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. In addition to her advisory role, she provides regulatory consulting services through CIMA Financial Regulation Consultants. ACP Capital Management, LLC is an SEC-registered investment adviser that provides portfolio management, model portfolios, and digital advisory solutions to individuals, high-net-worth clients, and institutional investors. The firm uses a combination of in-house and third-party models and offers both wrap-fee and non-wrap account options.

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.

Julie Laughlin is a financial advisor at Inter Advisors LLC with 10 years of industry experience and holds a Series 66 designation. Her work history includes roles at Inter Securities LLC, Usend Securities LLC, Alpaca Securities LLC, InvestWell LLC, and Waddell & Reed Inc. Inter Advisors LLC is an SEC-registered investment adviser serving high-net-worth individuals, businesses, trusts, and institutional investors. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing fundamental, technical, and quantitative analysis combined with proprietary and third-party research in its investment process.

Gregory Bitz is a CFP®, ChFC®, and Series 65-licensed financial advisor with 29 years of industry experience. He has worked at WBH Advisory, Inc. since 2016 and previously spent 20 years with Metropolitan Financial Group, Inc. His practice is based in Surfside, FL. WBH Advisory is a multi-advisor wealth management firm serving individual, trust, retirement-plan, nonprofit, and corporate clients. The firm offers discretionary portfolio management alongside financial, estate, and income tax planning, utilizing fundamental equity analysis and a combination of stocks, bonds, mutual funds, and ETFs with a long-term investment approach.

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 with Corrales & Co. in Miami, FL, holding Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at First Command Advisory Services and First Command Insurance Services. He serves in the United States Army Reserve and has been engaged in business activities including Roman Venture Capital LLC and Global Integrity Consulting. Corrales & Co. provides portfolio management and financial planning services for individual and high-net-worth clients, utilizing diverse investment methods and offering discretionary account management. The firm also conducts due diligence on external managers and works with alternative investment vehicles, maintaining affiliations and practices that distinguish its approach in the advisory industry.

Carlos Gribel is a Series 66-licensed financial advisor with 17 years of industry experience, currently serving as CEO and Investment Adviser Representative at Andbanc Advisory LLC since 2015. He has held multiple leadership roles within Andbanc's affiliated entities, including board memberships at Andbanc Brokerage and Andbank Brazil, where he participates in quarterly market discussions. Additionally, he serves on the board of the nonprofit organization "If You Foundation." Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm employs an open-architecture approach, utilizing internal research and third-party managers to manage diversified portfolios, and serves a client base that includes both U.S. and non-U.S. investors.

Juan Sanchez is a financial advisor at Activest Wealth Management, LLC with six years of industry experience. He previously worked at Barclays Capital Inc. and has a background that includes positions at Cornell University and Ferremundo S.A. He holds Series 63 and Series 65 licenses. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions with discretionary portfolio management, consulting, financial planning, and family office coordination. The firm employs a multi-strategy investment process managed by an investment committee and emphasizes international client relationships and institutional asset management.

Carolina Restrepo is a financial advisor at MG&A Wealth with nine years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley Smith Barney LLC for six years and Oppenheimer for four years. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customized portfolio management across various asset classes and private investments, with an emphasis on direct management and sponsorship of private funds.

Jorge Vizcaino Picon is a financial advisor at ACP Capital Management, LLC with one year of industry experience. He holds a Series 66 designation and has worked at Wealth Solutions Investment Group since 2021. His prior roles include positions at Universidad El Bosque and GDI Generación Digital Integral. ACP Capital Management, LLC is an SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management, model portfolios, and digital advisory solutions to individuals, high-net-worth clients, separately managed accounts, and institutional/private fund clients. The firm utilizes a range of in-house and third-party models and offers both wrap-fee and non-wrap account options, with a focus on ETFs, mutual funds, and UCITS.

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.

