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.

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.

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 worked at firms including MM Intl Adv, Laidlaw Wealth Management, and Wells Fargo Clearing. Brasil Plural Investment Advisor, LLC is an SEC-registered firm managing approximately $201.6 million in assets for individuals, corporations, and institutions. The firm employs a research-driven investment approach that combines third-party macroeconomic research with in-house analysis, utilizing a range of 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.

Marco Berna is a financial advisor at VIM Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Cetera Investment Advisers. Outside of his advisory role, Berna serves on the boards of the Rotary Club, Casa Italia Miami, and a condominium association in Miami Beach, and he is involved in mortgage referral activities for VIM Capital Group in the U.S. and Europe. VIM Wealth Management provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm employs a proprietary strategic asset-allocation approach and integrates multiple analytical methods to tailor and manage diversified portfolios on a discretionary basis.