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.

Rosa Rincon is a financial advisor at Bigsur Partners, LLC with five years of industry experience. She holds the Series 65 designation and has been affiliated with BigSur Wealth Management LLC since 2016. BigSur Partners is an independent, fee-based global multi-family office serving high net worth individuals, trusts, corporations, single family offices, and pooled unregistered investment vehicles. The firm offers portfolio management, consulting, consolidated reporting, and family-office services, utilizing a client-specific investment process supported by in-house and third-party research.

Andres Sinclair is a financial advisor with Andbanc Advisory LLC in Miami, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Genesis Fund Management LLC since 2010 and Genesis Investment Advisors LLC since 2005. 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 combining fundamental, technical, and macro analysis, customizing asset allocation across a range of investment vehicles.

Lorenzo Pereira Weber is a financial advisor with L&S Investment Advisors, LLC in Miami, FL. He holds a Series 65 designation and has been in the industry for less than one year. Prior to joining L&S Investment Advisors, he worked at Brasil Plural Investment Advisor LLC and has experience in educational roles, including positions at the University of West Florida. L&S Investment Advisors serves individuals, corporate entities, trusts, and institutions, managing approximately $231 million across about 315 accounts. The firm employs a short-term trading style with a higher risk tolerance, utilizing a range of strategies including stocks, ETFs, options, margin transactions, and leveraged investments, and maintains a formal affiliation with Brasil Plural Investment Advisors.

Fernando Toledano is a financial advisor at MARIVA Global Asset Management, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Banco de la Nación Argentina for 12 years. His background includes work with Mariva Capital Markets since 2020. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients. The firm combines fundamental, technical, and macroeconomic analysis with an emphasis on asset allocation, diversification, and scenario-based risk management.

Homero Diaz is a financial advisor at Castleview Partners, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kovack Securities, HSBC, and Advisory Investor Services LLC. Outside of his advisory role, Diaz has engaged in food delivery services through platforms such as Instacart and Amazon Flex. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering both discretionary portfolio management and access to third-party money managers. The firm utilizes a combination of internally managed models, third-party strategies, and direct holdings tailored to client objectives, supported by its aiAlpha platform that also services other registered investment advisers.

Pedro Arduino is a financial advisor at Bull Market Investment Management, Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Citigroup and Citibank in various roles from 2016 to 2020. He is based in Miami, FL. Bull Market Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of strategies including equities, fixed income, options, and alternative investments.

Isaac Wakszol is a financial advisor at Activest Wealth Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has served as Owner and President of Meod 26, Inc., a management consulting company, since 2010. In addition, he is the Managing Member of 3W Hotels LLC and holds ownership interests in several non-investment related entities. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutions. The firm employs committee-managed model strategies that incorporate equities, fixed income, commodities, real estate, and alternative investments, and serves a notable international client base.

Francisco Garcia Lozano is a financial advisor at MMBG Investment Advisors Co. He holds a Series 65 designation and has been in the industry since 2016, with prior experience at Morales y Guerra Capital Asesores before joining MMBG in 2021. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up fundamental security selection and maintains notable international relationships that support its capacity for global investments.

Franco Tucciarelli Herrera is a financial advisor at Precise Investment Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Insight Securities Inc and Private Portfolio, Inc. Herrera is involved with Global Distribution Partners LLC, where he coordinates fund distribution and manages relationships between wholesalers and asset managers in Latin America. Precise Investment Management provides discretionary portfolio management services to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm offers single managed accounts, sponsored wrap programs, and distinct investment programs, leveraging sub-advisory portfolio managers selected through country-specific research and annual due diligence.

Ignacio Pakciarz is a financial advisor at BigSur Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with BigSur Wealth Management and BigSur Partners since 2007. Pakciarz serves on the Board of Overseers at New York University’s Stern School of Business and is a member of the Board of Directors for Avespa, a biotech company specializing in algae production. BigSur Partners is a global multi-family office and SEC-registered investment adviser that provides portfolio management, consulting, and family office services to high net worth individuals, trusts, corporations, and pooled investment vehicles. The firm combines proprietary and third-party research on an open architecture platform and employs a range of investment strategies including discretionary management and third-party manager oversight.

Masahiro Yamazaki is a financial advisor at Oxler Private Wealth with 17 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer & Co Inc before joining Oxler Private Wealth in 2020. Oxler Private Wealth serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, providing portfolio management, financial planning, pension consulting, and related services. The firm manages approximately $540 million in assets and employs a tailored investment approach that includes discretionary and non-discretionary arrangements, utilizing independent managers and a broad range of investment options.

Juan Venegas is a financial advisor at Andbanc Advisory LLC in Miami, FL, holding a Series 65 designation with 12 years of industry experience. He has been associated with Andbanc Advisory LLC since 2009 and Andbanc Brokerage LLC since 2017. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm manages approximately $872 million across a team of ten advisors and employs an open-architecture investment approach that integrates fundamental, technical, and macro analysis tailored to client risk profiles.

Aaron Katsman is a financial advisor with Portfolio Resources Advisor Group, Inc. in Coral Gables, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked with Portfolio Resources Advisor Group since 2008 and with Lighthouse Capital Ltd since 2009. Outside of his advisory role, Katsman is the author of a book on retirement and global investing, writes a weekly personal finance column for the Jerusalem Post, and serves as chairman of a synagogue board as well as a board member for a nonprofit organization focused on poverty. 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, model portfolios, and impact strategies, managing approximately $122 million in regulatory discretionary assets as of August 2025.

George Don is a CFP® with 13 years of industry experience, currently serving at Signet Financial Management, LLC. His prior roles include positions at UBS Financial Services Inc. and Taxfyle. In addition to his advisory work, he offers insurance products as a broker through multiple companies, including an affiliated firm. Signet Financial Management provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary approach using both fundamental and quantitative analysis to construct diversified portfolios.

Lesley Winston is a financial advisor with E. A. Horwitz LLC in North Miami, FL, holding a Series 63 designation and 31 years of industry experience. She has worked at LaSalle St. Securities, Western International Securities, and Insurance & Financial Services, Inc. Outside of advising, she serves as president and chairman of the Endow America Network Foundation and is involved in philanthropic advisory services through her own firm. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm offers services including retirement and college planning, estate and wealth-transfer advice, and planned giving, supported by institutional trading and compliance infrastructure.