Jaime Dashevschi is a financial advisor at Valley Financial Management, Inc. with 22 years of industry experience. He previously worked at Leumi Investment Services Inc. and Bank Leumi USA for approximately 20 years. Valley Financial Management operates the Valley Digital Investor platform, serving individual and high-net-worth clients through an online advisory service that provides discretionary portfolio management and automated implementation of model ETF portfolios. The firm requires clients to engage electronically and maintains a structured investment approach based on client profiles.

John Torola is a CFP® with 15 years of industry experience, currently serving as an advisor at Inter Advisors LLC. His prior roles include positions at Inter Securities LLC and Wealthfront, Inc. Outside of his advisory work, he has experience as a landlord and owner of a rental property. Inter Advisors, LLC is an SEC-registered investment adviser providing portfolio management and financial planning services to 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 and is noted for its integrated broker-dealer, banking, and payments affiliations.

Deepak Gupta is a financial advisor at Gupta Partnership with eight years of industry experience. He holds a Series 65 designation and has also served as the Global Head of Software as a Service at Volante Technologies since 2019. Gupta previously managed a pizza franchise business through Khazana LLC, which has since closed. Gupta Partnership provides discretionary investment management to private individuals and business clients, focusing on long-term, value-oriented portfolios constructed through bottom-up fundamental analysis. The firm serves various account types and employs performance-based fee arrangements for qualified clients.

Francis Claro is a CFA® charterholder with 14 years of experience in the investment industry. He has been with Contrast Capital Management, LLC since 2012. He serves as the managing member of Contrast Capital Fund Manager, LLC, which acts as the general partner to Contrast Capital Fund, LLC. Contrast Capital Management provides discretionary investment management and advisory services to institutional investors, high-net-worth individuals, trusts, estates, businesses, pooled vehicles, and municipal entities. The firm primarily constructs global equity portfolios using a screening and factor-ranking process combined with fundamental research, and it employs various strategies including leverage, hedging, and options, supported by third-party artificial intelligence tools.

Juan Carreras is a financial advisor at Tudor Advisors LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Tudor Advisors since 2018. Prior to that, he worked at SDDCO Brokerage Advisors LLC and Capital Markets Argentina. Carreras is a 50% shareholder in Ferrybay Inc., a holding company involved in real estate investment through its subsidiary West Wave Services, LLC. Tudor Advisors provides investment advisory services to individuals, trusts, charitable organizations, and corporate entities. The firm employs fundamental and cyclical analysis with long-term purchase strategies, offering both discretionary and non-discretionary portfolio management.

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.

Shaurya Gupta is a financial advisor at Gupta Partnership in Miami, FL, holding a Series 65 designation with eight years of industry experience. He has worked at Gupta Partnership since 2018 and previously held roles as a self-employed advisor and at Meson Capital LLC. Gupta Partnership provides discretionary investment management to private individuals and business clients, focusing on long-term, value-oriented portfolios constructed through bottom-up fundamental analysis. The firm manages a range of account types and employs a concentrated investment strategy across diverse securities, with an emphasis on ongoing portfolio supervision.

Lucas Coutinho is a financial advisor at Bankshop, LLC in Miami, FL, holding a Series 65 designation with six years of industry experience. He previously worked at Santander from 2015 to 2019 before joining Bankshop in 2020. Bankshop, LLC provides portfolio management and investment planning services primarily to individual and high-net-worth clients, managing approximately $71.5 million in assets on a non-discretionary basis. The firm employs a variety of analytic methods and strategies, implementing investment recommendations with client direction and conducting regular portfolio reviews.

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.

Alan Whitby is a CFP® and CFA® with 18 years of industry experience. He has worked at Stone Point Wealth since 2021 and previously spent over a decade at Investor Solutions. Whitby is based in Miami, FL. Stone Summit Wealth LLC provides fiduciary retirement advice and portfolio management to individual and high-net-worth clients, employing a combination of fundamental, quantitative, and technical analysis. The firm manages a diverse range of investments and offers access to private placements and venture capital funds.

Cerri Yormick is a financial advisor at Bison Wealth Management, LLC in Miami, FL, holding Series 65 and Series 66 licenses. She has one year of industry experience and previously worked as a production coordinator and is involved with On Point Tutoring. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning primarily to individual and high net worth clients. The firm uses a long-term investment approach supplemented by shorter-term trading when appropriate, with portfolios constructed from ETFs, equities, bonds, and mutual funds.

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.