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 and holds the Series 66 designation. He has four years of industry experience, including roles at Mariva Capital Markets LLC, Israel Discount Bank of New York, and Banco Sabadell. Outside of his advisory work, he owns Picture Element LLC, a personal photography venture focused on building a following on Instagram. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients, primarily managing separate accounts. The firm utilizes fundamental, technical, and macroeconomic analysis with an emphasis on asset allocation, diversification, valuation, 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.

Matthew Pohl is a financial advisor at Valley Wealth Managers, Inc. with 22 years of industry experience. He holds the Series 66 designation and previously worked at Bank Leumi USA and Leumi Investment Services, Inc. for 15 years. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, financial planning, and multiple wrap fee programs guided by a proprietary valuation analysis and a tactical asset allocation approach.

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 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Blue Capital Advisors, LLC and Goldman, Sachs & Co. Outside of his advisory role, he is 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, trusts, family offices, corporations, and private pooled investment vehicles. The firm applies a combined top-down macroeconomic and bottom-up fundamental/technical analysis framework, focusing notably on U.S. real estate investments and managing affiliated private funds through both discretionary and non-discretionary services.

Brian Asman is a financial advisor at Valley Wealth Managers, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at Leumi Investment Services Inc. and Bank Leumi USA. He has been with Valley Wealth Managers since 2023. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process, utilizing a mix of equities, fixed income, and cash, with strategic oversight provided by an investment committee.

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.

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 41 years of industry experience. She is currently with Ceeto Capital Group, LLC and was previously with Taplin Canida & Habacht for 31 years. Canida serves on the Board of Directors of Kemper Corporation and is a member of the Investment Advisory Council for the State Board of Administration of Florida. Ceeto Capital Group provides discretionary portfolio management services primarily to high-net-worth individuals, trusts, foundations, endowments, and pension clients. The firm employs a multi-method investment process with a concentrated client base and offers a range of strategies including long- and short-term trading, options, and allocations to alternative investments.

Hilario Itriago Guitian is a CFA® charterholder with five years of industry experience. He is currently with Miura Investment Advisors, Inc., having previously worked at Folionet Financial LLC and Vencred. His career includes roles focused on investment advisory and portfolio management. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients by providing non-discretionary investment advice, portfolio management, and manager-selection services. The firm employs a client-directed process utilizing both long- and short-term strategies, with regular monitoring and formal quarterly reviews.

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.

Alberto Siblesz is a financial advisor at Scala Capital LLC with 18 years of industry experience. He holds a Series 65 designation and has held roles at Glide Capital LLC and Smartinvest Capital LLC. He is also the managing director and chief compliance officer of Iconic Capital LLC. Scala Capital serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio management through model portfolios and employs a range of strategies including technical, fundamental, and cyclical analysis, alongside trading techniques such as options and short sales.

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.

Marco Muricy is a financial advisor at Brasil Plural Investment Advisor LLC with five years of industry experience. He holds a Series 66 designation and has held positions at firms including MM Intl Adv, Laidlaw & Company (UK) Ltd., and Wells Fargo Clearing. Brasil Plural Investment Advisor, LLC is an SEC-registered investment adviser managing approximately $201.6 million in assets with a team serving individuals, corporations, and institutions. The firm provides customized portfolio management using a combination of third-party macroeconomic research and in-house analysis, investing across multiple asset classes including equities, fixed income, options, and alternatives.

Mauricio Armando is a financial advisor at BCP Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has been involved with BCP Advisors, Blue Capital Partners, and Blue Global Realty Corp. since 2010 or earlier. Outside of advisory work, he is a managing member of Venetian Administration, LLC, overseeing maintenance and repairs for residential properties in Miami. 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 in assets across nearly 3,900 accounts using algorithm-driven model portfolios based mainly on ETFs and UCITS.

Jose Corominas is a Series 65 licensed advisor with Storge Partners Economic Studies LLC, where he has worked since 2017. He has four years of industry experience and previously worked independently for one year. Outside of Storge, he serves as CEO of Sievert Partners, a private investment club, and is involved with a non-profit organization providing educational support. Storge Partners Economic Studies LLC offers fee-based investment advisory and portfolio supervision services primarily to high-net-worth individuals, families, and family investment vehicles. The firm employs a strategic asset allocation framework focused on mid- to long-term risk reduction and cost efficiency, delivering non-discretionary recommendations across a broad range of instruments.

Jonathan Binns is a financial advisor with Rose Capital Advisors, LLC in Miami Beach, FL, holding a Series 66 designation and six years of industry experience. His work history includes roles at Rose Capital Advisors and Saxony Securities, Inc. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up fundamental analysis approach complemented by technical indicators and manages private fund-of-funds as well as wrap-fee investment programs.