Anthony Al Nasser is a financial advisor at Sol Financial with six years of industry experience. He holds the Series 65 designation and has worked at multiple firms, including Diversify Advisory Services, DFPG Investments, and Global Wealth Partners. In addition to his advisory role, he is a licensed insurance agent and a real estate sales associate. Sol Financial is an independent advisory firm serving individuals, high-net-worth clients, charitable organizations, pension and profit-sharing plans, and certain investment-company clients. The firm offers discretionary portfolio management, financial planning, and venture capital advisory services, using a variety of investment methods and maintaining detailed client documentation and regular account reviews.

Miguel Bilbao is a financial advisor at Filon Capital with 18 years of industry experience. He holds a Series 65 designation and previously worked at Jefferies LLC and Leucadia Asset Management. He has also been self-employed since 2019. Filon Capital provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, pooled investment vehicles, and pension and profit-sharing plans. The firm uses modern portfolio theory and quantitative analysis, focusing on futures while advising on equities, fixed income, ETFs, and commodities, and is noted for its use of performance-based fee arrangements and management of pooled investment vehicles.

Juan Solorzano is a financial advisor at Parrish Capital Advisors LLC in Coral Gables, FL. He holds the Series 65 designation and has been working in the industry since 2021, including four years at Proline Consulting Group. Prior to his advisory career, he completed seven years of schooling. Parrish Capital Advisors provides discretionary and non-discretionary investment advisory services and financial planning to high-net-worth individuals, trusts, family entities, and pooled investment vehicles. The firm employs a mix of fundamental, quantitative, and market-based analysis and offers hourly financial planning alongside portfolio management tailored to client objectives and risk tolerance.

Giancarlo Fernandez is a financial advisor at Fendz Asset Management, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Fendz Asset Management since 2020. Prior to his advisory career, he held roles in the hospitality industry and has been involved with Sante Fe College. Fernandez is also licensed in life, health, and annuities insurance, dedicating part of his time to these activities. Fendz Asset Management serves primarily individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, and small businesses. The firm offers a range of services including investment management, financial planning, and pension consulting, employing a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Freddy Martinez is a CFP® with 21 years of industry experience, currently serving as a managing member of Forem Investments LLC since 2013. He is also a managing member of Forem Capital Partners LLC, a consulting firm focused on capital restructuring. Forem Investments LLC provides portfolio management and advisory services to individual, high-net-worth, small business, and institutional clients. The firm employs a research-driven, customized investment approach that includes equities, fixed income, options, and alternative investments, serving a notable non-U.S. client base with a cross-border focus.

Brett Hixon is a Certified Financial Planner® with over 22 years of experience in the financial industry. He has been with Kirtland Financial Management, Inc. since 2011, serving as an advisor and president, and holds the Series 66 designation. Hixon is also the CEO and sole shareholder of a support company affiliated with the firm. Kirtland Financial Management serves high-net-worth individuals, families, charitable organizations, pension and profit-sharing plans, and business owners. The firm provides integrated financial planning and portfolio management, emphasizing long-term investment horizons and diversification aligned with modern portfolio theory.

Gonzalo Montero is a Series 65 licensed financial advisor with three years of industry experience. He is currently with Lynx Advisory Partners and also serves as a director and board member of QTR Fund Services SARL, a private fund management company based in Luxembourg. His prior roles include positions at Ceres Global Advisory Inc, Benworth Capital Partners LLC, and Banco Santander Corporate & Investment Banking. Lynx Advisory Partners provides discretionary and non-discretionary investment advisory and portfolio management services to high-net-worth individuals, trusts, family offices, and institutional clients. The firm uses a disciplined investment process combining fundamental and macroeconomic analysis with technical tools, serving a substantial non-U.S. client base and leveraging expertise in international private banking and Latin American markets.

Jose Fernandez is a financial advisor at Fendz Asset Management, Inc. in Coral Gables, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Fendz Asset Management since 2006. In addition to his advisory role, Fernandez is an independent insurance agent. Fendz Asset Management primarily serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, and small businesses. The firm offers investment management, financial planning, and pension consulting, constructing individualized portfolios using fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Fradel Barber is a financial advisor at The World Changers Investments, LLC with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Barber has held various roles including leadership positions with The World Changers Network, an online education platform, and The World Changers Agency, an insurance agency. The World Changers Investments, LLC provides investment management and sub-advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors. The firm focuses on recommending model-based or customized portfolios through third-party asset managers, maintaining a non-discretionary approach that allows clients to retain decision authority.

