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.

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 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.

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 with Ossia Investment Management LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2024. Outside of his advisory role, Sopena serves as a strategic advisor to a manufacturer of specialized drinks and manages personal investments through private company vehicles. Ossia Investment Management provides non-discretionary portfolio management and consulting services primarily to ultra-high-net-worth individuals, with a focus on customized allocations across equities, fixed income, options, and alternatives. The firm maintains a high account minimum and leverages both proprietary and third-party research to support its investment strategies.

Bogumil Baranowski is a financial advisor with Blue Infinitas Capital, LLC in Miami, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. Prior to founding Blue Infinitas Capital in 2024, he worked at Sicart Associates, LLC for eight years. He hosts and owns "Talking Billions," a weekly investing podcast that serves as both a continuing education platform and an income-producing activity. He also serves as a trustee for two trusts managed by his firm and receives royalties from published books. Blue Infinitas Capital provides discretionary portfolio management primarily for individuals and high-net-worth clients, including fiduciary advice and trust management services. The firm employs a value-investing approach focused on equities, ETFs, and select fixed income or non-U.S. securities, serving both personal investors and non-individual account types.

Justin Wine is a CFP® professional with 26 years of industry experience. He is the principal of Aspen Wealth Management, LLC in Miami, FL, and has previously worked at Emerson Equity LLC, BCG Securities, LPL Financial, Merrill, and UBS Financial Services. Outside of his advisory role, he owns Aspen Watch Trading LLC, a business focused on buying and selling watches. Aspen Wealth Management provides portfolio management and financial planning services to individual clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis to construct customized portfolios and offers sub-advisory and model-portfolio services across a range of investment types.

Nathaniel Anter is a financial advisor at Anter Capital LLC in Miami, FL. He holds a Series 65 designation and has one year of industry experience. Prior to founding Anter Capital, he worked at Bloomberg L.P. for four years. Anter Capital is a newly established independent registered investment adviser that provides discretionary portfolio management and related advisory services to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental and cyclical analysis with a long-term investment orientation, using primarily low-cost mutual funds and ETFs alongside other securities as appropriate.

Lawrence Dauer III is a financial advisor at Valoir Wealth LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for LPL Financial and The Bank of Missouri. He maintains an active insurance license but does not provide insurance products or services. Valoir Wealth LLC advises individuals, trusts, corporations, and employer-sponsored retirement plans, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs multiple analytical methods and asset-allocation strategies, including the use of derivatives and options, while operating under a fiduciary standard.