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.

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 with six years of industry experience. He holds a Series 65 designation and previously worked at Santander from 2015 to 2019. Bankshop, LLC provides portfolio management and investment guidance to individual and high-net-worth clients, focusing on client-specific strategies that combine multiple analytical methods. The firm primarily manages assets on a non-discretionary basis and offers a consultative service for foreign clients establishing U.S. banking relationships.

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.

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.