Miguel Gonzalez De Castilla is a financial advisor at Lynx Advisory Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Asesores Mexico and Citigroup. Lynx Advisory Partners serves domestic and foreign high-net-worth individuals, trusts, family offices, and institutional clients, managing approximately $214.8 million in assets. The firm uses a disciplined, systematic investment process combining macroeconomic research with fundamental and technical analysis to construct multi-asset portfolios tailored to various investment profiles.

Cristina Extremera Abril is a financial advisor at Zink Wealth Solutions LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including BBVA Wealth Solutions Inc. and Insigneo Securities, LLC. Outside of her advisory role, she serves as Secretary on the board of a local building association. Zink Wealth Solutions LLC provides advisory services primarily to high net worth individuals, pooled investment vehicles, and corporations. The firm offers discretionary portfolio management and financial consulting using a range of analytical approaches and invests across various asset classes, serving a small client base with tailored portfolio solutions.

Diane Macphee is a CFP® professional with 13 years of industry experience. She is the sole advisor at Comprehensive Money Management Services LLC, where she has worked since 2016, and she also operates DMAC Consulting Services LLC. Comprehensive Money Management Services LLC provides personalized financial planning and supervisory investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a fee-only model and employs a scenario-based asset allocation approach grounded in Modern Portfolio Theory, managing over $200 million under its sole principal.

Tomas Ulla is a financial advisor at My Investment Path in Coral Gables, FL, holding a Series 66 designation. He has been in the industry since 2025, with prior roles including positions at AGP and RV Owens Strategic Group. Tomas also has experience in academia, having worked at St. Thomas University and the University of Northwestern Ohio. My Investment Path provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading approach using a diverse array of investment instruments and combines cyclical analysis, modern portfolio theory, and technical analysis in its process.

Juan Hanuszkiewicz is a CFP® and ChFC® with 16 years of industry experience. He is currently with Entelevest, LLC, where he has worked since 2021, following prior roles at Equitable Advisors and Axa Advisors. Entelevest serves individual clients, including high-net-worth households, as well as plan sponsors and fiduciaries of employer retirement plans. The firm provides discretionary wealth management and comprehensive financial planning, using firm-developed model portfolios and a combination of quantitative and fundamental investment methods.

Jorge Gullon is a financial advisor at Emergent Global Investments in Coral Gables, FL, holding a Series 65 designation. He has worked in the financial industry since 2018, with experience at firms including Valvian Capital and Euro-Funding Advisory Group. Emergent Global Investments serves individual clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning. The firm employs a customized strategic asset allocation process using multiple analysis methods and offers a broad range of investment vehicles.

Xiuming Jin is a financial advisor at Ethos Private Wealth in Coral Gables, FL, with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill for multiple periods totaling eight years. Jin has also taken extended travel breaks during his career. Ethos Private Wealth provides discretionary and non-discretionary portfolio management and family wealth services primarily to individual and high-net-worth clients, typically accepting accounts with a $1 million minimum. The firm combines third-party macroeconomic research with internal due diligence to construct diversified asset allocations and offers services including IRA rollover advice and financial planning.

Miguel Garcia Cardona is a financial advisor at Sancus Wealth Management LLC in Miami, FL, with eight years of industry experience. He holds a Series 65 designation and has worked at Clout Capital Advisors LLC and Scuadra Life LLC, as well as BAKER PERKINS prior to his current role. Sancus Wealth Management is a state-registered investment adviser serving individuals, high-net-worth clients, families, retirement accounts, and trusts with services including portfolio management, financial and retirement planning, family office support, and international wealth planning coordination. The firm’s investment approach integrates fundamental and macroeconomic analysis with asset allocation and investment-manager due diligence, employing strategies such as long-term holdings, tactical asset allocation, fixed income, alternatives, private market investments, and real estate-related assets.

David Lucterhand is a financial advisor at MarketGrader Capital, LLC with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has been with MarketGrader Capital since 2014. He is also involved with MarketGrader.com, where he has worked since 2010. MarketGrader Capital, LLC provides discretionary and non-discretionary investment management and sub-advisory services primarily to institutional clients, collective investment trusts, and pooled vehicles. The firm uses research and index methodologies from its affiliate MarketGrader.com to construct portfolios that replicate transparent, rules-based indexes and offers risk-managed index solutions with a tactical volatility overlay.

Carlos Morales is a Series 65-registered financial advisor at Noctua International WMG, LLC with four years of industry experience. He has worked at Noctua Partners since 2018 and previously held roles at Park Street, Moto Capital Group Inc, and Bedrock Retail. Noctua International WMG, LLC provides discretionary and non-discretionary investment management, financial planning, and family-office services primarily to high-net-worth individuals and corporate clients. The firm combines top-down macro asset allocation with bottom-up security selection and offers customized portfolio solutions, including separately managed accounts and private placements.

Carlos Hermida is a financial advisor at Cela Wealth Management with 12 years of industry experience. He holds a Series 65 credential and has worked at ESE Industries, Inc. and Cela Advisors. Hermida is also a Certified Public Accountant (CPA) and serves as the owner and president of Emerald Bay Ventures, Inc., a holding company unrelated to his advisory work. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management for individuals, trusts, foundations, and small businesses, generally serving clients with substantial household investable assets. The firm employs a data-driven approach combining fundamental and technical analysis with a core-and-satellite allocation using low-cost index funds and ETFs, emphasizing downside risk management and global diversification.

