Jacob Hadida is a financial advisor at Zorea Capital LP with the Series 65 designation. He has experience working at Zorea Capital LP since 2024 and a background that includes roles in banking, education, and entrepreneurship, including operating Lluvia Records LLC from 2017 to 2022. Zorea Capital LP manages approximately $50 million for individual and family clients through discretionary and non-discretionary portfolio management focused on a fundamental, research-driven, long-term value investment approach. The firm emphasizes a concentrated portfolio of core holdings and incorporates derivatives and leverage for risk management and downside protection.

Raquel Teich is a financial advisor at Lifespan Financial Strategies, Inc. with three years of industry experience. She holds the ChFC® designation and Series 65 license. Her work history includes roles at Elizabeth Blau + Associates and academic experience at Cornell University and the University of Pennsylvania. Lifespan Financial Strategies serves individuals, trusts, estates, retirement plans, and business entities by providing financial planning, portfolio management, and tax-preparation services. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.

Ygal Cohen is a financial advisor at ASG Capital with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with ASG Asset Management, Inc. and ASG Capital since 2008. Outside of his advisory role, Cohen is the owner of YCO LLC, a real estate company. He also acts as a sponsor and adviser to two pooled investment vehicles offered exclusively to non-U.S. citizens. ASG Capital provides portfolio management, financial planning, and customized research to high-net-worth individuals and institutional clients. The firm advises multiple pooled investment vehicles and emphasizes global diversification across fixed income and hybrid instruments, offering both discretionary and non-discretionary services tailored to individual investment policies.

James Estep's journey is a testament to service and dedication. Beginning his career as a firefighter in 1996, James developed a passion for financial planning through his involvement with his pension plan. Transitioning into a financial advisor, he focuses on serving first responders such as firefighters and police officers in Florida, leveraging his expertise in defined benefit plans to offer experienced guidance. As a retired Battalion Chief with the Miramar Fire Department and Trustee on the pension fund for Miramar Firefighters, James remains deeply committed to his community. In 2010, he co-founded an independent firm, prioritizing conflict-free advice and client trust. James's commitment to excellence led him to become a CERTIFIED FINANCIAL PLANNER® professional in 2012, further solidifying his dedication to his clients' financial well-being. His unique perspective as a firefighter and CFP® professional sets him apart in the industry, helping to ensure his clients receive personalized, trustworthy guidance. With a focus on word-of-mouth referrals, James continues to empower individuals and families to achieve their financial goals, offering comprehensive support tailored to their needs.

David Guenoun is a Series 65 licensed advisor with 13 years of industry experience, currently affiliated with Scala Capital LLC in Miami, FL. He is a managing director and managing partner of several investment entities, including Tandem Capital Partners, LLC, which focuses on distressed real estate and consulting for small companies, and Glide Capital, LLC, which manages private investment funds. Outside of his advisory role, he is involved in various family trusts and minority land investments, and holds a directorship at a pastry retail and catering business. Scala Capital serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary and non-discretionary portfolio management through model portfolios that employ technical, fundamental, and cyclical analysis alongside various trading strategies. The firm also advises multiple private investment portfolios through affiliated fund structures and offers investment banking and mergers & acquisitions services in selected engagements.

Flavio Carrillo is a financial advisor with Data Analytics Capital LLC in Miami, FL, holding a Series 66 designation and over 21 years of industry experience. He has worked at Raymond James Financial Services and MicroSigma Capital Management, and also serves as a professor at Florida International University. Carrillo manages portfolios and provides financial advisory services at Data Analytics Capital while maintaining his academic role. Data Analytics Capital LLC provides discretionary asset management and financial planning primarily for individuals and high-net-worth clients. The firm integrates fundamental and technical analysis with machine learning models to guide its investment strategies, offering a blend of long- and short-term positions and options strategies tailored to client objectives.

Eduardo Sacco Perez Sosa is a financial advisor at Solidus Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked at Harbor Ithaka WM, LLC, Biodiesel Las Americas LLC, Blue Bank International N.V., and Servicios Generales La Victoria. Outside of financial advising, he is involved with The GreenShape, a full-service commercial landscaping business. Solidus Advisors primarily sponsors and manages pooled investment vehicles and private funds focused on the digital assets ecosystem, offering private equity, venture capital, and hedge fund strategies. The firm serves accredited, professional, and institutional investors, providing a combination of global macro research, fundamental and on-chain analysis, and risk management across a broad client base including high-net-worth individuals, family offices, and corporate clients.

Amir Arazi is an advisor at Pinetree Advisors Corp. with Series 63 and Series 65 credentials. He has been with Pinetree Advisors since 2014 and was previously with Focus Investment Advisor, LLC from 2012 to 2019. In addition to his advisory role, he works as an insurance agent. Pinetree Advisors Corp. provides discretionary portfolio management and financial consulting primarily to individuals and high-net-worth clients, offering a broad range of investment options and sub-advisory services. The firm manages accounts under written discretionary authority and is notable for its role as adviser to an offshore private fund, the Pinetree Alternative Credit Fund.

Sripadh Sriraman is a financial advisor at Contrast Capital Management, LLC with 9 years of industry experience. He holds the Series 65 designation and has been with Contrast Capital Management since 2015. Contrast Capital Management provides discretionary investment management and advisory services to institutional investors, high-net-worth individuals, trusts, estates, businesses, pooled investment vehicles, and municipal entities. The firm focuses on global equity portfolios using a screening and factor-ranking process combined with fundamental research, employing various instruments and artificial intelligence tools to support portfolio management and risk monitoring.

