Vivian Lima Giuliani is a financial advisor at V Delima Investments Inc in Coral Gables, FL, holding a Series 65 designation with five years of industry experience. She previously worked for Credit Agricole Corporate & Investment Bank d/b/a CA Indosuez for 12 years. V Delima Investments is an independent advisory firm serving high-net-worth individuals, private investment companies, and select corporate clients. The firm provides personalized investment management and advice across a broad range of securities, with a focus on Latin American and emerging-market issues, and employs a combination of fundamental, technical, and macroeconomic analysis to 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 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.

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.

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, 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 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.

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.

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.

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.