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.

Todd Gross is a financial advisor at Powell Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Powell Investment Advisors since 2011. Outside of his advisory role, he is a minority owner of PIA Integrated LLC, an agriculture-related business. Powell Investment Advisors is a fee-only registered investment adviser serving primarily high-net-worth individuals and related pooled investment vehicles. The firm manages discretionary portfolios with an investment process that includes risk assessment, asset allocation, and a blend of fundamental, technical, and cyclical analysis, and it also acts as a private fund adviser and sponsor for affiliated closed-end funds.

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 at Corrales & Co. with one year of industry experience. He holds Series 65 and Series 63 licenses. In addition to his advisory roles, Ortega is involved with Roman Venture Capital LLC and has served in the United States Army Reserve since 1998. Corrales & Co. provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a variety of investment methods and offers discretionary account management, educational seminars, and access to third-party managers and alternative investment vehicles.

Carlos Gribel is a Series 66-licensed financial advisor with Andbanc Advisory LLC, where he has worked since 2015. He has 16 years of industry experience and serves as CEO and a board member of the firm. Gribel also holds board positions with Andbank Brazil and the nonprofit If You Foundation. 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 that integrates fundamental, technical, and macro analysis, customizing asset allocation across multiple asset classes.

Juan Sanchez is a financial advisor at Activest Wealth Management, LLC in Aventura, FL, holding Series 63 and Series 65 credentials with six years of industry experience. Prior to joining Activest in 2020, he worked at Barclays Capital Inc. and held roles at Cornell University and Ferremundo S.A. Activest Wealth Management delivers discretionary portfolio management, financial planning, family office coordination, and sub-advisory services to individuals, high-net-worth clients, foundations, endowments, and international institutional clients. The firm employs a committee-driven investment process featuring multi-asset strategies with an explicit international focus and offers performance-based fee arrangements for qualified clients.

Maria Elizabeth Lacasa is a CFP®-certified financial advisor with 20 years of industry experience, currently serving as a Senior Wealth Advisor at Kaufman Rossin Wealth, LLC. Her prior experience includes roles at ACP Securities LLC, IFB Wealth Management, LLC, and Mercantil Commercebank. In addition to her advisory work, she is an adjunct professor at Miami Dade College, where she teaches basic finance courses. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans, offering investment management, financial planning, and employee benefit plan advisory services. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach, utilizing diversified asset allocation, third-party sub-advisors, and regular client reporting.

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.

Arie Zoldan is a financial advisor at Vizcaya Capital, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Vizcaya Capital since 2019, following roles at Asesorias Zoldan Florsheim Limitada and Octogone S.A. Outside of advisory work, he owns a Chilean pizza business, Comercial TPF Limitada. Vizcaya Capital primarily serves high-net-worth individuals and sophisticated or institutional investors, providing discretionary and non-discretionary portfolio management, sub-advisory services, and investment advisory to private pooled funds and segregated portfolios. The firm is notable for its involvement with private funds and a significant non-U.S. investor base.

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.

Elizabeth Van Walleghem is a financial advisor with MAXIMAI Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at MAXIMAI since 2016 and previously spent three years with Global Investor Services. Beyond her advisory role, she serves as Managing Director of Cocovan Corp and is involved as a manager and registered agent in private equity ventures Painted Paw Ventures LLC and Vanmax Capital LLC. MAXIMAI provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, businesses, and institutional clients. The firm employs a combination of macro analysis, fundamental and technical methods, and accesses various traditional and alternative investments, including private equity and hedge funds, with a focus on larger international client relationships.

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.

Philip Hackleman is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at Tiempo Capital Partners, where he has worked since 2023. Prior to this, he held roles at Lion Capital Advisors, Octogone NA Inc, and several other firms. Hackleman also serves as a business consultant for a medical plans advisory firm during non-trading hours. Tiempo Capital Partners advises high net worth individuals, trusts, estates, charitable organizations, and business entities, offering fee-based custom investment management along with family office and alternative investment consulting. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis and manages a significant portion of assets on a non-discretionary basis.