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.

James O'Halloran is a financial advisor at MG&A Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MG&A Wealth since 2010. O'Halloran is also a managing member of MG&A Private Capital LLC, where he identifies and presents private equity investments for qualified clients. Additionally, he refers clients to an independent insurance agency for life, health, disability, and long-term care insurance needs. MG&A Wealth provides financial planning, consulting, and investment management to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset classes and manages private investment opportunities through due diligence and client capital placement in firm-sponsored or affiliated funds.

Umberto Perez Jr. is a financial advisor with Castleview Partners, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Castleview Partners since 2015 and Kovack Securities, Inc. since 2016. Outside of his advisory role, he serves as president of UP Capital Management LLC, a business focused on a holistic approach to financial planning. 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 mix of internally managed models and third-party strategies supported by its aiAlpha platform, which delivers operational and trading support to Castleview-managed accounts and other registered investment advisers.

John Cartledge is an investment advisor at Aurora Private Wealth, Inc. with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and UBS Financial Services. Outside of his advisory role, he serves as secretary of the Cartledge Foundation, a private charitable foundation in Savannah, GA. Aurora Private Wealth, Inc. is an SEC-registered adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning and investment management services through a team of 18 advisors and utilizes both firm-designed model portfolios and independent managers within a range of strategies.

Nathan Tarr is a financial advisor with Amerity Wealth Management, LLC in Miami, FL, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Skybound Wealth Management USA, Beacon Global Advisor Network, GWM USA, and deVere Group. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm provides discretionary asset management, modular financial planning, retirement-plan consulting, and specialized UK expatriate pension transfer services.

Karla Fitzgerald is a ChFC® credentialed advisor with three years of industry experience. She has worked at Corrales & Co. since 2025 and previously held roles at XPS Capital LLC, Cope Corrales, Brunswick Group, and with Mr. Matthew Garvey. Corrales & Co. provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory methods. The firm offers discretionary account management, educational seminars, and accesses third-party managers and alternative investment vehicles.

Ricardo Sucre is a financial advisor with Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Bolton Global Asset Management. Outside of his advisory work, he is the owner and manager of Sucre Financial, LLC, a firm established to operate Bolton securities and investment advisory businesses. 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 a model portfolio approach with both discretionary and non-discretionary advisory arrangements, integrating third-party portfolio managers and technology to support unified managed accounts and access alternative investments.

Jorge Tijerino is a financial advisor at VIM Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he owns an IT consulting and networking business, Fix My WiFi, Inc. 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 and uses a combination of macroeconomic, fundamental, quantitative, technical, and qualitative analysis to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Gabriel Bustamante is a financial advisor at Bayshore Wealth Advisors with 22 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Bayshore Wealth Advisors since 2007, with prior roles including Bayshore Risk Management, LLC and Choreo, LLC. Outside of advising, he is the managing member and director of Sunrise Communications LLC, a non-investment-related communications services company. 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 strategy focused on diversified, low-turnover portfolios primarily using passively managed mutual funds and ETFs.

Rodrigo Borba is a financial advisor at Andbanc Advisory LLC in Miami, FL, holding Series 65 and Series 63 credentials with five years of industry experience. His prior roles include positions at West Investimentos LLC and West Investimentos Brasil, as well as experience at Itau-Unibanco Bank Brazil and Citibank Brazil. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm operates on an open-architecture basis, utilizing internal research and third-party managers to construct diversified portfolios across various asset types, and serves a client base that includes both U.S. and non-U.S. investors.

Karina Hinkelmann is a financial advisor at MG&A Wealth with Series 65 and Series 63 licenses and 13 years of industry experience. She has worked at MG&A Wealth since 2017 and has held roles at Stonex Securities Inc. and HSBC Securities (USA) Inc. She operates as a wealth advisor within the MG&A team structure. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customized portfolio management through various platforms and conducts due diligence on private investment opportunities, including those sponsored or managed by the firm.

