Giampiero Riccio is a CFA® charterholder and the sole advisor at Riccio & Associates with 13 years of industry experience. He has led Riccio & Associates, LLC since 2012 and also manages Riccio & Asociados S.A., a Panamanian corporation focused on real estate investments. Outside of his advisory work, Mr. Riccio is involved in managing personal real estate investment companies without compensation. Riccio & Associates is an independent, solo-operator registered investment adviser providing fee-based, discretionary portfolio management through model portfolios for individuals, alongside consulting services for institutional and qualified clients. The firm employs a three-level investment process combining macroeconomic, fundamental, and technical analyses, offering diversified portfolios that include U.S. and foreign securities, hedge funds, and derivatives, and serves a significant non-U.S. client base with experience across U.S. and Latin American markets.

Rafael Caseff Guimarães is a financial advisor at Longship LLC with a Series 65 credential. He has experience working at several firms including Monte Bravo Investimentos, Portfel Consultoria Financeira, and MN Investimentos. He has also been affiliated with the Centro Integrado Paulista de Ecocardiografia since 2015. Longship LLC is an independent investment adviser offering portfolio management and advisory services to individuals, high-net-worth clients, family offices, and corporate entities. The firm uses a combination of third-party macroeconomic research and internal due diligence to create customized portfolios across various asset classes, managing accounts with or without discretionary authority.

David Sharek is the sole advisor at Shareks Stock Portfolios in Miami, FL, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has led Shareks, LLC since 2008. Shareks Stock Portfolios is an independent, fee-based advisory firm managing approximately $10.9 million for around 19 clients, including individuals, businesses, institutions, and other advisors. The firm employs a discretionary, earnings-driven growth-stock system across three model strategies and offers subscription-based stock research, educational seminars, and public portfolio transparency uncommon among similar-sized independent advisors.

Molly Shrauner is a CFP® with 27 years of experience in financial advising. She is the principal of Forward Financial Advisors, LLC and has previously worked at firms including Mass Mutual, Valic Financial Advisors, and Charles Schwab. In addition to her advisory role, she owns and operates an insurance agency that offers personalized insurance and annuity solutions. Forward Financial Advisors serves individuals and high-net-worth clients with portfolio management and financial planning. The firm uses fundamental analysis and modern portfolio theory, focusing on long-term strategies and maintaining documented risk tolerance and regular portfolio reviews.

Pastor Fuster Jr. is a CFP® professional with 19 years of industry experience. He is the sole advisor at Fuster Financial Group, an independent firm based in Miami Lakes, FL. His prior experience includes roles at LPL Financial, Wells Fargo Advisors, and Chase Investment Services Corp. He is also a mortgage loan originator, providing mortgage services separately from his advisory work. Fuster Financial Group offers portfolio management, comprehensive financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a variety of investment approaches, including fundamental and quantitative analysis, and provides both discretionary and non-discretionary management, along with client communications such as a monthly newsletter and video updates.

Nicholas Samuel is a Series 65-licensed financial advisor at Samuel & Associates Investment Management LP with five years of industry experience. Prior to founding his current firm in 2020, he worked at KPMG for two years. He also operates his own accounting practice as a licensed CPA. Samuel & Associates Investment Management LP provides portfolio management primarily to individual and high-net-worth clients, focusing on mutual funds, equities, ETFs, and venture capital funds. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to guide long-term investment decisions and offers discretionary management without a stated account minimum.

Charles Crow IV is a financial advisor at Crow Capital Management LLC in Miami, FL. He holds Series 63 and Series 65 licenses and has worked in the industry since 2013, including prior roles at Weiss Multi-Strategy Advisors LLC and nVERSES CAPITAL MANAGEMENT LLC. Crow Capital Management LLC primarily serves institutional investors and pooled vehicles, offering discretionary investment management through a multi-strategy approach that integrates systematic quantitative models and hybrid discretionary analysis, including the use of machine learning and AI technologies. The firm manages private investment funds and separately managed accounts for accredited and qualified investors.

Emilio Nahon Serfaty is a financial advisor at Haddock Capital LLC with one year of industry experience. He holds a Series 65 credential and has served as General Manager of Artidental SL, a clinic in Madrid, Spain, since 2003, overseeing its operations, finances, and growth strategy. Haddock Capital is a fee-only, independent investment adviser that serves individuals, including high-net-worth clients, as well as corporations and institutional clients. The firm employs both active and passive investment approaches and incorporates complex instruments and alternative funds in client portfolios.

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 six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Phoenix Investment Adviser and T3 Trading Group, LLC. Lingmert currently leads Sunshine Kapital, an independent firm he established. Sunshine Kapital provides discretionary portfolio management to individual and high-net-worth clients, tailoring investment policy statements to each client’s goals, time horizon, and risk tolerance. The firm uses cyclical and fundamental analysis with a blend of long-term and short-term strategies, including options trading and allocations across various asset classes.

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 and holds a Series 63 license with 17 years of industry experience. He currently serves as the sole advisor at RAC Strategic Partners, having previously worked at Welcy Capital Advisors, Amerant Investment, and Santander Securities, among others. Freund is involved in fractional executive and AI systems consulting, works on a Latin American alternative investments platform, and manages a subscription macroeconomic publication. RAC Strategic Partners provides retirement income planning, investment advisory, and financial planning primarily for individuals, along with institutional consulting and outsourced chief investment officer services. The firm employs a tactical allocation strategy across various asset types and offers both discretionary and non-discretionary management tailored to client needs.

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.

Austin King is an independent financial advisor at Stronghold with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including Newport Beach Investment Group LLC, Sutter Securities Inc., and Boustead Securities, LLC. King is also the owner of Newport Beach Investment Events, a non-securities consulting business. Stronghold provides investment advisory and consulting services primarily to institutional investors and pooled vehicles, focusing on asset preservation and diversified, multi-manager allocations through a “Focus List” of independent managers. The firm offers OCIO and OCFO services, manager searches, retirement plan consulting, and limited financial planning for private clients.

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 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 licenses and has previously worked at BlackRock in various capacities, including roles in Singapore and the United States. Camerata Capital advises high-net-worth and ultra-high-net-worth clients, families, trusts, and related entities, providing discretionary portfolio management and financial planning primarily through separately managed accounts and special purpose vehicles. The firm’s investment approach focuses on private-market, income-generating, and specialty opportunities with tax-aware underwriting and investment-committee approval for each opportunity.

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.