Philip Herzberg

D Carlson is a financial advisor with Cambridge Investment Research Advisors in Miami Beach, FL, holding 24 years of industry experience. He has worked with firms including Commonwealth Financial Network and Waddell & Reed, and is the owner of Financial Independence Wealth Management, LLC. Outside of his advisory work, he operates a kite aerial photography business. Cambridge Investment Research Advisors serves a diverse client base through independent financial professionals, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides access to proprietary and third-party investment strategies and supports both discretionary and non-discretionary portfolio management.

Paavan Kotini is the sole advisor at Kotini Capital Advisors LLC in Miami, FL. He holds a Series 65 designation and has professional experience spanning roles at Kotini & Kotini LLC since 2011, CarMax from 2015 to 2020, and S.W.A.N. Insurance Group LLC starting in 2024. Kotini Capital Advisors is an independent, state-registered investment adviser offering tailored asset management and fee-based financial planning to individuals, high-net-worth clients, trusts, estates, foundations, endowments, and small businesses. The firm follows an institutional endowment model emphasizing broad diversification, equity orientation, and access to alternative investments, utilizing a combination of ETFs, mutual funds, third-party managers, and private investment vehicles.

Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

David A. Lurch is the principal of David Lurch LLC, an independent advisory firm based in Ft. Lauderdale, FL. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including prior roles at UBS Financial Services, Merrill, and Morgan Stanley. He serves on the board of directors for the Miami Yacht Club. David Lurch LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes documented client profiles and a blend of analytical techniques in its investment process, offering discretionary portfolio management and comprehensive financial planning tailored to client goals, tax considerations, and risk tolerance.

Thiago Silva is a financial advisor at Maway LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Maway LLC since 2017, following a one-year tenure at Prodigy Network. Maway LLC provides ongoing portfolio management and prepares customized Investment Policy Statements to align client portfolios with their goals, time horizons, and risk tolerance. The firm serves individuals, high-net-worth clients, and business entities, employing a long-term investment approach that integrates cyclical, fundamental, modern portfolio theory, and technical analysis, with recommendations including ETFs, mutual funds, fixed income, real estate funds, precious-metal ETFs, venture capital, and private placements.

Leon Schenker is a financial advisor with Thames Asset Management, Inc., holding a Series 65 license and over 22 years of industry experience. He has been associated with Thames Asset Management since 1992 and also serves as president of the firm. In addition, Schenker is a Certified Public Accountant and has been active with SRG Advisors, LLC since 1984. Thames Asset Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, institutions, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach combines fundamental and technical analysis with asset classification and charting, utilizing a range of strategies including margin and options to tailor risk profiles and portfolio construction.