David Kassir, Managing Director of Manna Wealth Management, brings 30 years of experience as a Fiduciary Wealth Advisor. Celebrating 64 years in business, Manna helps individuals and families align investments, retirement planning, and legacy goals with the lives they want to build. Serving clients nationwide from Washington, DC; Arlington and McLean, Virginia; Miami Beach and Miami, Florida; and Malibu, California. Six locations. One commitment: putting your interests at the heart of your plan.

Daniel Mesa is a Co-Founder & Partner at BlackPoint Capital Partners, where he leads clients through comprehensive financial planning, investment management, and retirement strategy development. He works with individuals and businesses around the world, offering tailored solutions to meet both domestic and international financial goals. Daniel specializes in Cross-Border Financial Planning, helping clients manage the complexities of investing and building wealth across multiple countries. His guidance ensures clients remain financially secure and strategically positioned, wherever life takes them. As a CERTIFIED FINANCIAL PLANNER® professional, Daniel acts as a fiduciary and adheres to the profession’s highest ethical standards. His deep knowledge of global financial systems makes him a trusted advisor for international investors, expatriates, and global enterprises. Daniel earned his Bachelor of Arts in Chinese and Government from Hamilton College and holds a Certificate in Financial Planning from NYU. Known for his client-first approach, he is committed to helping clients build lasting financial security and independence. BlackPoint Capital Partners LLC, through its advisers, offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number: 288833.

Steven Eber is the sole advisor at Eber Capital Management in Coral Gables, FL, with 21 years of industry experience and over 45 years at his firm. He has focused on independent, fee-based advisory services throughout his career. Eber Capital Management provides discretionary portfolio management primarily for individuals, IRAs, trusts, family estate-planning accounts, and pension and profit-sharing plans. The firm emphasizes a buy-and-hold equity strategy centered on larger companies with strong financials and multi-year growth prospects, managing client accounts with full discretion subject to client-directed restrictions.

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.

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.

Melissa Vander Voord is a financial advisor at Allegiant Financial Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Allegiant Financial Advisors since 2013. In addition to her advisory role, she serves as a bookkeeper for the Law Offices of Aaron Resnick, P.A. Allegiant Financial Advisors is an independent firm serving clients through personalized financial planning and investment management.

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.

Gareth Ryan is a financial advisor with IUR Capital, LLC in Miami, FL, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked at Investix Ltd since 2020 and at IUR Securities LLC since 2018, alongside his ongoing roles at IUR Capital, LLC and IUR Capital Ltd since 2010 and 2007, respectively. IUR Capital LLC provides discretionary investment management to U.S. individuals, family trusts, institutional investors, and corporate clients, focusing on portfolios that combine equities, fixed income, and exchange-traded options. The firm employs a strategy of neutral to moderately directional option positions alongside traditional holdings and offers educational seminars on financial planning and investments.

Philip Gelis is a financial advisor at Gelis Capital LLC with a Series 65 designation and one year of industry experience. Prior to founding Gelis Capital, he worked at Allianz Trade and held teaching positions at United International Business School and Loyola Marymount University. Gelis Capital LLC provides tailored portfolio management and investment advisory services to high-net-worth individuals. The firm focuses on long-term, concentrated portfolios using cyclical, fundamental, and quantitative analysis, offering discretionary management and customized Investment Policy Statements for each client.

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.

Victor Cuenca Barrero is a financial advisor at Mifel Wealth with one year of industry experience. He holds a Series 65 designation and has worked previously at Vontobel Swiss Financial Advisers, Lynk Markets, and Banco Santander International. Outside of his advisory role, he is a shareholder in a Spanish property company co-owned with his wife. Mifel Capital Partners LLC provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm offers advisory services through both a digital platform using algorithm-based model portfolio recommendations and personalized portfolio management, with connections to Grupo Financiero Mifel and Banca Mifel.

Malcolm Brown is a financial advisor at Ethos Investment Advisory Group LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including LPL Financial LLC, Seacoast Bank, and JDM Financial. Ethos Investment Advisory Group provides wealth management services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm offers discretionary portfolio management and financial planning, focusing on diversified portfolios built mainly from low-cost mutual funds and ETFs with a long-term investment approach augmented by tactical adjustments.

