Rodrigo Borba is a financial advisor at Andbanc Advisory LLC in Miami, FL, holding Series 65 and Series 63 credentials with five years of industry experience. His prior roles include positions at West Investimentos LLC and West Investimentos Brasil, as well as experience at Itau-Unibanco Bank Brazil and Citibank Brazil. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm operates on an open-architecture basis, utilizing internal research and third-party managers to construct diversified portfolios across various asset types, and serves a client base that includes both U.S. and non-U.S. investors.

Karina Hinkelmann is a financial advisor at MG&A Wealth with Series 65 and Series 63 licenses and 13 years of industry experience. She has worked at MG&A Wealth since 2017 and has held roles at Stonex Securities Inc. and HSBC Securities (USA) Inc. She operates as a wealth advisor within the MG&A team structure. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customized portfolio management through various platforms and conducts due diligence on private investment opportunities, including those sponsored or managed by the firm.

Alexandra Valdes is a financial advisor with Azzendo Wealth Advisors, holding a Series 65 designation and 11 years of industry experience. She has been associated with Cathy Pareto and Associates since 2014. Azzendo Wealth Advisors is an SEC-registered firm that provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and pension/retirement plan sponsors. The firm manages approximately $300 million in client assets and serves a client base including high-net-worth individuals and household accounts, delivering discretionary portfolio management and comprehensive financial planning services.

Carlos Younes Padilla is a financial advisor at Bulltick Wealth Management, LLC in Miami, FL, with 20 years of industry experience. He holds the Series 66 designation and has been with Bulltick since 2015. Outside of his advisory role, he owns and consults for a restaurant business called Juicense and an import and sale fresh produce company, Mr. Specialties, LLC. Bulltick Wealth Management provides investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines macroeconomic analysis with fundamental and technical security research and offers proprietary model portfolios along with financial planning and consulting services.

Felipe De Azambuja is a financial advisor at Brainvest Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Fininvesta SA and Octogone Gestion SA, with additional experience at Edmond de Rothschild (Suisse) SA. Brainvest Wealth Management primarily serves high-net-worth individuals as well as 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 acts as portfolio manager for both U.S. and non-U.S. pooled vehicles, utilizing a range of investment methods including fundamental, quantitative, and technical analysis.

Cesar Labarthe is a financial advisor with ACP Capital Management, LLC in Miami, FL. He holds a Series 65 designation and has one year of industry experience. Prior to joining ACP Capital Management, he worked at Inteligo Bank and Inteligo SAB. ACP Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, separately managed accounts, and institutional/private fund clients. The firm uses a mix of in-house and third-party investment models and offers portfolio management primarily through ETFs, mutual funds, and UCITS.

Javier Ojeda Garcia is a financial advisor with Uyana Partners LLC in Miami, FL, holding a Series 65 license and bringing four years of industry experience. He also serves as a Relationship Manager at Insignium Wealth Management AG, a role he has held since 2016. Outside of investment management, he is Head of Operations and Accounting at Alpina Brands GmbH, a non-investment-related business. Uyana Partners serves individual and corporate clients, including high-net-worth and ultra-high-net-worth individuals, offering portfolio management, financial planning, and a technology-driven model portfolio program. The firm constructs individualized Investment Policy Statements and combines fundamental and technical analysis to build diversified portfolios, managing assets directly or through third-party managers under discretionary authority.

Andres Paladino is a financial advisor at Bull Market Investment Management, Inc. in Miami, FL, holding a Series 66 designation with six years of industry experience. He has worked at Bull Market Securities since 2020 and was previously with Bull Market Brokers SA from 2016 to 2018. Paladino also operates as a self-employed financial advisor. 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 uses customized portfolios and third-party macroeconomic research combined with internal analysis, employing a range of strategies across equities, fixed income, options, and alternative investments.

Juan Gonzalez is a financial advisor at Altfest Personal Wealth Management with one year of industry experience. He previously worked at Oak Street Funding for three years and Opes Consulting, Inc for six years. Gonzalez holds a Series 65 designation. Altfest Personal Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing investment management, financial planning, and ERISA fiduciary services. The firm manages customized portfolios primarily on a discretionary basis, employing fundamental, technical, and cyclical analysis, and offers both 3(21) and 3(38) retirement-plan services along with participant education and consulting.

Ana Arguello is a CFP® professional with 10 years of industry experience. She is affiliated with Azzendo Wealth Advisors and has previously worked at Cathy Pareto & Associates. Azzendo Wealth Advisors is an SEC-registered firm that provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and pension plan sponsors. The firm manages approximately $300 million in assets and serves high-net-worth individuals and household accounts, employing a discretionary portfolio management approach tailored to client goals and risk tolerance.

