Alfredo Oliva is a financial advisor with Advisuite, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. He has been associated with Kovack Securities, Inc. and Kovack Advisors, Inc. since 2011. Oliva is a partner in Inverluxe Global Asset Management, LLC, a fee-based investment advisory firm. Advisuite (doing business as Neo Alliance) provides investment advisory and portfolio management services primarily to pooled vehicles, institutions, and other entities. The firm combines client-specific investment policy statements with third-party research and internal due diligence to construct multi-asset portfolios, utilizing sub-advisors and offering both discretionary and non-discretionary management.

Eddy Park is a financial advisor with Premia Global Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Premia Global Advisors since 2016 and previously held roles at Merrill and Global Investor Services. He is currently also associated with Rose Capital Advisors, LLC. Premia Global Advisors provides discretionary and non-discretionary investment and wealth advisory services to high-net-worth individuals and institutional clients. The firm emphasizes a long-term investment approach using fundamental and technical analysis and manages customized portfolios that include a range of asset classes with risk-management tools, serving a notable non-U.S. client base including Latin America and the Caribbean.

Sol Villalobos is a financial advisor at Cela Wealth Management with four years of industry experience. He holds a Series 65 credential and has worked at the A2 Law Office, P.A. since 2022, where he serves as a legal assistant drafting trusts and wills. Prior to his advisory role, he spent eight years with the Poder Judicial de la Nacion-Camara Nacional de Apelaciones Comer. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management to individuals, trusts, foundations, and small businesses, focusing on higher-net-worth households. The firm uses a data-driven investment process combining fundamental and technical analysis with a core-and-satellite approach featuring low-cost index ETFs and tactical satellite positions.

Sebastian Lafontaine is a CFP® professional with nine years of industry experience. He is the lead advisor at Hoskin Capital, an independent firm based in Homestead, FL. His prior experience includes roles at JPMorgan Securities and Brightside Benefit Inc. Hoskin Capital serves individual clients, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and consultation. The firm employs a tactical allocation strategy combined with a predominantly passive asset allocation and offers a fee model that includes fixed, subscription, and hourly arrangements alongside integrated tax, bookkeeping, and estate-planning services.

Jose Ignacio Garcia Fernandez is a financial advisor at Zink Wealth Solutions LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including Charles Monat Associates, LLC, Vic Wealth Consultants, LLC, and Compagnie Bancaire Helvetic. Outside of his advisory role, he serves as a director for Viaggio WW, LLC, a software development company, and Garnandez SL, an investment-related entity based in Madrid. 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 through model portfolios that incorporate various analytical approaches and invest across multiple asset classes.

Matthew Lapides is a CFP® with 24 years of industry experience, currently serving as an advisor at Ethos Private Wealth. He has worked at Ethos Private Wealth since 2013 and has prior experience with Ethos Capital Solutions and March Capital Corp. Outside of his advisory role, Lapides is involved in several business ventures including publishing children’s books and overseeing a construction company specializing in luxury property remodeling. Ethos Private Wealth is a boutique advisory firm that provides investment supervisory and family-wealth services to individuals, including high-net-worth clients, as well as corporate and institutional clients. The firm constructs customized portfolios using equities, fixed income, options, and alternative investments, employing third-party research and managers to implement asset allocation and risk management strategies.

Joseph Fernandez is a financial advisor with Invenio Wealth Partners, LLC, holding CFP® and Series 65 credentials and five years of industry experience. His prior experience includes over two decades at BNY Mellon, as well as roles at Fieldpoint Private Securities. Outside of his advisory work, he serves as a volunteer board member for the Miami Dade College Foundation. Invenio Wealth Partners provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, small businesses, and institutional retirement plans. The firm emphasizes retirement-plan fiduciary work and trustee consulting, utilizing a mix of active and passive strategies, global diversification, and tax-aware techniques in portfolio management.

Ana Harris is a CFP® professional with 17 years of industry experience. She has been with Cela Advisors since 2008. In addition to her financial advisory role, she practices as an attorney-at-law, dedicating a portion of her time to legal services. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management for individuals, trusts, foundations, and small businesses, generally serving clients with substantial household investable assets. The firm employs a data-driven investment approach combining fundamental and technical analysis, utilizing core-and-satellite allocations with low-cost index funds and ETFs, and emphasizes downside risk management through portfolio tilts.

Miguel Cebolla Tomas is a financial advisor at Zink Wealth Solutions LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and BBVA Wealth Solutions. Outside of advisory work, he serves as president of a homeowners association nonprofit and holds senior advisory roles in water treatment and food safety businesses. 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 model portfolios that incorporate technical, fundamental, cyclical analysis, and modern portfolio theory across a broad range of investment instruments.

