Kevin Barry is a CFP® and CFA® with six years of experience in financial advisory. He is currently with Cantata Wealth Management, LLC in Raleigh, NC, where he has worked since 2024. His prior experience includes roles at Captrust Financial Advisors and Third Law Capital Management. Cantata Wealth Management provides personalized financial planning and discretionary investment management to individuals, foundations, and small businesses. The firm uses firm-developed model portfolios, tax-aware strategies, and incorporates artificial intelligence in investment research and client operations.

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.

Ricardo Fernandez is a Series 65 licensed financial advisor with three years of industry experience. He is the founder of First Global US Finance LLC, an investment consultancy focused on business development. Fernandez currently serves as the sole advisor at CSS Capital Advisory LLC, based in Miami, FL. CSS Capital Advisory provides customized asset and portfolio management primarily for high-net-worth individuals, charitable organizations, and businesses. The firm manages approximately $62.7 million across about 22 client relationships, employing a range of strategies including long and short positions, derivatives, and emerging-market debt, with a focus on cross-border and offshore investment access.

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.

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 at Dunham Lane Capital Partners LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Dunham Lane since 2016. Outside of his advisory role, he is a founding principal of Banyan Real Estate Group, where he is involved in identifying and selecting property investments. Dunham Lane Capital Partners LLC provides discretionary investment management to individuals, trusts, pension and profit-sharing plans, and charitable institutions. The firm employs a bottom-up fundamental analysis approach focused on long-term capital appreciation and utilizes a range of instruments including equities, ETFs, options, and derivatives.

Miguel Gonzalez De Castilla is a financial advisor at Lynx Advisory Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Asesores Mexico and Citigroup. Lynx Advisory Partners serves domestic and foreign high-net-worth individuals, trusts, family offices, and institutional clients, managing approximately $214.8 million in assets. The firm uses a disciplined, systematic investment process combining macroeconomic research with fundamental and technical analysis to construct multi-asset portfolios tailored to various investment profiles.

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.

Cristina Extremera Abril is a financial advisor at Zink Wealth Solutions LLC with seven years of industry experience. She holds a Series 66 designation and has worked at firms including BBVA Wealth Solutions Inc. and Insigneo Securities, LLC. Outside of her advisory role, she serves as Secretary on the board of a local building association. 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 using a range of analytical approaches and invests across various asset classes, serving a small client base with tailored portfolio solutions.

Diane Macphee is a CFP® professional with 13 years of industry experience. She is the sole advisor at Comprehensive Money Management Services LLC, where she has worked since 2016, and she also operates DMAC Consulting Services LLC. Comprehensive Money Management Services LLC provides personalized financial planning and supervisory investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a fee-only model and employs a scenario-based asset allocation approach grounded in Modern Portfolio Theory, managing over $200 million under its sole principal.

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 over one year of industry experience. He holds a Series 65 designation and has worked at Banco BICE since 2008, where he manages wealth management clients and financial advisors. BICE Wealth Management LLC provides fee-based investment advisory and financial consulting services to high-net-worth individuals, institutions, and other entities, with a significant focus on non-U.S. residents in Latin America. The firm employs a fundamental analysis approach with a long-term orientation and offers customized portfolio management and consulting services.

Tomas Ulla is a financial advisor at My Investment Path in Coral Gables, FL, holding a Series 66 designation. He has been in the industry since 2025, with prior roles including positions at AGP and RV Owens Strategic Group. Tomas also has experience in academia, having worked at St. Thomas University and the University of Northwestern Ohio. 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 using a diverse array of investment instruments and combines cyclical analysis, modern portfolio theory, and technical analysis in its process.