David Unda is a financial advisor at Unda Financial and Consulting LLC in Palmetto Bay, FL, with four years of industry experience. He holds a Series 65 designation and has been a real estate sales associate with Miami Partners Realty Group LLC since 2011, dedicating part of his time to residential property sales. Unda Financial and Consulting provides financial planning, investment management, and wealth management services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm uses an asset-allocation driven investment approach, incorporating a defined process with goal setting, investment selection, implementation, and ongoing monitoring, and it serves both individual and institutional-type clients.

Paul Dibiasio is the principal of Private Lane Capital, LLC, an independent advisory firm based in Annandale, Virginia. He holds a Series 65 designation and has 19 years of industry experience, with a career that includes managing Private Lane Capital since 1999 and operating Di Biasio & Edgington, Inc. since 1989. Di Biasio & Edgington provides a subscription service offering portfolio analysis using proprietary technical analysis methodologies. Private Lane Capital offers discretionary portfolio management primarily to high-net-worth individuals, families, and institutional clients, managing approximately $128.8 million in assets across nine accounts. The firm employs a concentrated, equity-focused investment strategy that combines technical and fundamental analysis, with selective use of option strategies and private placements for qualified investors.

Stephanie Campos is a CFP® with 15 years of industry experience and is the principal of Campos Financial, an independent advisory firm based in Miami, FL. Her prior experience includes roles at Origin Financial and New York Life Insurance Company. In addition to her advisory work, she manages a real estate company on a limited basis. Campos Financial provides financial planning and discretionary investment management to individuals, families, small business owners, and select institutional clients. The firm’s approach emphasizes diversified, low-cost ETFs with discretionary rebalancing and utilizes third-party sub-advisors for specialized individual security management.

Francisco Madariaga is a financial advisor at Todo Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Todo Capital since 2015. Outside of his advisory role, Mr. Madariaga serves as a consultant and manager for Ningaloo LLC, where he dedicates significant time analyzing financial markets and economic data. Todo Capital provides investment management and advisory services to high-net-worth individuals, families, corporations, trusts, and institutions. The firm employs a disciplined, model-driven asset allocation approach to construct diversified portfolios tailored to clients’ risk tolerance and objectives, with a notable specialization in serving clients from Europe and Latin America.

Victor Soto Anselmi is a financial advisor at Trust Beyond Corp with 14 years of industry experience. He holds the Series 66 designation and previously worked at INVEX Inc. from 2014 to 2020. Trust Beyond Corp provides comprehensive wealth management and financial planning to individual and high-net-worth clients, offering tailored portfolio management, retirement and estate planning coordination, and access to a wide range of investments. The firm employs modern portfolio theory and a combination of long- and short-term strategies, including option writing and derivatives within separately managed accounts, and serves a notable non-U.S. client base.

Alexander Tommasino is a financial advisor at Brickell Investments, LLC in Key Biscayne, FL, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Brickell Investments since 2007. Brickell Investments provides personalized discretionary investment management to individuals, pension and profit-sharing plans, and corporate entities. The firm uses fundamental and cyclical analysis and employs various trading strategies based on client objectives and risk tolerance, with a focus on diversification through asset allocation.

Daniel Del Rio is a financial advisor at HighRise Wealth Management with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Equitable and Northwestern Mutual. Outside of advising, he is a partner and soccer trainer at LEVELUP MIAMI, where he oversees business operations and trains athletes. HighRise Wealth Management serves individual, corporate, and municipal clients, providing portfolio management, pension consulting, and financial planning guided by client-specific Investment Policy Statements. The firm employs a range of investment strategies including fundamental analysis, modern portfolio theory, and options trading, and operates as a licensed insurance agency alongside its advisory services.

Elido Santana is a financial advisor at Financial Q Group LLC with a Series 65 designation and one year of industry experience. Prior to joining Financial Q Group, he held positions at QQ Capital Investment Fund, T-Mobile, Uber, and Worldventures. Financial Q Group LLC is a registered investment adviser serving high-net-worth individuals, trusts, family offices, investment companies, charitable organizations, and other advisers. The firm employs a systematic investment process combining fundamental, macroeconomic, and technical analysis to create customized strategies that include derivatives and hedging instruments.

Paul Walkington is a financial advisor at EM Financial Services, LLC in Miami, FL, holding Series 63 and Series 65 designations with 28 years of industry experience. His prior roles include positions at San Plas Securities LLC, SB Advisory, LLC, and National Asset Management Inc. He is also involved as Vice President and insurance agent at EM Insurance and Financial Services, LLC, focusing on health benefits and fixed insurance products. EM Financial Services, LLC provides discretionary and non-discretionary asset management, financial planning, consulting, and pension-plan advisory services, including ERISA 3(21) fiduciary support for qualified retirement plans. The firm integrates multiple investment approaches and coordinates with third-party money managers while maintaining ongoing advisory relationships.

