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.

Richard Perez is a financial advisor at Matters Capital LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Cynosure Group, SVB Wealth, and Boston Private Wealth. Matters Capital provides discretionary and non-discretionary wealth management, financial planning, and investment consulting primarily to high-net-worth individuals, trusts, and estates. The firm manages a concentrated client base with a long-term investment approach that incorporates fundamental analysis, low-cost mutual funds and ETFs, and selective use of individual securities and sub-advisors.

Cerri Yormick is an advisor at Bison Wealth Management, LLC and holds Series 65 and Series 66 licenses. She has one year of industry experience and previously worked as a production coordinator and tutor. Bison Wealth Management provides discretionary wealth management and investment advisory services to individual and high-net-worth clients, focusing on customized portfolios primarily composed of exchange-traded funds and individual equities. The firm uses a combination of fundamental, technical, and quantitative analysis with a generally long-term investment approach.

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.

Thomas Longman is the sole advisor at Longman Wealthcare Management, LLC, an independent firm based in Miami, FL. He holds a Series 65 designation and has 25 years of experience in financial advisory services. In addition to his work in wealth management, he is president of Thomas J. Longman C.P.A., P.A., an accounting firm he founded in 1994. Longman Wealthcare Management serves individual clients with a focus on personalized financial planning and investment management.

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.

Rajiv Shah is a financial advisor with Shellman Investment Management, LLC in Coral Gables, FL, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has held positions at various firms, including EF Hutton LLC, Kingswood Capital Partners, and Investment Placement Group. Shah serves as Chief Compliance Officer for multiple firms, including Shellman Investment Management. Shellman Investment Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes long-term asset allocation using JP Morgan’s Long Term Capital Market Expectations and constructs strategic model portfolios combining passive ETFs and selected active managers.

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.

Miguel Sosa is a financial advisor at Premia Global Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Premia Global Advisors since 2016 and Rose Capital Advisors since 2026. Mr. Sosa serves as a board member and chair of the Investment Committee for Nicklaus Children's Hospital System and holds similar roles on the boards of the Archdiocese of Miami Catholic Community Foundation and the Peacock Foundation in Coral Gables, Florida. Premia Global Advisors provides discretionary and non-discretionary investment advisory and wealth management services to high-net-worth individuals and institutional clients, including families, trusts, foundations, and pension plans. The firm employs a long-term investment approach combining fundamental and technical analysis, offering customized portfolios that include equities, fixed income, mutual funds, ETFs, UCITS, and alternative investments.

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.

Elido Santana is a financial advisor at Financial Q Group LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at QQ Capital Investment Fund, T-Mobile, Uber, and Worldventures. Financial Q Group LLC provides discretionary and non-discretionary portfolio management and advisory services to high-net-worth individuals, trusts, family offices, investment companies, charitable organizations, and other advisers. The firm employs a disciplined investment process combining fundamental and macroeconomic research with technical analysis, offering customized strategies that include the use of derivatives and hedging instruments.

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.

Carme Hortala Vallve is a Series 65 licensed advisor with five years of industry experience. She is currently with My Investment Path and has held roles at several firms including Amicorp Wealth Services LLC, Activa Capital Group LLC, and G.V.C. Gaesco Valores. Outside of her advisory duties, she serves as an independent board member for PARLEM Telecom and the Institut Català de Finances, and is a member of the "Comision Economica Estrategica" at Futbol Club Barcelona. My Investment Path provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading approach, combining cyclical analysis, modern portfolio theory, and technical analysis, with a broad investment product offering that includes venture capital and real estate funds.

Michele Di Carlo is a financial advisor at Forem Investments LLC with a Series 65 designation and three years of industry experience. Prior to joining Forem Investments in 2021, Michele worked at the University of Miami and Instituto Cumbres de Caracas. Outside of advisory work, Michele is a partner at Azzurra Management LLC, a real estate development firm. Forem Investments LLC provides portfolio management and advisory services to individuals, high-net-worth clients, small businesses, and institutional accounts. The firm combines third-party macroeconomic research with its own due diligence to create customized portfolios, serving a significant international client base with a cross-border focus.

Brandon Diaz is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Entelevest, LLC since 2022 and previously held roles at Equitable and Equitable Advisors. Outside of financial advising, he has experience with DBB Collectables. Entelevest works with individual clients, including high-net-worth households, and serves plan sponsors and fiduciaries of employer retirement plans. The firm provides discretionary wealth management, comprehensive financial planning, and retirement plan consulting, using firm-developed model portfolios and a combination of quantitative and fundamental investment methods.

Oscar Varona is an advisor at CJW Capital, LLC with eight years of industry experience. He holds a Series 65 credential and has worked at CJW Capital since 2017. In addition to his advisory role, he serves as a director for Oscar A. Varona PA, focusing on insurance. CJW Capital provides investment advisory, financial planning, retirement plan advisory, and donor-advised fund services to individuals, high-net-worth clients, charities, corporations, and retirement plans. The firm’s investment approach combines fundamental analysis with a primarily long-term orientation and incorporates discretionary portfolio management using diversified mutual funds, ETFs, and independent managers.

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.