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.

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.

Tyler Ares is a financial advisor at Fresh Bread Investments, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Joseph Gunnar & Co., LLC and Aegis Capital. Fresh Bread Investments provides asset management, investment advisement, and written financial planning to individual investors, organizations, and corporations. The firm employs a value-oriented, predominantly long-only investment approach with tactical asset-allocation flexibility and offers asset management exclusively through a wrap-fee program with custody at Interactive Brokers.

Javier Contreras is the owner of Valle Financial Group and holds Series 65 and Series 63 licenses. He has 17 years of experience in the financial industry, with prior roles including business development and brokerage services at several firms such as Dinosaur Merchant Bank Limited and Navona International Services LLC. Outside of his advisory work, he is involved in business development through Navona International Services LLC. Valle Financial Group provides discretionary and non-discretionary portfolio management and advisory services primarily to institutional clients, small businesses, and high-net-worth investors. The firm constructs customized asset allocations utilizing equities, fixed income, options, and alternative investments, incorporating third-party research and in-house due diligence, and offers consulting services under various fee arrangements.

Alan Miller is a CFA® charterholder and the sole advisor at Cumulare Asset Management, LLC, with 10 years of industry experience. He has served as Managing Member and Chief Compliance Officer of Miller Ockham Asset Management, a private non-registered investment adviser, since 2015. Cumulare Asset Management offers financial planning, ERISA fiduciary services, and discretionary portfolio management for individuals, high-net-worth clients, and business entities. The firm employs customized portfolios using asset allocation alongside fundamental and technical analysis, including a “Power One” total-return strategy focused on investment-grade preferred securities.

Andrey Ilyasov is a financial advisor at Solomon Capital Partners LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Bank of America, and Merrill. Outside of his advisory role, he is president of a mortgage company and also provides business consulting services. Solomon Capital Partners primarily manages pooled and institutional investment accounts, including retirement plans, corporations, nonprofits, and governmental entities. The firm employs fundamental analysis and Modern Portfolio Theory in discretionary, long-term portfolio management and offers financial planning and retirement plan consulting services.

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.

Federico Flom is a financial advisor at Methodica Investment Management LLC with nine years of industry experience. He holds a Series 65 designation and also works as an analyst at FNY Capital, where he focuses on investment research and fundamental analysis. Methodica Investment Management provides discretionary investment management and financial planning services, tailoring strategies to each client’s goals, risk tolerance, and liquidity needs. The firm combines fundamental, technical, cyclical, and charting analysis to construct portfolios and serves a mix of individual, corporate, and institutional clients, including a notable non-U.S. client presence.

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.

Jacob Bengio is the principal of Gioben Capital LLC in Aventura, FL, holding a Series 65 credential with five years of industry experience. Prior to founding Gioben Capital in 2021, he worked at Inversiones Mase SpA and Corporacion Aish Chile, and spent a decade with Sonido y Vision Ltda. Outside of his advisory role, he serves as manager of several family-owned business entities unrelated to his investment activities. Gioben Capital provides customized portfolio management services to individuals, high-net-worth clients, and business entities, creating tailored Investment Policy Statements and offering discretionary trading authority. The firm employs a multi-method investment approach spanning fundamental, quantitative, technical, and charting analyses, and manages accounts using strategies that include long-term holdings, short sales, and options trading.

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 at Ossia Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA for eight years. Outside of advisory work, he serves as a strategic advisor to Radiate Miami LLC, a manufacturer of specialized drinks. Ossia Investment Management serves high-net-worth individuals, managing portfolios on a non-discretionary basis with a focus on customized allocations across various asset classes. The firm emphasizes a high account minimum and a concentrated client base, combining in-house and third-party research in its investment approach.