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.

Veronica Parellada Eller is a financial advisor at My Investment Path in Coral Gables, FL, holding a Series 66 designation with two years of industry experience. Her background includes roles at Magistrelli Mortgages LLC, RainMaker Securities, and Northwestern Mutual Life Insurance Company. She is also the CEO of American Insurance Florida Agency, which offers life, health, disability, long-term care, and annuities contracts. My Investment Path provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of cyclical analysis, modern portfolio theory, and technical analysis, offering a diverse range of investment options including mutual funds, real estate funds, ETFs, and venture capital funds.

Ernesto Moreno is a financial advisor at MULTUS Asset Management with 14 years of industry experience. He holds a Series 65 designation and has been involved with MULTUS LLC, First Capital & Supplies, and MULTUS Consulting since 2009-2010. He 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 to high-net-worth individuals and private companies, combining macroeconomic analysis with fundamental research across a diverse range of securities. The firm serves a meaningful non-U.S. client base and incorporates sovereign and emerging-market instruments in its investment approach.

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.

Kevin Jessurum is the principal of Jessurum Capital, a state-registered investment adviser based in Miami, FL. He holds the CFA® designation and a Series 65 license, with one year of industry experience. Prior to founding Jessurum Capital, he held roles at Visa Business Plans, Red Crane Management, Sierra Capital, Vie Management, and Florida International University. Outside of his advisory work, he is involved with the National Youth Advocate Program, providing foster care case management. Jessurum Capital offers portfolio management and tailored investment advisory services primarily to high-net-worth individuals, families, and trusts. The firm employs a long-term, fundamentals-based investment approach focused on asset allocation, diversification, and risk management across a broad range of investment instruments.

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.

Elaine King Fuentes is a CFP® professional with eight years of experience in financial planning and investment management. She is the sole advisor at Family and Money Matters, an independent firm she has operated since 2016, with prior experience at Wealth Solutions Family Office and We Family Offices. Family and Money Matters offers comprehensive financial planning and tailored investment management primarily for high-net-worth individuals, emphasizing family-oriented planning, including divorce financial analysis and family business advising. The firm employs a primarily passive investment approach using index funds and ETFs, alongside monitored third-party managers, and serves a notable non-U.S. client base.

Alfonso Balda is the sole advisor at Sun Creek Holdings LLC, an independent firm based in Coral Gables, FL. He holds a Series 65 designation and has 13 years of industry experience. In addition to his advisory role, he manages properties for real estate-owning companies, handling tenant relations and other management duties. Sun Creek Holdings LLC provides discretionary investment supervisory services and financial planning primarily to trusts, corporations, pension and profit-sharing plans, and high-net-worth individuals. The firm implements portfolios using a range of investment vehicles and operates with discretionary authority, focusing on a small client roster and institutional relationships.

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.

Mauricio Pinto De Magalhaes is a financial advisor at FIGA Capital Management LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Credit Suisse, Morgan Stanley, and UBS Financial Services. FIGA Capital Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients, combining charting, fundamental and technical analysis with modern portfolio theory. The firm manages approximately $33 million in assets across a small client base, offering strategies that range from long-term holdings to short-term trading and options.

Carlos Klemprer is a financial advisor at Sancus Wealth Management LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Avanza Capital Markets, Inc. from 2014 to 2021. Outside of his advisory role, he serves as managing member of several family investment holding companies and acts as registered agent for a family-owned offshore business that promotes reading events and sells books. Sancus Wealth Management LLC provides investment advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a combination of charting, fundamental, quantitative, and technical analysis and implements diverse strategies across multiple asset classes, reviewing accounts at least quarterly.

Vivian Lima Giuliani is the sole advisor at V Delima Investments Inc. She holds a Series 65 designation and has five years of industry experience. Prior to founding her firm, she worked for 12 years at Credit Agricole Corporate & Investment Bank d/b/a CA Indosuez. V Delima Investments Inc. provides discretionary and non-discretionary investment management services to high-net-worth individuals, foreign and domestic entities, and corporate clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis and utilizes diverse strategies including options and margin trading, emphasizing asset allocation and diversification while outsourcing custody to third-party banks.

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.

Marco Guerra De Sa is a CFA® charterholder with 25 years of industry experience. He is currently an advisor at Transparenza Advisors LLC, having previously worked at Banco do Brasil Securities LLC and Credit Agricole in various roles spanning over 16 years. Transparenza Advisors primarily serves high-net-worth and ultra-high-net-worth individuals, as well as trusts, estates, charities, corporations, retirement plans, and institutional clients. The firm employs a multi-disciplinary investment process within a Modern Portfolio Theory framework, offering both discretionary and non-discretionary portfolio management with a distinctive cross-border focus.

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.

Oscar Pina is a financial advisor at Ascent Wealth Management Group, LLC with 39 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Ameriprise Financial Services, Inc., Pina & Associates, and leadership positions in insurance brokering firms, including serving as president of CJM Insurance Solutions, Inc. Ascent Wealth Management Group serves high-net-worth individuals, trusts, estates, corporations, and employer-sponsored pension and profit-sharing plans by providing discretionary asset management, financial planning, and retirement plan consulting. The firm employs a combination of strategic, tactical, and core-satellite asset allocation approaches and offers specialized corporate planning services alongside traditional investment management.

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.