Richard Norman Brooks

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.

Michael Ladin is the principal of Ladin Financial Group, Inc., an independent advisory firm based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory work, he owns and operates Ladin Consulting Group, Inc., which involves insurance sales, and American Outback Expeditions, a vacation rental business. Ladin Financial Group provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a modern portfolio theory approach with globally diversified portfolios and often delegates security selection and trading to outside managers while retaining oversight and model selection responsibilities.

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.

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.

Ernesto Moreno is a financial advisor at MULTUS Asset Management with 15 years of industry experience. He holds a Series 65 designation and has worked at firms including Avila Pay SL and First Capital & Supplies. Moreno is also a stakeholder in MULTUS Consulting C.A., a financial and economics consulting firm based in Venezuela. MULTUS Asset Management provides discretionary investment advisory services primarily to high-net-worth individuals and private companies, including foreign clients. The firm combines macroeconomic analysis with fundamental security selection, offering tailored portfolios across various asset classes and servicing employee benefit plans as a fiduciary.