Behzad Ravan is a CFP® professional with three years at RC Private Wealth, LLC and over a decade of experience at RC CPAs. He is based in Miami, FL. Ravan is a member of the Alliott Global Alliance and serves as financial treasurer for the South Florida chapter of the Entrepreneur Organization. RC Private Wealth LLC provides investment advisory services primarily to pooled and institutional clients, including participant-directed retirement plans. The firm employs a Modern Portfolio Theory-based approach focused on broad asset-class diversification using primarily passive funds, supported by model portfolios and sub-advisory relationships.

Brian Frank is the principal advisor at Frank Capital Partners LLC, holding a Series 65 designation with 13 years of industry experience. He has led Frank Capital Partners since its founding in 2014. The firm provides discretionary investment management to individuals, trusts, private funds, and registered investment company series. Frank Capital Partners employs a fundamental value analysis approach focused on measures such as EBITDA, free cash flow, and return on invested capital, managing portfolios primarily for long-term gains with the use of long/short positions, corporate bonds, and option strategies.

Cesar Miranda is a financial advisor with WM Advisors USA LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Highlands Investment Management LLC since 2023 and has been with WM Advisors since 2020. Cesar serves as a managing partner at WM Advisors, an independent investment advisory firm based in Miami, FL. WM Advisors USA LLC provides portfolio management and financial planning services primarily to high-net-worth individuals, corporations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis and typically operates with non-discretionary accounts, focusing on high-net-worth and institutional clients.

Fradel Barber is a financial advisor with The World Changers Investments, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience and has held roles at multiple firms, including Transamerica Financial Advisors and Oxford Tax Partners. Barber is also CEO of an online education platform, The World Changers Network, LLC. The World Changers Investments, LLC, formed in 2023, provides investment management through co-advisory and sub-advisory arrangements to a diverse client base, including individuals, families, trusts, charitable organizations, and institutional investors. The firm offers model-based and customized investment strategies and works with third-party managers to deliver portfolio management and pension consulting services.

Paola Bernal Cuevas is a CFA® charterholder with six years at Global Kandor Advisors, LLC and six years of prior experience at Insigneo Wealth Advisors, totaling 12 years in the financial industry. She is based in Key Biscayne, FL. Global Kandor Advisors, LLC provides wealth management and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach combining fundamental and technical analysis, managing most client relationships on a non-discretionary basis with a mix of ETFs, mutual funds, individual securities, bonds, and alternative investments.

Clay Campbell is the sole advisor at Campbell Capital Management Inc in South Miami, FL. He holds a Series 63 designation and has 36 years of industry experience, having founded and operated his firm since 1985. Outside of advisory services, he is involved with BSC Partners, LLC, a real estate business. Campbell Capital Management provides discretionary portfolio management and tax consulting services to individuals, businesses, trusts, and pension plans. The firm manages approximately $303 million in client assets and emphasizes a long-term, buy-and-hold investment approach across a diversified range of asset classes.

Emiliano Lorenzini is a financial advisor at Resolute Capital, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Resolute Capital provides investment advisory and portfolio management services to individuals, high-net-worth individuals, and corporations, focusing on customized strategies documented in individual Investment Policy Statements. The firm emphasizes a primarily non-discretionary asset base and a client-directed implementation model, serving a small, concentrated client roster.

Daniela Munoz is a financial advisor at Atlantic Family Wealth, LLC with experience spanning multiple firms since 2017, including StoneX Financial and Lake Forest Securities. She holds the Series 66 designation and is based in Coral Gables, FL. Atlantic Family Wealth provides investment advice and portfolio management primarily to individuals and high-net-worth clients. The firm employs a range of strategies and third-party managers, acting mostly as a discretionary manager to tailor portfolios according to client goals and risk tolerance.

Frank Van Lerven is a CFP® professional with three years of industry experience, currently serving as an advisor at ISGAM US LLC. He has been with ISGAM US since 2022 and has been affiliated with ISGAM AG since 2007. ISGAM US LLC provides discretionary asset management and written financial planning primarily for individual and high-net-worth clients. The firm employs a quality-oriented, strategic asset allocation approach centered on global and U.S. equities, fixed income, and alternatives, managing approximately $57 million in discretionary assets across a small client base.

Ana Rebora De Luchau is a financial advisor at Global Kandor Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Primerica Financial Services for 20 years and Activa Capital Group for one year. Global Kandor Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach using fundamental and technical analysis and manages most client relationships on a non-discretionary basis.

Raul Isern is a CFP® professional with 32 years of experience in the financial services industry. He is affiliated with LPL Financial and has been providing investment advisory services through his own firm, Atlantic Family Wealth, LLC, since 2014. Isern is based in Coral Gables, FL. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and delivers solutions through a large network of investment adviser representatives.