Emilio Nahon Serfaty is a financial advisor at Haddock Capital LLC with one year of industry experience. He holds a Series 65 designation and also serves as the general manager of Artidental SL in Madrid, Spain, where he oversees clinic operations and business development. Haddock Capital is a fee-only, independent investment adviser providing discretionary management and advisory services to individuals, corporations, and institutional clients. The firm employs both active and passive strategies, including the use of complex instruments and alternative investments, and is notable for managing institutional accounts despite its small size.

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.

Stefan Lingmert is a financial advisor at Sunshine Kapital with five years of industry experience. He holds a Series 65 designation and has worked previously at T3 Trading Group, Phoenix Investment Adviser, and Robin Capital Group. Sunshine Kapital is an independent registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management. The firm employs cyclical and fundamental analysis with a mix of long- and short-term strategies, including options trading, and manages accounts according to client-specific investment policies.

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 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 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.

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 a financial advisor at Stronghold with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Newport Beach Investment Group LLC, where he is also the owner of a non-securities consulting business. Stronghold provides investment advisory and consulting services primarily to institutional investors and pooled vehicles such as pension plans and private funds. The firm emphasizes asset preservation and diversified, multi-manager portfolios, offering services including OCIO and OCFO, manager searches and monitoring, retirement plan consulting, and limited financial planning.

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 Kshirsagar is a financial advisor with CMK Partners, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at BlackRock Investment Management, BlackRock Advisors, and Chicago Atlantic Advisers. CMK Partners provides discretionary investment management and integrated financial planning primarily to high-net-worth and ultra-high-net-worth individuals, families, trusts, and related entities through separately managed accounts. The firm’s investment approach focuses on access to private, income-oriented, and family-office opportunities, with a formal diligence and approval process before capital commitments.

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.

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.

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 the Series 63, 65, and 66 licenses and having 16 years of industry experience. His career includes roles at Brasil Plural Securities and Auerbach Grayson, among others. Outside of advisory work, Aikins manages Global Securities Consulting Group LLC, which provides compliance and operations consulting for broker-dealer and investment adviser firms, and serves as an industry arbitrator and panelist. Fivenca Asset Management serves both individual and institutional clients through discretionary and non-discretionary portfolio management. The firm employs a range of strategies from conservative bond allocations to aggressive and alternative investments, leveraging international market exposure and third-party management 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.

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.