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Roman P
CFP®
Weston, FL
RMP Financial, Inc.
Roman Pinsky is a CFP® professional with 12 years of industry experience and has been with RMP Financial, Inc. since 1996. He serves as the sole advisor at the independent firm based in Weston, FL. Pinsky’s background includes portfolio management and quantitative experience with a university endowment manager. RMP Financial, Inc. provides financial planning, consulting, and asset management services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $22 million in client assets, focusing on customized, long-term portfolios built primarily through fundamental analysis and guided by clients’ objectives, risk tolerance, and time horizons.
Dario N
Series 65
Davie, FL
Deltasys Advisors LLC
Dario Nul is the principal of Deltasys Advisors LLC, holding a Series 65 designation with four years in the industry. His prior experience includes roles at Sunsip LLC and Ultralux LLC, where he spent sixteen years. Outside of his advisory work, he is involved in modest retail activities unrelated to investing. Deltasys Advisors LLC offers investment advisory services to individuals, high net worth clients, and entities such as trusts and business entities, providing both discretionary and non-discretionary portfolio management. The firm employs a disciplined, risk-focused approach that integrates fundamental, technical, and quantitative analysis, with potential use of listed options strategies to manage risk and achieve tactical positioning.
Molly S
CFP®, Series 63, Series 66
North Bay Village, FL
Forward Financial Advisors, LLC
Molly Shrauner is a CFP® professional with 26 years of industry experience. She is the principal of Forward Financial Advisors, LLC, an independent firm she has led since 2019. Prior to founding Forward Financial, she held roles at Mass Mutual, MML Investors Services, and Valic Financial Advisors. In addition to her advisory role, she operates an affiliated insurance agency providing personalized insurance and annuity solutions. Forward Financial Advisors, LLC serves individual and high-net-worth clients, managing approximately $22.9 million across about 40 relationships. The firm offers ongoing portfolio management and financial planning, employing fundamental analysis and modern portfolio theory with a focus on long-term strategies and monthly account reviews.
Pastor F
CFP®, Series 63, Series 65
Miami Lakes, FL
Fuster Financial Group
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.
Kelvin C
Series 65
Plantation, FL
Insight Wealth Management LLC
Kelvin Cui is a financial advisor at Insight Wealth Management LLC in Plantation, FL, holding a Series 65 designation with no prior industry experience. He has a background working at TracFone Wireless for 21 years and currently serves as president of Insight Accounting Practice Incorporated, where he focuses on tax returns and accounting. Insight Wealth Management LLC is a state-registered investment adviser serving individual investors and small businesses, offering financial planning and investment advisory services with a multi-disciplinary investment approach that includes fundamental, technical, and quantitative analysis.
Stefan L
Series 65
Miami Beach, FL
Sunshine Kapital
Stefan Lingmert is a Series 65-licensed financial advisor with five years of industry experience. He currently operates Sunshine Kapital, an independent registered investment adviser founded in 2023. His prior roles include positions at Robin Capital Group LLC, T3 Trading Group, LLC, and Phoenix Investment Adviser. Sunshine Kapital provides discretionary portfolio management to individual and high-net-worth clients, creating customized investment policy statements based on client goals, time horizon, and risk tolerance. The firm employs a combination of cyclical and fundamental analysis, using both long- and short-term strategies, including options trading and a diverse range of asset classes.
Brian B
Series 65, Series 66
Sunny Isles Beach, FL
Btesh Financial, LLC
Brian Btesh is the principal of Btesh Financial, LLC, with four years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Northwestern Mutual Investment Services LLC for five years. Outside of financial advising, he manages several real estate investment companies. Btesh Financial, LLC provides non-discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm bases its investment strategies on clients’ stated objectives, employing fundamental and charting analysis with a focus on long-term purchases.
Gary Y
Series 63
Miami Beach, FL
Diversified Capital Corp.
