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 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.

Nolan Farhy is a financial advisor at Komorebi Global with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Banque SYZ SA and SSA Americas Inc. Farhy also manages two personal investment companies. Komorebi Global provides advisory services to high net worth individuals, trusts, family offices, corporate clients, and institutions, employing a disciplined investment process that combines fundamental, macroeconomic, and technical analysis. The firm serves a significant number of non-U.S. clients and corporate entities, leveraging extensive international private banking and trade finance experience.

Marcelo Zinn is a financial advisor at Maredin Wealth Advisors in Miami, FL, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been associated with Maredin Corporation since 2005. Maredin Capital Advisors provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs a value-investing approach centered on fundamental analysis and manages portfolios using a trademarked hub-and-spoke model that incorporates derivatives and private placements, distinguishing it from many independent advisors.

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 with 25 years of industry experience. He is currently an advisor at Transparenza Advisors LLC, having previously worked at Banco do Brasil Securities LLC and Credit Agricole in various roles spanning over 16 years. Transparenza Advisors primarily serves high-net-worth and ultra-high-net-worth individuals, as well as trusts, estates, charities, corporations, retirement plans, and institutional clients. The firm employs a multi-disciplinary investment process within a Modern Portfolio Theory framework, offering both discretionary and non-discretionary portfolio management with a distinctive cross-border focus.

Gil Aikins is a financial advisor at Fivenca Asset Management with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Brasil Plural Securities and Auerbach Grayson. Outside of advising, he is the managing principal of Global Securities Consulting Group LLC, providing consulting and compliance outsourcing services. Fivenca Asset Management offers discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and institutional investors. The firm uses model strategies focused on asset allocation and security selection, employing both fundamental and technical analysis with a range of conservative to aggressive investment options that include international and offshore exposures.

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.

Pedro Gomez is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Brickell Financial Group LLC since 2016. He is the author and content creator of www.globalfinancialplan.com, a blog covering personal travel, retirement destinations, book reviews, financial concepts, politics, culture, and lifestyle. Brickell Financial Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and business entities, with a particular focus on cross-border and non-U.S. clients. The firm employs a documented, multi-method investment process and offers a bilingual newsletter as part of its services.

Fernando Gimenez is a financial advisor at Fitzwilliams Wealth Management Inc. with six years of industry experience. He holds a Series 65 license and is also a licensed attorney in Brazil, where he provides legal and business advisory services related to wealth planning. Gimenez has held roles at Primefid Advisors LLC and Fitzwilliams Financial, among others. Fitzwilliams Wealth Management, Inc. offers financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a combination of actively managed sub-advisor strategies and monitors client portfolios continuously while conducting at least annual reviews.

Victor Sopena is a financial advisor at Ossia Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA for eight years. Outside of advisory work, he serves as a strategic advisor to Radiate Miami LLC, a manufacturer of specialized drinks. Ossia Investment Management serves high-net-worth individuals, managing portfolios on a non-discretionary basis with a focus on customized allocations across various asset classes. The firm emphasizes a high account minimum and a concentrated client base, combining in-house and third-party research in its investment approach.