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.

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® professional with 26 years of industry experience. He is the principal of Aspen Wealth Management, LLC in Miami, FL, and has previously worked at Emerson Equity LLC, BCG Securities, LPL Financial, Merrill, and UBS Financial Services. Outside of his advisory role, he owns Aspen Watch Trading LLC, a business focused on buying and selling watches. Aspen Wealth Management provides portfolio management and financial planning services to individual clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis to construct customized portfolios and offers sub-advisory and model-portfolio services across a range of investment types.

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 63 and Series 65 designations and previously worked for LPL Financial and The Bank of Missouri. He maintains an active insurance license but does not provide insurance products or services. Valoir Wealth LLC advises individuals, trusts, corporations, and employer-sponsored retirement plans, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs multiple analytical methods and asset-allocation strategies, including the use of derivatives and options, while operating under a fiduciary standard.

Richard Brooks is the sole advisor at Rnb Wealth Management Group in North Miami Beach, FL, with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets prior to founding his own firm in 2004. Rnb Wealth Management Group is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and IRA rollover services. The firm employs a combination of charting, fundamental and technical analysis, and utilizes a range of investment strategies including private placements, micro-cap stocks, structured products, and margin trading for approved accounts.

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.

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.

Vitor Gama is a financial advisor affiliated with Longship LLC, holding Series 65 and Series 66 licenses with two years of industry experience. His prior roles include positions at Portfel Brasil and Lifetime Family Office, as well as multiple roles at XP Investimentos and XP Securities. Longship LLC is a newly registered investment adviser providing portfolio management and investment advisory services to individuals, high-net-worth clients, family offices, and corporate entities. The firm combines third-party macroeconomic research with internal due diligence to create customized portfolios across various asset classes, managing accounts with discretionary and non-discretionary authority.

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.

Pedro Ridolfi is a financial advisor at Longship LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Avanti Investment Services LLC, Bella Capital, Lake Forest Securities, and Blv Securities. Outside of advisory work, he is a co-owner of Sperry BJJ LLC, a fitness gym in Miami. Longship LLC provides portfolio management and investment advisory services to individuals, high-net-worth clients, family offices, and corporate entities. The firm integrates third-party macroeconomic research with internal due diligence to create customized portfolios across various asset classes and may utilize hedging, derivatives, and leverage based on client objectives and risk tolerance.