Daniel De La Hormaza Hernandez is a CFA charterholder and principal of Hormaza Capital Advisory, LLC, with three years of industry experience, including roles at Scotiabank and his own practice prior to founding his current firm. He is based in Doral, Florida. Hormaza Capital Advisory, LLC is a fee-only investment adviser offering personalized wealth management and comprehensive financial planning to individuals, families, and high-net-worth clients. The firm follows an evidence-based, factor-oriented investment approach using low-cost ETFs with a core-satellite allocation and emphasizes a long-term buy-and-hold strategy alongside integrated financial planning services.

Julio Vidal Hernandez is a financial advisor with Vidal Wealth Management in Miami, FL. He holds a Series 65 designation and has one year of industry experience. Outside of his advisory role, Julio works as an independent contractor for DoorDash, providing food delivery services. Vidal Wealth Management offers fee-based financial planning focused on retirement planning, debt reduction, budgeting, and financial goal-setting for individuals and families. The firm does not manage investment portfolios or hold custody of client assets, providing written plans and account reviews on a flat-fee basis.

Rafael Caseff Guimarães is a financial advisor at Longship LLC with a Series 65 credential. He has experience working at several firms including Monte Bravo Investimentos, Portfel Consultoria Financeira, and MN Investimentos. He has also been affiliated with the Centro Integrado Paulista de Ecocardiografia since 2015. Longship LLC is an independent investment adviser offering portfolio management and advisory services to individuals, high-net-worth clients, family offices, and corporate entities. The firm uses a combination of third-party macroeconomic research and internal due diligence to create customized portfolios across various asset classes, managing accounts with or without discretionary authority.

David Sharek is the sole advisor at Shareks Stock Portfolios in Miami, FL, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has led Shareks, LLC since 2008. Shareks Stock Portfolios is an independent, fee-based advisory firm managing approximately $10.9 million for around 19 clients, including individuals, businesses, institutions, and other advisors. The firm employs a discretionary, earnings-driven growth-stock system across three model strategies and offers subscription-based stock research, educational seminars, and public portfolio transparency uncommon among similar-sized independent advisors.

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.

Emilio Nahon Serfaty is a financial advisor at Haddock Capital LLC with one year of industry experience. He holds a Series 65 credential and has served as General Manager of Artidental SL, a clinic in Madrid, Spain, since 2003, overseeing its operations, finances, and growth strategy. Haddock Capital is a fee-only, independent investment adviser that serves individuals, including high-net-worth clients, as well as corporations and institutional clients. The firm employs both active and passive investment approaches and incorporates complex instruments and alternative funds in client portfolios.

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 and holds a Series 63 license with 17 years of industry experience. He currently serves as the sole advisor at RAC Strategic Partners, having previously worked at Welcy Capital Advisors, Amerant Investment, and Santander Securities, among others. Freund is involved in fractional executive and AI systems consulting, works on a Latin American alternative investments platform, and manages a subscription macroeconomic publication. RAC Strategic Partners provides retirement income planning, investment advisory, and financial planning primarily for individuals, along with institutional consulting and outsourced chief investment officer services. The firm employs a tactical allocation strategy across various asset types and offers both discretionary and non-discretionary management tailored to client needs.

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.

Victor Soto Anselmi is a financial advisor at Trust Beyond Corp with 14 years of industry experience. He holds the Series 66 designation and previously worked at INVEX Inc. from 2014 to 2020. Trust Beyond Corp provides comprehensive wealth management and financial planning to individual and high-net-worth clients, offering tailored portfolio management, retirement and estate planning coordination, and access to a wide range of investments. The firm employs modern portfolio theory and a combination of long- and short-term strategies, including option writing and derivatives within separately managed accounts, and serves a notable non-U.S. client base.

Alexander Tommasino is a financial advisor at Brickell Investments, LLC in Key Biscayne, FL, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Brickell Investments since 2007. Brickell Investments provides personalized discretionary investment management to individuals, pension and profit-sharing plans, and corporate entities. The firm uses fundamental and cyclical analysis and employs various trading strategies based on client objectives and risk tolerance, with a focus on diversification through asset allocation.

Austin King is an independent financial advisor at Stronghold with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including Newport Beach Investment Group LLC, Sutter Securities Inc., and Boustead Securities, LLC. King is also the owner of Newport Beach Investment Events, a non-securities consulting business. Stronghold provides investment advisory and consulting services primarily to institutional investors and pooled vehicles, focusing on asset preservation and diversified, multi-manager allocations through a “Focus List” of independent managers. The firm offers OCIO and OCFO services, manager searches, retirement plan consulting, and limited financial planning for private clients.

Kushal Kshirsagar is a financial advisor at Camerata Capital with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BlackRock in various capacities, including roles in Singapore and the United States. Camerata Capital advises high-net-worth and ultra-high-net-worth clients, families, trusts, and related entities, providing discretionary portfolio management and financial planning primarily through separately managed accounts and special purpose vehicles. The firm’s investment approach focuses on private-market, income-generating, and specialty opportunities with tax-aware underwriting and investment-committee approval for each opportunity.

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.

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 and sole advisor at Valle Financial Group with 17 years of industry experience. He holds Series 65 and Series 63 designations and has worked with firms including Dinosaur Securities, Dinosaur Merchant Bank Limited, and Vento Group Corp. Outside his advisory role, he is involved in business development through Navona International Services LLC and serves as a broker-dealer representative with Dinosaur Financial Group 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 offers customized asset allocation strategies across multiple asset classes and utilizes both third-party research and in-house due diligence, with capabilities that include hedging, derivatives, and flexible consulting arrangements.