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.

Patrick Simon is a financial advisor at Aventura Private Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and JP Morgan Chase. Outside of his advisory role, Simon serves as secretary on the Yorker Condominium Board Volunteers in Miami. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, families, trusts, charitable organizations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions, and it conducts regular portfolio reviews integrating model outputs with advisor judgment.

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.

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.

Oren Arazi is a financial advisor at Pinetree Advisors Corp. with 13 years of industry experience. He holds the Series 66 and Series 65 credentials and has been with Pinetree Advisors since 2014. Outside of his advisory role, he is a licensed independent insurance agent and is involved with a sports counseling business owned by his wife. Pinetree Advisors Corp. provides discretionary portfolio management and financial consulting primarily to individuals and high-net-worth clients, managing a range of investments with an emphasis on fundamental analysis and long-term strategies. The firm is also notable for advising the Pinetree Alternative Credit Fund, a private pooled vehicle organized offshore.

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.