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.

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.

Juan Rodriguez is a Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at Aquasphere AM LLC, where he has worked since 2022. Rodriguez’s prior experience includes roles at VectorGlobal WMG and FCS, and he has also been involved with Hotel Plaza Palace S.A. since 2014. Aquasphere AM LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a multi-method investment approach and offers a range of strategies, including long and short trading, margin and options transactions, and alternative investments.

Brian Frank is the principal advisor at Frank Capital Partners LLC, holding a Series 65 designation with 13 years of industry experience. He has led Frank Capital Partners since its founding in 2014. The firm provides discretionary investment management to individuals, trusts, private funds, and registered investment company series. Frank Capital Partners employs a fundamental value analysis approach focused on measures such as EBITDA, free cash flow, and return on invested capital, managing portfolios primarily for long-term gains with the use of long/short positions, corporate bonds, and option strategies.

Anthony Al Nasser is a financial advisor at Sol Financial with six years of industry experience. He holds the Series 65 designation and has worked at multiple firms, including Diversify Advisory Services, DFPG Investments, and Global Wealth Partners. In addition to his advisory role, he is a licensed insurance agent and a real estate sales associate. Sol Financial is an independent advisory firm serving individuals, high-net-worth clients, charitable organizations, pension and profit-sharing plans, and certain investment-company clients. The firm offers discretionary portfolio management, financial planning, and venture capital advisory services, using a variety of investment methods and maintaining detailed client documentation and regular account reviews.

Edward Urquidi is the sole advisor at Futura Asset Advisors LLC in Coral Gables, FL, holding Series 63 and Series 66 licenses with 33 years of industry experience. He previously worked at Insight Securities, Inc. for 15 years and has led Futura Asset Advisors as president since 2005. Outside of his advisory role, he serves as a director of Alta Corporate Services LLC, which provides corporate services to his firm. Futura Asset Advisors offers investment advisory and consulting services to high-net-worth individuals, families, foundations, trusts, private investment funds, and institutions. The firm provides discretionary portfolio management and non-asset-based consulting, tailoring portfolios based on clients’ risk profiles, liquidity needs, and strategic goals, with an investment approach grounded in Modern Portfolio Theory.

David Kassir is a financial advisor with Manna Wealth Management in Miami Beach, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Wells Fargo Advisors and B. Riley Wealth Advisors, among others. Outside of advisory work, he is involved in insurance sales and service as a sole proprietor. Manna Wealth Management serves individual, high net worth, corporate, and business clients by providing discretionary and non-discretionary asset management combined with integrated financial planning. The firm employs a diversified investment approach incorporating long-term trading and multiple analytical methods and manages approximately $122.6 million in client assets.

Miguel Bilbao is a financial advisor at Filon Capital with 18 years of industry experience. He holds a Series 65 designation and previously worked at Jefferies LLC and Leucadia Asset Management. He has also been self-employed since 2019. Filon Capital provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, pooled investment vehicles, and pension and profit-sharing plans. The firm uses modern portfolio theory and quantitative analysis, focusing on futures while advising on equities, fixed income, ETFs, and commodities, and is noted for its use of performance-based fee arrangements and management of pooled investment vehicles.

Juan Solorzano is a financial advisor at Parrish Capital Advisors LLC in Coral Gables, FL. He holds the Series 65 designation and has been working in the industry since 2021, including four years at Proline Consulting Group. Prior to his advisory career, he completed seven years of schooling. Parrish Capital Advisors provides discretionary and non-discretionary investment advisory services and financial planning to high-net-worth individuals, trusts, family entities, and pooled investment vehicles. The firm employs a mix of fundamental, quantitative, and market-based analysis and offers hourly financial planning alongside portfolio management tailored to client objectives and risk tolerance.

