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.

Pedro Tinoco is a financial advisor with ASI Wealth Advisors LLC in Miami, FL, holding a Series 65 designation and 12 years of industry experience. He has been with ASI Wealth Advisors since 2016. ASI Wealth Advisors LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using a multi-method investment approach that includes charting, fundamental, technical, and cyclical analysis. The firm manages discretionary and non-discretionary assets and offers ongoing supervisory services along with written investment policy statements and hourly financial planning.

Luigi Cattaneo is a CFA® charterholder with 12 years of industry experience. He has worked at Focus Investment Advisor, LLC and has been with CSS Capital Advisory LLC since 2014. Outside of his advisory role, he is involved with Aeneas Corp Services LLC, a business focused on profit distribution. CSS Capital Advisory serves a small client base of primarily high-net-worth individuals, charitable, and corporate clients, providing customized, fee-based portfolio management. The firm employs both discretionary and non-discretionary strategies, combining fundamental and technical analysis and utilizing a range of complex instruments, including hedge funds and emerging-market investments, with a notable international orientation.

Marcelo Alves is a financial advisor at Focus Investment Advisors, LLC in Miami, FL, holding Series 65 and Series 66 licenses with 17 years of industry experience. He has been with Focus Investment Advisors since 2011 and also maintains a role at Genesis Investment Advisors LLC. Focus Investment Advisors provides discretionary and non-discretionary asset and portfolio management services to individuals, corporations, charitable institutions, and foundations. The firm employs a combination of fundamental and technical analysis and offers a range of strategies including long-term, short-term, and trading approaches, with a focus on cross-border investing and significant non-U.S. client exposure.

Marcus Herndl Filho is a financial advisor at Focus Investment Advisors, LLC in Miami, FL, holding Series 63, 65, and 66 licenses. He has experience dating back to 2006, including 15 years at Bull Capital and co-founding H2 Kapital, an investment company based in Brazil where he serves as managing director and CIO, managing over $1.5 billion in assets across 23 investment vehicles. At H2 Kapital, he oversees a team of 15 analysts and is registered as a portfolio manager with the Brazilian SEC. Focus Investment Advisors provides discretionary and non-discretionary asset and portfolio management services to individuals, corporations, charitable institutions, and foundations. The firm employs a combination of fundamental and technical analysis and offers a range of investment strategies with an emphasis on cross-border investing and significant non-U.S. client exposure.

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.

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.

Enrique Walsh is a financial advisor with WM Advisors USA LLC, holding Series 63 and Series 66 designations and six years of industry experience. His career includes roles at Woodrock Securities, L.P., and WMA Holdings, Inc., as well as a period at Rice University. WM Advisors USA LLC provides portfolio management and financial planning services primarily to high-net-worth individuals and institutional clients. The firm employs a mix of fundamental, technical, and cyclical analysis across various instruments and generally manages assets on a non-discretionary basis.

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.

Luiz Boruchowski is a financial advisor with Andbanc Advisory LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, with ten years at the latter. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients, managing approximately $872 million across a team of ten advisors. The firm employs an open-architecture investment approach that incorporates fundamental, technical, and macro analysis, customizing asset allocation to client risk profiles across a variety of asset classes.

Michael Rose is a CFP® with 28 years of industry experience, currently serving at Rose Capital Advisors, LLC. He has held roles at Premia Global Advisors and Castellan Holdings Manager, where he provides consulting services. Rose Capital Advisors offers asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a bottom-up fundamental analysis approach supplemented by technical indicators, manages private fund-of-funds, and utilizes performance-based fee arrangements for qualified clients.

Chad Williamson is a CFP® professional with seven years of industry experience. He has worked at Tobias Financial Advisors since 2025 and previously held positions at Mariner Wealth Advisors, Koa Wealth Management, LPL Financial, and The Wealth Consulting Group. Tobias Financial Advisors serves a range of clients including high-net-worth individuals, retirement plans, and business entities, offering wealth management, investment management, retirement plan advisory, financial planning, and family office services. The fee-only firm manages approximately $1.19 billion in assets and employs a diversified, tax-aware investment approach supported by AI-powered research tools.

Marianela Collado is a CFP® and PFS™ credentialed advisor with 10 years of industry experience. She has been with Tobias Financial Advisors since 2015. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, corporations, and other entities with wealth management, investment management, financial planning, retirement plan advisory, and related tax-preparation and trustee services. The firm emphasizes long-term, globally diversified portfolios and uses AI-driven tools alongside human oversight to guide investment decisions.