Luis D'amato is a CFA® charterholder with seven years of industry experience. He has been with Aston Capital Management since 2016. Aston Capital Management advises high-net-worth individuals and private pooled investment vehicles, using a proprietary manager-selection model combined with structured due diligence to build diversified portfolios. The firm serves a select number of clients, including a notable non-U.S. investor base, and manages multiple private funds with tailored portfolio allocation advice and fund governance.

James Anderer is a financial advisor at 4Thought Financial Group Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Principal Securities, Principal Life Insurance, and Automatic Manufacturing Systems, Inc. Outside of his advisory role, he is the owner and creative director of Mega Code LLC, a consulting firm focused on marketing and brand services for various clients, and serves as a fractional Chief Marketing Officer for Automatic Manufacturing Systems, Inc. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individual investors, family offices, trusts, pension plans, corporations, and nonprofit organizations. The firm employs a Multi-Method Investing® framework and Risk Premium Capital Allocation to offer customizable investment strategies, model-driven separately managed accounts, and supports other advisors through sub-advisory and solicitation arrangements.

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 in Miami, FL, with 11 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Credit Agricole Securities, Credit Agricole Corporate and Investment Bank, Bank Hapoalim, and Hapoalim Securities USA. Outside of advising, he serves on the board of an e-commerce women's apparel company and is involved as a managing director in venture capital fund management. Vizcaya Capital, LLC is an SEC-registered investment adviser that primarily serves high-net-worth individuals, pooled investment vehicles, and other advisers. The firm offers discretionary and non-discretionary portfolio management, sub-advisory model portfolios, and advisory services to private pooled funds, employing a combination of long- and short-term strategies along with options and structured products tailored to client objectives.

Julio Lopez Brito is a CFP® with nine years of experience in financial advising. He is currently with Sensible Money, LLC, where he has worked since 2021, following prior roles at Portfolio Resources Advisors Group and New York Life Insurance Co. Sensible Money is an independent SEC-registered investment adviser serving individual clients, trusts, estates, pension plans, and charitable organizations, primarily focusing on clients nearing or in retirement. The firm offers integrated financial planning and discretionary investment management using diversified portfolios and strategies like liability-driven investing and Modern Portfolio Theory.

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 at ACP Capital Management, LLC with 21 years of industry experience. He holds Series 65 and Series 66 credentials and has been with ACP Capital Management since 2012. Outside of his advisory role, he is the manager and owner of Marto Consulting LLC, a real estate business. ACP Capital Management provides discretionary and non-discretionary investment management to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm utilizes a blend of proprietary and third-party model portfolios and invests across a range of asset classes including ETFs, UCITS, structured products, and emerging-market fixed income.

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 has 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 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, and utilizes third-party model managers and a wrap fee program for portfolio management.

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.

Justin Greenhill is a financial advisor with Sollinda Capital Management LLC in Miami, FL, holding a Series 65 designation and 12 years of industry experience. He has worked at Sollinda since 2023 and previously at SkyView Investment Advisors and Ridgepath Capital Management. Outside of his advisory role, he owns and operates a small technology business focused on economic data aggregation. Sollinda Capital Management is a discretionary investment adviser serving individuals, including high-net-worth clients, and profit-sharing plans. The firm employs a variety of systematic and discretionary strategies across multiple asset classes and also provides sub-advisory services to other RIAs.

David Sigg is a financial advisor at Dara Capital US, Inc. with 12 years of industry experience. He holds a Series 65 designation and has been with Dara Capital US since 2013. He is also an equity owner and occasional portfolio manager at Dara Capital AG in Zurich, Switzerland. Dara Capital US, Inc. provides independent financial and wealth advisory services to sophisticated investors, including trusts, tax-exempt organizations, estates, and family offices. The firm combines quantitative and qualitative analysis to build diversified, tailor-made portfolios that emphasize controlled downside volatility and employs a range of investment strategies, typically on a non-discretionary basis.

Hector Horcajada Romay is a financial advisor at Andbanc Advisory LLC with a Series 66 credential and three years of industry experience. He has been associated with Andbanc Brokerage LLC and ANDBANC Wealth Management since 2022 and previously worked at Lindenwood University from 2016 to 2022. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm employs an open-architecture approach, utilizing internal research, third-party managers, and affiliate resources to build diversified portfolios and serves a client base that includes non-U.S. investors.

Jorge Padilla is a CFP® with 14 years of industry experience, currently serving at Meira Wealth in Coral Gables, FL. He has been with Meira, formerly known as The Lubitz Financial Group, since 2016. Outside of his advisory role, Padilla contributes as a Wealth Advisory Board Member for Blue Vault Partners and serves on the Product Advisory Board for Stratifi Technologies. 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 mix of passive and active management within a Modern Portfolio Theory framework and offers a range of investment options, including alternative investments when appropriate.

Jimmy Cardentey is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 license with three years of industry experience. His prior work includes roles at JP Morgan Chase and Fifth Third Bank, as well as experience outside finance at Texas Roadhouse. Cardentey is also an insurance agent, deriving a significant portion of his compensation from selling insurance products. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, and estate planning services. The firm employs an active, goal-based investment approach emphasizing strategic asset allocation and uses third-party model managers for portfolio construction and administration.

Ignacio Rosales is a Series 65-credentialed financial advisor at Uyana Partners LLC with four years of industry experience. His prior experience includes roles at Insignium Asset Management, Morgan Stanley, and PricewaterhouseCoopers. He also serves as Chief Behavioral Officer and investment committee member at BuenTrip Ventures. Uyana Partners serves individual and corporate clients across wealth tiers, offering portfolio management, financial planning, and a technology-driven model portfolio program. The firm creates individualized investment policies and manages diversified portfolios using both fundamental and technical analysis.