Leonardo Nunez is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. He is a principal at Everest Financial Advisors, LLC, where he has worked since 2010. In addition to his advisory role, Nunez serves with the City of Miramar Fire Department, a position he has held since 1995. Everest Financial Advisors serves a diverse client base including individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $61 million in discretionary assets, offering investment management, financial planning, retirement plan consulting, and tax preparation services, with a focus on portfolio suitability and educational programming.

Jose Diego Gonzalez Fernandez is a CFP® professional with five years of industry experience, currently with CameronDowning, Inc. in Miami, FL. His prior roles include positions at Hult International Business School and Progressive Leasing. He is also licensed as an insurance agent offering insurance products to clients. CameronDowning advises individual and high-net-worth clients on portfolio management and comprehensive financial planning, incorporating traditional and digital assets such as cryptocurrencies and non-fungible tokens. The firm operates under a fiduciary standard and emphasizes tailored investment plans with ongoing education and monitoring of crypto assets.

Thomas Longman is a financial advisor at Longman Wealthcare Management, LLC in Miami, FL, with 25 years of industry experience. He holds a Series 65 designation and has operated his own accounting firm, Thomas J. Longman C.P.A., P.A., since 1994, where he serves as president and CPA, dedicating approximately half of his time to this business. Longman Wealthcare Management is an independent, state-registered advisory firm serving individuals, business owners, trusts, and corporate pension and profit-sharing plans. The firm focuses on discretionary investment management, comprehensive financial planning, and retirement consulting, integrating tax-aware strategies and leveraging its affiliation with an accounting practice to offer tax, pension, and actuarial services.

Luciana Mann is a financial advisor at Inter Advisors LLC with a Series 66 designation and three years of industry experience. She has worked at Inter Securities LLC since 2023 and has been involved with Inter&Co Payment, Inc. since 2007. Inter Advisors LLC is an SEC-registered investment adviser serving high-net-worth individuals, businesses, trusts, pension and profit-sharing plans, and other institutional investors. The firm employs a combination of fundamental, technical, and quantitative analysis to manage diverse portfolios that include domestic and international equities, fixed income, ETFs, mutual funds, alternative investments, and fee-based annuity products.

Andres Wielandt Labbe is a financial advisor at BICE Wealth Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bci Securities and Itau International Securities Inc. among other firms. BICE Wealth Management LLC provides fee-based investment advisory and financial consulting services primarily to high-net-worth individuals and institutions, with a significant portion of its clients located in Latin America. The firm emphasizes fundamental analysis and long-term investment strategies, offering customized portfolio management and consulting services tailored to client objectives and risk profiles.

Fabien Tabouret is a financial advisor at ASG Capital with five years of industry experience. He holds a Series 65 designation and has worked at ASG Capital since 2019. Prior to that, he was employed at CMA-CGM and Dos Consulting. 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 offers discretionary and non-discretionary investment services with a focus on global diversification and specializes in hybrid and contingent convertible securities.

Jorge Valdes is a Certified Financial Planner® with over 32 years of experience in the financial services industry. He is currently with Financial Designs Wealth Management, where he has worked since 2021, following prior roles at VOYA Financial Advisors and The Leaders Group Inc. Outside of his advisory work, Valdes is involved in multiple business ventures including ownership of Financial Designs Inc. and interests in several other companies spanning life insurance and payroll services. Financial Designs Wealth Management serves individuals, trusts, corporations, and retirement plan sponsors by providing wealth management, portfolio management, retirement plan consulting, and estate planning coordination. The firm emphasizes personalized portfolios with a focus on asset allocation, diversification, and regular rebalancing, and utilizes third-party money managers and separately managed accounts to implement client strategies.

Gustavo Rojas Green is a financial advisor at Bondwire with nine years of industry experience. He holds a Series 65 designation and has worked with firms including Ultra Valorem Sicav, Inversiones RG2 2017 CA, Caribbean & Latin American Securities, LLC, and Prozuma WMG. Bondwire provides discretionary and non-discretionary asset management and refers clients to third-party money managers for individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm serves a notable proportion of non-U.S. clients and holdings in foreign issues, employing fundamental analysis and a range of investment instruments including derivatives and borrowing strategies.

Ramon Muchacho is a financial advisor at Barnett Capital Advisors LLC with six years of industry experience. He holds a Series 65 designation and previously worked for the City of Chacao before joining Barnett Capital Advisors in 2018. Outside of his advisory role, he serves as the president of Laceiba Social Media Blog, dedicating time to its updates. Barnett Capital Advisors provides investment advisory and consulting services primarily to high-net-worth individuals, corporations, pooled investment vehicles, and pension plans. The firm employs a fundamental, long-term investment approach tailored to clients’ financial situations and risk tolerances.

Patricio Diez Romero Valdespino is a financial advisor at Eurocapital Advisors, Inc. in Miami, FL, holding a Series 66 designation with 22 years of industry experience. He has been with Eurocapital Advisors since 2003. Outside of his advisory role, Patricio serves as a Director of COBAS LUX SICAV & Alternative Fund SICAV, where he oversees governance and service providers. Eurocapital Advisors provides portfolio management and financial planning for high-net-worth individuals, families, trusts, estates, and charitable organizations. The firm emphasizes a blend of fundamental analysis and Modern Portfolio Theory to create customized asset allocations and often structures relationships on a non-discretionary basis while coordinating with clients’ other advisors.

Patrick Simon is a financial advisor at Aventura Private Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and JP Morgan Chase. Outside of his advisory role, Simon serves as secretary on the Yorker Condominium Board Volunteers in Miami. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, families, trusts, charitable organizations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions, and it conducts regular portfolio reviews integrating model outputs with advisor judgment.