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Justin G

Series 65

Miami, FL

Sollinda Capital Management LLC

Justin Greenhill is a financial advisor at Sollinda Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms, including SkyView Investment Advisors, Ridgepath Capital Management, and Capital Investment Advisory Services. Outside of his advisory work, Greenhill owns and operates a small technology business focused on economic data aggregation. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement/profit-sharing plans, as well as sub-advisory services to other registered investment advisers. The firm employs a combination of systematic, rules-based and discretionary investment strategies, utilizing quantitative, technical, fundamental, and cyclical analysis.

Passive / index investing Active portfolio management Tax-loss harvesting Annuities Founder/Business Owner
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David S

Series 65

Miami, FL

Dara Capital US, Inc.

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.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner Intergenerational Families
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Hector H

Series 66

Miami, FL

Andbanc Advisory LLC

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.

Wealth management Private / alternative investments Options & derivatives strategies
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Jorge P

CFP®

Coral Gables, FL

Meira Wealth

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.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
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Jimmy C

Series 65

Miami, FL

Guerra Wealth Advisors

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.

Long-term care insurance Annuities Founder/Business Owner
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Ignacio R

Series 65

Miami, FL

Uyana Partners LLC

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.

Wealth management Real estate investing
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Salvador J

Series 65

Miami, FL

Bigsur Partners, LLC

Salvador Juncadella IV is a financial advisor with BigSur Partners, LLC in Miami, FL, holding a Series 65 designation and four years of industry experience. He has worked at BigSur Partners since 2016 with a brief tenure at TwinFocus Capital Partners in 2019. BigSur Partners is an independent, fee-based global multi-family office serving high net worth individuals, trusts, corporations, and pooled investment vehicles. The firm offers portfolio management, consulting, consolidated reporting, and family-office services using client-specific investment policies and proprietary research, with a focus on discretionary management of traditional assets and selective use of alternative investments.

Wealth management Private / alternative investments ESG / Sustainable investing Options & derivatives strategies Founder/Business Owner Executive
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Victor M

Series 66

Miami, FL

L&S Investment Advisors, LLC

Victor Mecozzi is a financial advisor at L&S Investment Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Brasil Plural Investment Advisor LLC, Brasil Plural Securities LLC, T3 Trading Group, LLC, Banco Itau International, and Itau International Securities Inc. His career includes roles spanning both U.S. and international financial firms. L&S Investment Advisors manages approximately $231 million across individual, corporate, trust, and institutional clients. The firm employs a short-term trading style with an emphasis on stocks, ETFs, and leveraged strategies, serving a notable number of non-U.S. clients and maintaining a formal affiliation with Brasil Plural Investment Advisors.

Active portfolio management Options & derivatives strategies Real estate investing Private / alternative investments
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Juan Carlos F

CFA®, Series 63

Miami, FL

Tiempo Capital Partners

Juan Carlos Freile Franco is a CFA® charterholder with 14 years of experience in the financial industry. He currently serves as an advisor at Tiempo Capital Partners, having joined the firm in 2024 after spending 12 years at J.P. Morgan Securities. Tiempo Capital Partners manages roughly $911 million for a concentrated client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach and provides fee-based investment management, consulting, and family-office style advisory services.

Private / alternative investments Wealth management Tax-loss harvesting
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Renaud P

CFA®

Miami, FL

ACP Capital Management, LLC

Renaud Pelat is a CFA® charterholder with six years of experience in the financial industry. He currently serves at ACP Capital Management, LLC and ACP Securities LLC, where he has worked since 2022. Prior to that, he held roles at Mariva Global Asset Management and Mariva Capital Markets, and has also been involved in entrepreneurial ventures including Innova Sports and self-employment. Outside of his advisory work, he refers clients to an insurance brokerage and participates in real estate investment projects in Lima, Peru. ACP Capital Management, LLC is an SEC-registered investment adviser that offers portfolio management, model portfolios, and digital advisory solutions to individuals, high-net-worth clients, institutions, and private funds. The firm uses a combination of in-house and third-party models alongside technology platforms to manage diversified portfolios primarily consisting of ETFs, mutual funds, and UCITS, and is notable for its role as a private fund adviser and its offshore/UCITS model solutions for non-U.S. investors.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing Private / alternative investments
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Jennifer H

Series 65

Miami, FL

Ameraudi Asset Management, Inc.

Jennifer Henao is a financial advisor at Ameraudi Asset Management, Inc. in Miami, FL, holding a Series 65 designation with seven years of experience at the firm. Her prior work includes roles at Interaudi Bank and Neuropsychological Services, P.C., as well as self-employment. Ameraudi Asset Management provides portfolio management and asset-allocation services to high-net-worth individuals, corporations, and trusts, with a focus on diversified ETFs and a macroeconomic investment approach. The firm operates both discretionary and non-discretionary programs and is affiliated with Interaudi Bank, serving a notable non-U.S. client base.

