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.

Allan Babaian is a financial advisor at Vantage Wealth Management LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Joseph Stone Capital, LLC, and VCS Ventures. Babaian is also president of several hedge fund entities, including Babaiian & Co., LP and Babaiian Management Company. Vantage Wealth Management provides portfolio management and advisory services primarily to high-net-worth individuals and businesses, including trusts, corporations, and nonprofit organizations. The firm employs an analytical, goals-based investment process focused on diversification across equities, ETFs, bonds, and other liquid instruments.

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.

Michael Taylor is a financial advisor at Seren Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Massachusetts Mutual Life Insurance Company. Seren Wealth Advisors serves individual and high-net-worth clients, as well as small business retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a goal-driven investment process documented with investment policy statements and combines fundamental and technical analysis to tailor solutions to client objectives.

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.

Matias Manzo is a financial advisor at Bondwire with 10 years of industry experience. He holds a Series 65 designation and has worked at Caribbean & Latin American Securities LLC since 2015. 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 focuses on fundamental analysis and portfolio customization, serving a substantial number of non-U.S. clients and utilizing a range of investment instruments, including derivatives and margin strategies.

David Hofer is a financial advisor with Trusttree Financial LLC and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has previously worked at firms including Janney Montgomery Scott and Citigroup Global Markets. Outside of his advisory role, he serves as chairman of the Steven C. Bardan Charitable Foundation, a nonprofit organization based in Davie, FL. Trusttree Financial LLC serves individuals, trusts, foundations, and small institutions, managing approximately $78 million across about 150 client relationships. The firm provides discretionary portfolio management and comprehensive financial planning, employing a mix of passive and active investment strategies tailored to each client’s policy statement.

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.

Martin Rosenthal is a CFP® with 15 years of industry experience, currently serving as an advisor at Common Cents Wealth Management, LLC since 2011. He holds the Series 63 designation and works out of Pembroke Pines, FL. Common Cents Wealth Management offers portfolio management services to individuals, high-net-worth clients, and small businesses, focusing on passive, index-based investment strategies using ETFs and indexed mutual funds. The firm manages approximately $113.7 million across about 205 client accounts and provides both discretionary and non-discretionary services without an account minimum.

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 Series 65 and Series 66 designations and previously worked at SVB Wealth LLC, Green Logistics LLC, Socione Logistics LLC, and Valley Financial Management, Inc. Matters Capital provides wealth management, financial planning, and investment consulting services primarily to high-net-worth individuals, trusts, estates, and privately offered pooled investment vehicles. The firm employs a fundamental analysis approach focused on long-term portfolio construction using a mix of mutual funds, ETFs, alternative investments, and individual securities, serving a concentrated client base that includes a significant non-U.S. presence.

Lenny Kisin is the owner and sole advisor at Applied Capital, an independent registered investment adviser based in Hollywood, FL. He holds a Series 65 designation and has 22 years of industry experience, having led Applied Capital since 2009. Applied Capital provides discretionary investment management to individual and high-net-worth clients, managing approximately $133 million in assets. The firm focuses on established, dividend-paying companies with growing payouts and uses a range of securities including stocks, bonds, ETFs, mutual funds, and options to meet client objectives, employing margin and derivatives strategies for certain accounts.

Debbie Hernandez is a financial advisor at Robinson Global Investment Management LLC with a Series 65 credential and four years of industry experience. She has been with Robinson Global since 2020 and previously worked as a homemaker for 13 years. Robinson Global Investment Management LLC manages pooled vehicles and institutional assets while also providing discretionary portfolio management, financial planning, and consulting services to a range of clients, including individuals across various wealth levels. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to build diversified portfolios and incorporates derivatives and alternative investments when appropriate.

Jason Estrada is an investment advisor with Sardona Global Advisors LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Holistic Brokerage, LLC, Holistic Asset Management, LLC, and StoneX Group, Inc. He is based in Miami, FL. Sardona Global Advisors manages discretionary portfolios for individuals and entities, providing services that include private placement advice and fund administration. The firm employs a multi-asset, multi-style investment approach tailored to each client and offers capabilities such as third-party sub-advisory and private fund services typically found at larger firms.

Agustin Etcheverry is a financial advisor with Shellman Investment Management, LLC in Coral Gables, FL. He holds the Series 65 designation and has three years of industry experience. Prior to his current role, he worked at Shellman S.A. and held positions at Universidad de Montevideo and The British Schools. Shellman Investment Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm utilizes model portfolios comprised of mutual funds, ETFs, and international investment companies, emphasizing long-term asset allocation guided by JP Morgan’s Long Term Capital Market Expectations.

Francisco Alcalde Vega is a financial advisor at Inversiones SURA with a Series 65 designation and one year of industry experience. He has worked at SURA Servicios Profesionales SA since 2023 and previously held roles at Corredores de Bolsa SURA SA from 2017 to 2023. He also worked at Universidad San Sebastian from 2011 to 2017. Inversiones SURA Corp. serves individual clients, families, companies, and charitable organizations by providing discretionary and non-discretionary portfolio management, investment consulting, and implementation of model portfolios. The firm uses optimized model portfolios based on risk-adjusted returns and primarily selects mutual funds and ETFs, with tactical asset-allocation adjustments to reflect market conditions.

Pablo Alonso is a financial advisor at Eurocapital Advisors, Inc with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Eurocapital Advisors since 2003. Outside of his advisory role, he serves as Vice President in Private Banking at Banco Santander Central Hispano Internacional. Eurocapital Advisors, Inc provides investment advice and wealth management services primarily to high-net-worth individuals, families, trusts, estates, and charitable organizations. The firm manages approximately $103.6 million, focusing on larger account sizes and operating mainly on a non-discretionary basis using fundamental analysis and modern portfolio theory.

Nathan Cohen is a Series 65 licensed advisor with ASG Capital, based in Bay Harbor Islands, FL, and has recently started his career in the financial industry. His prior experience includes roles at Morgan Stanley and Kamet Ventures. Outside of finance, he has worked in education, including teaching positions at Miami Beach Senior High and Ruth K Broad K-8. 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 is noted for sponsoring multiple pooled investment vehicles and employing a strategy focused on global diversification across fixed income and hybrid securities.

Jason Stiles is a financial advisor at Impact Advising with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at CDR Health, Nicklaus Children's Health System, Florida International University, and the U.S. Department of Justice. Impact Advising offers internet-based financial education and guidance, using online questionnaires and live sessions to create individualized investment plans and provide ongoing financial coaching. The firm’s approach emphasizes lifecycle analysis, proprietary assessment tools, age-appropriate asset allocation, and long-term dollar-cost averaging, delivering advice via subscription access and website content without custody of client assets.