Herman Scholtz Raffalli is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with PAR5 Advisors LLC and has previously worked at Par5 Capital & Co LLC, Jardines de Confucio, Leafy Jungle, Global Reach Advisors, and Global Strategic Investment. He is associated with EOZ Ventures, LLC, an entity established to receive contractor compensation from a former employer. PAR5 Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, and certain corporations. The firm uses investor profiles to tailor strategies and employs both fundamental and technical analysis, managing accounts on discretionary or non-discretionary bases depending on client preferences.

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.

John Napolitano is a financial advisor at Saint Joseph Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Saint Joseph International and Online Trading Academy. Saint Joseph Advisors provides discretionary and non-discretionary asset management and investment advisory services to individuals, trusts, and business entities. The firm employs a mix of fundamental, technical, and charting analysis tailored to client risk tolerance and time horizon, offering educational seminars and maintaining a network of affiliated businesses with a cross-border focus.

Daniele Ghiotti is a CFP® and CFA® charterholder with 21 years of industry experience. He has been with Vesta Wealth Management, LLC since 2013 and is the sole advisor at the firm. Outside of his advisory role, Mr. Ghiotti is a licensed insurance agent who provides insurance analysis and product recommendations to clients. Vesta Wealth Management offers financial planning, consulting, and discretionary investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm uses fundamental and cyclical analysis to implement proprietary model portfolios focused on risk-adjusted growth, income, and asset protection.

Milagros Varela Fleurquin is a financial advisor at Aqua Advisors LLC in Miami, FL, holding a Series 65 designation with nine years of industry experience. She has been with Aqua Advisors since 2016. Aqua Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals and families. The firm offers customized asset allocations incorporating public equities, fixed income, derivatives, foreign currency exposure, and private equity interests, supported by both third-party research and internal due diligence.

Przemyslaw Grzywacz is a financial advisor at LMPG Wealth Advisors, LLC in Miami, FL, holding a Series 65 credential with one year of industry experience. He previously worked for CMG Capital Management Group, Inc. for 11 years and retains a minority ownership interest in that firm. LMPG Wealth Advisors provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, and business entities, utilizing a comprehensive investment process that includes fundamental, technical, and quantitative analysis. The firm offers a broad investment menu and manages both discretionary and non-discretionary assets, including accounts not custodied with the firm.

John Shea is a CFP® and ChFC® with 31 years of industry experience. He has worked at Genesis Wealth Management, Inc. since 2017 and has also been affiliated with MetLife since 2009. Outside of his advisory role, he serves as a part-time barista at Christ Fellowship Church in Palm Beach Gardens, FL. Genesis Wealth Management serves individual, business, and institutional clients, providing asset management, financial planning, and retirement plan consulting. The firm employs a passive, buy-and-hold investment approach based on academic research and Dimensional Fund Advisors’ strategies, with portfolios reviewed quarterly and rebalanced annually.

Rakesh Khilnani is a financial advisor at Goi with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors Financial Network and Global Capital Strategies. Outside of advising, he is President of Khilnani Wealth Management LLC and a managing partner of Amdia Partners LLC and Maysara Capital LLC, entities associated with his personal investments. Goi provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, foundations, businesses, and retirement accounts, including offshore portfolio management. The firm uses a model-driven investment process combining quantitative, fundamental, and technical analysis to create customized global portfolios and offers estate-planning coordination through a third-party provider.

Alfredo Oliva is a financial advisor at Advisuite with Series 63 and Series 66 credentials and over 50 years of industry experience. His prior work includes roles at Kovack Securities, Kovack Advisors, Next Financial Group, Southern Trust Securities Asset Management, Tradepro Securities, and A.G. Edwards & Sons. Outside of his advisory work, he is a partner at Inverluxe Global Asset Management, providing investment advisory and portfolio management services. Advisuite, operating as Neo Alliance, offers investment advisory and portfolio management to pooled vehicles, institutions, and other entities. The firm employs a client-specific, multi-asset approach that incorporates third-party research, internal due diligence, and sub-advisory arrangements.

Giancarlo Lamourtte is a CFP® with five years of industry experience, currently serving as a financial advisor at Merited Wealth, LLC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Raymond James. He is a member of the Board of Directors for the Financial Planning Association of Miami. Merited Wealth provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate retirement plans. The firm primarily implements long-term investment strategies using exchange-traded equities, mutual funds, and ETFs, supported by third-party platforms and client account aggregation tools.

Inaki Gordo Santos is a financial advisor at Puente Asesoramiento de Inversiones, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Santander Securities, Santander International Private Banking, Bank of America, and Merrill. Puente Asesoramiento de Inversiones LLC provides discretionary and non-discretionary asset and portfolio management and investment advice to institutions, corporations, and high-net-worth clients. The firm combines third-party macroeconomic research with internal due diligence to build diversified allocations and employs a range of investment strategies including hedging, leverage, and derivatives.

