Nathan Tarr is a financial advisor with Amerity Wealth Management, LLC in Miami, FL, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Skybound Wealth Management USA, Beacon Global Advisor Network, GWM USA, and deVere Group. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm provides discretionary asset management, modular financial planning, retirement-plan consulting, and specialized UK expatriate pension transfer services.

Karla Fitzgerald is a ChFC® credentialed advisor with three years of industry experience. She has worked at Corrales & Co. since 2025 and previously held roles at XPS Capital LLC, Cope Corrales, Brunswick Group, and with Mr. Matthew Garvey. Corrales & Co. provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory methods. The firm offers discretionary account management, educational seminars, and accesses third-party managers and alternative investment vehicles.

Ricardo Sucre is a financial advisor with Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Bolton Global Asset Management. Outside of his advisory work, he is the owner and manager of Sucre Financial, LLC, a firm established to operate Bolton securities and investment advisory businesses. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm employs a model portfolio approach with both discretionary and non-discretionary advisory arrangements, integrating third-party portfolio managers and technology to support unified managed accounts and access alternative investments.

Jorge Tijerino is a financial advisor at VIM Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he owns an IT consulting and networking business, Fix My WiFi, Inc. 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 and uses a combination of macroeconomic, fundamental, quantitative, technical, and qualitative analysis to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Gabriel Bustamante is a financial advisor at Bayshore Wealth Advisors with 21 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to his current role, he was involved with Bayshore Risk Management, LLC and has been with Bayshore Wealth Advisors since 2007. He is also a managing member and director of Sunrise Communications LLC, a non-investment-related communications business. Bayshore Wealth Advisors is a fee-only registered investment adviser serving individuals, trusts, family limited partnerships, private foundations, and qualified retirement plans. The firm employs an evidence-based, buy-and-hold investment approach focused on diversified, low-turnover portfolios using passive mutual funds and ETFs, and manages over $630 million in client assets with a small advisory team.

David Wiley is a financial advisor at Firestone Capital Management Inc with a Series 65 designation. He joined the firm in 2024 and has prior experience at Northwestern Mutual, Saka Financial, Capital Real Estate Tax, and Clearcover. His background also includes roles outside finance, such as work at Eastern Michigan University, Shar Music, and Kaufman Music Center. 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.

Rodrigo Borba is a financial advisor at Andbanc Advisory LLC with five years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with firms including West Investimentos and Itau-Unibanco Bank Brazil. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors, utilizing an open-architecture approach that includes internal research, third-party managers, and affiliate resources. The firm’s cross-border ownership and affiliated brokerage and banking relationships enable it to serve a diverse client base with a range of investment solutions.

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.

Daniel Nunez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and Bank of America. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversified portfolios using equities, cash, ETFs, and mutual funds, and employs third-party model managers and a wrap fee program for portfolio management and reporting.

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.

Ricardo De La Serna is a financial advisor with AlTi Wealth Management (US International), Inc. in Coral Gables, FL. He holds a Series 65 designation and has 21 years of industry experience. Since 2010, he has been associated with Guggenheim Partners Latin America, Inc. AlTi Wealth Management provides investment advisory services to high-net-worth individuals, trusts, and foundations, focusing on portfolio construction, manager selection, and access to private equity and hedge funds. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis, managing approximately $670 million in assets as of December 2024.

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 at ACP Capital Management, LLC in Miami, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Inteligo Bank and Inteligo SAB, where he worked for a total of 12 years before joining ACP Capital Management. ACP Capital Management provides discretionary and non-discretionary investment management services to individual clients, private funds, and institutional accounts. The firm employs model-based and manager-led strategies incorporating ETFs, UCITS, fixed income, and alternative investments, and offers a range of services including separately managed accounts, a wrap fee portfolio program, and private pooled vehicles.

Javier Ojeda Garcia is a financial advisor at Uyana Partners LLC with three years of industry experience. He holds a Series 65 designation and has worked with Insignium Wealth Management AG since 2016, where he serves as a Relationship Manager. Additionally, he is Head of Operations and Accounting at Alpina Brands GmbH, a non-investment business. Uyana Partners serves individual clients across various wealth tiers, including high-net-worth and ultra-high-net-worth individuals, as well as corporate clients, providing portfolio management, financial planning, and a technology-driven model portfolio program. The firm uses a combination of fundamental and technical analysis to build diversified portfolios and offers consolidated reporting and document-management services.

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.

Erick Reinoso is a financial advisor at Guerra Wealth Advisors in Miami, FL, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2012 to 2023. Outside of advising, he owns Reinoso Holdings LLC and is an insurance agent with Guerra Advisors, Inc. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, and estate planning services. The firm employs an active, goal-based investment approach with strategic asset allocation and uses third-party model managers for portfolio construction and administration.

Ashlea Ayer is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Kaufman Rossin Wealth, LLC in Miami, FL. Her prior experience includes roles at Truist Bank and its affiliated investment and advisory services firms, as well as more recent positions at Lion Street Financial and Integrity Alliance, LLC. Kaufman Rossin Wealth provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, charitable organizations, businesses, and retirement-plan sponsors. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, using diversified asset allocation and third-party sub-advisors to support client portfolios.

Carlos Castro Oliveros is a financial advisor at Amerant Investments, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at Amerant Investments since 2021, with prior experience at Amerant Bank and Mercantil Bank. Outside of his advisory role, he is the manager of a company formed to hold a real estate investment property. 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 uses model portfolios and third-party managers to deliver globally diversified, multi-asset investment solutions and operates as a wholly owned subsidiary of Amerant Bank.

Maria Guastella is a financial advisor at Bull Market Investment Management, Inc. in Miami, Florida, holding a Series 66 designation with three years of industry experience. She has worked with various entities within the Bull Market group since 2019 and previously gained experience at Taller de Juanita. Bull Market Investment Management provides discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm customizes asset allocations and investment strategies based on client objectives and risk tolerance, using both third-party research and internal due diligence, and serves a significant non-U.S. client base.

Michael Cantero is a CFP®-certified financial advisor with three years of industry experience. He is currently with Kaufman Rossin Wealth, LLC in Miami, FL, and has prior experience at Seaview Investment Managers and Best Meridian Insurance Co. Cantero also serves as an insurance advisor with KR Financial Services, a related entity. 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 Modern Portfolio Theory-based, buy-and-hold investment approach with diversified asset allocation, ongoing monitoring, and utilizes third-party sub-advisors and platforms to support portfolio management.