Andrea Nogueroles is a financial advisor with Portfolio Resources Advisor Group, Inc. in Coral Gables, FL, holding a Series 66 designation and four years of industry experience. She provides consulting services for Venezuelan clients through Latin American Holdings Inc. and serves on the board of Banco Sofitasa, a Venezuelan universal bank. Portfolio Resources Advisor Group offers discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms and model portfolios, managing assets with consideration to client objectives and ongoing performance monitoring.

Gerardo Palacios is a financial advisor with Guerra Wealth Advisors in Miami, FL. He holds a Series 65 designation and has been with the firm since 2024, beginning his career in the industry that year. Guerra Wealth Advisors is an SEC-registered adviser 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 investments while utilizing third-party model managers and a wrap fee program for its advisory services.

Gregory Pita is a financial advisor with Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 credential and 13 years of industry experience. He has worked at Mercantil Commercebank Investment Services since 2013. Amerant Investments primarily serves affluent and high-net-worth individuals, providing portfolio management, wrap-fee programs, and access to separately managed accounts and unified managed accounts. The firm uses investor profiling, model portfolios, and third-party sub-advisors to manage client assets and operates as a wholly owned subsidiary of Amerant Bank, N.A., with dual registration as an SEC investment adviser and FINRA broker-dealer.

Leonardo Guillen is a financial advisor at Guerra Wealth Advisors in Miami, FL. He holds Series 63 and Series 65 licenses and has been working in the financial industry since 2024, with previous experience at Synovus Bank and TD Bank. 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 manages accounts based on each client’s time horizon and objectives.

Alejandro Behrens is a financial advisor with MAXIMAI Investment Partners, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with MAXIMAI since 2016 and previously worked at Insigneo Securities for three years. Behrens is also involved with ALELEX LLC, a personal holding company for passive investments. MAXIMAI Investment Partners provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, as well as businesses and institutional clients. The firm employs a combination of macro analysis, fundamental and technical methods, and utilizes both traditional and alternative investments including private equity and hedge funds.

Catalina Franco Cicero is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Meira Wealth. Her prior experience includes roles at Tobias Financial Advisors, Inc. and Savvy, among others. She is also involved with Build a Better Financial Future. Meira Wealth is a fee-only firm with a team of five advisors, providing personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm integrates passive and active management within a Modern Portfolio Theory framework and utilizes a range of investment vehicles, including mutual funds, ETFs, derivatives, and alternative investments.

Enrique Viyella is a financial advisor at Tiempo Capital Partners with eight years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley Private Bank, BigSur Partners LLC, and Earthview Advisors LLC. He is a management member and general partner of Earthview Management LLC, an investment fund focused on small-cap public equities, and serves on the advisory board of Earthview Brands Inc., a wine and liquor distribution company. Tiempo Capital Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $911 million for a concentrated client base. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, offering fee-based investment management, consulting, and family-office style advisory services.

Miguel Castaneda is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation with three years of industry experience. He has been with Guerra Wealth Advisors since 2008. Outside of advisory services, he is also licensed as an insurance agent, 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. The firm employs an active, goal-based investment approach with strategic asset allocation and uses third-party model managers for portfolio construction and account administration.

Harvis Astorga is a financial advisor at Guerra Wealth Advisors in Miami, FL, with 13 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Citigroup and Morgan Stanley. Astorga is also active as an insurance agent through Guerra Advisors Inc., where he sells 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 diversification, utilizing third-party model managers and a wrap fee program to deliver its advisory services.

Ruben Rozental is a financial advisor at PGI Wealth Management with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Black Pearl Financial Services, and Business Tax Strategies LLC. Outside of his advisory role, he is an independent insurance agent, dedicating part of his time to this activity. PGI Wealth Management is a team-based SEC-registered advisory with eight advisors managing approximately $930.6 million for nearly 500 clients. The firm offers portfolio management, financial planning, and pension consulting, emphasizing long-term investment strategies tailored to individual client objectives.

Anthony Poppe is a CFP®, CFA®, and Series 65-licensed advisor with 17 years of industry experience. He has been with Firestone Capital Management Inc since 2008 and also serves with Three Somigos LLC. Firestone Capital Management serves individuals, families, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $806 million across about 375 client relationships. The firm emphasizes global asset allocation, customized written investment policies, and a long-term investment orientation, using primarily mutual funds, ETFs, and individual bonds.