Javier Martinez is a CFA® charterholder with six years of industry experience. He is currently with MARIVA Global Asset Management, LLC and has worked previously at Banco Mariva. He operates between MARIVA Global Asset Management and Mariva Capital Markets. MARIVA Global Asset Management, LLC 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, focusing on asset allocation, diversification, valuation, and scenario-based risk management.

Rene Negron is a financial advisor with Sierra Capital LLC in Miami, FL, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at BigSur Partners LLC, KKR & Co, and Evercore Group LLC. Sierra Capital serves ultra-high net worth individuals, institutions, and charitable organizations with customized investment strategies, including portfolio management, financial planning, and manager-of-managers selection. The firm’s approach emphasizes asset allocation and blending third-party managers across diverse investment types, including alternatives and structured products, for a client base that notably includes a significant non-U.S. and institutional component.

Alejandro Grillo is a financial advisor at Azzendo Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at the University of Florida and Christopher Columbus High School. Azzendo Wealth Advisors is an SEC-registered investment adviser managing approximately $300 million in client assets. The firm provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and plan sponsors, using discretionary strategies tailored to client goals and risk tolerance.

Jose Rivas Morales is a CFA® charterholder with 14 years of industry experience. He is currently with Bulltick Wealth Management, LLC, where he has worked since 2022. Prior to that, he was employed at Credit Suisse and UBS. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental and technical security analysis, offering portfolio management across various asset classes as well as financial planning and consulting services.

Francisco Grether is a financial advisor with MARIVA Global Asset Management, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Citigroup, UBS Securities LLC, and Morgan Stanley & Co. LLC. He also serves as Managing Director at Mariva Capital Markets, an affiliated broker-dealer. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis, focusing on asset allocation, diversification, valuation, and scenario-based risk management to manage primarily separate accounts.

Juan Carvallo is a financial advisor at LifeInvest Wealth Management, LTD with seven years of industry experience. He holds the Series 63 and Series 65 designations and has been with LifeInvest since 2018. Carvallo also serves as a director at Econoinvest Capital, a business financial advisory and real estate firm based in Venezuela, among other directorship roles in related entities. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients who advise wealthy individuals and families, as well as high-net-worth individuals. The firm employs a fundamental analysis-driven investment approach with diversified portfolio allocations and offers both discretionary and non-discretionary management alongside consulting services in mergers and acquisitions, private equity, and estate planning.

James Anderer is a financial advisor at 4 Thought Financial Group Inc. with two years of industry experience and holds a Series 66 designation. His background includes roles in insurance and marketing consulting, and he is the owner and creative director of Mega Code LLC, a business consulting firm specializing in marketing, creative production, and branding. He also serves as fractional CMO for Automatic Manufacturing Systems, Inc., which manages multiple brands in manufacturing and design. 4 Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individuals, family offices, trusts, and institutions. The firm employs a Multi-Method Investing® framework and Risk Premium Capital Allocation, offering model-driven and customizable strategies across various asset types, along with research publishing and support for other advisors through sub-advisory and solicitation arrangements.

Jamel Gordon is a CFP® professional at Rose Capital Advisors, LLC with 17 years of industry experience. He has held roles at Saxony Securities Inc., Provenance Wealth Advisors, Raymond James Financial Services, and Edward Jones. 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 alongside individualized portfolio management.

Julio Lopez Brito is a CFP® with nine years of industry experience, currently serving as a financial advisor at Sensible Money, LLC since 2021. He previously worked at Portfolio Resources Advisors Group from 2018 to 2021 and New York Life Insurance Co from 2016 to 2018. Sensible Money provides ongoing financial planning and discretionary investment management to individuals, trusts, estates, retirement plans, and charitable organizations, focusing on clients in or near retirement. The firm employs a comprehensive model called the Juicing® Experience and utilizes diversified portfolios with liability-driven investing techniques, often engaging Independent Managers to implement strategies.

Marcus Ayres is a financial advisor at Maceratio LLC in Miami, FL, holding a Series 65 designation with three years of industry experience. He has been with Maceratio Capital LLC since 2021 and has prior work experience at Prontomec USA Inc. from 2005 to 2021. Outside of advisory work, he is involved with Caravaca 116 LLC, a real estate investment company. Maceratio serves high-net-worth, accredited investors including U.S. residents, non-U.S. persons, and institutional clients such as investment companies and other advisers. The firm provides non-discretionary portfolio recommendations focused on ETFs, single-stock selections, and private equity referrals, emphasizing diversified exposure to companies, sectors, regions, and thematic ETFs for long-term growth.