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 17 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer & Co Inc before joining Oxler Private Wealth in 2020. Oxler Private Wealth serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, providing portfolio management, financial planning, pension consulting, and related services. The firm manages approximately $540 million in assets and employs a tailored investment approach that includes discretionary and non-discretionary arrangements, utilizing independent managers and a broad range of investment options.

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.

Aaron Katsman is a financial advisor with Portfolio Resources Advisor Group, Inc. in Coral Gables, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked with Portfolio Resources Advisor Group since 2008 and with Lighthouse Capital Ltd since 2009. Outside of his advisory role, Katsman is the author of a book on retirement and global investing, writes a weekly personal finance column for the Jerusalem Post, and serves as chairman of a synagogue board as well as a board member for a nonprofit organization focused on poverty. 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, model portfolios, and impact strategies, managing approximately $122 million in regulatory discretionary assets as of August 2025.

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.

Jessica Bryan is a financial advisor at VIM Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her background includes roles in education and financial services, including positions at Cushman School, Primerica, and Future Empowered, LLC. She also operates Jess Bryan, Inc., an entrepreneurial venture she has managed for ten years. VIM Wealth Management provides investment advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm uses a proprietary strategic asset-allocation methodology and combines multiple analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Samuel De Vita is a financial advisor at Miura Investment Advisors, Inc. based in Miami, FL. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Santander and Morgan Stanley (E-Trade), as well as academic experience at Loyola University Chicago. Miura Investment Advisors provides portfolio management and asset allocation services primarily to individual and high-net-worth clients, with a notable focus on offshore and non-U.S. individuals, corporations, and other entities. The firm operates on a non-discretionary basis, employing both long- and short-term strategies and using technical and cyclical analysis.

Daniel Espinosa is a financial advisor with AlTi Wealth Management (US International), Inc. He holds a Series 65 designation and has 15 years of industry experience. Since 2010, he has worked at Guggenheim Partners Latin America, Inc. alongside his current role. AlTi Wealth Management provides comprehensive investment advisory services to high-net-worth individuals, trusts, and foundations, offering portfolio construction, manager selection, access to private equity and hedge funds, and related non-advisory services. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis with a manager-of-managers approach and selective use of derivatives and short-term trading.

Sebastian Gomez is a financial advisor at Amerant Investments, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Amerant Investments since 2017, including previous roles at Mariva Global Asset Management, Mariva Capital Markets, LLC, and BigSur Wealth Management. Outside of his advisory work, he serves as a tennis instructor for advanced young players on weekends. Amerant Investments primarily serves affluent and high-net-worth individuals, as well as personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm employs both discretionary and non-discretionary advisory arrangements, structures relationships around investor profiling and model portfolios, and utilizes third-party portfolio managers and technology platforms to support investment management and alternative investment access.

Mateo Alzate is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 credential. He has been with Guerra Wealth Advisors since 2023, with prior experience at Morgan Stanley and Beacon Roofing. Mateo is also licensed as an insurance agent, selling insurance products as part of his business activities. Guerra Wealth Advisors is an SEC-registered firm that serves individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting. The firm employs an active, goal-based investment process with strategic asset allocation and uses third-party model managers for portfolio construction and administration.

Nicholas Salas is a financial advisor at Maceratio LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bci Securities, Latin Securities Inc, and Wells Fargo Advisors. He is also the manager and shareholder of Risk & Compliance Consulting LLC, which provides regulatory consulting and management services to RIAs, broker-dealers, and other consultants. Maceratio LLC serves high-net-worth accredited investors, including U.S. residents and non-U.S. persons, as well as institutional clients such as investment companies and other advisers. The firm offers non-discretionary portfolio recommendations focused on ETFs, single-stock selections, and potential private equity referrals, emphasizing diversified exposure across sectors and regions for clients able to tolerate significant volatility.

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.

Carlos Carbonell is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Firestone Capital Management Inc. since 2004. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a global asset allocation strategy with client-specific investment policies and regular portfolio rebalancing, combining in-house and external research sources to align investments with clients’ risk tolerance and goals.

Lineo Poll is a financial advisor at Andbanc Advisory LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Scotia Wealth Management for twelve years before joining Andbanc Brokerage LLC. Andbanc Advisory LLC manages approximately $872 million across a team of ten advisors, providing 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 that integrates fundamental, technical, and macro analysis, tailoring asset allocation to client risk profiles across various investment vehicles.

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.

Thomas Pelham Jr. is a CFP® with seven years of industry experience, currently serving as an advisor at Kaufman Rossin Wealth, LLC since 2019. He has prior experience with Totalbank and holds a leadership role as president and licensed insurance agent at KR Financial Services. Pelham also acts as a principal in business consulting at Kaufman, Rossin & Co. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans by providing investment management, financial planning, and employee benefit plan advisory services. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, utilizing third-party sub-advisors and platforms to support diversified asset allocation and ongoing portfolio management.

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.

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.