Alejandro Contreras is a financial advisor at BlueReef Capital with six years of industry experience. He holds a Series 65 designation and has held roles at Apex Group Fund Services, Icon Living LLC, FlexFunds, Contral Consulting Inc, and Viesso. Outside of financial advising, he is a licensed mortgage salesperson in Florida and California. BlueReef Capital provides portfolio management and investment advice primarily to individual clients, creating Investment Policy Statements tailored to each client and typically managing accounts on a discretionary basis. The firm employs a diverse investment approach that includes fundamental, quantitative, technical, cyclical, and charting analyses, along with strategies such as options, margin trading, private placements, and allocations to non-U.S. securities and real estate funds.

Benjamin Ryan is a financial advisor with Nosaro Capital LLC in Miami, FL. He holds Series 65 and Series 63 designations and has been with Nosaro Capital since 2026. Prior to founding Nosaro Capital, he worked at Integrated Power Services and Searchlight Capital, and he also has experience at The Wharton School and Nokota Management. Nosaro Capital provides advisory services to individuals, high-net-worth individuals, and trusts through discretionary asset management and hourly financial consulting. The firm combines top-down macro analysis with fundamental security analysis, offering tailored portfolios that include active and passive strategies with exposures to equities, fixed income, hard assets, commodities, and digital-asset ETFs.

Lucas Sacerdote is a financial advisor at Valora Investment Group LLC with a Series 65 designation and experience in both investment management and private investing since 2021. His prior work includes roles at KIG Investment Management and Morgan Stanley. Valora Investment Group LLC is a newly registered independent adviser offering asset and portfolio management services primarily to individual and high-net-worth clients. The firm employs both fundamental and technical analysis across a variety of investment instruments and provides tailored, discretionary management when authorized.

Stephanie Campos is a CFP®-certified financial advisor with 15 years of industry experience. She is the principal at Campos Financial LLC, an independent firm based in Miami, FL, and also manages a real estate company, Campos Real Estate LLC. Prior to founding Campos Financial, she worked at Origin Financial and has experience outside of the financial industry. Campos Financial provides financial planning and discretionary portfolio management primarily for individuals and families, as well as small business owners, trusts, foundations, and other institutional clients. The firm employs a low-cost, diversified ETF and asset-allocation approach with periodic monitoring and rebalancing, and coordinates with outside sub-advisors for individual stock or bond management as needed.

Charles Green is a financial advisor at Sensible Wealth Management, Inc. in Miami, FL, with 16 years of industry experience. He holds a Series 66 designation and has worked at his current firm since 2017, following prior roles at Equity Services Inc and National Life Group. Outside of his advisory work, he is the owner and president of Sensible Health Plans & Benefits Inc., which sells health and supplemental health insurance. Sensible Wealth Management provides investment advisory and consulting services to individuals, employee benefit plans, trusts, estates, and business entities. The firm typically manages accounts on a discretionary basis, tailoring asset allocation using fundamental, technical, and cyclical analysis with both long- and short-term strategies, and offers services including pension consulting and third-party investment adviser recommendations.

Jonathan Cornish is a CFA charterholder and principal of 38x Holdings Inc with four years of industry experience. He previously worked at UNC Management Company for six years. Outside of finance, he teaches tennis part-time at a sports facility in New York. 38x Holdings Inc is an independent advisory firm that provides discretionary portfolio management primarily to high-net-worth individuals and charitable organizations. The firm focuses on fundamental equity analysis and non-U.S. securities, employing both long-term positions and higher-risk strategies such as short sales and margin transactions.

Edgar Nava is a financial advisor at Grove Wealth Management, LLC in Miami, FL, holding a Series 65 designation with six years of industry experience. He is the President and a shareholder of Winestico Consultants LLC, a business consulting firm. Nava has held roles at Grove Wealth Management since 2015. Grove Wealth Management provides discretionary portfolio management and financial planning services to individual and business clients, employing a combination of fundamental and technical analysis. The firm uses a broad range of investment tools, including equities, bonds, derivatives, and alternative portfolios, and it is noted for performance-based fee arrangements and volatility-based strategies involving the VIX and options/futures markets.