Charles Miller is a financial advisor with Valley Wealth Managers, Inc. He holds Series 63, 65, and 66 licenses and has 26 years of industry experience. Prior to joining Valley Wealth Managers, he worked at Synovus Securities, Inc., Synovus Bank, and Equitable Advisors, LLC. Outside of his advisory work, he serves as an Associate Board Member at Baptist Health South Miami Hospital, where he helps coordinate fundraising events. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, employing a client-specific investment process that includes tactical asset allocation and proprietary equity valuation to build diversified portfolios.

Rafael Delasierra III is a financial advisor at Sierra Capital LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pangea Asesores LLC from 2019 to 2021. He has been associated with Sierra Capital since 1998. Sierra Capital provides advisory services to ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm employs a manager-of-managers approach and emphasizes asset allocation, using a broad range of instruments and strategies to implement investment policies.

Thomas Pelham Jr. is a CFP® with seven years of industry experience, currently serving as an advisor at Kaufman Rossin Wealth, LLC since 2019. He has prior experience with Totalbank and holds a leadership role as president and licensed insurance agent at KR Financial Services. Pelham also acts as a principal in business consulting at Kaufman, Rossin & Co. 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 buy-and-hold investment approach based on Modern Portfolio Theory, utilizing third-party sub-advisors and platforms to support diversified asset allocation and ongoing portfolio management.

Stephen Adekeye is a CFP® and CFA® with three years of industry experience, currently advising at Corrales & Co. He has worked at several firms including SEM Wealth Management, Cope Corrales, Theeli Wealth LLC, XPS Capital LLC, Neptune Beach Capital, and Convergent Advisors. Outside of his advisory role, he is involved in tax preparation, planning, bookkeeping, and forecasting, as well as CEFEX certification and consulting. Corrales & Co. serves individual and high-net-worth clients with portfolio management and financial planning, using a combination of fundamental, quantitative, technical, and charting analysis alongside modern portfolio theory. The firm provides tailored investment programs documented through written Investment Policy Statements and conducts quarterly account reviews.

David Guenoun is a Series 65 licensed advisor with 13 years of industry experience, currently affiliated with Scala Capital LLC in Miami, FL. He is a managing director and managing partner of several investment entities, including Tandem Capital Partners, LLC, which focuses on distressed real estate and consulting for small companies, and Glide Capital, LLC, which manages private investment funds. Outside of his advisory role, he is involved in various family trusts and minority land investments, and holds a directorship at a pastry retail and catering business. Scala Capital serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through model portfolios that employ technical, fundamental, and cyclical analysis alongside various trading strategies. The firm also advises multiple private investment portfolios through affiliated fund structures and offers investment banking and mergers & acquisitions services in selected engagements.

Thais Gruenwald Gaspar is a financial advisor at Brainvest Wealth Management LLC in Miami, FL, holding a Series 65 designation with seven years of industry experience. She has been with Brainvest and its affiliated entities since 2017, including Brainvest Assessoria Financeira. Brainvest Wealth Management primarily serves high-net-worth individuals, 401(k) and pension plans, venture capital funds, and pooled investment vehicle investors. The firm employs a variety of investment methods and offers both discretionary and non-discretionary portfolio management, conducting regular reviews and providing customized client reporting.

Arturo Don Duasso is a CFP® professional with eight years of industry experience. He has worked at Bayshore Wealth Advisors since 2020 and previously held positions at Citigroup and Wells Fargo. 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 investment approach focused on diversified, low-turnover exposure through passively managed mutual funds and ETFs.

Douglas Goldstein is a CFP® with 31 years of industry experience and has been with Portfolio Resources Advisor Group, Inc. since 2008. He also serves as director of Profile Investment Services and Profile Family Office, focusing on financial consulting and philanthropic services for wealthy clients. Goldstein is an author of several financial books and contributes writings to the Jerusalem Post, in addition to delivering lectures to various organizations. Portfolio Resources Advisor Group provides discretionary portfolio management and financial planning services to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach utilizing third-party platforms and impact/SRI strategies, managing approximately $122 million in regulatory discretionary assets as of August 2025.