Passive / index investing Active portfolio management Options & derivatives strategies Private / alternative investments
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Pablo S

Series 66

Miami, FL

Miura Investment Advisors, Inc.

Pablo Serra is a financial advisor at Miura Investment Advisors, Inc. He holds a Series 66 designation and has been active in the financial industry since 2019. His prior experience includes roles at EDM Wealth and Asset Management and Abante Asesores. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, offering non-discretionary investment advice, portfolio management, and manager-selection services. The firm uses a client-directed process that emphasizes both long- and short-term strategies with ongoing account monitoring and requires client approval for all transactions.

Active portfolio management Expats
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Alberto D

Series 66

Maimi, FL

Belpointe Asset Management LLC

Alberto Davila is a financial advisor with Belpointe Asset Management LLC in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Charles Schwab for seven years and has been involved with various firms including Slow Capital, Inc. and Optional Holding LLC. Outside of his advisory role, he owns and operates several digital product businesses and a software service. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Marco M

Series 66, Series 65

Miami, FL

Mora Capital Management, LLC

Marco Moreno is a financial advisor at Mora Capital Management, LLC with 25 years of industry experience. He has held a role at Mora Wm Securities LLC since 2012. Outside of his advisory work, Moreno is a limited partner and passive investor in China Investment Venture and the sole owner of Ebusus Partners LLC, which invested in a Spanish property acquisition. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and non-U.S. investors. The firm employs an open-architecture investment platform across broad asset classes and manages both discretionary and non-discretionary assets.

Active portfolio management Executive Founder/Business Owner
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Jonathan E

Series 63, Series 66

Miami, FL

Insigneo Advisory Services, LLC

Jonathan Ender is a financial advisor at Insigneo Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and Citigroup Global Markets. Ender is also an owner and member of JAEC, LLC, a separate entity used for tax planning purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through firm-managed model portfolios and individualized advisor-led construction that incorporate global asset classes and third-party research.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Mario R

CFA®, Series 66

Miami, FL

Mora Capital Management, LLC

Mario Ros is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Mora Capital Management, LLC in Miami, FL. His prior work history includes roles at UBS Financial Services and Citigroup. Outside of his advisory role, he is the president of Bullros Finance LLC, an entity that manages his rental property in Miami. Mora Capital Management provides investment management and advisory services to institutional and individual clients, including high-net-worth and international investors. The firm employs an open-architecture investment platform that utilizes fundamental and technical analysis across a broad range of asset classes, offering both discretionary portfolio management and non-discretionary family wealth consulting.

Active portfolio management Executive Founder/Business Owner
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Maximiliano C

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Maximiliano Contador Jaras is a financial advisor with Insigneo Advisory Services, LLC and holds a Series 66 designation. He has 17 years of industry experience, including 14 years at VectorGlobal WMG. He is also authorized to work as a financial advisor for VectorGlobal WMG Chile Asesores Financieros SPA, an affiliate of VectorGlobal WMG, Inc. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management with a focus on committee-driven model portfolios and individualized advisor-led portfolio construction. The firm incorporates global asset classes, emerging markets, and foreign currency exposures into its strategies and manages relationships that include cross-border and affiliated broker-dealer elements.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Carlos V

Series 63, Series 65

Key Biscayne, FL

Bolton Securities Corporation

Carlos Villanueva Sucre is a financial advisor with Bolton Securities Corporation and Bolton Global Capital, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Bolton since 2014. In addition to his advisory role, he provides legal services in estate planning and family law from Caracas, Venezuela. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed income, combining long-term orientation with tactical trading and rebalancing.

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Henry P

Series 65

Coral Gables, FL

M HOLDINGS SECURITIES, Inc.

Henry Pfleger is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 65 designation and currently based in Coral Gables, FL. He has experience at firms including Troluce Capital Advisors, ExodusPoint Capital Management LP, CreditSights, and Bloomberg LP. Outside of his advisory role, he works as a hedge fund investment analyst developing quantitative trading strategies with L1 Capital Global. M HOLDINGS SECURITIES, Inc. serves a diverse client base nationwide, including individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management programs and sub-advisory arrangements supported by multiple platform providers and custodial relationships.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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Rafael S

Series 66

Miami, FL

Bolton Securities Corporation

Rafael Sotillo Aponte is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 17 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, and previously at Wells Fargo Clearing and Mercantil Commercebank. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that tailors portfolios to client goals and risk tolerance, utilizing mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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