Gisella Quezada Alvarado is a financial advisor with Numa, holding a Series 65 designation and two years 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. The firm follows a global asset-allocation approach that incorporates equities, fixed income, alternatives, and derivatives, tailoring strategies to clients’ objectives and risk tolerance, and is notable for its international affiliations and use of derivatives in managed accounts.

Oren Arazi is a financial advisor at Pinetree Advisors Corp. in Miami, FL, holding Series 65 and Series 66 licenses with 13 years of industry experience. He has worked at Pinetree Advisors since 2014 and previously at Focus Investment Advisor, LLC. Outside of his advisory role, he is a licensed independent insurance agent offering life insurance and annuities through Creative Financial Network. Pinetree Advisors Corp. provides discretionary portfolio management and financial consulting primarily to individuals and high-net-worth clients. The firm employs fundamental analysis and long-term purchase strategies while managing roughly $120 million across about 32 client relationships.

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. based in Miami, FL, holding a Series 65 credential with two years of industry experience. Prior to joining Sulzberger Capital Advisors, he served seven years in the U.S. Army and worked at Educational Employees Credit Union and the University of Miami. Outside of his advisory role, he owns an independent Etsy business focused on the design and sale of white lab coats. Sulzberger Capital Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, and business entities, with a focus on fundamental analysis and a buy-and-hold investment strategy supplemented by asset allocation across various asset classes. The firm is notable for its use of borrowing and derivatives, including trading on margin and selling stock options, which are relatively uncommon among similar-sized advisers.

Judith Neiwirth is a financial advisor at Gables Capital Management, Inc. in Miami, FL, with 20 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., which acts as general partner of Cypress Grove Partners, L.P., a hedge fund managed by Gables Capital Management. Gables Capital Management provides discretionary portfolio management to high-net-worth individuals, trusts, pension and profit-sharing plans, and other institutional clients. The firm employs both fundamental and technical analysis to construct tailored asset allocations and manages a private pooled investment vehicle with performance-based compensation.

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 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.

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® and holds a Series 66 license with 20 years of industry experience. He has worked at Sulzberger Capital Advisors, Inc. since 2014 and previously held roles at EFG Capital Advisors Inc., BNY Mellon Securities Corporation, and MBSC, LLC. He is also a director at Sulzberger Enterprises, Inc., a non-investment related business. Sulzberger Capital Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, business entities, and employer-sponsored retirement plans. The firm employs a buy-and-hold investment approach with asset allocation across multiple asset classes and is noted for its use of borrowing and derivatives in client accounts, including trading on margin and selling covered calls.

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 financial advisor at Klosters Capital with 10 years of industry experience and holds a Series 65 designation. He has worked at Klosters Capital since 2016 and previously at Ceres Global Advisory Inc. and Andbanc Advisory LLC. He serves as President of the Board of Directors of Klosters Capital Espana EAF SA, a firm providing financial advisory services to Spanish businesses and individuals. Klosters Capital is an SEC-registered investment adviser managing portfolios for individual and institutional clients through discretionary and non-discretionary services. The firm employs an open-architecture investment approach, utilizing various analytical methods and artificial intelligence tools, and serves a concentrated client base with a significant non-U.S. presence.

Pedro Tinoco is a financial advisor at ASI Wealth Advisors LLC in Miami, FL, holding a Series 65 designation with 13 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 both discretionary and non-discretionary assets and conducts quarterly account reviews.

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 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.

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.