Rene Negron is a financial advisor with Sierra Capital LLC in Miami, FL, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at BigSur Partners LLC, KKR & Co, and Evercore Group LLC. Sierra Capital serves ultra-high net worth individuals, institutions, and charitable organizations with customized investment strategies, including portfolio management, financial planning, and manager-of-managers selection. The firm’s approach emphasizes asset allocation and blending third-party managers across diverse investment types, including alternatives and structured products, for a client base that notably includes a significant non-U.S. and institutional component.

Alejandro Grillo is a financial advisor at Azzendo Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at the University of Florida and Christopher Columbus High School. Azzendo Wealth Advisors is an SEC-registered investment adviser managing approximately $300 million in client assets. The firm provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and plan sponsors, using discretionary strategies tailored to client goals and risk tolerance.

Jose Rivas Morales is a CFA® charterholder with 14 years of industry experience. He is currently with Bulltick Wealth Management, LLC, where he has worked since 2022. Prior to that, he was employed at Credit Suisse and UBS. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental and technical security analysis, offering portfolio management across various asset classes as well as financial planning and consulting services.

Jerad Waggy is a CFP® with 15 years of experience in financial advising. He has been with Firestone Capital Management Inc since 2014 and previously worked at The Enrichment Group, Inc. Waggy is also involved with Three Somigos, LLC and George Family Farm LLC dba Ripe Tropical Farms. Firestone Capital Management serves individuals, families, pension plans, charitable organizations, and corporations, managing approximately $806 million across about 375 client relationships. The firm emphasizes global asset allocation, tailored investment policies, and uses a fee-only compensation model alongside independent custodians.

Francisco Grether is a financial advisor with MARIVA Global Asset Management, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Citigroup, UBS Securities LLC, and Morgan Stanley & Co. LLC. He also serves as Managing Director at Mariva Capital Markets, an affiliated broker-dealer. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis, focusing on asset allocation, diversification, valuation, and scenario-based risk management to manage primarily separate accounts.

Anabel Ferreiro Lopez is a financial advisor at Amerant Investments, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked at Mercantil Commercebank since 2007. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts by providing discretionary and non-discretionary portfolio management, wrap programs, and separately managed account services. The firm employs a global, multi-asset diversification approach using model portfolios, third-party managers, and alternative investments, and operates as a wholly owned subsidiary of Amerant Bank, N.A.

Juan Carvallo is a financial advisor at LifeInvest Wealth Management, LTD with seven years of industry experience. He holds the Series 63 and Series 65 designations and has been with LifeInvest since 2018. Carvallo also serves as a director at Econoinvest Capital, a business financial advisory and real estate firm based in Venezuela, among other directorship roles in related entities. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients who advise wealthy individuals and families, as well as high-net-worth individuals. The firm employs a fundamental analysis-driven investment approach with diversified portfolio allocations and offers both discretionary and non-discretionary management alongside consulting services in mergers and acquisitions, private equity, and estate planning.

Luis D'amato is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Aston Capital Management since 2016. He is based in Coral Gables, FL, and is part of a three-advisor team at the firm. Aston Capital Management provides discretionary and non-discretionary portfolio management and integrated financial planning primarily to pooled investment vehicles and high-net-worth Qualified Clients. The firm manages several private funds and employs a manager-of-managers approach supported by a proprietary allocation model, focusing on a range of alternative and conventional investment strategies.

Jose Remy is a financial advisor with Alti Wealth Management (US International), Inc. based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His work history includes roles at Lj Investment Advisors, LLC and Guggenheim Partners Latin America, Inc. Alti Wealth Management serves high-net-worth individuals, trusts, and foundations, offering portfolio construction, manager selection, and access to private equity and hedge funds. 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.

Emeris Lucas is a financial advisor at Amerant Investments, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked previously at CommerceBank Investment Services. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm employs investor profiling and model portfolios, engaging third-party managers and utilizing technology to support unified managed accounts and alternative investments.

Jamel Gordon is a CFP® professional at Rose Capital Advisors, LLC with 17 years of industry experience. He has held roles at Saxony Securities Inc., Provenance Wealth Advisors, Raymond James Financial Services, and Edward Jones. 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 alongside individualized portfolio management.

Eytan Starkman is a financial advisor at Vizcaya Capital, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Credit Agricole Securities and Bank Hapoalim. Outside of his advisory role, Starkman serves on the board of an e-commerce women's apparel company and is involved in managing a venture capital fund. Vizcaya Capital, LLC is an SEC-registered investment adviser serving high-net-worth individuals, pooled investment vehicles, and other advisers. The firm provides discretionary and non-discretionary portfolio management, sub-advisory services, and advisory support to private pooled funds, employing a mix of long- and short-term strategies, options, and structured products tailored to client objectives.

