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 at Miura Investment Advisors, Inc. based in Miami, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Miura Capital, LLC and Multiplicas Casa de Bolsa. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporations, as well as individual and high-net-worth clients, offering portfolio management and investment advisory services on a non-discretionary basis. The firm uses both long- and short-term strategies and employs technical and cyclical analysis, with formal quarterly account reviews.

Akiva Davis is a financial advisor with Andrew Garrett Inc. in Hollywood, FL, holding a Series 66 designation and 24 years of industry experience. He has worked at Andrew Garrett Inc. since 2006 and previously at Wachovia Securities. Outside of his advisory role, he is involved in business development for a Neurotrax cognitive testing company. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement-rollover advice. The firm employs a multi-platform investment model and serves a broad client base through various advisory programs and fee arrangements.

Lawrence Muscant is a Series 65 licensed advisor with Omnia Family Wealth, LLC, where he has worked since 2024 and has one year of industry experience. Prior to joining Omnia, he served as a senior advisor at The Foundation for Defense of Democracies for ten years and was involved with The Nagen Project. He also serves on the advisory board of Square One Labs, focusing on due diligence and portfolio structuring. Omnia Family Wealth provides wealth management, financial planning, and portfolio management services to individuals, families, trusts, and institutional clients. The firm employs a goal-driven, long-term investment approach and is notable for its active management of pooled investment vehicles and private funds.

Felipe Chediak Bueno is a financial advisor at Uyana Partners LLC with six years of industry experience. He holds a Series 65 credential and has worked at Insignium Asset Management, LLC since 2018, as well as Insignium Wealth Management AG since 2011, where he serves as a Non-Executive Director. Uyana Partners serves individual, high-net-worth, ultra-high-net-worth, and corporate clients, including insurance companies and a significant non-U.S. client base. The firm offers portfolio management and financial planning through its technology-enabled Step-Up program, combining fundamental and technical analysis to create diversified model portfolios with ongoing reviews and rebalancing.

Baylor Lancaster Samuel is a financial advisor with Amerant Investments, Inc. and holds a Series 66 license. He has four years of industry experience, including prior roles at 1919 Investment Counsel and CV Advisors. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets through a combination of discretionary and non-discretionary advisory arrangements. The firm employs investor profiling and model portfolios supported by both in-house and third-party portfolio management, and it operates as a wholly owned subsidiary of Amerant Bank with dual registration as an SEC investment adviser and FINRA broker-dealer.

Enrique Tiburcio is a financial advisor at Bull Market Investment Management, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including UBS Financial Services, Deutsche Bank Securities Inc., and Citizens Bank, N.A. prior to his current role. Bull Market Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm tailors asset allocations and investment strategies based on client objectives and risk tolerance, incorporating third-party macroeconomic research and internal due diligence, and offers a range of strategies including equities, fixed income, options, and alternative investments.

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.

Jorge Perez Ruiz is a financial advisor with Guerra Wealth Advisors in Miami, FL, holding a Series 66 designation and six years of industry experience. He previously worked at Citi from 2018 to 2024 before joining Guerra Wealth Advisors. Outside of his advisory role, he is also an insurance agent, deriving a significant portion of his compensation from selling insurance products. Guerra Wealth Advisors serves individuals, trusts, and small to mid-sized businesses, providing discretionary investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversified portfolios, using third-party model managers and a wrap fee program to deliver its services.

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.

Luis Delrio is a financial advisor at Guerra Wealth Advisors in Miami, FL. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining Guerra Wealth Advisors, he worked independently and has experience in educational roles spanning nearly a decade. 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 use of equities, cash, ETFs, and mutual funds, employing third-party model managers and delivering services through a wrap fee program.

John Cartledge is a financial advisor with Aurora Private Wealth, Inc. based in Miami, FL, holding a Series 66 designation and 26 years of industry experience. He has worked at UBS Financial Services Inc. and APW Capital, Inc. and serves as Secretary for the Cartledge Foundation, a private charitable foundation. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning, consulting, and both discretionary and non-discretionary investment management through a team of 18 advisors managing approximately $374 million in assets.

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 21 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to his current role, he was involved with Bayshore Risk Management, LLC and has been with Bayshore Wealth Advisors since 2007. He is also a managing member and director of Sunrise Communications LLC, a non-investment-related communications business. Bayshore Wealth Advisors is a fee-only registered investment adviser serving individuals, trusts, family limited partnerships, private foundations, and qualified retirement plans. The firm employs an evidence-based, buy-and-hold investment approach focused on diversified, low-turnover portfolios using passive mutual funds and ETFs, and manages over $630 million in client assets with a small advisory team.