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.

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.

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.

Eugene Sulzberger is a CFP® with 20 years of industry experience and has been with Sulzberger Capital Advisors, Inc. in Miami, FL since 2014. He holds a Series 66 license and serves as a director of Sulzberger Enterprises, Inc., a non-investment related business. Sulzberger Capital Advisors is an owner-led firm managing approximately $117 million for about 90 clients, including individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a fundamental analysis approach combined with a long-term buy-and-hold strategy, providing discretionary portfolio management and financial planning services using third-party software at no additional charge.

Bernardo Herzer is a financial advisor at RegFi USA, LLC and holds a Series 65 designation. He has one year of industry experience with prior roles at SBJ Capital, Alpine Investors, and RegFi, LLC. RegFi USA is a registered investment adviser that serves individual investors, personal trusts, and individual retirement accounts through an online, platform-based discretionary service. The firm employs a fully automated, strategy-limited yield approach focused on long box spreads on the S&P 500 paired with short-duration U.S. Treasury instruments and operates with a small client base and no active SEC-registered advisors.

Javier Rodriguez Ambles is a Series 65 credentialed financial advisor with 10 years of industry experience, currently affiliated with Klosters Capital. He has worked at Klosters Capital since 2016 and had a brief tenure at Ceres Global Advisory Inc. in 2019. Rodriguez Ambles serves as an indirect shareholder and President of the Board of Directors of Klosters Capital Espana EAF SA, a firm providing financial advisory services exclusively to Spanish businesses and individuals. Klosters Capital offers investment advisory services to both individual and institutional clients, managing approximately $495.6 million in assets. The firm employs an open-architecture, customized approach that integrates third-party research, manager due diligence, and direct security selection, with a distinctive international orientation and affiliations.

Jennifer Valdes is a CFP® professional with six years of experience in wealth management. She has worked at Financial Designs Wealth Management LLC since 2021 and was previously with Gentrust, LLC for six years. Valdes is also the owner of Financial Designs Private Wealth LLC, a holding company with minority ownership in Financial Designs Wealth Management LLC and Financial Designs Legacy LLC, an insurance business. Financial Designs Wealth Management serves individuals, high-net-worth clients, trusts, corporations, and retirement plan sponsors with wealth management, portfolio management, and retirement plan consulting services. The firm emphasizes personalized investment strategies, asset allocation, diversification, and offers both discretionary and non-discretionary oversight.

Luis Sepulveda is a financial advisor at BICE Wealth Management LLC with a Series 65 designation and two years of industry experience. He has worked at Banco BICE since 2008, managing wealth clients and financial advisors. BICE Wealth Management provides fee-based investment advisory and consulting services primarily to high-net-worth individuals and select institutional clients, with a concentration of non-U.S. residents from Latin America. The firm uses a fundamental analysis-driven, long-term investment approach across a broad range of instruments to build tailored portfolios.

Peter Weitz is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Route 20 Private Wealth Inc., where he has worked since 2024. Prior to this, he held roles at Weitz Financial Group, Fortitude Advisory Group, and several other firms. Outside of advisory work, Mr. Weitz is involved in a wine import business, J Street Imports, which distributes European wines in the U.S. Route 20 Private Wealth Inc. offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages portfolios using a range of strategies informed by fundamental and technical analysis, serves as subadviser to an exchange-traded fund, and acts as general partner of a private equity partnership.

Jonas Ferris is a financial advisor at MaxAdvisor Private Management with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with MaxAdvisor LLC since 2002 and Island Research LLC since 2007. Outside of advisory work, he contributes market commentary through televised appearances as part of Island Research LLC. MaxAdvisor Private Management is a fee-only registered investment adviser that provides discretionary portfolio management services to individuals, high-net-worth individuals, and small businesses. The firm focuses on diversified, long-term investment strategies using mutual funds, ETFs, ETNs, and closed-end funds, with a contrarian investment approach and a preference for low-cost index funds alongside select actively managed funds.

Raul Zubillaga is a CFA® charterholder with nine years of industry experience. He has worked at Klosters Capital since 2020 and previously spent nine years at Banco Santander International. Klosters Capital provides investment advisory services to individual and institutional clients, including both high-net-worth and non-HNW individuals, through discretionary portfolio management, non-discretionary consulting, and family wealth services. The firm employs an open-architecture approach that integrates third-party macroeconomic research, manager due diligence, and direct security selection across multiple asset classes, with a notable international focus and a substantial non-U.S. client base.

Perla Glanzberg is a financial advisor at Livian & Co. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Livian & Co. since 2014. Livian & Co. provides discretionary portfolio management and investment consulting primarily to high-net-worth individuals, trusts, corporations, and pooled investment vehicles. The firm employs a combined top-down macroeconomic analysis with fundamental and technical security selection, offering multiple model portfolios that include a range of asset types and tactical strategies.

Jean Coletta is a financial advisor with Germana Capital LLC in Miami, FL, holding Series 65 and Series 63 credentials with one year of industry experience. He has a diverse background including roles at Coletta Asset Management LLC, which he owns and uses as his DBA for investment advisory services, and non-investment intermediary functions at Transearth Europe S.L. Outside of advisory work, he is involved in intermediary activities in the commodities market through Transearth Europe S.L. Germana Capital provides portfolio management and financial planning primarily for high-net-worth individuals and certain business entities, using a variety of analytical methods and strategies. The firm operates with a small client base and advisor team, generally on a discretionary basis, and accepts performance-based compensation for qualified clients.

Ana Arnau is a financial advisor with Andbanc Advisory LLC in Miami, FL, holding Series 65 and Series 63 credentials and 16 years of industry experience. Her prior work includes roles at Mora Wm Securities LLC and Morgan Stanley Private Bank, N.A. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm employs an open-architecture approach using internal research, third-party managers, and affiliate resources to construct diverse portfolios and offers family wealth consulting and non-securities advisory services.