Mariana Avila Murati is a financial advisor at Activest Wealth Management, LLC in Aventura, FL. She holds a Series 65 credential and has six years of prior experience at RBC Dominion Securities. Mariana joined Activest Wealth Management in 2026. Activest Wealth Management offers discretionary portfolio management, financial planning, and family office coordination to a range of clients including individuals, high-net-worth clients, foundations, endowments, and international institutions. The firm utilizes a committee-driven investment process and is noted for its international orientation and performance-based fee arrangements for qualified clients.

Miguel Cardoso is a financial advisor with Andbanc Advisory LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Andbanc Advisory since 2015 and is also affiliated with Andbanc Brokerage. 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, customizing asset allocation based on client risk profiles across a range of asset classes.

Carlos Pedroso is a financial advisor at Sierra Capital LLC in Miami, FL, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pangea Asesores LLC from 2019 to 2021. 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 an asset allocation and manager-of-managers approach, using a broad set of instruments and strategies to implement client investment policies.

Maria Teresa Felix Cubero is a financial advisor at Sierra Capital LLC in Miami, FL, holding a Series 65 designation with three years of industry experience. Her background includes roles at International Finance Bank and Sabadell Bank, as well as academic experience at Universidad de Valencia and the University of North Carolina. She also pursued full-time education, completing an MBA and studying for the CFA exam. Sierra Capital provides advisory services to ultra-high net worth individuals, institutions, and corporate clients, employing a manager-of-managers approach that incorporates diverse investment strategies and asset classes. The firm manages approximately $1.5 billion in client assets and has expertise in international and Latin American capital markets.

Juan Carvallo is a financial advisor at LifeInvest Wealth Management, LTD with two years of industry experience. He holds the Series 66 and Series 63 credentials and has worked at Miura Capital, LLC and Consultores Grupo Kapital, as well as Universidad Metropolitana. LifeInvest Wealth Management serves high-net-worth individuals, families, and institutional clients, managing approximately $300 million through an eight-advisor team. The firm’s investment approach focuses on fundamental analysis and strategic allocation, utilizing a wide range of securities and offering supplemental consulting services including merger and acquisition support and estate-planning consulting.

Bryant Ruano is a financial advisor at Corrales & Co. in Miami, FL, holding a Series 65 license with nine years of industry experience. His prior roles include positions at Imperio Wealth Advisors, Mariner Platform Solutions, and Mass Mutual. He also owns True North Business Advisory, LLC, through which he provides business consulting services. Corrales & Co. offers portfolio management and financial planning services to individual and high-net-worth clients, using a combination of fundamental, quantitative, and technical investment methods. The firm utilizes outside managers, alternative investments, and a mix of trading strategies, supported by educational resources and due diligence on third-party managers.

Antonio Camejo is a financial advisor with Portfolio Resources Advisor Group, Inc. in Coral Gables, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Portfolio Resources Advisor Group since 2007 and has been affiliated with Portfolio Resources Group, Inc. since 1992. Outside of his advisory role, he serves as President of the Board for Investment Resources Int'l Inc., a company providing administrative services. Portfolio Resources Advisor Group offers discretionary portfolio management, financial planning, and a variety of 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/SRI strategies, managing approximately $122 million in discretionary assets as of August 31, 2025.

Issa Hurtado is a financial advisor with MARIVA Global Asset Management, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining MARIVA in 2022, Hurtado worked at Creand Securities and Banco Sabadell. Outside of finance, Hurtado owns Picture Element LLC, a personal photography venture focused on building a following on Instagram. MARIVA Global Asset Management provides investment supervisory services and financial planning primarily to high net worth individuals, corporations, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis with both long- and short-term trading strategies, emphasizing asset allocation, diversification, and scenario-based risk management.

Ross Furman is a financial advisor with Regal Advisory Services, Inc. in Miami, FL, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Regal Securities since 2011. Outside of his advisory role, he is president of Wall Street Rabbi LLC, a business focused on investing, and owns Mint PH Capital LLC, which invests in approved private securities transactions. Regal Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to platforms including RBC and Hilltop/Envestnet, using a blend of fundamental and quantitative research tailored to client objectives.

Gabriela Corominas is a financial advisor at Storge with five years of industry experience and holds a Series 65 designation. Her prior work includes roles at International Compliance Solutions LLC and freelance consulting. She is also a sales associate at Avanti Way Realty. Storge Partners provides fee-based investment advisory and portfolio assessment services primarily to high-net-worth individuals and families, focusing on strategic asset allocation to reduce risk and improve mid- to long-term performance. The firm manages approximately $708.4 million and typically operates on a non-discretionary basis.

Nancy Baquero Jimenez is a Series 65 licensed financial advisor with Portfolio Resources Advisor Group, Inc. She has 15 years of industry experience and has been with Portfolio Resources Group, Inc. since 2008. Outside of her advisory role, she is involved in real estate as a licensed REALTOR and property manager, and serves as president of the Villa Brickell Condominium Association board of directors. 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 assets according to client-specific investment guidelines.

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.

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.

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.

Mauricio Saias is a financial advisor at Activest Wealth Management, LLC with a Series 65 credential and four years of industry experience. He has been with Activest Wealth Management since 2018 and previously worked at Citigroup Inc. for one year. He also has experience at Nova Southeastern University from 2017 to 2019. Activest Wealth Management provides discretionary portfolio management, financial planning, and family office coordination for individuals, high-net-worth clients, foundations, endowments, and international institutional clients. The firm employs a committee-driven investment process encompassing multiple asset classes and offers model and customized portfolios, with a particular focus on international markets and performance-based fee arrangements for qualified clients.

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.

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.

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.

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.

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.