Stephen Adekeye is a CFP® and CFA® with three years of industry experience, currently advising at Corrales & Co. He has worked at several firms including SEM Wealth Management, Cope Corrales, Theeli Wealth LLC, XPS Capital LLC, Neptune Beach Capital, and Convergent Advisors. Outside of his advisory role, he is involved in tax preparation, planning, bookkeeping, and forecasting, as well as CEFEX certification and consulting. Corrales & Co. serves individual and high-net-worth clients with portfolio management and financial planning, using a combination of fundamental, quantitative, technical, and charting analysis alongside modern portfolio theory. The firm provides tailored investment programs documented through written Investment Policy Statements and conducts quarterly account reviews.

David Guenoun is a Series 65 licensed advisor with 13 years of industry experience, currently affiliated with Scala Capital LLC in Miami, FL. He is a managing director and managing partner of several investment entities, including Tandem Capital Partners, LLC, which focuses on distressed real estate and consulting for small companies, and Glide Capital, LLC, which manages private investment funds. Outside of his advisory role, he is involved in various family trusts and minority land investments, and holds a directorship at a pastry retail and catering business. Scala Capital serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through model portfolios that employ technical, fundamental, and cyclical analysis alongside various trading strategies. The firm also advises multiple private investment portfolios through affiliated fund structures and offers investment banking and mergers & acquisitions services in selected engagements.

Thais Gruenwald Gaspar is a financial advisor at Brainvest Wealth Management LLC in Miami, FL, holding a Series 65 designation with seven years of industry experience. She has been with Brainvest and its affiliated entities since 2017, including Brainvest Assessoria Financeira. Brainvest Wealth Management primarily serves high-net-worth individuals, 401(k) and pension plans, venture capital funds, and pooled investment vehicle investors. The firm employs a variety of investment methods and offers both discretionary and non-discretionary portfolio management, conducting regular reviews and providing customized client reporting.

Jaime Del Valle Castillo is a financial advisor at Bulltick Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at WLT Partners and Instituto Tecnológico Autónomo de México. He also manages Jadrija Investments LLC, an investment holding company assisting his father in oversight activities. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles. The firm combines macroeconomic analysis with fundamental and technical security analysis and offers proprietary model portfolios alongside financial planning and consulting services.

Eleazar Garzon is a financial advisor with BCP Advisors LLC in Miami, FL, holding a Series 65 credential and three years of industry experience. He has been with BCP Advisors since 2018 and has prior experience with Capital Markets Argentina dating back to 2009. 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 across about 3,900 client accounts using an algorithm-driven, model portfolio approach based on Modern Portfolio Theory.

Joseph Landesman is a financial advisor at Corrales & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms including UBS Financial Services and Alvarium Investment Managers. Outside of advising, he is an independent life insurance agent and also works as an account executive selling software solutions to small businesses. Corrales & Co. serves individual and high-net-worth clients through portfolio management and financial planning, offering both discretionary and non-discretionary advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory to tailor investment strategies documented in written Investment Policy Statements.

Anita Patel is a CFA® charterholder with over 21 years of experience in the financial industry. She has been with Bravias Capital Group, LLC since 2021 and previously worked at Cambridge Investment Research Advisors, Inc. from 2010 to 2021. In addition to her advisory role, she provides management consulting focused on charitable gift giving strategies and teaches financial education workshops. Bravias Financial is a six-advisor team serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm uses a risk-based model portfolio approach blending various asset classes and integrates financial planning into most investment management engagements.

Diego Monteverde is a financial advisor at Miura Investment Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at Miura Capital, LLC, Multiplicas Casa de Bolsa, Venezolana de Proyectos Integrados VEPICA, and Opeconca. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, offering non-discretionary investment advice, portfolio management, and asset allocation services. The firm employs both long- and short-term strategies with a focus on income and principal preservation and requires client approval for all transactions.

Gabriel Levy is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is currently a junior partner, portfolio strategist, and Chief Operating Officer at Fiori Financial Group in Fort Lauderdale, FL. Prior to this, he held roles at Raymond James Financial Services and Liebman Group. Outside of his advisory work, he owns GEL Capital, LLC, a support company created for tax purposes. Fiori Financial Group is an SEC-registered adviser with a four-advisor team managing approximately $565 million for around 224 clients. The firm serves individuals, high-net-worth clients, and retirement plans, employing a multi-disciplinary investment process that incorporates fundamental, technical, and charting analysis alongside strategies such as long-term holdings, short-term trading, and option writing.

Akiva Davis is a financial advisor with Andrew Garrett Inc. in Hollywood, FL, holding a Series 66 designation and 24 years of industry experience. He has worked at Andrew Garrett Inc. since 2006 and previously at Wachovia Securities. Outside of his advisory role, he is involved in business development for a Neurotrax cognitive testing company. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement-rollover advice. The firm employs a multi-platform investment model and serves a broad client base through various advisory programs and fee arrangements.