Gary Yarus is the sole advisor at Diversified Capital Corp. in Miami Beach, FL, holding a Series 63 license and with 21 years of industry experience. He has been involved with Diversified Capital Corporation since 1982 and also manages multiple real estate and storage businesses, including serving as managing partner of several Xtra Storage Companies and as an outside independent board member of Regency Multi Family. Additionally, he oversees family partnerships and asset management companies. Diversified Capital Corp. provides fee-based investment management and consultation primarily for individual investors and their retirement accounts. The firm emphasizes portfolio management and periodic advice using tailored asset-allocation models implemented with no-load mutual funds, ETFs, MLPs, and selected individual securities, maintaining a small advisory practice partly due to the principal’s extensive other business activities.
Gabriel F
CFA®, Series 63
Doral, FL
RAC Strategic Partners
Gabriel Freund is a CFA® charterholder with 17 years of industry experience. He is principal at RAC Strategic Partners, where he has worked since 2025. Prior to this, he held roles at Welcy Capital Advisors, Amerant Investment, Santander Securities, Santander International Private Banking, Deltec Wealth Management, and GFO Advisory Services. RAC Strategic Partners is an independent SEC-registered investment adviser offering retirement income planning, comprehensive financial planning, and fee-based portfolio management. The firm serves individual, institutional, and other clients using a tactical allocation approach across various investment vehicles and provides outsourced chief investment officer services and sub-advisor oversight.
Paul F
Series 63, Series 65
Davie, FL
Ledgerplus Financial Services LLC
Paul Franson is the principal advisor at Ledgerplus Financial Services LLC in Davie, FL, with seven years of experience in financial advising. He holds Series 63 and Series 65 licenses and has been operating his CPA practice, Paul Franson CPA PA DBA Ledgerplus, since 1995, providing accounting and tax preparation services. Ledgerplus Financial Services LLC offers investment advisory and financial planning services primarily to individual and high-net-worth clients, utilizing a variety of analytical methods and both long- and short-term trading approaches. The firm emphasizes client-directed trading and provides ongoing portfolio monitoring along with financial planning on an hourly or project basis.
John T
Series 65
Fort Lauderdale, FL
Acertado Investments
John Thompson Jr. is a financial advisor at Acertado Investments in Fort Lauderdale, FL, holding a Series 65 designation with one year of industry experience. Before founding Acertado Investments, he worked at PGIM Quantitative Solutions and Aon Hewitt. He is also the owner of Chiflaco LLC, a merger and acquisitions consulting business. Acertado Investments serves individuals, high-net-worth clients, and employer retirement plan sponsors with investment management, financial planning, and retirement plan consulting. The firm operates as a fee-only independent adviser, combining passive and active strategies to tailor portfolios based on clients’ goals, risk tolerance, and tax considerations.
Manish M
Series 65
Aventura, FL
Kailix Advisors LLC
Manish Mittal is a financial advisor at Kailix Advisors LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Pine River Capital Management from 2015 to 2017. Kailix Advisors LLC provides discretionary investment management to individuals and high-net-worth clients, focusing on customized portfolios primarily using exchange-traded funds and individual equities. The firm employs a fundamental analysis approach with a generally long-term orientation, tailoring asset allocation and position selection to each client’s objectives, and serves as a sub-advisor to a pooled private fund.
Anibal H
Series 65
Fort Lauderdale, FL
Green Musa Capital, LLC
Anibal Hernandez is a financial advisor at Green Musa Capital, LLC in Fort Lauderdale, FL, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Pfizer, Fleet Advantage, and Bayview Asset Management. Green Musa Capital provides portfolio management and financial planning services to individual investors and corporate clients, utilizing a variety of securities and investment strategies. The firm employs multiple analysis techniques and offers customized portfolios aligned with clients’ goals and risk tolerances.
