Daniel Espinosa is a financial advisor with AlTi Wealth Management (US International), Inc. He holds a Series 65 designation and has 15 years of industry experience. Since 2010, he has worked at Guggenheim Partners Latin America, Inc. alongside his current role. AlTi Wealth Management provides comprehensive investment advisory services to high-net-worth individuals, trusts, and foundations, offering portfolio construction, manager selection, access to private equity and hedge funds, and related non-advisory services. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis with a manager-of-managers approach and selective use of derivatives and short-term trading.

Sebastian Gomez is a financial advisor at Amerant Investments, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Amerant Investments since 2017, including previous roles at Mariva Global Asset Management, Mariva Capital Markets, LLC, and BigSur Wealth Management. Outside of his advisory work, he serves as a tennis instructor for advanced young players on weekends. Amerant Investments primarily serves affluent and high-net-worth individuals, as well as personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm employs both discretionary and non-discretionary advisory arrangements, structures relationships around investor profiling and model portfolios, and utilizes third-party portfolio managers and technology platforms to support investment management and alternative investment access.

Mateo Alzate is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 credential. He has been with Guerra Wealth Advisors since 2023, with prior experience at Morgan Stanley and Beacon Roofing. Mateo is also licensed as an insurance agent, selling insurance products as part of his business activities. Guerra Wealth Advisors is an SEC-registered firm that serves individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting. The firm employs an active, goal-based investment process with strategic asset allocation and uses third-party model managers for portfolio construction and administration.

Nicholas Salas is a financial advisor at Maceratio LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bci Securities, Latin Securities Inc, and Wells Fargo Advisors. He is also the manager and shareholder of Risk & Compliance Consulting LLC, which provides regulatory consulting and management services to RIAs, broker-dealers, and other consultants. Maceratio LLC serves high-net-worth accredited investors, including U.S. residents and non-U.S. persons, as well as institutional clients such as investment companies and other advisers. The firm offers non-discretionary portfolio recommendations focused on ETFs, single-stock selections, and potential private equity referrals, emphasizing diversified exposure across sectors and regions for clients able to tolerate significant volatility.

Diego De La Serna Valencia is a financial advisor at Bulltick Wealth Management, LLC with four years of industry experience. He holds the Series 66 designation and has worked at Bulltick Wealth Management since 2022, following roles at Bulltick and Blue Capital Advisors. Prior to his advisory career, he was employed at IBM. Bulltick Wealth Management provides investment advisory services to high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles. The firm employs a combination of macroeconomic analysis and fundamental and technical security analysis to manage portfolios across various asset classes and offers financial planning and consulting services.

Carlos Carbonell is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Firestone Capital Management Inc. since 2004. 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, combining in-house and external research sources to align investments with clients’ risk tolerance and goals.

Lineo Poll is a financial advisor at Andbanc Advisory LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Scotia Wealth Management for twelve years before joining Andbanc Brokerage LLC. Andbanc Advisory LLC manages approximately $872 million across a team of ten advisors, providing 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 that integrates fundamental, technical, and macro analysis, tailoring asset allocation to client risk profiles across various investment vehicles.

Juan Rodriguez Osorio is a financial advisor at Compass Group Investments Solutions LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA and UCAP Asset Management LLC. He is based in Miami, FL. Compass Group Investments Solutions LLC provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, and private investment vehicles. The firm offers customized asset allocations across a broad range of instruments and operates a dedicated alternative asset investment program.

Rafael Delasierra III is a financial advisor at Sierra Capital LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pangea Asesores LLC from 2019 to 2021. He has been associated with Sierra Capital since 1998. 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 a manager-of-managers approach and emphasizes asset allocation, using a broad range of instruments and strategies to implement investment policies.

Thomas Pelham Jr. is a CFP® with seven years of industry experience, currently serving as an advisor at Kaufman Rossin Wealth, LLC since 2019. He has prior experience with Totalbank and holds a leadership role as president and licensed insurance agent at KR Financial Services. Pelham also acts as a principal in business consulting at Kaufman, Rossin & Co. 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 buy-and-hold investment approach based on Modern Portfolio Theory, utilizing third-party sub-advisors and platforms to support diversified asset allocation and ongoing portfolio management.

Stephen Adekeye is a CFP® and CFA® with three years of industry experience, currently advising at Corrales & Co. He has worked at several firms including SEM Wealth Management, Cope Corrales, Theeli Wealth LLC, XPS Capital LLC, Neptune Beach Capital, and Convergent Advisors. Outside of his advisory role, he is involved in tax preparation, planning, bookkeeping, and forecasting, as well as CEFEX certification and consulting. Corrales & Co. serves individual and high-net-worth clients with portfolio management and financial planning, using a combination of fundamental, quantitative, technical, and charting analysis alongside modern portfolio theory. The firm provides tailored investment programs documented through written Investment Policy Statements and conducts quarterly account reviews.

Thais Gruenwald Gaspar is a financial advisor at Brainvest Wealth Management LLC in Miami, FL, holding a Series 65 designation with seven years of industry experience. She has been with Brainvest and its affiliated entities since 2017, including Brainvest Assessoria Financeira. Brainvest Wealth Management primarily serves high-net-worth individuals, 401(k) and pension plans, venture capital funds, and pooled investment vehicle investors. The firm employs a variety of investment methods and offers both discretionary and non-discretionary portfolio management, conducting regular reviews and providing customized client reporting.

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, 65, and 66 licenses and has worked at firms including JPMorgan Securities LLC, UBS International Inc, and currently Carmen Consulting Group as president. Outside of her advisory roles, she serves as president of a consulting company, Carmen Consulting Group Inc. Tiempo Capital Partners manages approximately $911 million for individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a tactical allocation approach with fundamental, technical, and cyclical analysis, offering fee-based investment management, consulting, and family-office style advisory 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.