Maximilien Van Walleghem is an advisor at MAXIMAI Investment Partners, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at BlackRock Investments and Investec Asset Management North America. He serves as a board member for the Centro Mater Foundation, a local nonprofit. MAXIMAI provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, businesses, and institutional clients. The firm utilizes a combination of macro analysis, fundamental and technical methods, and access to traditional and alternative investments, including private equity and hedge funds.

Sebastian Guerra is a Series 66-licensed financial advisor with Guerra Wealth Advisors in Miami, FL, where he has worked since 2016. He has 12 years of industry experience. Outside of his advisory role, he owns a general S corporation for bookkeeping purposes and is involved in several business ventures, including vehicle leasing and real estate leasing. 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 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.

Eduardo Valera Marquez is a CFA® charterholder with 10 years of industry experience. He is currently with Portfolio Resources Advisor Group, Inc. and has previously worked at Latin American Holdings. Outside of his advisory role, he provides business consulting focused on business development, entrepreneurship, and financial statement analysis through BBO Capital Partners LLC. Portfolio Resources Advisor Group offers discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms, model portfolios, and impact/SRI strategies tailored to client objectives.

Roxanna Guinan is a financial advisor at Cardea Capital Advisors, LLC with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience with IP Financial Advisory Services, World Choice Securities Inc, and Claraphi Advisory Network LLC. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm utilizes a Modern Portfolio Theory-based approach with diversified, risk-based model portfolios and offers a range of services including separately managed accounts and educational seminars.

Juan Perez is a Series 65-licensed advisor with 19 years of experience, currently serving at Alhambra Investment Management LLC. He previously worked at JM Capital Management, Inc. and has been with Alhambra since 2007. Outside of his advisory role, he provides bookkeeping and consulting services for a family-owned Haagen-Dazs franchise. Alhambra Investment Management serves individual, high-net-worth, charitable, and corporate clients through discretionary and non-discretionary investment management, employing a team approach. The firm utilizes a top-down macroeconomic framework combined with quantitative equity models and tactical overlays to customize portfolios across various asset classes and strategies.

Joao Renato Corbellini is a financial advisor at L&S Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brasil Plural Investment Advisor LLC and Brazil Plural Securities, among other firms. Outside of advising, he serves as an operations intern at L&S Investment Advisors, dedicating approximately 20 hours per week to this role. L&S Investment Advisors serves individual and high-net-worth clients as well as corporate entities, trusts, and other institutions, managing discretionary portfolios and overseeing approximately $218.5 million in assets. The firm employs a variety of investment strategies, including stocks, ETFs, and alternative assets, and distinguishes itself through its affiliation with Brasil Plural Investment Advisors and its use of leverage and non-U.S. securities.

Antonio Andrade is a financial advisor at L&S Investment Advisors, LLC with five years of industry experience. He holds the Series 65 designation and has worked previously at Brasil Plural Investment Advisor LLC and the University of Miami. L&S Investment Advisors serves individuals, corporate entities, trusts, and institutions with discretionary portfolio management, emphasizing a short-term trading style that involves stocks, ETFs, and various leveraged strategies. The firm manages approximately $231 million across about 315 client accounts and operates with a formal affiliation with Brasil Plural Investment Advisors.

William Haag is a financial advisor at MAXIMAI Investment Partners, LLC in Coral Gables, FL, holding a Series 65 designation with four years of industry experience. Prior to joining MAXIMAI in 2021, he worked at PNC Bank from 2017 to 2021 and was employed at Wake Forest University from 2013 to 2017. MAXIMAI provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, businesses, corporations, and institutional clients. The firm uses a combination of top-down macro analysis, fundamental and technical methods, and a range of traditional and alternative investments, including private equity and hedge funds.

Gabriela Morales Blanco is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 designation. She has been with Guerra Wealth Advisors since 2022 and has a background that includes work at Florida International University and Platos Closet. Guerra Wealth Advisors is an SEC-registered firm that provides discretionary investment management, financial and estate planning, and consulting services to individuals, trusts, and small to mid-sized businesses. The firm’s investment approach focuses on asset allocation and diversified use of equities, ETFs, mutual funds, and cash, using third-party model managers and a wrap fee program.