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.

Hyacinth Sikes is a financial advisor at San Blas Advisory, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Henderson Insurance and The Henderson Financial Group. Outside of financial advising, she is involved in publishing, personal finance coaching, public speaking, nonprofit work as treasurer for the Friends of Medicine Foundation, and operates several business ventures including a wellness and CBD company. San Blas Advisory, Inc. provides portfolio management and financial planning services to individuals and businesses, managing approximately $219 million across about 664 clients. The firm uses a combination of fundamental, technical, and qualitative analysis with diversified investment options and access to third-party money managers.

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.

Lucy Chou is a financial advisor at Luna Partners with seven years of industry experience. She holds a Series 65 designation and has previously worked at Stockbridge Investors, Berkshire Partners, and Goldman Sachs & Co. Luna Partners provides discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities, focusing on U.S. and select foreign equities and related derivatives. The firm employs a concentrated portfolio approach combining qualitative diligence with quantitative modeling to seek absolute, through-cycle returns while aiming to limit permanent capital loss.

Jose Ignacio Garcia Fernandez is a financial advisor at Zink Wealth Solutions LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including Charles Monat Associates, LLC, Vic Wealth Consultants, LLC, and Compagnie Bancaire Helvetic. Outside of his advisory role, he serves as a director for Viaggio WW, LLC, a software development company, and Garnandez SL, an investment-related entity based in Madrid. Zink Wealth Solutions LLC provides advisory services primarily to high net worth individuals, pooled investment vehicles, and corporations. The firm offers discretionary portfolio management and financial consulting through model portfolios that incorporate various analytical approaches and invest across multiple asset classes.

Matthew Lapides is a CFP® with 24 years of industry experience, currently serving as an advisor at Ethos Private Wealth. He has worked at Ethos Private Wealth since 2013 and has prior experience with Ethos Capital Solutions and March Capital Corp. Outside of his advisory role, Lapides is involved in several business ventures including publishing children’s books and overseeing a construction company specializing in luxury property remodeling. Ethos Private Wealth is a boutique advisory firm that provides investment supervisory and family-wealth services to individuals, including high-net-worth clients, as well as corporate and institutional clients. The firm constructs customized portfolios using equities, fixed income, options, and alternative investments, employing third-party research and managers to implement asset allocation and risk management strategies.

Joseph Fernandez is a CFP®-designated financial advisor with six years of industry experience. He currently serves at Invenio Wealth Partners, LLC and previously worked at Fieldpoint Private Securities, LLC and BNY Mellon, N.A. Since 2019, he has been a volunteer board member of the Miami Dade College Foundation. Invenio Wealth Partners provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, small businesses, and institutional retirement plans. The firm emphasizes retirement-plan fiduciary work and trustee consulting, utilizing a mix of active and passive investment strategies with global diversification and tax-aware techniques.

Steven Snowden is a financial advisor at 1977 Wealth, LLC in Miami, FL, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at C2C Private Wealth, U.S. Private Wealth, and Northwestern Mutual. He has also been involved in franchise operations and spent time at Pennsylvania State University. 1977 Wealth, LLC serves individuals, families, small business owners, pension and profit-sharing plans, trusts, endowments, estates, and charitable organizations by providing personalized financial planning, discretionary investment management, family office services, and pension consulting. The firm combines fundamental and technical research in an active management approach and offers a broad investment universe alongside ERISA fiduciary support and sub-advisory services.

Alejandro Algaze is a financial advisor at Matters Capital LLC with seven years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at SVB Wealth LLC and several logistics firms. Matters Capital provides discretionary and non-discretionary wealth management, financial planning, and investment consulting primarily to high-net-worth individuals, trusts, estates, and privately offered pooled investment vehicles. The firm focuses on fundamental analysis and long-term portfolio construction using a mix of low-cost mutual funds, ETFs, alternative investments, and selective individual securities.