Julio Lopez Brito is a CFP® with nine years of industry experience, currently serving as a financial advisor at Sensible Money, LLC since 2021. He previously worked at Portfolio Resources Advisors Group from 2018 to 2021 and New York Life Insurance Co from 2016 to 2018. Sensible Money provides ongoing financial planning and discretionary investment management to individuals, trusts, estates, retirement plans, and charitable organizations, focusing on clients in or near retirement. The firm employs a comprehensive model called the Juicing® Experience and utilizes diversified portfolios with liability-driven investing techniques, often engaging Independent Managers to implement strategies.

Marcus Ayres is a financial advisor at Maceratio LLC in Miami, FL, holding a Series 65 designation with three years of industry experience. He has been with Maceratio Capital LLC since 2021 and has prior work experience at Prontomec USA Inc. from 2005 to 2021. Outside of advisory work, he is involved with Caravaca 116 LLC, a real estate investment company. Maceratio serves high-net-worth, accredited investors including U.S. residents, non-U.S. persons, and institutional clients such as investment companies and other advisers. The firm provides non-discretionary portfolio recommendations focused on ETFs, single-stock selections, and private equity referrals, emphasizing diversified exposure to companies, sectors, regions, and thematic ETFs for long-term growth.

Alyssa Guerra is a CFP® and Series 66 credentialed advisor at Castleview Partners, LLC with 19 years of industry experience. She has worked at Castleview Partners since 2017 and previously held positions at Kovack Securities, Inc. and SunTrust Advisory Services. Outside of her advisory role, she is president of Alyssa M. Guerra Wealth Management Inc., a financial planning and investment management entity. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm utilizes a combination of internally managed models, third-party managers, and direct holdings, supported by its aiAlpha platform, which delivers portfolio management and operational support to both internal and external advisors.

Ignacio Del Fresno is a financial advisor at BCP Advisors LLC with three years of industry experience. He holds a Series 65 designation and has been with BCP Advisors since 2019, following completion of a Master of Science in Finance at Florida International University. BCP Advisors, operating as Vestiva, offers 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 investment process based on Modern Portfolio Theory.

Esteban Endere is a financial advisor with ACP Capital Management, LLC in Miami, FL, holding Series 65 and Series 66 licenses and possessing 21 years of industry experience. He has been with ACP Capital Management and its affiliated firm ACP Securities since 2012. ACP Capital Management, LLC is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management, model portfolios, consolidated wealth reporting, and digital advisory solutions to individuals, high-net-worth clients, separately managed accounts, and institutional/private fund clients. The firm utilizes a combination of in-house and third-party models and serves as manager and adviser to private pooled vehicles, offering investment strategies primarily through ETFs, mutual funds, and UCITS.

Sarah Ivanovic is a financial advisor at Guerra Wealth Advisors in Miami, FL, with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Merrill, Morgan Stanley Private Bank, N.A., and BB&T Retirement and Institutional Services. Guerra Wealth Advisors serves individuals, trusts, and small to mid-sized businesses, focusing on discretionary investment management, financial planning, estate planning, and consulting. The firm emphasizes asset allocation and diversified portfolios using equities, cash, ETFs, and mutual funds, with portfolio management supported by platform providers and third-party model managers.

Charles Flynn is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He has worked at Sierra Capital LLC since 2021 and previously spent five years with UBS Financial Services Inc. in various roles. Sierra Capital serves ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm uses a manager-of-managers approach and a broad range of investment strategies to implement client policies, managing approximately $1.5 billion in assets with a notable focus on international and Latin American capital markets.

Marilo Fernandez Gonzalez is a Series 65-licensed advisor with eight years of industry experience, currently serving at LifeInvest Wealth Management, LTD in Miami, FL. She has prior experience with Portfolio Resources Advisor Group, Inc. and holds a senior investment advisory role at Kapital Consultores, a wealth management company in Venezuela where she has worked since 2014. Outside of her advisory roles, she volunteers with Vintage Funda Procura, a nonprofit organization that donates wheelchairs in Venezuela. LifeInvest Wealth Management serves primarily high-net-worth individuals, families, and institutional clients managing approximately $300 million through an eight-advisor team. The firm offers fee-based portfolio management and consulting services with a focus on fundamental analysis and strategic allocation, utilizing a wide array of investment tools and maintaining a notable cross-border client presence.