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. He holds a Series 66 designation and has 14 years of industry experience. Sanes serves as managing director of both Leveraged Solutions, LLC and Wealth Innovations, LLC, where he provides investment advice, financial planning, and insurance recommendations. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm employs a team approach with multiple offices and affiliated entities, offering portfolio management, third-party manager selection, and held-away account reporting.

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 Series 66-licensed financial advisor with Bull Market Investment Management, Inc. in Miami, FL. He has nine years of industry experience, including prior roles at Citigroup and Citibank. Pedro has been with Bull Market since 2020. Bull Market Investment Management 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 and investment strategies based on client objectives and risk tolerance, employing both internal research and third-party managers across a range of asset classes.

Isaac Wakszol is a financial advisor with Activest Wealth Management, LLC in Aventura, FL, holding a Series 65 designation and 16 years of industry experience. He is also the Owner and President of MEOD 26, Inc., a management consulting company. Additionally, he serves as Managing Member of 3W Hotels LLC and has ownership interests in several non-investment related entities. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other U.S. and international institutions by providing discretionary portfolio management, sub-advisory, institutional consulting, and integrated financial planning. The firm employs a combination of advisor-client interviews and an investment committee that uses fundamental, quantitative, and risk-based analysis to manage model portfolios across multiple investment strategies.

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.

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 18 years of industry experience. He holds the Series 66 designation and has worked previously at Oppenheimer & Co Inc. since 2014 before joining Oxler Private Wealth in 2020. Oxler Private Wealth is an SEC-registered, team-based adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm manages approximately $578 million across five offices, offering a range of portfolio management and financial planning services that utilize fundamental, technical, and charting analysis along with a variety of investment strategies.

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.

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.

Lesley Winston is a financial advisor with E. A. Horwitz LLC in North Miami, FL, holding a Series 63 designation and 31 years of industry experience. She has worked at LaSalle St. Securities, Western International Securities, and Insurance & Financial Services, Inc. Outside of advising, she serves as president and chairman of the Endow America Network Foundation and is involved in philanthropic advisory services through her own firm. 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 offers services including retirement and college planning, estate and wealth-transfer advice, and planned giving, supported by institutional trading and compliance infrastructure.

Ana Rieber is a financial advisor at Activest Wealth Management, LLC with a Series 65 designation and one year of industry experience. She previously worked for Banque Syz SA for ten years. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by providing discretionary portfolio management, consulting, reporting, family office coordination, and integrated financial planning. The firm’s investment process includes advisor-client interviews and an investment committee that manages model portfolios using fundamental, quantitative, and risk-based analysis, with a focus on international relationships and institutional assets under advisement.

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 experience includes roles at Santander and Morgan Stanley (E-Trade), as well as a four-year period at Loyola University Chicago. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients by providing non-discretionary investment advice, portfolio management, and manager-selection services. The firm emphasizes client-directed strategies that incorporate both long- and short-term approaches with a focus on income and principal preservation, requiring client approval for all transactions.

John Torola is a CFP® with 15 years of industry experience, currently serving as an advisor at Inter Advisors LLC. His prior roles include positions at Inter Securities LLC and Wealthfront, Inc. Outside of his advisory work, he has experience as a landlord and owner of a rental property. Inter Advisors, LLC is an SEC-registered investment adviser providing portfolio management and financial planning services to high-net-worth individuals, businesses, trusts, pension and profit-sharing plans, and other institutional investors. The firm employs a combination of fundamental, technical, and quantitative analysis and is noted for its integrated broker-dealer, banking, and payments affiliations.

Nicholas Salas is a financial advisor at Maceratio LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Bci Securities, Latin Securities Inc, and Wells Fargo Clearing. Salas also manages Risk & Compliance Consulting LLC, a regulatory consulting firm serving RIAs and broker-dealers. Maceratio LLC serves high-net-worth and accredited investors, including U.S. residents, non-U.S. persons, and institutional clients. The firm provides non-discretionary portfolio recommendations and focuses on diversified investments such as ETFs, single-stock selections, and private equity referrals.

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.

Juan Rodriguez Osorio is a financial advisor at Compass Group Investments Solutions LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA and UCAP Asset Management LLC. He is based in Miami, FL. Compass Group Investments Solutions LLC provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, and private investment vehicles. The firm offers customized asset allocations across a broad range of instruments and operates a dedicated alternative asset investment program.

Rafael Delasierra III is a financial advisor at Sierra Capital LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pangea Asesores LLC from 2019 to 2021. He has been associated with Sierra Capital since 1998. Sierra Capital provides advisory services to ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm employs a manager-of-managers approach and emphasizes asset allocation, using a broad range of instruments and strategies to implement investment policies.