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Nora C

Series 65

Coral Gables, FL

Portfolio Resources Advisor Group, Inc.

Nora Camejo is a Series 65-licensed financial advisor with Portfolio Resources Advisor Group, Inc., where she has worked since 2020. She has five years of industry experience and also owns and operates Design One Graphics, a freelance graphic design business established in 1993. 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 and model portfolios, managing client assets according to individualized Investment Policy Statements.

ESG / Sustainable investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Values-based investing
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Hector V

Series 63, Series 66, Series 65

Miami, FL

Bulltick Wealth Management, LLC

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.

Real estate investing Private / alternative investments Options & derivatives strategies Active portfolio management Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Established Professionals
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Vonnell M

Series 66

Coral Gables, FL

VIM Wealth Management, LLC

Vonnell Martinez is a financial advisor with VIM Wealth Management, LLC in Coral Gables, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at MML Investors Services, LLC and Massachusetts Mutual Life Insurance Co. Outside of advisory work, Martinez is involved in athletic officiating as a referee for judo and Brazilian Jiu-Jitsu competitions and operates various business ventures including real estate sales and mortgage referral services. VIM Wealth Management provides investment advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a proprietary strategic asset-allocation methodology incorporating multiple analytical approaches to tailor diversified portfolios, which are monitored and rebalanced continuously on a discretionary basis.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Claude R

Series 65

Miami, FL

Uyana Partners LLC

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.

Wealth management Real estate investing
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Maria C

CFA®

Coral Gables, FL

Ceeto Capital Group, LLC

Maria Canida is a CFA® charterholder with 40 years of industry experience. She is a principal at Ceeto Capital Group, LLC and has previously worked at Cito Capital Group, LLC and Taplin Canida & Habacht. She serves on the Board of Directors of Kemper Corporation and is a member of the Investment Advisory Council for the Florida State Board of Administration. Ceeto Capital Group, LLC provides discretionary and non-discretionary portfolio management primarily for high-net-worth individuals, trusts, foundations, endowments, and pension funds. The firm employs multiple investment analysis methods and strategies, focusing on long-term and short-term approaches, with regular portfolio monitoring and individualized investment policy statements.

Options & derivatives strategies Private / alternative investments Real estate investing Founder/Business Owner
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Hilario I

CFA®

Miami, FL

Miura Investment Advisors, Inc

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.

Active portfolio management Wealth management Founder/Business Owner Expats
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Jessica D

CFP®, Series 65

Miami Beach, FL

Oxler Private Wealth

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.

Options & derivatives strategies Private / alternative investments Real estate investing
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Eric C

Series 65

Miami, FL

L&S Investment Advisors, LLC

Eric Carrieri Taylor is a financial advisor at L&S Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brasil Plural Investment Advisor LLC and the University of Miami. L&S Investment Advisors serves individual and high-net-worth clients, as well as corporate entities, trusts, and institutions, managing discretionary portfolios with about $218.5 million in assets. The firm employs a mix of analytical methods and pursues a shorter-term trading style, often using strategies such as margin, options, and short sales.

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments
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Marco M

Series 66

Miami, FL

Brasil Plural Investment Advisor LLC

Marco Muricy is a financial advisor at Brasil Plural Investment Advisor LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including MM Intl Adv, Laidlaw Wealth Management, and Wells Fargo Clearing. Brasil Plural Investment Advisor, LLC is an SEC-registered firm managing approximately $201.6 million in assets for individuals, corporations, and institutions. The firm employs a research-driven investment approach that combines third-party macroeconomic research with in-house analysis, utilizing a range of asset classes including equities, fixed income, options, and alternatives.

Passive / index investing Options & derivatives strategies Private / alternative investments
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Mauricio A

Series 65

Miami, FL

Xendia Wealth LLC

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.

Passive / index investing Tax-loss harvesting Retirement income strategy
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Jose C

Series 65

Coral Gables, FL

Storge

Jose Corominas is a Series 65 licensed advisor with Storge Partners Economic Studies LLC, where he has worked since 2017. He has four years of industry experience and previously worked independently for one year. Outside of Storge, he serves as CEO of Sievert Partners, a private investment club, and is involved with a non-profit organization providing educational support. Storge Partners Economic Studies LLC offers fee-based investment advisory and portfolio supervision services primarily to high-net-worth individuals, families, and family investment vehicles. The firm employs a strategic asset allocation framework focused on mid- to long-term risk reduction and cost efficiency, delivering non-discretionary recommendations across a broad range of instruments.

Wealth management
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Jonathan B

Series 66

Miami Beach, FL

Rose Capital Advisors, LLC

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.

Private / alternative investments
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Marco B

Series 66

Coral Gables, FL

VIM Wealth Management, LLC

Marco Berna is a financial advisor at VIM Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Cetera Investment Advisers. Outside of his advisory role, Berna serves on the boards of the Rotary Club, Casa Italia Miami, and a condominium association in Miami Beach, and he is involved in mortgage referral activities for VIM Capital Group in the U.S. and Europe. VIM Wealth Management provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm employs a proprietary strategic asset-allocation approach and integrates multiple analytical methods to tailor and manage diversified portfolios on a discretionary basis.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Rosa R

Series 65

Miami, FL

Bigsur Partners, LLC

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.

Wealth management Private / alternative investments ESG / Sustainable investing Options & derivatives strategies Founder/Business Owner Executive
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Andres S

Series 63, Series 65

Miami, FL

Andbanc Advisory LLC

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.

Wealth management Private / alternative investments Options & derivatives strategies
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Lorenzo P

Series 65

Miami, FL

L&S Investment Advisors, LLC

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.

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments
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Fernando T

Series 66

Miami, FL

MARIVA Global Asset Management, LLC

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.

Wealth management General tax planning
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Homero D

Series 63, Series 66

Coral Gables, FL

Castleview Partners, LLC

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.

Options & derivatives strategies Private / alternative investments Active portfolio management
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Simon Z

Series 66, Series 65

Miami, FL

Vizcaya Capital, LLC

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.

Options & derivatives strategies Private / alternative investments Real estate investing
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Pedro A

Series 66

Miami, FL

Bull Market Investment Management, Inc.

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.

Active portfolio management Options & derivatives strategies Private / alternative investments
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