Alexandra Valdes is a financial advisor with Azzendo Wealth Advisors, holding a Series 65 designation and 11 years of industry experience. She has been associated with Cathy Pareto and Associates since 2014. Azzendo Wealth Advisors is an SEC-registered firm that provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and pension/retirement plan sponsors. The firm manages approximately $300 million in client assets and serves a client base including high-net-worth individuals and household accounts, delivering discretionary portfolio management and comprehensive financial planning services.

Carlos Younes Padilla is a financial advisor at Bulltick Wealth Management, LLC in Miami, FL, with 20 years of industry experience. He holds the Series 66 designation and has been with Bulltick since 2015. Outside of his advisory role, he owns and consults for a restaurant business called Juicense and an import and sale fresh produce company, Mr. Specialties, LLC. Bulltick Wealth Management provides investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines macroeconomic analysis with fundamental and technical security research and offers proprietary model portfolios along with financial planning and consulting services.

Felipe De Azambuja is a financial advisor at Brainvest Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Fininvesta SA and Octogone Gestion SA, with additional experience at Edmond de Rothschild (Suisse) SA. Brainvest Wealth Management primarily serves high-net-worth individuals as well as 401(k) and pension plans, venture capital funds, and investors in pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and acts as portfolio manager for both U.S. and non-U.S. pooled vehicles, utilizing a range of investment methods including fundamental, quantitative, and technical analysis.

Cesar Labarthe is a financial advisor with ACP Capital Management, LLC in Miami, FL. He holds a Series 65 designation and has one year of industry experience. Prior to joining ACP Capital Management, he worked at Inteligo Bank and Inteligo SAB. ACP Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, separately managed accounts, and institutional/private fund clients. The firm uses a mix of in-house and third-party investment models and offers portfolio management primarily through ETFs, mutual funds, and UCITS.

Javier Ojeda Garcia is a financial advisor with Uyana Partners LLC in Miami, FL, holding a Series 65 license and bringing four years of industry experience. He also serves as a Relationship Manager at Insignium Wealth Management AG, a role he has held since 2016. Outside of investment management, he is Head of Operations and Accounting at Alpina Brands GmbH, a non-investment-related business. Uyana Partners serves individual and corporate clients, including high-net-worth and ultra-high-net-worth individuals, offering portfolio management, financial planning, and a technology-driven model portfolio program. The firm constructs individualized Investment Policy Statements and combines fundamental and technical analysis to build diversified portfolios, managing assets directly or through third-party managers under discretionary authority.

Andres Paladino is a financial advisor at Bull Market Investment Management, Inc. in Miami, FL, holding a Series 66 designation with six years of industry experience. He has worked at Bull Market Securities since 2020 and was previously with Bull Market Brokers SA from 2016 to 2018. Paladino also operates as a self-employed financial advisor. 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 uses customized portfolios and third-party macroeconomic research combined with internal analysis, employing a range of strategies across equities, fixed income, options, and alternative investments.

Juan Gonzalez is a financial advisor at Altfest Personal Wealth Management with one year of industry experience. He previously worked at Oak Street Funding for three years and Opes Consulting, Inc for six years. Gonzalez holds a Series 65 designation. Altfest Personal Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing investment management, financial planning, and ERISA fiduciary services. The firm manages customized portfolios primarily on a discretionary basis, employing fundamental, technical, and cyclical analysis, and offers both 3(21) and 3(38) retirement-plan services along with participant education and consulting.

Carlos Castro Oliveros is a Series 66 credentialed financial advisor with Amerant Investments, Inc., based in Coral Gables, FL. He has five years of industry experience and has worked at Amerant Investments since 2021, with prior roles at Amerant Bank and Mercantil Bank. He is also a manager of HAPPY PALM TREE LLC, a company established to hold a real estate investment property. 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 uses investor profiling and model portfolios, combining quantitative and qualitative due diligence, and engages third-party portfolio managers to support its advisory strategies.