004. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a global asset allocation strategy with client-specific investment policies and regular portfolio rebalancing, combining in-house and external research sources to align investments with clients’ risk tolerance and goals.