Hernan Rodriguez is a financial advisor at Sapiens Advisors with six years of industry experience and a Series 65 credential. He previously worked at AXA Advisors, LLC for seven years and has been involved with Merand Group, Inc. since 2002. Sapiens Advisors provides investment advisory and consulting services to high-net-worth individuals, corporations, and institutions, focusing on customized asset allocations that aim for capital preservation and appreciation. The firm utilizes third-party macroeconomic research combined with in-house analysis and offers a range of portfolio management and consulting fee arrangements.

Paola Bernal Cuevas is a CFA® charterholder with six years of experience at Global Kandor Advisors, LLC and an additional six years at Insigneo Wealth Advisors. She is based in Miami, FL, and has a total of 12 years in the industry. 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 for around 74 clients, typically constructing portfolios using mutual funds, ETFs, individual securities, and alternative investments with a generally long-term focus.

William Neubauer is a CFP® professional with 23 years of industry experience. He has served as the sole advisor at Comprehensive Money Management Services LLC since 2002. 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 employs a fee-only structure and utilizes a scenario-based asset allocation approach grounded in Modern Portfolio Theory to manage portfolios under client-specific Investment Policy Statements.

Gustavo Patino Lugo is a financial advisor with Mellig Group, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at UBS Financial Services USA and is the proprietor of Holding Inversiones Spot Market M.I. C.A., which owns 50% of AgroInvest Casa de Bolsa de Productos Agricolas C.A., a Venezuelan agriculture commodities broker. He is also registered as a broker with the Venezuelan securities agency and owns Avila Advisors LLC and Grupo GOD Investments Inc. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients, offering portfolio management and financial planning for taxable and retirement accounts, including non-U.S. securities. The firm uses a combination of fundamental, technical, quantitative, and macroeconomic analysis alongside machine-learning tools to guide investment decisions and manages diverse strategies, including long-short and options trading, with a notable capability to advise on non-U.S. securities and serve a significant international client base.

Clay Campbell is the sole advisor at Campbell Capital Management Inc. with 37 years of industry experience. He has been with Campbell Capital Management since 1985. In addition to his advisory role, he is involved with BSC Partners, LLC, a real estate business. Campbell Capital Management provides discretionary portfolio management and tax consulting to individuals, businesses, trusts, and pension plans, managing approximately $303 million in assets for around 265 clients. The firm, founded by Campbell in 1988, emphasizes long-term, buy-and-hold investment strategies across a diversified range of asset classes, with a notable combination of tax consulting services and a concentrated client-adviser relationship.

Emiliano Lorenzini is a financial advisor at Resolute Capital, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Resolute Capital provides investment advisory and portfolio management services to individuals, high-net-worth individuals, and corporations, focusing on customized strategies documented in individual Investment Policy Statements. The firm emphasizes a primarily non-discretionary asset base and a client-directed implementation model, serving a small, concentrated client roster.

Daniela Munoz is a financial advisor at Atlantic Family Wealth, LLC with four years of industry experience. She holds a Series 66 designation and has worked previously at StoneX Financial Inc. and Lake Forest Securities. Atlantic Family Wealth provides investment advice and portfolio management to individuals and high-net-worth clients, utilizing a range of strategies implemented through sponsored advisory programs and third-party managers. The firm typically acts as a discretionary manager, tailoring portfolios to client goals and risk tolerance while employing diverse investment approaches including long- and short-term trading, options, and structured notes.

Frank Van Lerven is a CFP® at ISGAM US LLC with four years of industry experience. He has worked at ISGAM US LLC since 2022 and has been affiliated with ISGAM AG since 2007. ISGAM US provides discretionary asset management and written financial planning to individual clients and families, including high-net-worth individuals. The firm emphasizes strategic asset allocation, long-term equity selection, fixed income, and alternative investments, managing approximately $66 million across about 50 client relationships.

Ana Rebora De Luchau is a financial advisor at Global Kandor Advisors, LLC with 22 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Activa Capital Group, LLC and Primerica Financial Services. 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 and constructs portfolios using mutual funds, ETFs, individual securities, and alternative investments, primarily on a non-discretionary basis.

Raul Isern is a CFP® professional with 32 years of experience in the financial services industry. He is affiliated with LPL Financial and has been providing investment advisory services through his own firm, Atlantic Family Wealth, LLC, since 2014. Isern is based in Coral Gables, FL. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and delivers solutions through a large network of investment adviser representatives.

Carlos Klemprer is a financial advisor at Sancus Wealth Management LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Avanza Capital Markets, Inc. from 2014 to 2021. Outside of his advisory role, he serves as managing member of several family investment holding companies and acts as registered agent for a family-owned offshore business that promotes reading events and sells books. Sancus Wealth Management LLC provides investment advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a combination of charting, fundamental, quantitative, and technical analysis and implements diverse strategies across multiple asset classes, reviewing accounts at least quarterly.