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.

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.

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.

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.

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.

Luis D'amato is a CFA® charterholder with seven years of industry experience. He has been with Aston Capital Management since 2016. Aston Capital Management advises high-net-worth individuals and private pooled investment vehicles, using a proprietary manager-selection model combined with structured due diligence to build diversified portfolios. The firm serves a select number of clients, including a notable non-U.S. investor base, and manages multiple private funds with tailored portfolio allocation advice and fund governance.

James Anderer is a financial advisor at 4Thought Financial Group Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Principal Securities, Principal Life Insurance, and Automatic Manufacturing Systems, Inc. Outside of his advisory role, he is the owner and creative director of Mega Code LLC, a consulting firm focused on marketing and brand services for various clients, and serves as a fractional Chief Marketing Officer for Automatic Manufacturing Systems, Inc. 4Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individual investors, family offices, trusts, pension plans, corporations, and nonprofit organizations. The firm employs a Multi-Method Investing® framework and Risk Premium Capital Allocation to offer customizable investment strategies, model-driven separately managed accounts, and supports other advisors through sub-advisory and solicitation arrangements.

Jose Remy is a financial advisor with Alti Wealth Management (US International), Inc. based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His work history includes roles at Lj Investment Advisors, LLC and Guggenheim Partners Latin America, Inc. Alti Wealth Management serves high-net-worth individuals, trusts, and foundations, offering 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 with a manager-of-managers approach and selective use of derivatives and short-term trading.

Emeris Lucas is a financial advisor at Amerant Investments, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked previously at CommerceBank Investment Services. 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 investor profiling and model portfolios, engaging third-party managers and utilizing technology to support unified managed accounts and alternative investments.

Jamel Gordon is a CFP® professional at Rose Capital Advisors, LLC with 17 years of industry experience. He has held roles at Saxony Securities Inc., Provenance Wealth Advisors, Raymond James Financial Services, and Edward Jones. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up, fundamental analysis approach complemented by technical indicators and manages private fund-of-funds alongside individualized portfolio management.

Eytan Starkman is a financial advisor at Vizcaya Capital, LLC in Miami, FL, with 11 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Credit Agricole Securities, Credit Agricole Corporate and Investment Bank, Bank Hapoalim, and Hapoalim Securities USA. Outside of advising, he serves on the board of an e-commerce women's apparel company and is involved as a managing director in venture capital fund management. Vizcaya Capital, LLC is an SEC-registered investment adviser that primarily serves high-net-worth individuals, pooled investment vehicles, and other advisers. The firm offers discretionary and non-discretionary portfolio management, sub-advisory model portfolios, and advisory services to private pooled funds, employing a combination of long- and short-term strategies along with options and structured products tailored to client objectives.

Julio Lopez Brito is a CFP® with nine years of experience in financial advising. He is currently with Sensible Money, LLC, where he has worked since 2021, following prior roles at Portfolio Resources Advisors Group and New York Life Insurance Co. Sensible Money is an independent SEC-registered investment adviser serving individual clients, trusts, estates, pension plans, and charitable organizations, primarily focusing on clients nearing or in retirement. The firm offers integrated financial planning and discretionary investment management using diversified portfolios and strategies like liability-driven investing and Modern Portfolio Theory.

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.

Michael Wagner is a CFP® and Series 66-registered advisor with 19 years of industry experience. He has been with Omnia Family Wealth since 2015 and previously worked at Purshe Kaplan Sterling Investments. Wagner serves as Young Leadership Chair for the Greater Miami Jewish Federation. Omnia Family Wealth advises individuals, families, trusts, and institutions with a goal-driven, long-term investment approach that integrates tax, estate, and insurance considerations. The firm manages discretionary and non-discretionary portfolios and is active in private investment funds, offering both advisory services and fund management.

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.

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.