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.

Erick Reinoso is a financial advisor with Guerra Wealth Advisors in Miami, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Wells Fargo Advisors for 11 years before joining Guerra Wealth Advisors. Reinoso is also an insurance agent with Guerra Advisors, Inc., which represents a significant portion of his professional activities. Guerra Wealth Advisors is an SEC-registered firm serving 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 portfolios using equities, cash, ETFs, and mutual funds while utilizing third-party model managers and a wrap fee program for client accounts.

Ashlea Ayer is a CFP® professional with 13 years of experience in financial advisory roles. She is currently with Kaufman Rossin Wealth, LLC and has previously worked at Truist Bank and its affiliated investment and advisory services divisions. Outside of her advisory work, she is a silent investor in several family real estate holdings. Kaufman Rossin Wealth, LLC 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 strategy based on Modern Portfolio Theory, utilizing diversified asset allocation and written investment policies, while incorporating third-party sub-advisors to manage client portfolios.

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.

Michael Cantero is a CFP® professional with four years of industry experience, currently serving at Kaufman Rossin Wealth, LLC in Miami, FL. His prior roles include positions at Seaview Investment Managers and Best Meridian Insurance Co. He also works as an insurance advisor at KR Financial Services, a related entity. 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 diversified, Modern Portfolio Theory-based investment approach with a buy-and-hold philosophy and utilizes third-party sub-advisors and platforms to support portfolio management.

Ana Arguello is a CFP® professional with 10 years of industry experience. She is affiliated with Azzendo Wealth Advisors and has previously worked at Cathy Pareto & Associates. 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 plan sponsors. The firm manages approximately $300 million in assets and serves high-net-worth individuals and household accounts, employing a discretionary portfolio management approach tailored to client goals and risk tolerance.

Javier Martinez is a CFA® charterholder with six years of industry experience. He is currently with MARIVA Global Asset Management, LLC and has worked previously at Banco Mariva. He operates between MARIVA Global Asset Management and Mariva Capital Markets. MARIVA Global Asset Management, LLC provides investment supervisory services and financial planning primarily to high net worth individuals, corporations, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis with both long- and short-term trading strategies, focusing on asset allocation, diversification, valuation, and scenario-based risk management.

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.

James Anderer is a financial advisor at 4 Thought Financial Group Inc. with two years of industry experience and holds a Series 66 designation. His background includes roles in insurance and marketing consulting, and he is the owner and creative director of Mega Code LLC, a business consulting firm specializing in marketing, creative production, and branding. He also serves as fractional CMO for Automatic Manufacturing Systems, Inc., which manages multiple brands in manufacturing and design. 4 Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individuals, family offices, trusts, and institutions. The firm employs a Multi-Method Investing® framework and Risk Premium Capital Allocation, offering model-driven and customizable strategies across various asset types, along with research publishing and support for other advisors through sub-advisory and solicitation arrangements.