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.

Guillermo Vernet is a financial advisor at Global Kandor Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Insigneo Securities, LLC and Insigneo Wealth Advisors, LLC. He is also involved with Global Kandor Services, LLC, an internal support organization for his firm. Global Kandor Advisors provides wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $483 million, primarily on a non-discretionary basis, and typically constructs portfolios using mutual funds, ETFs, individual securities, and alternative investments with a long-term focus.

Philip Carey is a financial advisor at Lion Capital Advisors LLC with five years of industry experience. He has previously worked at Crescendo Asset Management LLC and has been associated with Lloyd Capital LLC since 2011. Carey is the Managing Partner and CEO of Shaba LLC, a commodity trading company, and serves as Vice President and Trustee of the Sapelo Foundation, where he is also a member of the Investment Committee. He participates on advisory boards at Boston University and the University of Miami Business School. Lion Capital Advisors provides discretionary and non-discretionary investment management and consulting services to a range of clients including high-net-worth individuals, families, retirement plans, and institutional entities. The firm uses a blend of fundamental, technical, cyclical, and charting analysis to tailor portfolios and may employ strategies such as hedging, options, and short sales, with a focus on active involvement in pooled vehicles and special purpose vehicles.

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.

Martin Guyot is a financial advisor at Noctua International WMG, LLC with 12 years of industry experience. He holds a Series 65 credential and has been with Noctua Partners since 2009. Outside of his advisory role, he serves as vice president of the Villaharbouur Apartment Association, Inc. and president of Bahama House, a condominium association in Key Biscayne, FL. Noctua International WMG, LLC provides asset management, research, and family office services to a small client base of high-net-worth individuals, corporations, and pooled investment vehicles. The firm employs a top-down macro allocation framework combined with bottom-up security selection across multiple asset classes and is notable for its affiliation with several investment LLCs that originate and manage real estate participations through special purpose vehicles.

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.

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.

Justin Rams is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Entelevest, LLC since 2022 and previously held roles at Equitable Advisors and AXA Advisors. Rams is based in Coral Gables, FL, and holds a Series 66 license. Entelevest provides advisory services to individuals, employee benefit plans, and businesses, offering discretionary wealth management, financial planning, and insurance consulting. The firm manages client accounts primarily on a discretionary basis, uses firm-developed model portfolios, and employs specific approaches to brokerage and cryptocurrency-linked ETF recommendations.

Alfredo Oliva Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with Kovack Advisors, Inc. He has worked at Kovack Advisors and Kovack Securities since 2011 and is also associated with Advisuite LLC. Outside of his advisory roles, he has ownership experience in a wealth management business and has engaged in fixed insurance product sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

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 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.

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.