Pastor Fuster Jr. is a CFP® professional with 18 years of experience in the financial services industry. He is the principal advisor at Fuster Financial Group, an independent firm he founded in 2026. His prior experience includes roles at LPL Financial and Wells Fargo Advisors, LLC. Fuster Financial Group offers portfolio management, comprehensive financial planning, and pension consulting to individuals, high-net-worth clients, and business entities. The firm uses a variety of investment approaches including fundamental, quantitative, and technical analysis, and provides tailored services with ongoing monitoring and reporting.

Nicholas Samuel is a Series 65-licensed financial advisor at Samuel & Associates Investment Management LP with five years of industry experience. Prior to founding his current firm in 2020, he worked at KPMG for two years. He also operates his own accounting practice as a licensed CPA. Samuel & Associates Investment Management LP provides portfolio management primarily to individual and high-net-worth clients, focusing on mutual funds, equities, ETFs, and venture capital funds. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to guide long-term investment decisions and offers discretionary management without a stated account minimum.

Charles Crow IV is a financial advisor at Crow Capital Management LLC in Miami, FL. He holds Series 63 and Series 65 licenses and has worked in the industry since 2013, including prior roles at Weiss Multi-Strategy Advisors LLC and nVERSES CAPITAL MANAGEMENT LLC. Crow Capital Management LLC primarily serves institutional investors and pooled vehicles, offering discretionary investment management through a multi-strategy approach that integrates systematic quantitative models and hybrid discretionary analysis, including the use of machine learning and AI technologies. The firm manages private investment funds and separately managed accounts for accredited and qualified investors.

Vivian Lima Giuliani is a Series 65-credentialed financial advisor with six years at V. Delima Investments Inc and twelve years of prior experience at Credit Agricole Corporate & Investment Bank. She operates as the sole advisor at her independent firm based in Coral Gables, FL. V. Delima Investments serves high-net-worth individuals, private investment companies, and select corporate clients, offering personalized discretionary and non-discretionary investment management. The firm focuses on international and emerging-market securities, employing fundamental, technical, and macroeconomic analysis to tailor asset allocations and manage portfolios.

Gabriel Freund is a CFA® charterholder with 17 years of industry experience. He is currently with RAC Strategic Partners, an independent firm he joined in 2025, and previously worked at Welcy Capital Advisors, Amerant Investment, Santander Securities, and Santander International Private Banking. RAC Strategic Partners is an SEC-registered investment adviser that provides retirement income planning, comprehensive financial planning, and fee-based portfolio management. The firm serves individual and institutional clients, employing a tactical allocation approach and offering outsourced chief investment officer services alongside tailored financial planning.

Dave Dookie is a financial advisor at WCA Advisors, LLC in Miami, FL with three years of industry experience. He holds a Series 65 designation and has worked at BancAtlantic Capital LLC, Waterloo Capital Advisors, LLC, Waterloo Capital Advisors Limited, and First Citizens Bank Limited. He serves as Managing Director of Waterloo Capital Advisors Limited, a broker-dealer registered in Trinidad and Tobago. WCA Advisors is an independent advisory firm that provides portfolio management and business consulting to a select group of clients, including high-net-worth individuals, banks, and corporate entities. The firm uses a combination of fundamental analysis and modern portfolio theory with a focus on long-term asset allocation and offers services on both discretionary and non-discretionary bases.

Austin King is a financial advisor with Stronghold in Miami, FL, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He previously worked at Newport Beach Investment Group LLC, where he also owns a non-securities consulting business focused on investor relations and event management. Stronghold is an independent advisory firm serving institutional investors and pooled vehicles, including pension plans and private funds. The firm offers OCIO and OCFO services, emphasizing asset preservation and diversified, multi-manager allocations through a “Focus List” of independent managers using both active and passive strategies.

Marcelo Zinn is a financial advisor at Maredin Wealth Advisors in Miami, FL, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Maredin Corporation since 2005. Maredin Capital Advisors offers discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a value-investing approach focused on intrinsic value and margin of safety, utilizing a hub-and-spoke model with both concentrated and income-oriented strategies, and incorporates derivatives and private placements in its offerings.

Allison Beckham is the principal advisor at Beckham Financial, LLC, an independent firm she founded in 2024. She holds the CFP® and Series 66 credentials and has 10 years of experience in the financial services industry, including prior roles at Firestone Capital Management Inc., Provenance Wealth Advisors, and Raymond James Financial Services. Beckham Financial, LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm customizes advice based on client goals, time horizon, and risk tolerance, using a variety of investment approaches and conducting regular account reviews.

Marco Guerra De Sa is a CFA® charterholder based in Miami, FL, with 26 years of industry experience. He is the principal advisor at Transparenza Advisors LLC, a firm he joined in 2024. Prior to this, he held positions at Banco do Brasil Securities LLC and Credit Agricole Securities (USA) Inc., with over a decade at Credit Agricole. Transparenza Advisors serves high-net-worth and ultra-high-net-worth individuals, trusts, estates, charities, corporations, retirement plans, and institutional clients, providing portfolio management, retirement plan consulting, and acting as portfolio manager or co-advisor to pooled investment vehicles. The firm employs a disciplined investment process incorporating fundamental, technical, cyclical, and quantitative analysis within a Modern Portfolio Theory framework and maintains a distinct cross-border focus.