Gareth Evans is a financial advisor with Brainvest Wealth Management LLC in Miami, FL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. Prior to joining Brainvest in 2025, he worked for Rose Capital Advisors, LLC for 11 years and has maintained a broker license with Saxony Securities, Inc. since 2014. He also serves as a board observer for Factor Bikes, a non-investment related business. Brainvest Wealth Management primarily serves high-net-worth individuals, 401(k) and pension plans, venture capital funds, and investors in pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and manages both U.S. and non-U.S. pooled funds using a variety of analytical methods and both long- and short-term trading strategies.

Asdrubal Rivas Rojas is a financial advisor at LifeInvest Wealth Management, LTD with one year of industry experience. He holds a Series 65 designation and has worked at Consultores Grupo Kapital since 2012 and at Instituto de Finanzas y Empresas from 2008 to 2020. He is a founding member of a finance consulting company where he serves as Senior Portfolio Manager, involved in strategic planning and investment strategy design. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, high-net-worth individuals, and families. The firm manages approximately $447 million, employing a fundamental analysis and portfolio allocation approach that includes a diverse range of securities and structured products, with a notable presence of non-U.S. clients and cross-border relationships.

Leonardo Chico Reyes is a financial advisor at Sierra Capital LLC in Miami, FL, holding a Series 65 credential with one year of industry experience. His work history includes roles at Sierra Capital Partners and academic positions at Northwestern University and Tecnologico de Monterrey. Sierra Capital provides advisory services to ultra-high net worth individuals, institutions, and charitable organizations, offering customized portfolio management, financial planning, and manager-of-managers selection. The firm employs a disciplined investment approach using diverse asset classes and serves both domestic and international clients, including institutional counterparties.

Alon Ozer is a Series 65-licensed advisor at Omnia Family Wealth, LLC with eight years of industry experience. He has worked at Omnia since 2018 and previously at Five Oaks Advisory, LLC, and the Greater Miami Jewish Federation. He serves on the investment committee of the J-Impact Fund I and advises Square One Labs in Tel Aviv on portfolio due diligence and structure. Omnia Family Wealth advises 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 follows a goal-driven, long-term approach that integrates tax, estate, and insurance structuring, and is notable for its active role in private funds and pooled vehicles as fund manager and consultant.

Mariana Avila Murati is a financial advisor at Activest Wealth Management, LLC with a Series 65 credential and one year of industry experience. She previously worked at RBC Dominion Securities for six years and held a position at State Street. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by providing discretionary portfolio management, sub‑advisory consulting, and integrated financial planning. The firm uses a structured investment process that combines client interviews with committee-led portfolio management, emphasizing international relationships and a substantial institutional assets-under-advisement practice.

Miguel Cardoso is a financial advisor with Andbanc Advisory LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Andbanc Advisory since 2015 and is also affiliated with Andbanc Brokerage. 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, customizing asset allocation based on client risk profiles across a range of asset classes.

Carlos Pedroso is a financial advisor at Sierra Capital LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pangea Asesores LLC from 2019 to 2021. Pedroso has been associated with Sierra Capital since 2007. Sierra Capital provides advisory services to a select group of ultra-high net worth individuals, institutions, and charitable organizations, including pension plans, banking institutions, and insurance companies. The firm emphasizes customized investment policy statements, asset allocation, and manager-of-managers selection, utilizing a broad range of investment strategies beyond traditional equities and fixed income.

Felipe Marcilio is a financial advisor at Inter Advisors LLC with four years of industry experience. He holds a Series 66 designation and has prior experience at Bradesco Investments and Banco Bradesco S.A. Since 2024, he has served as president of the Killian Arabesque Homeowners Association and, beginning in 2025, as a trustee of Westminster Christian School. Inter Advisors LLC is an SEC‑registered investment adviser serving high-net-worth individuals, businesses, trusts, and institutional investors. The firm offers discretionary and non-discretionary portfolio management and financial planning services, using a combination of fundamental, technical, and quantitative analysis supported by proprietary and third-party research.