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 with Advisuite, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. He has been associated with Kovack Securities, Inc. and Kovack Advisors, Inc. since 2011. Oliva is a partner in Inverluxe Global Asset Management, LLC, a fee-based investment advisory firm. Advisuite (doing business as Neo Alliance) provides investment advisory and portfolio management services primarily to pooled vehicles, institutions, and other entities. The firm combines client-specific investment policy statements with third-party research and internal due diligence to construct multi-asset portfolios, utilizing sub-advisors and offering both discretionary and non-discretionary management.

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.

Alexander Bublick is a financial advisor at Coral Wealth Management, LLC in Miami, FL, with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Stifel, Nicolaus & Company, Inc., Morgan Stanley, and the Development Corporation for Israel. Coral Wealth Management serves individuals, charitable organizations, and corporations, offering discretionary portfolio management, financial planning, pension consulting, and Health Savings Account advisory services. The firm uses a model-based investment approach with ETFs and fundamental analysis, managing approximately $124 million in client assets.

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 with San Blas Advisory, Inc. holding Series 63 and Series 66 licenses and has 12 years of industry experience. She has a longstanding role at The Henderson Financial Group since 2002 and Henderson Insurance since 2012. Outside of her advisory work, she is involved in publishing and coaching through her company Shift to Abundance LLC and serves as a public speaker and author focusing on personal finance topics. San Blas Advisory serves individual and high-net-worth clients as well as businesses, managing over $218 million across approximately 664 accounts. The firm offers both discretionary and non-discretionary portfolio management and financial planning, utilizing a combination of fundamental, technical, and qualitative analysis with a variety of investment strategies and third-party money managers.

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.

Eddy Park is a financial advisor at Premia Global Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Premia Global Advisors since 2016. Prior to joining Premia, he worked at Global Investor Services from 2016 to 2020 and is currently affiliated with Rose Capital Advisors, LLC. Premia Global Advisors provides discretionary and non-discretionary investment and wealth advisory services to high-net-worth individuals and various institutional clients. The firm focuses on long-term investment strategies using both fundamental and technical analysis and offers customized portfolios that include equities, fixed income, mutual funds, ETFs, UCITS, and alternative investments, serving a significant non-U.S. client base with access to offshore and institutional share classes.

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 Series 65-licensed financial advisor at Klosters Capital with 10 years of experience in the financial industry. She has worked at Klosters Capital since 2016 and previously at Great Properties from 2012 to 2016. Based in Miami, FL, Bonaechea is part of a small team of four advisors at the firm. Klosters Capital provides investment advisory services to both individual and institutional clients, managing approximately $495.6 million in assets as of December 31, 2025. The firm employs an open-architecture, customized investment approach that includes discretionary and non-discretionary portfolio management, sub-advisory work, and private equity advisory, with a distinctive international focus and use of derivatives and private equity deal sourcing.

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.

Martin Rosenthal is a CFP® professional with 14 years of industry experience. He has served at Common Cents Wealth Management, LLC since 2011. The firm provides ongoing portfolio management to individuals, high-net-worth clients, and small businesses, focusing on a passive, index-based investment approach. Common Cents Wealth Management uses diversified portfolios of ETFs and indexed mutual funds, guided by Modern Portfolio Theory and long-term investment horizons.

Joseph Fernandez is a financial advisor with Invenio Wealth Partners, LLC, holding CFP® and Series 65 credentials and five years of industry experience. His prior experience includes over two decades at BNY Mellon, as well as roles at Fieldpoint Private Securities. Outside of his advisory work, he serves as a volunteer board member for 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 strategies, global diversification, and tax-aware techniques in portfolio management.

Steven Snowden is a financial advisor with 4 years of industry experience, currently registered with 1977 Wealth, LLC. He holds a Series 65 designation and has worked at U.S. Private Wealth, LLC and Northwestern Mutual. Outside of finance, he is involved in franchising through ownership of a Chili’s franchise. 1977 Wealth, LLC serves individuals, families, small business owners, and institutional clients by providing personalized financial planning, discretionary investment management, and pension consulting. The firm employs a process combining fundamental and technical research with active management across a broad investment universe including equities, fixed income, ETFs, and alternatives.