Roger Bosch is a financial advisor at Amerant Investments, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Boreal Capital Securities LLC and Amerant Bank NA. Bosch is based in Coral Gables, Florida. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios and mutual funds to implement investment strategies focused on global, multi-asset diversification and offers access to alternative investments through a centralized marketplace.

Sebastian Herdoiza is a financial advisor with Storge Partners, holding a Series 65 credential and one year of industry experience. His background includes roles at Avanti Way Realty and Avanti Way Group, as well as a period of self-employment. He is also involved as a member in holding companies Hasiera Holdings and Faenza LLC. Storge Partners Economic Studies LLC provides fee-based advisory and portfolio supervision services primarily to high-net-worth individuals, families, and family investment vehicles. The firm uses a strategic asset allocation framework focused on mid-to-long-term risk reduction and cost efficiency, delivering non-discretionary advice across a broad set of investment instruments.

Leandro Ruschel is a Series 65-licensed financial advisor with L&S Investment Advisors, LLC in Miami, FL, bringing nine years of industry experience. He has been involved with multiple firms since 2003, including roles as co-owner and director at Wolwalz E Ruschel LTDA and PZL SA in Brazil. Ruschel is also managing partner of Leandro & Stormer, Inc., an educational company focused on investment training, and is engaged in marketing online investment courses through Liberta Global, LLC. L&S Investment Advisors serves individual and high-net-worth clients, as well as corporate entities, trusts, and institutions, managing discretionary portfolios totaling approximately $218.5 million. The firm uses a mix of analytical methods and a shorter-term trading style, often recommending stocks and ETFs while incorporating diverse asset classes and strategies, including use of margin and non-U.S. securities.

Carlos Curi is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently an advisor at Miura Investment Advisors, Inc., having previously worked at CFS Advisors and Cima Sociedad Gerente de Fondos Comunes de Inversión SA. Outside of his advisory role, he has served as a director for several companies, including Mountain Range Asset Management and Bramley SA. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, providing non-discretionary investment advice, portfolio management, and asset allocation services. The firm’s process is client-directed and includes both long- and short-term strategies focused on income and principal preservation.

Juan Figueroa Fresard is a financial advisor at Compass Group Investments Solutions LLC with 10 years of industry experience. He holds a Series 66 designation and has been affiliated with CG Compass (USA), LLC since 2016 and Compass Group Asesores de Inversion from 2011 to 2022. Compass Group Investments Solutions LLC provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, and private investment vehicles. The firm offers customized asset allocations and employs a wide range of investment strategies across multiple asset classes, including a dedicated alternative asset investment program.

Marco Malave is a financial advisor at Miura Investment Advisors, Inc. in Miami, FL, holding a Series 66 credential with four years of industry experience. His prior experience includes roles at Banesco USA, where he works as a business analyst focusing on Latin America accounts, and at BBR Capital. Miura Investment Advisors serves primarily offshore, non-U.S. individuals and corporate clients by providing non-discretionary investment advice, portfolio management, and manager-selection services. The firm employs client-directed strategies emphasizing income and principal preservation, with continuous account monitoring and formal quarterly reviews.

Brian Canida is a financial advisor at Ceeto Capital Group, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Alvarez Arrieta & Diaz-Silveira from 2013 to 2017 before joining Cito Capital Group, LLC in 2017. Brian is also a lawyer and manages Canida Ventures, LLC, which makes private investments on behalf of his family and other nonclient families. Ceeto Capital Group, LLC provides discretionary and non-discretionary portfolio management primarily for high-net-worth individuals, trusts, foundations, endowments, and pension funds. The firm employs a multi-method investment approach and offers tailored Investment Policy Statements, ongoing asset allocation, and regular portfolio monitoring.

Giovanni Jimenez is a financial advisor at Guerra Wealth Advisors in Miami, FL, holding a Series 65 license. He has been with Guerra Wealth Advisors since 2023, with prior work experience at Hirequest and Aquanet. Guerra Wealth Advisors is an SEC-registered firm providing discretionary investment management, financial planning, estate planning, and consulting services to individuals, trusts, and small to mid-sized businesses. The firm emphasizes asset allocation and diversified portfolios using equities, cash, ETFs, and mutual funds, and manages accounts through a wrap fee program with third-party model managers and platform providers.

Jesse Wachs is a CFA® charterholder with 13 years of industry experience, currently serving at Powell Investment Advisors, LLC since 2007. He holds a Series 63 license and is based in Miami, FL. Outside of his advisory role, he is a minority owner of an agriculture-related business, PIA Integrated LLC. Powell Investment Advisors, LLC is a fee-only registered investment adviser specializing in discretionary portfolio management for high-net-worth individuals and related pooled investment vehicles. The firm manages the CEF Total Return Opportunity Fund LP and employs a risk-focused investment process that includes fundamental, technical, and cyclical analysis across various asset classes.