Alexandra Valentin is a financial advisor at Tiempo Capital Partners with 14 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including JPMorgan Securities LLC, UBS International Inc, and currently Carmen Consulting Group as president. Outside of her advisory roles, she serves as president of a consulting company, Carmen Consulting Group Inc. Tiempo Capital Partners manages approximately $911 million for individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a tactical allocation approach with fundamental, technical, and cyclical analysis, offering fee-based investment management, consulting, and family-office style advisory services.

Jaime Del Valle Castillo is a financial advisor at Bulltick Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at WLT Partners and Instituto Tecnológico Autónomo de México. He also manages Jadrija Investments LLC, an investment holding company assisting his father in oversight activities. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles. The firm combines macroeconomic analysis with fundamental and technical security analysis and offers proprietary model portfolios alongside financial planning and consulting services.

Henrique Lucena is a financial advisor at Laidlaw Wealth Management LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, including high net worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolios using strategic asset allocation and a range of investment products, employing methods such as Modern Portfolio Theory and fundamental and technical analysis.

Ricardo Larrazabal is a financial advisor at Portfolio Resources Advisor Group, Inc. with 10 years of industry experience. He holds a Series 65 designation and has worked at Portfolio Resources Group since 2016. Additionally, he serves as Executive Director of Solfin Casa de Bolsa, a Venezuelan securities brokerage firm, where he supervises accounting and administrative duties. Portfolio Resources Advisor Group provides discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms and model portfolios, managing approximately $122 million in regulatory discretionary assets as of August 2025.

Preston Byrnes is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at Prudential and Florida Financial Advisors. Guerra Wealth Advisors serves individuals, trusts, and small to mid-sized businesses, offering 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, relying on third-party model managers and delivering advisory services through a wrap fee program.

Eleazar Garzon is a financial advisor with BCP Advisors LLC in Miami, FL, holding a Series 65 credential and three years of industry experience. He has been with BCP Advisors since 2018 and has prior experience with Capital Markets Argentina dating back to 2009. BCP Advisors, operating as Vestiva, provides 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, model portfolio approach based on Modern Portfolio Theory.

Darin Schatzman is a financial advisor with Kaufman Rossin Wealth, LLC in Miami, FL, holding Series 63 and Series 65 designations and over 22 years of industry experience. His work history includes roles at Integrity Alliance, Lion Street Financial, and Triad Advisors, among others. He is also involved with Lion Street Financial as an outside business activity. 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 Modern Portfolio Theory-based, buy-and-hold investment approach, utilizing third-party sub-advisors and platforms to support diversified asset allocation and ongoing portfolio monitoring.

Rogerio De Carvalho Junior is a Series 65-licensed financial advisor at Aston Capital Management with 2 years of industry experience. He has been with Aston Capital Management since 2017 and previously worked at Banco do Brasil S.A. Aston Capital Management advises high-net-worth individuals and private pooled investment vehicles, using a proprietary manager-selection model combined with due diligence to build diversified portfolios that include alternative strategies and liquid securities. The firm manages several private funds and serves a notable non-U.S. investor base.

Joseph Landesman is a financial advisor at Corrales & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms including UBS Financial Services and Alvarium Investment Managers. Outside of advising, he is an independent life insurance agent and also works as an account executive selling software solutions to small businesses. Corrales & Co. serves individual and high-net-worth clients through portfolio management and financial planning, offering both discretionary and non-discretionary advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory to tailor investment strategies documented in written Investment Policy Statements.

Max Paez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation. He has four years of industry experience, including roles at Guerra Wealth Advisors since 2022 and prior positions at Cash Flow Deals, Texas Roadhouse, Gap Inc, and Codiexport. 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 while using platform providers and third-party model managers to support portfolio management.

Anita Patel is a CFA® charterholder with over 21 years of experience in the financial industry. She has been with Bravias Capital Group, LLC since 2021 and previously worked at Cambridge Investment Research Advisors, Inc. from 2010 to 2021. In addition to her advisory role, she provides management consulting focused on charitable gift giving strategies and teaches financial education workshops. Bravias Financial is a six-advisor team serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm uses a risk-based model portfolio approach blending various asset classes and integrates financial planning into most investment management engagements.

Diego Monteverde is a financial advisor with Miura Investment Advisors, Inc. in Miami, FL. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Miura Capital, LLC and Multiplicas Casa de Bolsa. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, providing non-discretionary investment advice and portfolio management focused on income and principal preservation. The firm employs both long- and short-term strategies and emphasizes client approval for transactions through a non-discretionary model.