Carlos Carbonell is a CFA® charterholder with 22 years of industry experience. He has been with Firestone Capital Management Inc. since 2004 and also has a role at 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, written investment policies tailored to each client, and a long-term orientation, using primarily mutual funds, ETFs, and individual bonds.

Thomas Pelham Jr. is a CFP® with seven years of industry experience, currently serving as an advisor at Kaufman Rossin Wealth, LLC since 2019. He has prior experience with Totalbank and holds a leadership role as president and licensed insurance agent at KR Financial Services. Pelham also acts as a principal in business consulting at Kaufman, Rossin & Co. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans by providing investment management, financial planning, and employee benefit plan advisory services. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, utilizing third-party sub-advisors and platforms to support diversified asset allocation and ongoing portfolio management.

Arturo Don Duasso is a CFP® professional with eight years of industry experience. He has worked at Bayshore Wealth Advisors since 2020 and previously held positions at Citigroup and Wells Fargo. Bayshore Wealth Advisors is a fee-only registered investment adviser serving individuals, trusts, family entities, private foundations, and qualified retirement plans. The firm employs an evidence-based, buy-and-hold investment approach focused on diversified, low-turnover exposure through passively managed mutual funds and ETFs.

Douglas Goldstein is a CFP® with 31 years of industry experience and has been with Portfolio Resources Advisor Group, Inc. since 2008. He also serves as director of Profile Investment Services and Profile Family Office, focusing on financial consulting and philanthropic services for wealthy clients. Goldstein is an author of several financial books and contributes writings to the Jerusalem Post, in addition to delivering lectures to various organizations. Portfolio Resources Advisor Group provides discretionary portfolio management and financial planning services to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach utilizing third-party platforms and impact/SRI strategies, managing approximately $122 million in regulatory discretionary assets as of August 2025.

Alexandra Valentin is a financial advisor at Tiempo Capital Partners with 14 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including JPMorgan Securities LLC, UBS International Inc, and currently Carmen Consulting Group as president. Outside of her advisory roles, she serves as president of a consulting company, Carmen Consulting Group Inc. Tiempo Capital Partners manages approximately $911 million for individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a tactical allocation approach with fundamental, technical, and cyclical analysis, offering fee-based investment management, consulting, and family-office style advisory services.

Henrique Lucena is a financial advisor at Laidlaw Wealth Management LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, including high net worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolios using strategic asset allocation and a range of investment products, employing methods such as Modern Portfolio Theory and fundamental and technical analysis.

Ricardo Larrazabal is a financial advisor at Portfolio Resources Advisor Group, Inc. with 10 years of industry experience. He holds a Series 65 designation and has worked at Portfolio Resources Group since 2016. Additionally, he serves as Executive Director of Solfin Casa de Bolsa, a Venezuelan securities brokerage firm, where he supervises accounting and administrative duties. Portfolio Resources Advisor Group provides 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 approximately $122 million in regulatory discretionary assets as of August 2025.

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.

Darin Schatzman is a financial advisor at Kaufman Rossin Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including NFP Securities, Inc., Gallagher Benefit Services, and Triad Advisors. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans, offering investment management, financial planning, and employee benefit plan advisory services. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, diversified asset allocation, and ongoing portfolio monitoring.

Rogerio De Carvalho Junior is a financial advisor with Aston Capital Management in Coral Gables, FL. He holds a Series 65 designation and has two years of industry experience. Prior to joining Aston Capital Management, he worked at Banco do Brasil S.A. for one year. Aston Capital Management advises primarily pooled investment vehicles and high-net-worth qualified clients, offering discretionary and non-discretionary portfolio management along with integrated financial planning. The firm employs a manager-of-managers approach using a proprietary allocation model and manages several private funds, including those focused on real estate investments for non-U.S. persons.

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.

Baylor Lancaster Samuel is a financial advisor with Amerant Investments, Inc. and holds a Series 66 license. He has four years of industry experience, including prior roles at 1919 Investment Counsel and CV Advisors. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets through a combination of discretionary and non-discretionary advisory arrangements. The firm employs investor profiling and model portfolios supported by both in-house and third-party portfolio management, and it operates as a wholly owned subsidiary of Amerant Bank with dual registration as an SEC investment adviser and FINRA broker-dealer.

Linda Boone is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Meira Wealth. She was previously with The Lubitz Financial Group from 1999 until its transition to Meira Wealth in 2021. Boone is a published author of an investment-related book and serves as a trustee for the Miami Endowment Committee, a nonprofit organization. Meira Wealth provides personalized, fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a blend of passive and active management within a Modern Portfolio Theory framework, managing roughly $318 million in discretionary client assets.

Daisy De La Torre Montoya is a financial advisor at Amerant Investments, Inc. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Citigroup for six years. Outside of her advisory role, she is a manager of two investment companies focused on real estate holdings. Amerant Investments, Inc. serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $688 million in assets. The firm utilizes model portfolios, third-party managers, and emphasizes global, multi-asset diversification, operating as a subsidiary of Amerant Bank with combined SEC-registered investment adviser and FINRA broker-dealer registration.

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.

Ricardo Sucre is a financial advisor with Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Bolton Global Asset Management. Outside of his advisory work, he is the owner and manager of Sucre Financial, LLC, a firm established to operate Bolton securities and investment advisory businesses. 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 a model portfolio approach with both discretionary and non-discretionary advisory arrangements, integrating third-party portfolio managers and technology to support unified managed accounts and access alternative investments.

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.

Jorge Tijerino is a financial advisor at VIM Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he owns an IT consulting and networking business, Fix My WiFi, Inc. VIM Wealth Management provides investment advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and qualified retirement plans. The firm employs a proprietary strategic asset-allocation methodology and uses a combination of macroeconomic, fundamental, quantitative, technical, and qualitative analysis to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Gabriel Bustamante is a financial advisor at Bayshore Wealth Advisors with 21 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to his current role, he was involved with Bayshore Risk Management, LLC and has been with Bayshore Wealth Advisors since 2007. He is also a managing member and director of Sunrise Communications LLC, a non-investment-related communications business. Bayshore Wealth Advisors is a fee-only registered investment adviser serving individuals, trusts, family limited partnerships, private foundations, and qualified retirement plans. The firm employs an evidence-based, buy-and-hold investment approach focused on diversified, low-turnover portfolios using passive mutual funds and ETFs, and manages over $630 million in client assets with a small advisory team.