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.

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 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.

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 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.