William Canida is a CFA® charterholder with 40 years of industry experience. He is a principal at Ceeto Capital Group, LLC and has been involved with Taplin, Canida & Habacht, LLC since 1985. Ceeto Capital Group provides discretionary portfolio management and advisory services primarily to high-net-worth individuals, trusts, foundations, endowments, and pension clients. The firm employs a multi-method investment process that includes fundamental, quantitative, technical, and cyclical analysis, and incorporates various strategies such as options and allocations to alternative investments.

Arielle Buitenhuys is a financial advisor at Avail Investment Partners, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Avail Investment Partners and Investment Research Partners since 2022, as well as Mercantil Investment Services since 2015. Outside of her advisory role, Arielle engages in a small hobby business making homemade dog treats for friends and family. Avail Investment Partners provides investment management and financial planning to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a predominantly top-down, evidence-based investment approach and utilizes a range of strategies including affiliated sub-adviser allocations and artificial intelligence tools for data aggregation and analysis.

Gregan Anderson is a CFA® charterholder with nine years of industry experience. He has been with Bulltick Wealth Management, LLC for ten years. The firm serves high-net-worth individuals, trusts, family offices, corporations, and private investment vehicles, providing portfolio management, financial planning, and real-estate advisory services. Bulltick employs a combined macroeconomic and fundamental/technical analysis approach and manages proprietary model portfolios alongside selected external managers.

Angel Alayon is a financial advisor at LifeInvest Wealth Management, LTD, holding a Series 65 designation. He has been involved with Consultores Grupo Kapital since 2012 as a founding member, focusing on investment strategy design and corporate finance, and has taught workshops and webinars on personal finance and investment principles. He also provides beginner-level educational content on artificial intelligence principles. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, high-net-worth individuals, and families. The firm manages approximately $447 million using a fundamental analysis-based investment approach with a focus on risk reduction and portfolio diversification across various asset classes, including foreign equities, options, and structured products.

Renato Bucholtz is a financial advisor at Brasil Plural Investment Advisor LLC with a Series 65 designation and seven years of industry experience, including prior roles at GGA Investments Ltd and J. Safra Sarasin Asset. He is based in Miami, FL. Brasil Plural Investment Advisor LLC is an SEC-registered firm managing approximately $201.6 million in assets with a team of six advisors. The firm serves individuals, corporations, and institutions, providing customized portfolio management based on both third-party macroeconomic research and in-house analysis, with strategies that may include derivatives, leverage, and exposure to foreign and emerging markets.

Luis Guerra Burgos is a CFA® charterholder with one year of industry experience, currently serving at Uyana Partners LLC. Prior to joining Uyana Partners, he has been involved with DILUDA Analytics since 2021 and worked at IndexPubs S.A. from 2013 to 2022. Outside of financial advising, he is the proprietor and president of DILUDA Analytics, a company that develops supervised learning prediction models for soccer analytics. Uyana Partners serves individual, high-net-worth, and ultra-high-net-worth clients as well as corporations, including insurance companies and a notable non-U.S. clientele. The firm offers portfolio management and financial planning through a technology-enabled Step-Up program that incorporates both fundamental and technical analysis, providing diversified model portfolios with ongoing account reviews.

Mckinzie Valverdy is a financial advisor at Bull Market Investment Management, Inc. with 10 years of industry experience. Valverdy holds Series 63 and Series 65 designations and has previously worked at firms including BBVA Global Wealth Advisors, Bank of America, Merrill, Citigroup, and JP Morgan. 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 asset allocations and investment strategies based on client objectives and risk tolerance, utilizing both internal and third-party research, and offers management of portfolios that include equities, fixed income, options, and alternative investments.

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 possessing 12 years of industry experience. She has been managing director at Henderson Insurance since 2012 and co-CEO of The Henderson Financial Group since 2002. Outside of her advisory roles, she is involved in publishing, personal finance coaching, public speaking, and serves as treasurer for a nonprofit organization. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1.1 billion for individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice, utilizing mutual funds, ETFs, individual equities, and third-party managers, employing 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.

Jessica Kaufman is a financial advisor with ACP Capital Management, LLC and holds a Series 66 designation. She has eight years of industry experience, including roles at Mass Mutual Investors Services and Kovack Securities, Inc. In addition to her advisory work, she provides regulatory consulting services through CIMA Financial Regulation Consultants, focusing on transaction surveillance and compliance. ACP Capital Management offers discretionary and non-discretionary investment management to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm uses a blend of proprietary and third-party model portfolios and invests across various asset classes including ETFs, UCITS, structured products, and emerging-market fixed income.

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.