Alexandra Valdes is a financial advisor with Azzendo Wealth Advisors, holding a Series 65 designation and 11 years of industry experience. She has been associated with Cathy Pareto and Associates since 2014. 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/retirement plan sponsors. The firm manages approximately $300 million in client assets and serves a client base including high-net-worth individuals and household accounts, delivering discretionary portfolio management and comprehensive financial planning services.

Carlos Younes Padilla is a financial advisor at Bulltick Wealth Management, LLC in Miami, FL, with 20 years of industry experience. He holds the Series 66 designation and has been with Bulltick since 2015. Outside of his advisory role, he owns and consults for a restaurant business called Juicense and an import and sale fresh produce company, Mr. Specialties, LLC. Bulltick Wealth Management provides investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines macroeconomic analysis with fundamental and technical security research and offers proprietary model portfolios along with financial planning and consulting services.

Ricardo De La Serna is a financial advisor with AlTi Wealth Management (US International), Inc. in Coral Gables, FL. He holds a Series 65 designation and has 21 years of industry experience. Since 2010, he has been associated with Guggenheim Partners Latin America, Inc. AlTi Wealth Management provides investment advisory services to high-net-worth individuals, trusts, and foundations, focusing on 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, managing approximately $670 million in assets as of December 2024.

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 at ACP Capital Management, LLC in Miami, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Inteligo Bank and Inteligo SAB, where he worked for a total of 12 years before joining ACP Capital Management. ACP Capital Management provides discretionary and non-discretionary investment management services to individual clients, private funds, and institutional accounts. The firm employs model-based and manager-led strategies incorporating ETFs, UCITS, fixed income, and alternative investments, and offers a range of services including separately managed accounts, a wrap fee portfolio program, and private pooled vehicles.

Javier Ojeda Garcia is a financial advisor at Uyana Partners LLC with three years of industry experience. He holds a Series 65 designation and has worked with Insignium Wealth Management AG since 2016, where he serves as a Relationship Manager. Additionally, he is Head of Operations and Accounting at Alpina Brands GmbH, a non-investment business. Uyana Partners serves individual clients across various wealth tiers, including high-net-worth and ultra-high-net-worth individuals, as well as corporate clients, providing portfolio management, financial planning, and a technology-driven model portfolio program. The firm uses a combination of fundamental and technical analysis to build diversified portfolios and offers consolidated reporting and document-management services.

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.

Ashlea Ayer is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Kaufman Rossin Wealth, LLC in Miami, FL. Her prior experience includes roles at Truist Bank and its affiliated investment and advisory services firms, as well as more recent positions at Lion Street Financial and Integrity Alliance, LLC. Kaufman Rossin Wealth provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, charitable organizations, businesses, and retirement-plan sponsors. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, using diversified asset allocation and third-party sub-advisors to support 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 a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios individually with a focus on client objectives, asset allocation, and tax considerations, while also sponsoring and advising several private pooled investment vehicles.

Carlos Castro Oliveros is a financial advisor at Amerant Investments, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at Amerant Investments since 2021, with prior experience at Amerant Bank and Mercantil Bank. Outside of his advisory role, he is the manager of a company formed to hold a real estate investment property. Amerant Investments, Inc. provides portfolio management and advisory services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios and third-party managers to deliver globally diversified, multi-asset investment solutions and operates as a wholly owned subsidiary of Amerant Bank.

Maria Guastella is a financial advisor at Bull Market Investment Management, Inc. in Miami, Florida, holding a Series 66 designation with three years of industry experience. She has worked with various entities within the Bull Market group since 2019 and previously gained experience at Taller de Juanita. Bull Market Investment Management provides discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm customizes asset allocations and investment strategies based on client objectives and risk tolerance, using both third-party research and internal due diligence, and serves a significant non-U.S. client base.

Michael Cantero is a CFP®-certified financial advisor with three years of industry experience. He is currently with Kaufman Rossin Wealth, LLC in Miami, FL, and has prior experience at Seaview Investment Managers and Best Meridian Insurance Co. Cantero also serves as an insurance advisor with 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 Modern Portfolio Theory-based, buy-and-hold investment approach with diversified asset allocation, ongoing monitoring, 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 designations and six years of industry experience. His prior roles include positions with BigSur Partners LLC, KKR & Co, and Evercore Group LLC. Sierra Capital provides advisory services to ultra-high net worth individuals, institutions, and charitable organizations, focusing on customized investment policy statements, asset allocation, and manager-of-managers selection. The firm’s investment approach incorporates a range of asset classes and strategies, including hedge funds, private equity, commodities, and options, and serves a client base that includes significant non-U.S. and institutional counterparts.

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.

Francisco Grether is a financial advisor at Mariva Global Asset Management, LLC with 17 years of industry experience. He has previously worked at Citigroup, UBS Securities LLC, and Morgan Stanley & Co. LLC. He is also a managing director at Mariva Capital Markets, a related broker-dealer. Mariva Global Asset Management 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, emphasizing asset allocation, diversification, and risk management.

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.