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.

Alon Ozer is a Series 65-licensed advisor at Omnia Family Wealth, LLC with eight years of industry experience. He has worked at Omnia since 2018 and previously at Five Oaks Advisory, LLC, and the Greater Miami Jewish Federation. He serves on the investment committee of the J-Impact Fund I and advises Square One Labs in Tel Aviv on portfolio due diligence and structure. Omnia Family Wealth advises individuals, high-net-worth families, trusts, estates, charitable organizations, businesses, and pooled investment vehicles, offering wealth management, financial planning, and portfolio management services. The firm follows a goal-driven, long-term approach that integrates tax, estate, and insurance structuring, and is notable for its active role in private funds and pooled vehicles as fund manager and consultant.

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 in Miami, FL, holding Series 63 and Series 66 licenses with three years of industry experience. His prior experience includes roles at Miura Capital, LLC, Consultores Grupo Kapital, and Universidad Metropolitana. Carvallo also serves as a portfolio manager and registered broker with a part-time commitment to related investment activities. LifeInvest Wealth Management serves primarily high-net-worth individuals, families, and institutional clients, managing approximately $300 million across about 260 clients. The firm provides fee-based portfolio management, consulting services, and optional access to cryptocurrency trading platforms, employing a strategic investment approach that incorporates fundamental analysis and diverse instruments.

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.

Miguel Rodriguez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Guerra Wealth Advisors, he worked at Consolidated Credit. He is also an insurance agent, deriving a significant portion of his compensation from selling insurance products. 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 employs an active, goal-based investment approach with strategic asset allocation and uses third-party model managers and platform providers for portfolio construction and administration.

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.

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, 65, and 66 licenses and has previously worked at Blue Capital Advisors, LLC and Goldman, Sachs & Co. Outside of his advisory role, he is an investor in Convision 20/20, 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 pooled investment vehicles. The firm employs a combined top-down macroeconomic and bottom-up fundamental and technical analysis approach, with a particular focus on U.S. real estate investments and management of affiliated private funds.

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.