Arturo Don Duasso is a CFP® professional with eight years of industry experience. He has worked at Bayshore Wealth Advisors since 2020 and previously held positions at Citigroup and Wells Fargo. Bayshore Wealth Advisors is a fee-only registered investment adviser serving individuals, trusts, family entities, private foundations, and qualified retirement plans. The firm employs an evidence-based, buy-and-hold investment approach focused on diversified, low-turnover exposure through passively managed mutual funds and ETFs.

Douglas Goldstein is a CFP® with 31 years of industry experience and has been with Portfolio Resources Advisor Group, Inc. since 2008. He also serves as director of Profile Investment Services and Profile Family Office, focusing on financial consulting and philanthropic services for wealthy clients. Goldstein is an author of several financial books and contributes writings to the Jerusalem Post, in addition to delivering lectures to various organizations. Portfolio Resources Advisor Group provides discretionary portfolio management and financial planning services to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach utilizing third-party platforms and impact/SRI strategies, managing approximately $122 million in regulatory discretionary assets as of August 2025.

Alexandra Valentin is a financial advisor at Tiempo Capital Partners with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Tiempo Capital Partners, she worked at JPMorgan Securities LLC and UBS International Inc. Valentin is also the president of Carmen Consulting Group, a consulting company. Tiempo Capital Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $911 million with a focus on fee-based investment management, consulting, and family-office style advisory services. The firm employs a tactical allocation approach using various analytical methods and offers both discretionary and non-discretionary management alongside family-office technology and outsourced CIO services.

Jaime Del Valle Castillo is a financial advisor at Bulltick Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at WLT Partners and Instituto Tecnológico Autónomo de México. He also manages Jadrija Investments LLC, an investment holding company assisting his father in oversight activities. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles. The firm combines macroeconomic analysis with fundamental and technical security analysis and offers proprietary model portfolios alongside financial planning and consulting services.

Henrique Lucena is a financial advisor at Laidlaw Wealth Management LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, including high net worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolios using strategic asset allocation and a range of investment products, employing methods such as Modern Portfolio Theory and fundamental and technical analysis.

Ricardo Larrazabal is a financial advisor at Portfolio Resources Advisor Group, Inc. with 10 years of industry experience. He holds a Series 65 designation and has worked at Portfolio Resources Group since 2016. Additionally, he serves as Executive Director of Solfin Casa de Bolsa, a Venezuelan securities brokerage firm, where he supervises accounting and administrative duties. 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 approximately $122 million in regulatory discretionary assets as of August 2025.

Preston Byrnes is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Prudential and Florida Financial Advisors. Guerra Wealth Advisors serves individuals, trusts, and small to mid-sized businesses, offering discretionary investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversified use of equities, cash, ETFs, and mutual funds, relying on third-party model managers and delivering advisory services through a wrap fee program.

Eleazar Garzon is a financial advisor with BCP Advisors LLC in Miami, FL, holding a Series 65 credential and three years of industry experience. He has been with BCP Advisors since 2018 and has prior experience with Capital Markets Argentina dating back to 2009. 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 across about 3,900 client accounts using an algorithm-driven, model portfolio approach based on Modern Portfolio Theory.

Darin Schatzman is a financial advisor at Kaufman Rossin Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including NFP Securities, Inc., Gallagher Benefit Services, and Triad Advisors. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans, offering investment management, financial planning, and employee benefit plan advisory services. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, diversified asset allocation, and ongoing portfolio monitoring.

Rogerio De Carvalho Junior is a financial advisor with Aston Capital Management in Coral Gables, FL. He holds a Series 65 designation and has two years of industry experience. Prior to joining Aston Capital Management, he worked at Banco do Brasil S.A. for one year. Aston Capital Management advises primarily pooled investment vehicles and high-net-worth qualified clients, offering discretionary and non-discretionary portfolio management along with integrated financial planning. The firm employs a manager-of-managers approach using a proprietary allocation model and manages several private funds, including those focused on real estate investments for non-U.S. persons.

Joseph Landesman is a financial advisor at Corrales & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms including UBS Financial Services and Alvarium Investment Managers. Outside of advising, he is an independent life insurance agent and also works as an account executive selling software solutions to small businesses. Corrales & Co. serves individual and high-net-worth clients through portfolio management and financial planning, offering both discretionary and non-discretionary advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory to tailor investment strategies documented in written Investment Policy Statements.