Giancarlo Fernandez is a financial advisor at Fendz Asset Management, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Fendz Asset Management since 2020. Prior to his advisory career, he held roles in the hospitality industry and has been involved with Sante Fe College. Fernandez is also licensed in life, health, and annuities insurance, dedicating part of his time to these activities. Fendz Asset Management serves primarily individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, and small businesses. The firm offers a range of services including investment management, financial planning, and pension consulting, employing a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Cheryl Fineman is a financial advisor with Dhody Investment Group, holding Series 63 and Series 66 licenses and with 27 years of industry experience. Her prior work includes roles at Raymond James & Associates and LPS Capital LLC. Dhody Investment Group serves individuals, high-net-worth clients, families, trusts, estates, and businesses, managing approximately $341 million across 22 clients. The firm offers customized investment management and financial planning, combining fundamental and technical analysis with an internal due-diligence process to develop strategic asset allocations aligned with client goals and risk tolerances.

Freddy Martinez is a CFP® with 21 years of industry experience, currently serving as a managing member of Forem Investments LLC since 2013. He is also a managing member of Forem Capital Partners LLC, a consulting firm focused on capital restructuring. Forem Investments LLC provides portfolio management and advisory services to individual, high-net-worth, small business, and institutional clients. The firm employs a research-driven, customized investment approach that includes equities, fixed income, options, and alternative investments, serving a notable non-U.S. client base with a cross-border focus.

Andres Rosa Gandara is a financial advisor with Angelus Investment Consulting, Inc. He holds a Series 66 designation and has 11 years of industry experience. His prior work includes roles at Loyola Asset Management LLC and Western International Securities, Inc. Angelus Investment Consulting provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages a concentrated client base and employs a range of strategies including fundamental, technical, and quantitative analysis, with both discretionary and non-discretionary services.

Cesar Miranda is an advisor at WM Advisors USA LLC with Series 63 and Series 65 credentials and two years of industry experience. He has worked previously at Highlands Investment Management LLC, VC, and Dadoo & Asociados. He is also a managing partner at WM Advisors, an independent investment advisor based in Miami, FL. WM Advisors USA LLC provides portfolio management and financial planning services primarily to high-net-worth individuals, corporations, and other business entities. The firm focuses on non-discretionary management using a combination of fundamental, technical, and cyclical analysis, employing diverse instruments and monitoring portfolios on an ongoing basis.

Brett Hixon is a Certified Financial Planner® with over 22 years of experience in the financial industry. He has been with Kirtland Financial Management, Inc. since 2011, serving as an advisor and president, and holds the Series 66 designation. Hixon is also the CEO and sole shareholder of a support company affiliated with the firm. Kirtland Financial Management serves high-net-worth individuals, families, charitable organizations, pension and profit-sharing plans, and business owners. The firm provides integrated financial planning and portfolio management, emphasizing long-term investment horizons and diversification aligned with modern portfolio theory.

Eric Mckenna is a financial advisor at Gables Capital Management, Inc. in Miami, FL, holding a Series 63 designation with 19 years of industry experience. He has worked at Gables Capital Management since 1997. Outside of his advisory role, he serves as president of Cypress Grove Management, Inc., which acts as the general partner of Cypress Grove Partners, L.P., a hedge fund managed by Gables Capital. Gables Capital Management is an SEC-registered investment adviser serving high-net-worth and institutional clients, including specialized trusts. The firm offers discretionary portfolio management through individually managed accounts and pooled vehicles, employing fundamental and technical analysis, long and short equity positions, options, derivatives, and margin strategies.

Gonzalo Montero is a financial advisor with Lynx Advisory Partners in Coral Gables, FL, holding a Series 65 designation and two years of industry experience. He has previously worked at Banco Santander Corporate & Investment Banking, Ceres Global Advisory Inc, and Benworth Capital Partners LLC. Montero also serves as a board member and director at QTR Fund Services SARL, a private fund management company based in Luxembourg. Lynx Advisory Partners serves high-net-worth individuals, trusts, family offices, and institutional clients with discretionary and non-discretionary separately managed accounts, financial planning, and portfolio implementation. The firm employs a disciplined investment process combining macroeconomic research with fundamental and technical analysis to create multi-asset portfolios and leverages its international private banking experience, particularly with Latin American clients.