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.

Carolina Canida is a financial advisor at Ceeto Capital Group, LLC with eight years of industry experience. She holds a Series 65 designation and is also a licensed attorney. In addition to her advisory role, she serves as a principal at Canida Ventures, LLC, which manages private investments for her family and other non-client 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, including fundamental and technical analysis, and offers ongoing portfolio monitoring tailored to client risk tolerance.

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.

Alan Albagli is a financial advisor at Vizcaya Capital, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Itau Bank, the University of Miami Herbert Business School, and Banco Security in Chile. Vizcaya Capital, LLC is an SEC-registered investment adviser serving high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm customizes strategies using a combination of long- and short-term approaches, options, and structured products, and acts as adviser to multiple private pooled funds.

Patricia Leon Ponte is a financial advisor at Amerant Investments, Inc. with 13 years of industry experience. She holds a Series 66 designation and has been affiliated with Mercantil Commercebank and its investment services division since 2011. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management along with wrap programs and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios, third-party managers, and emphasizes global, multi-asset diversification, serving approximately 531 clients with $688 million in assets under management.

Breno Sily Vasconcellos is a financial advisor at Amerant Investments, Inc. with one year of industry experience. He holds a Series 66 designation and has been with Amerant in various capacities since 2023. Prior to his current role, he also worked at Barry University and UFES. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management, wrap programs, and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm emphasizes global, multi-asset diversification and uses model portfolios, third-party portfolio managers, and sub-advisors to implement client investment strategies.

Ralph Horn is a financial advisor at Aston Capital Management with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has served as a director and minority shareholder in several financial and real estate lending companies, including BridgeLoan Investors, Bridgeinvest LLC, and H2A Capital Corp. Additionally, he is involved with Edinvest Education, LLC, which participates in an investment advisory firm and an online education company focused on teaching foreigners about investing in the U.S. market. 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 multiple private funds, with a noted focus on non-U.S. investors and performance-based compensation structures.

Sean Preston is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has worked at Glassman Wealth Services before joining Firestone Capital Management Inc, where he is currently part of a five-advisor team. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach emphasizes global asset allocation, client-specific investment policies, and regular rebalancing, combining in-house and external research to support long-term portfolio management aligned with clients’ risk tolerance and goals.

Anton Knecht is a financial advisor with Dara Capital US, Inc. in Miami, FL, holding 12 years of industry experience. He has been with Dara Capital US, Inc. since 2009 and is also an owner, director, and managing director of Dara Capital AG in Zurich, Switzerland, where he is involved in business development and management. Dara Capital US, Inc. provides independent financial and wealth advisory services to sophisticated investors such as trusts, tax‑exempt organizations, estates, and family offices. The firm combines quantitative analysis with qualitative due diligence to create diversified portfolios emphasizing controlled downside volatility, often managing assets on a non-discretionary basis with joint client review of investment decisions.

Eraldo De Paola Neto is a financial advisor at L&S Investment Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at L&S Investment Advisors since 2020. He is also involved with Liberta Global, where he serves as an instructor teaching U.S. market trading styles to primarily non-U.S. investors, and is a 40% owner of De Paola PE LLC, which invests in privately held firms. 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 in assets. The firm employs a mix of analytical methods and pursues a shorter-term trading style with higher risk tolerance, utilizing a range of securities and strategies including margin, options, and short sales.

Christian Batalha is a financial advisor at Miura Investment Advisors, Inc. in Miami, FL, holding a Series 66 designation with 12 years of industry experience. He has worked at Miura Capital, LLC since 2020 and previously held roles at various Brickell Global entities from 2015 to 2020. Outside of his advisory role, he is involved in managing a residential real estate holding company in Florida. Miura Investment Advisors primarily serves offshore, non-U.S. individuals and corporate clients, offering non-discretionary investment advice and portfolio management with a client-directed approach focused on income and principal preservation.

Luis Hernandez Guerrero is a financial advisor at Amerant Investments, Inc. in Coral Gables, FL, holding a Series 66 license with five years of industry experience. His prior work includes roles at SBA Communications and Banctrust & Co, as well as an extended period at Universidad Metropolitana. Amerant Investments primarily serves affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts, managing approximately $782 million in assets. The firm utilizes investor profiling and model portfolios with quantitative and qualitative due diligence, supports unified managed accounts, and operates as a wholly owned subsidiary of Amerant Bank, offering integrated advisory and brokerage services.

Daniella Viete is a CFA® charterholder with 14 years of industry experience and has been with MAXIMAI Investment Partners, LLC since 2016. She holds a Series 66 license and previously worked at Insigneo Securities. Outside of her primary role, she is involved in several passive private equity and non-investment related business activities. 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 corporate and institutional clients. The firm uses a combination of top-down macro analysis, fundamental and technical methods, and accesses traditional and alternative investments, including private equity and hedge funds.

Juan Hernandez Hidrobo is a financial advisor at Amerant Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Amerant Investments since 2021. His prior roles include positions at Hult International Business School and Financiera De Desarrollo Nacional. 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 employs global, multi-asset diversification strategies and uses model portfolios alongside third-party portfolio managers, managing approximately $688 million in assets as of the end of 2024.

Sofia Tello is a financial advisor at Uyana Partners LLC in Miami, FL, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at ETA Capital Partners and Insignium Asset Management. She also has academic experience at Tulane University. Uyana Partners serves individual, high-net-worth, ultra-high-net-worth, corporate, insurance-company, and non-U.S. clients by providing portfolio management and financial planning. The firm uses a technology-enabled Step-Up program to guide clients through investment profiling and model portfolio selection, combining fundamental and technical analysis with diversified model portfolios and regular account reviews.

Gabriel Munoz Bustamante is a financial advisor at Bayshore Wealth Advisors in Coral Gables, FL, with 17 years of industry experience. He holds a Series 65 designation and has been with Bayshore Wealth Advisors since 2008, with prior experience at Bayshore Risk Management, LLC. Bayshore Wealth Advisors is a fee-only registered investment adviser serving individuals, trusts, family limited partnerships, private foundations, and retirement plans. The firm employs an evidence-based, buy-and-hold investment approach focused on diversified, passively managed funds and customized fixed-income portfolios.