Max Paez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation. He has four years of industry experience, including roles at Guerra Wealth Advisors since 2022 and prior positions at Cash Flow Deals, Texas Roadhouse, Gap Inc, and Codiexport. Guerra Wealth Advisors serves 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 use of equities, cash, ETFs, and mutual funds while using platform providers and third-party model managers to support portfolio management.

Anita Patel is a CFA® charterholder with over 21 years of experience in the financial industry. She has been with Bravias Capital Group, LLC since 2021 and previously worked at Cambridge Investment Research Advisors, Inc. from 2010 to 2021. In addition to her advisory role, she provides management consulting focused on charitable gift giving strategies and teaches financial education workshops. Bravias Financial is a six-advisor team serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm uses a risk-based model portfolio approach blending various asset classes and integrates financial planning into most investment management engagements.

Diego Monteverde is a financial advisor at Miura Investment Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at Miura Capital, LLC, Multiplicas Casa de Bolsa, Venezolana de Proyectos Integrados VEPICA, and Opeconca. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, offering non-discretionary investment advice, portfolio management, and asset allocation services. The firm employs both long- and short-term strategies with a focus on income and principal preservation and requires client approval for all transactions.

Luciana Mann is a financial advisor at Inter Advisors LLC with a Series 66 designation and three years of industry experience. She has worked at Inter Securities LLC since 2023 and has been involved with Inter&Co Payment, Inc. since 2007. Inter Advisors LLC is an SEC-registered investment adviser serving high-net-worth individuals, businesses, trusts, pension and profit-sharing plans, and other institutional investors. The firm employs a combination of fundamental, technical, and quantitative analysis to manage diverse portfolios that include domestic and international equities, fixed income, ETFs, mutual funds, alternative investments, and fee-based annuity products.

Felipe Chediak Bueno is a financial advisor at Uyana Partners LLC with six years of industry experience. He holds a Series 65 credential and has worked at Insignium Asset Management, LLC since 2018, as well as Insignium Wealth Management AG since 2011, where he serves as a Non-Executive Director. Uyana Partners serves individual, high-net-worth, ultra-high-net-worth, and corporate clients, including insurance companies and a significant non-U.S. client base. The firm offers portfolio management and financial planning through its technology-enabled Step-Up program, combining fundamental and technical analysis to create diversified model portfolios with ongoing reviews and rebalancing.

Baylor Lancaster Samuel is a financial advisor with Amerant Investments, Inc. and holds a Series 66 license. He has four years of industry experience, including prior roles at 1919 Investment Counsel and CV Advisors. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets through a combination of discretionary and non-discretionary advisory arrangements. The firm employs investor profiling and model portfolios supported by both in-house and third-party portfolio management, and it operates as a wholly owned subsidiary of Amerant Bank with dual registration as an SEC investment adviser and FINRA broker-dealer.

Enrique Tiburcio is a financial advisor with Bull Market Investment Management, Inc. in Miami, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Deutsche Bank Securities Inc, UBS Financial Services, and Citibank, N.A. 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 customizes asset allocations and strategies based on client profiles, employing a range of investment types and overseeing third-party managers, with a notable presence serving non-U.S. clients and managing structured notes under Regulation S.

Linda Boone is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Meira Wealth. She was previously with The Lubitz Financial Group from 1999 until its transition to Meira Wealth in 2021. Boone is a published author of an investment-related book and serves as a trustee for the Miami Endowment Committee, a nonprofit organization. Meira Wealth provides personalized, fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a blend of passive and active management within a Modern Portfolio Theory framework, managing roughly $318 million in discretionary client assets.

Daisy De La Torre Montoya is a financial advisor at Amerant Investments, Inc. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Citigroup for six years. Outside of her advisory role, she is a manager of two investment companies focused on real estate holdings. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $688 million in assets. The firm utilizes model portfolios, third-party managers, and emphasizes global, multi-asset diversification, operating as a subsidiary of Amerant Bank with combined SEC-registered investment adviser and FINRA broker-dealer registration.