Lawrence Muscant is a Series 65 licensed advisor with Omnia Family Wealth, LLC, where he has worked since 2024 and has one year of industry experience. Prior to joining Omnia, he served as a senior advisor at The Foundation for Defense of Democracies for ten years and was involved with The Nagen Project. He also serves on the advisory board of Square One Labs, focusing on due diligence and portfolio structuring. Omnia Family Wealth provides wealth management, financial planning, and portfolio management services to individuals, families, trusts, and institutional clients. The firm employs a goal-driven, long-term investment approach and is notable for its active management of pooled investment vehicles and private funds.

Roberto Isasi is a CFP® and Series 63 licensed advisor with 20 years of industry experience. He is currently a member of the team at Portfolio Resources Advisor Group, Inc. Prior to this, he worked at Amerant Bank, N.A. and Davivienda Investment Advisor USA LLC. Outside of his advisory role, he serves on the board of Unikemia, an EdTech company, is a managing member of Uster Advisors LLC, a management and business consulting firm, and volunteers with AARP Florida. Portfolio Resources Advisor Group, Inc. provides discretionary portfolio management, financial planning, and administrative advisory services to a range of clients including individuals, trusts, and charitable organizations. The firm uses a team-based approach with third-party manager platforms to deliver customized asset allocation and manager selection solutions, managing client relationships on a discretionary basis with ongoing monitoring and regular reviews.

Luciana Mann is a financial advisor at Inter Advisors LLC with a Series 66 designation and three years of industry experience. She has worked at Inter Securities LLC since 2023 and has been involved with Inter&Co Payment, Inc. since 2007. Inter Advisors LLC is an SEC-registered investment adviser serving 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 to manage diverse portfolios that include domestic and international equities, fixed income, ETFs, mutual funds, alternative investments, and fee-based annuity products.

Felipe Chediak Bueno is a financial advisor at Uyana Partners LLC with six years of industry experience. He holds a Series 65 credential and has worked at Insignium Asset Management, LLC since 2018, as well as Insignium Wealth Management AG since 2011, where he serves as a Non-Executive Director. Uyana Partners serves individual, high-net-worth, ultra-high-net-worth, and corporate clients, including insurance companies and a significant non-U.S. client base. The firm offers portfolio management and financial planning through its technology-enabled Step-Up program, combining fundamental and technical analysis to create diversified model portfolios with ongoing reviews and rebalancing.

Enrique Tiburcio is a financial advisor at Bull Market Investment Management, Inc. in Miami, FL, holding Series 65 and Series 63 licenses with 12 years of industry experience. His prior work includes roles at Deutsche Bank Securities, UBS Financial Services, and Citizens Bank, among others. Bull Market Investment Management, Inc. offers 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 third-party research and internal due diligence across a range of securities and alternative investments.

James O'Halloran is a financial advisor at MG&A Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MG&A Wealth since 2010. O'Halloran is also a managing member of MG&A Private Capital LLC, where he identifies and presents private equity investments for qualified clients. Additionally, he refers clients to an independent insurance agency for life, health, disability, and long-term care insurance needs. MG&A Wealth provides financial planning, consulting, and investment management to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset classes and manages private investment opportunities through due diligence and client capital placement in firm-sponsored or affiliated funds.

Umberto Perez Jr. is a financial advisor with Castleview Partners, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Castleview Partners since 2015 and Kovack Securities, Inc. since 2016. Outside of his advisory role, he serves as president of UP Capital Management LLC, a business focused on a holistic approach to financial planning. 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 mix of internally managed models and third-party strategies supported by its aiAlpha platform, which delivers operational and trading support to Castleview-managed accounts and other registered investment advisers.

John Cartledge is an investment advisor at Aurora Private Wealth, Inc. with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and UBS Financial Services. Outside of his advisory role, he serves as secretary of the Cartledge Foundation, a private charitable foundation in Savannah, GA. Aurora Private Wealth, Inc. is an SEC-registered adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning and investment management services through a team of 18 advisors and utilizes both firm-designed model portfolios and independent managers within a range of strategies.

Nathan Tarr is a financial advisor with Amerity Wealth Management, LLC in Miami, FL, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Skybound Wealth Management USA, Beacon Global Advisor Network, GWM USA, and deVere Group. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm provides discretionary asset management, modular financial planning, retirement-plan consulting, and specialized UK expatriate pension transfer services.

Karla Fitzgerald is a ChFC® credentialed advisor with three years of industry experience. She has worked at Corrales & Co. since 2025 and previously held roles at XPS Capital LLC, Cope Corrales, Brunswick Group, and with Mr. Matthew Garvey. Corrales & Co. provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory methods. The firm offers discretionary account management, educational seminars, and accesses third-party managers and alternative investment vehicles.