Christina Hudson is a financial advisor at Invenio Wealth Partners, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at BNY Mellon Wealth Management for 22 years and Fieldpoint Private Securities, LLC for two years. Outside of her advisory role, she serves as a board member for Zoetic Stage, a live theater organization in Miami. Invenio Wealth Partners provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, small businesses, and institutional retirement plans. The firm emphasizes retirement-plan fiduciary work and trustee consulting, employing a blend of active and passive strategies with global diversification and tax-aware techniques.

Ernesto Del Rio is a financial advisor at Lynx Advisory Partners with four years of industry experience. He holds a Series 65 designation and has worked previously at Ceres Global Advisory Inc., Credit Agricole Corporate & Investment Bank, and Banco Santander International. Outside of advising, he is a passive shareholder in a Mexican real estate investment company. Lynx Advisory Partners serves high-net-worth individuals, trusts, family offices, and institutional clients with discretionary and non-discretionary separately managed accounts, financial planning, and portfolio implementation. The firm employs a disciplined investment process combining macroeconomic research with fundamental and technical analysis, catering to both domestic and international clients.

Carlos Diez is a financial advisor at MarketGrader Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has been with MarketGrader since 1999. MarketGrader Capital, LLC provides discretionary and non-discretionary investment management and sub-advisory services primarily to collective investment trusts, pooled vehicles, and institutional clients. The firm employs a research-driven, rules-based fundamentals scoring system for investment selection and portfolio construction, and it serves both as an active manager and an index publisher/licensor.

Michael Allende is a financial advisor at Bridge Generations Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at Castle Wealth Management and All Star Realty. Bridge Generations Wealth Management provides fee-based wealth management, investment management, financial planning, and consulting to individuals, trusts, estates, and businesses, typically serving clients with at least $1 million designated for management. The firm emphasizes a “Private CFO” process, using passively managed mutual funds and ETFs, tax-aware asset location, and coordinated planning with clients’ professional teams.

Michael Bradley is a CFA® charterholder and principal at Bradley & Company Private Wealth Management, LLC with 18 years of industry experience. He has been with Bradley & Company since 2007. Bradley & Company Private Wealth Management provides discretionary and non-discretionary investment management, financial planning, and advisory services to individuals, including high net worth clients, and small businesses. The firm offers customized asset allocation based on clients’ cash flows, tax situations, time horizons, and risk tolerances, with a long-term focus and a preference for leading companies.

Daniel Rosales is a financial advisor at Premia Global Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at NGAM Distribution LP and Edward Jones. Rosales has been with Premia Global Advisors since 2018 and is also affiliated with Rose Capital Advisors, LLC. Premia Global Advisors provides discretionary and non-discretionary investment and wealth advisory services to high-net-worth individuals and institutional clients, including families, trusts, foundations, and pension plans. The firm uses a long-term investment approach combining fundamental and technical analysis and offers customized portfolios that may include equities, fixed income, mutual funds, ETFs, UCITS, and alternative investments, with an emphasis on risk management and third-party manager allocations.

David Smith is a CFP® and ChFC® with 26 years of industry experience. He is currently with Bridge Generations Wealth Management, where he serves as Managing Member and Investment Adviser Representative. Prior to this, he worked at Forum Financial Management, LP, and operated his own firm, David N. Smith & Associates, Inc. Additionally, he is president of Financial Wealth Strategies, Inc., which provides insurance sales and services. Bridge Generations Wealth Management offers fee-based wealth management and financial planning primarily to clients with at least $1 million in assets. The firm employs an evidence-based, passive investment approach focused on diversified mutual funds and ETFs, combining discretionary investment management with ongoing financial planning under a "Private CFO" framework.

Guillermo Vernet is a financial advisor at Global Kandor Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Insigneo Securities, LLC and Insigneo Wealth Advisors, LLC. He is also involved with Global Kandor Services, LLC, an internal support organization for his firm. 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, primarily on a non-discretionary basis, and typically constructs portfolios using mutual funds, ETFs, individual securities, and alternative investments with a long-term focus.

Justin Rams is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Entelevest, LLC since 2022 and previously held roles at Equitable Advisors and AXA Advisors. Rams is based in Coral Gables, FL, and holds a Series 66 license. Entelevest provides advisory services to individuals, employee benefit plans, and businesses, offering discretionary wealth management, financial planning, and insurance consulting. The firm manages client accounts primarily on a discretionary basis, uses firm-developed model portfolios, and employs specific approaches to brokerage and cryptocurrency-linked ETF recommendations.

Alfredo Oliva Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with Kovack Advisors, Inc. He has worked at Kovack Advisors and Kovack Securities since 2011 and is also associated with Advisuite LLC. Outside of his advisory roles, he has ownership experience in a wealth management business and has engaged in fixed insurance product sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

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.