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 11 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Wells Fargo Clearing, and UBS Financial Services. Time Advisors USA, LLC is an independent firm that provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as corporate clients. The firm employs a tailored approach using multiple methods of analysis and offers both discretionary and non-discretionary portfolio management across a broad range of investment products, 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® with 26 years of industry experience, currently serving as the sole advisor at Aspen Wealth Management, LLC in Miami, FL. His career includes roles at Emerson Equity LLC, BCG Securities, LPL Financial, Merrill, and UBS Financial Services. Outside of financial advising, he owns Aspen Watch Trading LLC, where he engages in buying and selling watches. Aspen Wealth Management, LLC is an independent registered investment adviser managing approximately $33.2 million in assets. The firm provides discretionary portfolio management and financial planning to individuals, charitable organizations, and pension or profit-sharing plans, employing a combination of fundamental and technical analysis across a variety of investment vehicles.

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 65 and Series 63 licenses and previously worked at LPL Financial and The Bank of Missouri. Dauer also maintains an active insurance license, although he does not offer insurance products or services. Valoir Wealth LLC provides asset management, comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a multifaceted investment process that incorporates fundamental, quantitative, technical, sector, and cyclical analysis, along with various asset-allocation strategies and duration management, operating under a fiduciary standard.

Richard Brooks is a financial advisor with Rnb Wealth Management Group in North Miami Beach, FL, holding Series 65 and Series 63 licenses and over 32 years of industry experience. He has been with Rnb Wealth Management Group since 2004 and previously worked at Citigroup Global Markets from 2001 to 2004. Rnb Wealth Management Group provides discretionary investment management primarily to individual and high-net-worth clients, managing approximately $59.4 million across about 58 accounts. The firm employs a combination of charting, fundamental and technical analysis, and may utilize private placements, micro-cap stocks, structured products, and margin or short-selling strategies.

Menachem Harlig is the principal of Harlig Financials, an independent firm based in Miami, FL. He holds a Series 65 designation and has one year of experience in the financial advisory industry. Prior to founding Harlig Financials, he worked in various roles at organizations including Pediatrix Medical Group, Norwegian Cruise Line, Nestle, the U.S. Securities and Exchange Commission, and the United States District Court for the Southern District of Florida. He is also licensed as an insurance agent offering life, health, annuity, and disability insurance products through his firm. Harlig Financials serves individuals, families, high-net-worth clients, institutions, and business owners by providing financial planning, investment management, and consulting services. The firm constructs portfolios tailored to clients’ goals, time horizons, and risk tolerance using a fundamental analysis approach with occasional tactical asset-allocation adjustments, and offers multiple engagement options including subscription and hourly consulting.

Paul Walkington is a financial advisor with EM Financial Services, LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at San Plas Securities LLC and SB Advisory, LLC. Outside of his advisory work, he serves as Vice President and insurance agent at EM Insurance and Financial Services, LLC, focusing on health benefits and fixed insurance products. EM Financial Services provides discretionary and non-discretionary asset management, financial planning, and consulting for individuals, high-net-worth clients, and business entities. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor portfolios and also offers fee-based management of annuities and retirement-plan advisory services, with a boutique approach and no required account minimums.

William Smythe is a financial advisor with Alpha Prime Capital, LLC in Miami, FL, holding a Series 65 designation and eight years of industry experience. Prior to founding Alpha Prime Capital in 2018, he worked at Glenmede Trust Company from 2016 to 2018. Alpha Prime Capital is a sole-advisor independent investment adviser serving individuals and high-net-worth clients with portfolio management and financial planning. The firm uses a combination of fundamental, technical, and quantitative methods, offering discretionary and non-discretionary management across various asset classes, including equities, fixed income, ETFs, options, and commodities.

Zero Spero is the sole advisor at Kapok Capital LLC in Miami, FL, holding a Series 65 designation with 13 years of industry experience. He has managed Kapok Capital since 2011 and has been involved with the Rhonda B. Spero Revocable Trust since 2008. Kapok Capital is an independent investment adviser managing approximately $30 million in discretionary assets for a small client base of individual and high-net-worth clients. The firm combines fundamental and technical analysis and employs a range of strategies, including short sales, margin transactions, and options writing, typically operating with discretionary authority.

Teresa Chan is a CFP®-certified financial advisor with 18 years of industry experience. She is the sole advisor at GoalFocus Financial, LLC, an independent firm she has been associated with since 2007. In addition to her advisory work, she sells fixed insurance products. GoalFocus Financial, LLC provides comprehensive financial planning, consulting, and investment management primarily to a small, high-net-worth client base. The firm emphasizes retirement, investment, and insurance planning, utilizing no-load mutual funds, ETFs, and tailored strategic asset allocations under discretionary management.

Behzad Ravan is a CERTIFIED FINANCIAL PLANNER™ professional at RC Private Wealth, LLC with two years of industry experience. He has been associated with RC Private Wealth since 2023 and concurrently with RC CPAs since 2015. Ravan is a member of the Alliott Global Alliance and serves as the financial treasurer of the Entrepreneur Organization South Florida Chapter. RC Private Wealth LLC provides investment advisory services primarily for pooled and institutional clients, including participant-directed retirement plans. The firm utilizes a Modern Portfolio Theory-based approach focusing on broad asset-class diversification with passively managed funds, supported by model portfolios and sub-advisory relationships.

Javier Diaz is a CFP® professional with three years of industry experience. He is the founder and sole advisor at Accessible Financial Planning LLC, where he has worked since 2024. His prior experience includes roles as an independent contractor and positions at Accessible Financial Planning, Inc. and Connemara Group, LLC. Accessible Financial Planning LLC is a state-registered investment adviser that offers investment management and financial planning services to individuals and high-net-worth clients. The firm combines passive portfolio construction with fundamental analysis and provides educational seminars, due diligence on third-party advisers, and flexible planning engagements.