Christopher De Leon is a CFP® with five years of industry experience, currently serving as an advisor at Plandeavor in Miami, FL. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Andrea Williams. Plandeavor provides discretionary asset management, comprehensive financial planning, and hourly consultation for individuals, trusts, estates, and business entities. The firm employs a quantitative investment approach using ETFs and direct indexing, incorporating tax-loss harvesting and tactical asset allocation, while maintaining ongoing financial plans through client data aggregation and regular reviews.

Steven Groslin is a financial advisor at ASG Capital LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at ASG Capital since 2013. Through his ownership of ASG Asset Management Inc., he acts as a sponsor and adviser to two pooled investment vehicles offered exclusively to non-U.S. investors. ASG Capital provides portfolio management, financial planning, and customized research to high-net-worth individuals and institutional clients, including banks and insurance companies. The firm sponsors multiple pooled funds and focuses on global diversification across fixed income and hybrid instruments, using both fundamental and technical analysis.

Anil Sharma is the sole advisor at Third Eye Capital Management, LLC, based in Miami Beach, FL, holding a Series 65 designation with nine years of industry experience. He is also the President and Founder of Spine and Pain Centers, a private medical practice in New Jersey operating since 1997. Third Eye Capital Management provides discretionary investment management primarily to high-net-worth, accredited, and qualified investors through a private pooled investment vehicle and separately managed accounts. The firm’s strategy centers on S&P 500-linked ETFs combined with active options trading, employing leverage and derivatives under broad trading authority.

Rodrigo Costa is a Series 65-licensed advisor at Brazil Advisors LLC with experience spanning multiple roles since 2009, including positions at Bonanza Capital, ETRNTY Family Office, Perpetuos Asset Ltda., EFG Bank, Bradesco Bank, and CdR Hollander Advisors. He is based in Miami, FL. Brazil Advisors serves high-net-worth and ultra-high-net-worth clients, including families, trusts, charitable organizations, corporations, and foreign entities. The firm employs a multi-asset, multi-style, multi-manager investment approach and combines portfolio management with corporate administration services.

Eddy Park is a financial advisor with Premia Global Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Premia Global Advisors since 2016 and previously held roles at Merrill and Global Investor Services. He is currently also associated with Rose Capital Advisors, LLC. Premia Global Advisors provides discretionary and non-discretionary investment and wealth advisory services to high-net-worth individuals and institutional clients. The firm emphasizes a long-term investment approach using fundamental and technical analysis and manages customized portfolios that include a range of asset classes with risk-management tools, serving a notable non-U.S. client base including Latin America and the Caribbean.

Jorge San Roman is a financial advisor with Puente Asesoramiento de Inversiones, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Santander Securities, LLC and Santander International Private Banking for over nine years. Puente Asesoramiento de Inversiones LLC provides discretionary and non-discretionary asset and portfolio management and investment advice to institutions, corporations, and high-net-worth clients. The firm combines third-party macroeconomic research with internal due diligence to construct diversified portfolios across multiple asset classes and employs strategies that may include hedging, leverage, derivatives, and emerging-market exposures.

Frank Estevez is a financial advisor at Noctua International WMG, LLC with a Series 65 designation. He has prior experience practicing law, including nine years at The Estevez Law Firm PA and a year at Quintairos Prieto Wood & Boyer PA. Estevez has been with Noctua Partners since 2026. Noctua International WMG, LLC provides discretionary and non-discretionary investment management, financial planning, and family-office services primarily to high-net-worth individuals and corporate clients. The firm’s investment approach integrates top-down macro asset allocation with bottom-up security selection across multiple asset classes and offers customized portfolio solutions along with pooled investment vehicles.

Sol Villalobos is a financial advisor at Cela Wealth Management with four years of industry experience. He holds a Series 65 credential and has worked at the A2 Law Office, P.A. since 2022, where he serves as a legal assistant drafting trusts and wills. Prior to his advisory role, he spent eight years with the Poder Judicial de la Nacion-Camara Nacional de Apelaciones Comer. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management to individuals, trusts, foundations, and small businesses, focusing on higher-net-worth households. The firm uses a data-driven investment process combining fundamental and technical analysis with a core-and-satellite approach featuring low-cost index ETFs and tactical satellite positions.

Nuria Bonaechea is a financial advisor at Klosters Capital with Series 65 credentials and ten years of experience. She has been with Klosters Capital since 2016 and previously worked at Great Properties from 2012 to 2016. Klosters Capital is an SEC-registered investment adviser serving a limited roster of individual and institutional clients with customized portfolio management, family wealth consulting, private equity advisory, and other services. The firm uses an open-architecture investment process incorporating technical and fundamental analysis and employs artificial intelligence tools under a documented governance policy.