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.

Paul Turadilok is a financial advisor with Trusttree Financial LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. His career includes roles at HSBC Bank USA and Capstone Mortgage Lending, where he currently works as a mortgage loan originator. Outside of financial services, he is the owner and founder of Mosca Spirits Inc., a spirits brand. Trusttree Financial LLC serves individuals, trusts, foundations, and small institutions with discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies tailored to each client’s policy statement and manages approximately $78 million across about 150 client relationships.

Timothy Messer is a financial advisor at RegFi USA, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has operated Knife's Edge Consulting, LLC since 2016 alongside his role at RegFi USA. RegFi USA is a registered investment adviser serving individual investors, personal trusts, and IRAs through an online, discretionary platform focused on a fully automated, strategy-limited yield service centered on long box spreads on the S&P 500 combined with short-duration U.S. Treasury instruments or ETFs for cash management. The firm operates with a small client base and uses a digital-only approach without in-person or telephone advice.

Gisella Quezada Alvarado is a financial advisor at NUMA with a Series 65 designation and one year of industry experience. She has worked at Numa Americas Corp. and its affiliate NYX Systems SAC since 2018 and previously spent 18 years at Credit Suisse AG. NUMA provides personalized, fee-only investment advisory and administrative services to high-net-worth individuals, trusts, estates, corporations, and institutional clients, with a focus on global asset allocation strategies that incorporate equities, fixed income, alternatives, and options. The firm is notable for its international and affiliate relationships, use of derivatives, and involvement with offshore fund entities.

Oren Arazi is a financial advisor at Pinetree Advisors Corp. with 13 years of industry experience. He holds the Series 66 and Series 65 credentials and has been with Pinetree Advisors since 2014. Outside of his advisory role, he is a licensed independent insurance agent and is involved with a sports counseling business owned by his wife. Pinetree Advisors Corp. provides discretionary portfolio management and financial consulting primarily to individuals and high-net-worth clients, managing a range of investments with an emphasis on fundamental analysis and long-term strategies. The firm is also notable for advising the Pinetree Alternative Credit Fund, a private pooled vehicle organized offshore.

Raymond Rodriguez is a financial advisor at Private Group Wealth Management, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials with 52 years of industry experience. He has been with Private Group Wealth Management since 2005 and previously worked at Aragon Value Partners, LLC from 2016 to 2019. Private Group Wealth Management serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, managing approximately $32 million across about 60 accounts. The firm uses model asset allocation portfolios and offers continuous supervisory services, combining charting, fundamental and technical analysis, and a range of trading strategies.

Cody Shoop is a financial advisor at Sulzberger Capital Advisors, Inc. with two years of industry experience. His prior work includes roles at the University of Miami, Educational Employees Credit Union, and seven years of service in the U.S. Army. Outside of advising, he owns an independent Etsy business focused on designing and selling lab coats. Sulzberger Capital Advisors is a small, owner-led firm managing approximately $117 million for around 90 clients, including individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a fundamental, long-term buy-and-hold investment approach with discretionary portfolio management and offers financial planning services using third-party software at no extra charge.

Judith Neiwirth is a financial advisor with Gables Capital Management, Inc. in Miami, FL, holding 19 years of industry experience. She has been with Gables Capital Management since 1997. Neiwirth also serves as Executive Vice President of Cypress Grove Management, Inc., the general partner of Cypress Grove Partners, L.P., a hedge fund managed by her firm. Gables Capital Management provides discretionary portfolio management to high-net-worth and institutional clients, including specialized trusts. The firm manages both individually tailored accounts and pooled investment vehicles, employing a range of strategies such as long and short equity positions, options, derivatives, and performance-based fee arrangements.

Justin Heller is a financial advisor at Heller Private Wealth with 9 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Heller Private Wealth, he worked at Bank of America and Merrill for seven years. Outside of his advisory work, he is involved in a family venture owning race horses through Blu Boy Racing Stables LLC. Heller Private Wealth provides discretionary portfolio management and financial advice to a small client base of individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored asset allocation and continuous portfolio supervision, employing a variety of investment strategies to meet client objectives.

Emilio Volz is a financial advisor at Saint Joseph Advisors LLC with over six years at the firm and a total of two years of industry experience. He holds a Series 65 designation and previously worked for Groupe Credit Agricole for eleven years. Volz is also the CEO of Saint Joseph International, a multi-family office serving Latin American clients interested in investing or relocating abroad. Saint Joseph Advisors provides discretionary and non-discretionary asset management and investment advisory services to individuals, trusts, and business entities. The firm employs a combination of fundamental, technical, and charting analysis and offers tailored strategies based on client risk tolerance and objectives, supported by a network of affiliated businesses with an international focus.

Len Rittberg is a CFA® charterholder based in Ft. Lauderdale, FL, with three years of industry experience. He currently works at Greybox Investments, where he has been since 2023. Prior to this, he spent six years at Exos Financial and nine years at Adelante Capital Management. Greybox Investments provides fee-only portfolio management primarily to individual and high-net-worth clients, charitable organizations, other registered investment advisers, and corporations. The firm employs a quantitative, multi-factor investment approach focused on scalable, model-driven portfolio construction and distribution to other advisers, emphasizing discretionary wealth management through separately managed and unified managed accounts.

Stephen Huntzinger Jr is a financial advisor with Dunham Lane Capital Partners LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Dunham Lane Capital Partners since 2016 and is also a founding principal of Banyan Real Estate Group, where he focuses on identifying and selecting property investments. Dunham Lane Capital Partners LLC provides discretionary investment management services to individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, and endowments. The firm employs a bottom-up fundamental analysis approach with concentrated portfolios and utilizes a range of investment instruments, including derivatives, while offering performance-based compensation and regular reporting to qualified clients.