Gil Aikins is a financial advisor with Fivenca Asset Management in Miami, FL, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Brasil Plural Securities, Auerbach Grayson, and Blue Capay Ventures. Outside of advisory work, Aikins serves as Managing Principal of Global Securities Consulting Group LLC, providing compliance and operations consulting for broker-dealer and investment adviser firms, and he acts as a FINRA Panelist for industry arbitration and hearing matters. Fivenca Asset Management offers discretionary and non-discretionary portfolio management services to individual and institutional clients, emphasizing asset allocation, security selection, and ongoing monitoring. The firm employs a range of strategies from conservative bond allocations to aggressive ETF-based approaches and uses both fundamental and technical analysis, maintaining a strong international focus and leveraging third-party managers and custodial relationships.

Daniel Del Rio is a financial advisor with HighRise Wealth Management in Miami, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at Equitable, Equitable Advisors, Axa Advisors, and Northwestern Mutual. Outside of finance, Del Rio is a partner and soccer trainer at LevelUp Miami, where he oversees business operations and coaches athletes. HighRise Wealth Management serves individual, corporate, and municipal clients with portfolio management, pension consulting, and financial planning. The firm’s investment approach is guided by client-specific Investment Policy Statements and employs fundamental analysis, modern portfolio theory, and quantitative methods, incorporating both long- and short-term strategies as well as options trading.

Mariano Crespo Gonzalez is a financial advisor at Libra Investment Advisors Inc with a Series 65 credential and one year of industry experience. He previously worked for nine years at Envision Financial Technologies before joining Libra Investment Advisors in 2024. Libra Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and advisory services to a diverse clientele that includes individual investors, high-net-worth individuals, trusts, estates, and institutional entities. The firm offers customized asset-allocation strategies and conducts ongoing monitoring using a process that integrates fundamental, technical, quantitative, and macroeconomic analysis, emphasizing diversification, long-term growth, and risk management.

Javier Contreras is the owner of Valle Financial Group and holds Series 65 and Series 63 licenses. He has 17 years of experience in the financial industry, with prior roles including business development and brokerage services at several firms such as Dinosaur Merchant Bank Limited and Navona International Services LLC. Outside of his advisory work, he is involved in business development through Navona International Services LLC. Valle Financial Group provides discretionary and non-discretionary portfolio management and advisory services primarily to institutional clients, small businesses, and high-net-worth investors. The firm constructs customized asset allocations utilizing equities, fixed income, options, and alternative investments, incorporating third-party research and in-house due diligence, and offers consulting services under various fee arrangements.

Matthew Dorris is a financial advisor at Flagstick Capital Partners LLC in Coral Gables, FL. He holds a Series 65 designation and has prior work experience at firms including FanDuel, Deloitte, and Swish Analytics. Flagstick Capital Partners provides investment advisory services to high-net-worth individuals, trusts, charitable organizations, corporations, pension plans, and other financial institutions. The firm employs a systematic, model-driven investment approach utilizing artificial intelligence, machine learning, and factor-based methods to manage portfolios under written investment policy statements.

Oscar Pina is a financial advisor at Ascent Wealth Management Group, LLC with 39 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Ameriprise Financial Services, Inc., Pina & Associates, and leadership positions in insurance brokering firms, including serving as president of CJM Insurance Solutions, Inc. Ascent Wealth Management Group serves high-net-worth individuals, trusts, estates, corporations, and employer-sponsored pension and profit-sharing plans by providing discretionary asset management, financial planning, and retirement plan consulting. The firm employs a combination of strategic, tactical, and core-satellite asset allocation approaches and offers specialized corporate planning services alongside traditional investment management.

Sandra Reif is a financial advisor with Reif Portfolio Management in Miami, FL. She holds a Series 65 designation and has one year of industry experience. Prior to founding her firm, she worked at Wells Fargo Bank N.A. for five years and U.S. Trust Bank for four years. Reif Portfolio Management is an independent, single-advisor firm that provides discretionary portfolio management to retail and high-net-worth individuals, trusts, corporations, endowments, and foundations. The firm emphasizes tactical asset allocation through actively managed model portfolios and offers 529 plan advisory services and referrals to third-party money managers.

Zaheer Edoo is a CFA® charterholder and principal at Cardinal Advisers LLC in Miami, FL, with 17 years of industry experience. He has led Cardinal Advisers since 2016. Outside of his advisory role, Mr. Edoo manages several family investment holding companies and occasionally performs business valuations and independent financial analyses on a personal basis. Cardinal Advisers provides personalized discretionary investment management, financial planning, and sub-advisory services to individuals, trusts, and both domestic and foreign entities. The firm’s investment approach includes diversified portfolios employing fundamental, technical, and cyclical analysis, along with use of derivatives and alternative products, serving a significant non-U.S. client base and offering specialized services related to offshore holding companies and trust structures.

Guy Phillips is a financial advisor with NuOrion Advisors, LLC, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has held leadership roles at NuOrion Advisors, NuOrion Capital, and NuOrion Partners, and serves on the boards of Lummus Corporation and Costar Technologies. Phillips also has non-investment related responsibilities with Spayne Lindsay & Co, LLP. NuOrion Advisors acts as the investment manager to a pooled master fund and provides discretionary and non-discretionary advisory services to family offices and ultra-high-net-worth individuals. The firm employs a research-driven, activist approach focused on small- and mid-cap public and private companies, often engaging through concentrated, deal-by-deal positions with potential board or operating roles.

Fernanda Caberlon is a financial advisor at Time Advisors USA, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Wells Fargo Clearing Services, LLC. Time Advisors USA, LLC provides investment advisory and portfolio management services to individual and corporate clients, including high-net-worth individuals. The firm employs a tailored approach using multiple analysis methods and manages a broad range of investments, including complex and internationally traded instruments.