Margarita Fernandez is a financial advisor at Alhambra Investment Management LLC with 25 years of industry experience. She holds a Series 63 designation and has been with Alhambra Investment Management since 2013. Alhambra Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, combining tactical overlays with quantitative strategies and special-situation individual securities, and offers customizable portfolios across various risk profiles.

Miguel Rodriguez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Guerra Wealth Advisors, he worked at Consolidated Credit. He 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, estate planning, and consulting services. The firm employs an active, goal-based investment approach with strategic asset allocation and uses third-party model managers and platform providers for portfolio construction and administration.

Mateo Alzate is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 credential. He has been with Guerra Wealth Advisors since 2023, with prior experience at Morgan Stanley and Beacon Roofing. Mateo is also licensed as an insurance agent, selling insurance products as part of his business activities. Guerra Wealth Advisors is an SEC-registered firm that serves individuals, trusts, and small- to mid-sized businesses with discretionary investment management, financial planning, estate planning, and consulting. The firm employs an active, goal-based investment process with strategic asset allocation and uses third-party model managers for portfolio construction and administration.

Carlos Carbonell is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Firestone Capital Management Inc. since 2004. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a global asset allocation strategy with client-specific investment policies and regular portfolio rebalancing, combining in-house and external research sources to align investments with clients’ risk tolerance and goals.

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.

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.

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.

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.

Emma Larson is a financial advisor at Firestone Capital Management Inc with credentials including Series 65 and Series 66. She has been in the industry since 2023, with prior experience at Vector Global Wealth Management Group and Minds of Tomorrow. Outside of her advisory role, she operates Emma Kate Tutoring, an educational service she has run since 2017. Firestone Capital Management serves individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $806 million across about 375 client relationships. The firm focuses on global asset allocation and tailored investment policies, utilizing mutual funds, ETFs, and individual bonds with a long-term strategy.

David Wiley is a financial advisor at Firestone Capital Management Inc with a Series 65 designation. He joined the firm in 2024 and has prior experience at Northwestern Mutual, Saka Financial, Capital Real Estate Tax, and Clearcover. His background also includes roles outside finance, such as work at Eastern Michigan University, Shar Music, and Kaufman Music Center. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a global asset allocation strategy with client-specific investment policies and regular portfolio rebalancing.

Daniel Nunez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and Bank of America. 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 portfolios using equities, cash, ETFs, and mutual funds, and employs third-party model managers and a wrap fee program for portfolio management and reporting.

Erick Reinoso is a financial advisor at Guerra Wealth Advisors in Miami, FL, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2012 to 2023. Outside of advising, he owns Reinoso Holdings LLC and is an insurance agent with Guerra Advisors, Inc. 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 with strategic asset allocation and uses third-party model managers for portfolio construction and administration.

Jerad Waggy is a CFP® professional with 15 years of industry experience, currently serving at Firestone Capital Management Inc since 2014. He is based in South Miami, FL, and is part of a five-advisor team at the firm. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes global asset allocation, client-specific investment policies, and regular portfolio rebalancing to align with clients’ risk tolerance and goals.

Jason Leibowitz is a financial advisor at WestEnd Advisors, LLC, holding Series 65 and Series 66 licenses with 12 years of industry experience. He has worked at WestEnd Advisors since 2015 and has been associated with Victory Capital Services, Inc. since 2022. WestEnd Advisors is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm employs a macro-driven investment process and provides discretionary portfolio management along with third-party ETF model strategies, managing approximately $1.868 billion in regulatory assets under management and advising on nearly $23.68 billion in assets.

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.

Mariela May is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at CitiGroup Global Markets Inc for 12 years. Outside of her advisory work, she is also a part-owner of a real estate property in Aventura, Florida. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers a range of managed account solutions and employs a combination of customized allocations and firm-modeled portfolios, using third-party research and periodic reviews to monitor performance.

Alfredo Atencio is a financial advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 credentials and one year of industry experience. His prior work history includes roles at Vero Wealth Solutions, Desert Rose Capital Management, Equity Services Inc, National Life Group, and Park Avenue Securities. He is also involved as an insurance agent with Florida Financial and Insurance Agency Inc. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 representatives. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Joseph Alamo is a CFP® with five years of industry experience, currently serving as a financial advisor at CG Advisory Services. He has previously worked at Kovack Advisors, Inc., Fernandez Wealth Management, LLC, and RLAA CPA's & Advisors, LLP. Outside of his advisory roles, he is a partner at an accounting and tax firm and spends part of his time advising clients on fixed insurance products. CG Advisory Services is an SEC-registered firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs model-driven and customized portfolio management strategies supported by an Investment Committee and utilizes AI tools alongside traditional research methods.

Oscar Vega is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with CreativeOne Wealth, formerly Change Path LLC, since 2017. In addition to his advisory role, he is an investor involved in condo conversion projects. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies.

Virgil Sweet is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Impact Partnership Wealth, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors, LLC. Impact Partnership Wealth, LLC provides advisory services to individuals, corporations, trusts, and retirement plans, managing nearly $3 billion in assets. The firm offers a variety of portfolio solutions and retirement plan services, utilizing both firm-managed and advisor-managed strategies supported by a broad network of affiliated entities and service providers.