Joanna Espasas is a financial advisor with Tiempo Capital Partners in Miami, FL, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Raymond James & Associates, and Wells Fargo Advisors. 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 and offers fee-based investment management, consulting, and family-office style advisory services.

Luis Apelfeld is a financial advisor at L&S Investment Advisors, LLC with a Series 65 designation and three years of industry experience. He has worked at Brasil Plural Investment Advisor LLC since 2023 and has prior experience at Florida International University, The Kiski School, and Vermont Academy. 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 uses a variety of investment strategies including stocks, ETFs, mutual funds, and alternative assets, and operates with discretionary trading authority while employing analytical methods such as fundamental, technical, quantitative, and modern portfolio theory.

Joseph Webb III is a financial advisor at Harvest Investment Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including Envoy Advisory Inc. and Inspire Advisors, LLC dba Profit Planners Management Group. Webb is the founder and chairman of Twin Peaks Financial Ministries, a nonprofit organization that provides financial literacy seminars. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and other institutions. The firm offers discretionary portfolio management and financial planning, using a blend of fundamental, technical, and quantitative analyses, and serves as an ERISA investment manager when engaged.

Gilberto Paez is a financial advisor at Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 designation with 10 years of industry experience. He has worked at Mercantil Commercebank Investment Services since 2015 and at Mercantil Commercebank since 2014. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts through discretionary and non-discretionary portfolio management, using model portfolios and mutual funds as primary investment vehicles. The firm emphasizes global, multi-asset diversification and offers access to alternative investments, operating as a wholly owned subsidiary of Amerant Bank with a dual SEC-registered investment adviser and FINRA broker-dealer registration.

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.

Rafael Iribarren is a CFA® charterholder with 12 years of industry experience, currently serving at BigSur Partners, LLC. He has been associated with BigSur Wealth Management LLC since 2007. BigSur Partners operates as a global multi-family office and SEC-registered investment adviser, providing investment advice, portfolio management, and family office services to high net worth individuals, trusts, corporations, and pooled investment vehicles. The firm combines proprietary and third-party research on an open architecture platform and employs a range of strategies including derivatives and borrowing within client accounts.

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.

Vicente Marchelli Apolinar is a financial advisor at Miura Investment Advisors, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Miura Investment Advisors and Miura Capital, LLC since 2023, as well as MPG Consultores since 2018. Outside of his advisory role, he conducts financial analysis of corporate financial statements at MPG Consultores. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients by providing non-discretionary investment advice, portfolio management, and asset allocation and manager-selection services. The firm’s client-directed process involves continuous monitoring with formal quarterly reviews and a focus on income and principal preservation.

Ricardo Heredia is a financial advisor at Miura Investment Advisors, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Safra National Bank of New York and StateTrust Investments prior to joining Miura. He is involved with Heredia House Inc., a charitable organization. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, offering non-discretionary investment advice and portfolio management. The firm uses a client-directed approach that includes both long- and short-term strategies, with an emphasis on income and principal preservation.

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.

Catalina Franco Cicero is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Tobias Financial Advisors, Inc. for seven years and has been with Meira Wealth since 2026. Catalina's background also includes roles at Savvy and Build a Better Financial Future. Meira Wealth is a fee-only firm serving individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a combination of passive and active management strategies within a Modern Portfolio Theory framework and manages approximately $318 million in discretionary client assets.

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 and has worked previously at firms including Citigroup and Morgan Stanley. Astorga is also active as an insurance agent through Guerra Advisors Inc., where he sells insurance products. Guerra Wealth Advisors is an SEC-registered advisory firm serving individuals, trusts, and small to mid-sized businesses with investment management, financial planning, estate planning, and consulting services. The firm emphasizes asset allocation and diversified portfolios using equities, cash, ETFs, and mutual funds, supported by third-party model managers and a wrap fee program.

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 a financial advisor at MAXIMAI Investment Partners, LLC with eight years of industry experience. He previously worked at BlackRock Investments and Foreside Fund Services. He serves as a board member for the Centro Mater Foundation, a local nonprofit organization focusing on fundraising and board meetings. MAXIMAI Investment Partners 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 incorporates 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.