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.

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 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.

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.

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 and sole advisor at Valle Financial Group with 17 years of industry experience. He holds Series 65 and Series 63 designations and has worked with firms including Dinosaur Securities, Dinosaur Merchant Bank Limited, and Vento Group Corp. Outside his advisory role, he is involved in business development through Navona International Services LLC and serves as a broker-dealer representative with Dinosaur Financial Group 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 offers customized asset allocation strategies across multiple asset classes and utilizes both third-party research and in-house due diligence, with capabilities that include hedging, derivatives, and flexible consulting 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 provides financial planning, ERISA fiduciary services, and discretionary portfolio management for individuals, high-net-worth clients, and business entities. The firm employs customized portfolios based on asset allocation combined with fundamental and technical analysis and offers a dividend-focused “Power One” total-return strategy emphasizing 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.