Nolan F
Series 65, Series 66
Miami Beach, FL
Komorebi Global
Nolan Farhy is a financial advisor at Komorebi Global with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including SSA Americas Inc, Banque SYZ SA, Stanford Group Company, and UBS International Inc. Outside of advisory work, he manages personal investment companies. Komorebi Global provides investment advisory services to high net worth individuals, family offices, trusts, corporate clients, and institutions, using a disciplined investment process that integrates fundamental research with macroeconomic and technical analysis. The firm serves both domestic and foreign clients, with a notable focus on international private banking and trade finance.
Kushal K
Series 63, Series 65
Miami Beach, FL
Camerata Capital
Kushal Kshirsagar is a financial advisor at Camerata Capital with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at BlackRock in various capacities from 2014 to 2024, followed by roles at Chicago Atlantic Advisers and CMK Partners. Camerata Capital advises high-net-worth and ultra-high-net-worth individuals, families, trusts, and related entities, focusing on discretionary portfolio management and financial planning. The firm’s investment approach centers on private-market, income-generating, and specialty opportunities, with tailored portfolio construction and oversight through an investment committee.
Oleksiy D
Series 65
Sunny Isles Beach, FL
International Investments & Consulting LLC
Oleksiy Domashenko is a financial advisor at International Investments & Consulting LLC with two years of industry experience. He holds a Series 65 designation and has worked at International Investments & Consulting LLC since 2023 and at UNIQA Ukraine since 2014. Outside of advisory services, he is the founder and sole proprietor of IIC Accounting & Taxes LLC, a tax preparation and bookkeeping business. International Investments & Consulting LLC is a fee-only investment adviser serving individuals, retirement plans, corporations, and other business entities. The firm offers customized investment and financial planning services, employing a combination of fundamental, quantitative, and technical analysis with an international focus and specialized services for business and institutional clients.
Shakhriyor K
Series 65
Hallandale Beach, FL
Kadirov Financial Management
Shakhriyor Kadirov is a financial advisor at Kadirov Financial Management in Hallandale Beach, FL. He holds a Series 65 designation and has experience working with Furia Investments LLC and various educational institutions. Kadirov Financial Management offers discretionary portfolio management and project-based financial planning for individuals, trusts, charitable organizations, and small businesses. The firm combines investment advisory services with tax preparation, bookkeeping, and accounting, using a long-term, index-based investment approach emphasizing diversification, cost control, and tax-aware portfolio construction.
Vladislav S
Series 65
Aventura, FL
Teradime Financial LLC
Vladislav Sheykhet is the principal of Teradime Financial LLC, an independent advisory firm, and holds a Series 65 designation with nine years of industry experience. He also serves as Director of Software Development at Vitech Systems Group, Inc., a role unrelated to his financial advisory work. Teradime Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and institutional clients. The firm builds customized portfolios primarily using ETFs, supplemented by mutual funds, individual stocks and bonds, options, and REITs, and employs a long-term investment strategy with ongoing account monitoring and risk management.
Tyler A
Series 63, Series 65
Weston, FL
Fresh Bread Investments, LLC
Tyler Ares is a financial advisor at Fresh Bread Investments, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Joseph Gunnar & Co., LLC and Aegis Capital. Fresh Bread Investments provides asset management, investment advisement, and written financial planning to individual investors, organizations, and corporations. The firm employs a value-oriented, predominantly long-only investment approach with tactical asset-allocation flexibility and offers asset management exclusively through a wrap-fee program with custody at Interactive Brokers.
Javier C
Series 63, Series 65
Doral, FL
Valle Financial Group
Javier Contreras is the owner and sole advisor at Valle Financial Group with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including Dinosaur Securities and Dinosaur Merchant Bank Limited. Outside of his advisory work, he is involved in business development through Navona International Services LLC and has roles in broker-dealer and real estate ventures. Valle Financial Group serves institutional clients, small businesses, and high-net-worth investors with discretionary and non-discretionary portfolio management. The firm creates customized investment strategies across multiple asset classes and offers consulting services, utilizing both third-party research and in-house due diligence.
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