Julio Lopez Brito is a CFP® with nine years of industry experience, currently serving as a financial advisor at Sensible Money, LLC since 2021. He previously worked at Portfolio Resources Advisors Group from 2018 to 2021 and New York Life Insurance Co from 2016 to 2018. Sensible Money provides ongoing financial planning and discretionary investment management to individuals, trusts, estates, retirement plans, and charitable organizations, focusing on clients in or near retirement. The firm employs a comprehensive model called the Juicing® Experience and utilizes diversified portfolios with liability-driven investing techniques, often engaging Independent Managers to implement strategies.

Marcus Ayres is a financial advisor at Maceratio LLC in Miami, FL, holding a Series 65 designation with three years of industry experience. He has been with Maceratio Capital LLC since 2021 and has prior work experience at Prontomec USA Inc. from 2005 to 2021. Outside of advisory work, he is involved with Caravaca 116 LLC, a real estate investment company. Maceratio serves high-net-worth, accredited investors including U.S. residents, non-U.S. persons, and institutional clients such as investment companies and other advisers. The firm provides non-discretionary portfolio recommendations focused on ETFs, single-stock selections, and private equity referrals, emphasizing diversified exposure to companies, sectors, regions, and thematic ETFs for long-term growth.

Alyssa Guerra is a CFP® and Series 66 credentialed advisor at Castleview Partners, LLC with 19 years of industry experience. She has worked at Castleview Partners since 2017 and previously held positions at Kovack Securities, Inc. and SunTrust Advisory Services. Outside of her advisory role, she is president of Alyssa M. Guerra Wealth Management Inc., a financial planning and investment management entity. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm utilizes a combination of internally managed models, third-party managers, and direct holdings, supported by its aiAlpha platform, which delivers portfolio management and operational support to both internal and external advisors.

Ignacio Del Fresno is a financial advisor at BCP Advisors LLC with three years of industry experience. He holds a Series 65 designation and has been with BCP Advisors since 2019, following completion of a Master of Science in Finance at Florida International University. BCP Advisors, operating as Vestiva, offers 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 investment process based on Modern Portfolio Theory.

Esteban Endere is a financial advisor at ACP Capital Management, LLC with 21 years of industry experience. He holds Series 65 and Series 66 credentials and has been with ACP Capital Management since 2012. Outside of his advisory role, he is the manager and owner of Marto Consulting LLC, a real estate business. ACP Capital Management provides discretionary and non-discretionary investment management to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm utilizes a blend of proprietary and third-party model portfolios and invests across a range of asset classes including ETFs, UCITS, structured products, and emerging-market fixed income.

Sarah Ivanovic is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding Series 63 and Series 65 licenses with five years of industry experience. Her prior roles include positions at Merrill, Morgan Stanley Private Bank, and BB&T Retirement and Institutional Services. 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 portfolios, utilizing third-party model managers and delivering services through a wrap fee program.

Charles Flynn is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He has worked at Sierra Capital LLC since 2021 and previously spent five years with UBS Financial Services Inc. in various roles. Sierra Capital serves ultra-high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients, including banking and insurance companies. The firm uses a manager-of-managers approach and a broad range of investment strategies to implement client policies, managing approximately $1.5 billion in assets with a notable focus on international and Latin American capital markets.

Marilo Fernandez Gonzalez is a Series 65-licensed advisor with eight years of industry experience, currently serving at LifeInvest Wealth Management, LTD in Miami, FL. She has prior experience with Portfolio Resources Advisor Group, Inc. and holds a senior investment advisory role at Kapital Consultores, a wealth management company in Venezuela where she has worked since 2014. Outside of her advisory roles, she volunteers with Vintage Funda Procura, a nonprofit organization that donates wheelchairs in Venezuela. LifeInvest Wealth Management serves primarily high-net-worth individuals, families, and institutional clients managing approximately $300 million through an eight-advisor team. The firm offers fee-based portfolio management and consulting services with a focus on fundamental analysis and strategic allocation, utilizing a wide array of investment tools and maintaining a notable cross-border client presence.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Renaud Pelat is a CFA® charterholder with six years of industry experience, currently serving as an advisor at ACP Capital Management, LLC. His prior experience includes roles at Mariva Global Asset Management and Innova Sports. He also refers clients to Founders Global, an insurance broker, devoting limited time to this activity. ACP Capital Management provides discretionary and non-discretionary investment management to individual, private fund, and institutional clients, employing model-based and manager-led strategies that incorporate ETFs, UCITS, fixed income, and alternative exposures. The firm manages private funds and pooled vehicles, offers a wrap fee program, and serves an international client base with an emphasis on offshore investment products.

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.

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.