Michael Allende is a financial advisor at Bridge Generations Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at Castle Wealth Management and All Star Realty. Bridge Generations Wealth Management provides fee-based wealth management, investment management, financial planning, and consulting to individuals, trusts, estates, and businesses, typically serving clients with at least $1 million designated for management. The firm emphasizes a “Private CFO” process, using passively managed mutual funds and ETFs, tax-aware asset location, and coordinated planning with clients’ professional teams.

Montserrat Sainz Arancibia is a Series 65-licensed financial advisor at Inversiones SURA in Miami, FL. She has four years of industry experience, including roles at SURA Servicios Profesionales S.A. and Administradora General de Fondos SURA. Inversiones SURA serves individual clients, families, companies, and charitable organizations with discretionary and non-discretionary portfolio management, investment consulting, and model portfolio implementation. The firm focuses on optimized model portfolios using a return-per-unit-risk framework and maintains significant consulting relationships alongside discretionary accounts.

Mary Mori is a financial advisor at Mori Huston Partners with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Mori Huston Partners since 2009. Mori Huston Partners provides fee-only portfolio management and investment consultation services primarily to high-net-worth individuals, including U.S. citizens and foreign nationals, as well as certain pension and profit-sharing plans. The firm focuses on individualized investment policies and active asset allocation, managing portfolios through separately managed accounts and pooled vehicles while offering ancillary wealth-planning and offshore corporate services.

Michael Bradley is a CFA® charterholder and principal at Bradley & Company Private Wealth Management, LLC with 18 years of industry experience. He has been with Bradley & Company since 2007. Bradley & Company Private Wealth Management provides discretionary and non-discretionary investment management, financial planning, and advisory services to individuals, including high net worth clients, and small businesses. The firm offers customized asset allocation based on clients’ cash flows, tax situations, time horizons, and risk tolerances, with a long-term focus and a preference for leading companies.

Daniel Rosales is a financial advisor at Premia Global Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at NGAM Distribution LP and Edward Jones. Rosales has been with Premia Global Advisors since 2018 and is also affiliated with Rose Capital Advisors, LLC. Premia Global Advisors provides discretionary and non-discretionary investment and wealth advisory services to high-net-worth individuals and institutional clients, including families, trusts, foundations, and pension plans. The firm uses a long-term investment approach combining fundamental and technical analysis and offers customized portfolios that may include equities, fixed income, mutual funds, ETFs, UCITS, and alternative investments, with an emphasis on risk management and third-party manager allocations.

Jennifer Aguerrebere is a financial advisor at Greenwood Family Advisors LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Bolton Securities Corporation and Bolton Global Capital for seven years. Outside of her advisory role, she is the managing member of GDP Investment Consulting LLC, providing consulting services. Greenwood Family Advisors offers family-office-style, non-discretionary investment advisory services to a select group of high-net-worth individuals and families, including both U.S. and non-U.S. clients. The firm focuses on customized asset allocation, coordinated oversight of externally managed assets, and comprehensive financial and estate planning support.

David Smith is a CFP® and ChFC® with 26 years of industry experience. He is currently with Bridge Generations Wealth Management, where he serves as Managing Member and Investment Adviser Representative. Prior to this, he worked at Forum Financial Management, LP, and operated his own firm, David N. Smith & Associates, Inc. Additionally, he is president of Financial Wealth Strategies, Inc., which provides insurance sales and services. Bridge Generations Wealth Management offers fee-based wealth management and financial planning primarily to clients with at least $1 million in assets. The firm employs an evidence-based, passive investment approach focused on diversified mutual funds and ETFs, combining discretionary investment management with ongoing financial planning under a "Private CFO" framework.

Guillermo Vernet is a financial advisor at Global Kandor Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Insigneo Securities, LLC and Insigneo Wealth Advisors, LLC. He is also involved with Global Kandor Services, LLC, an internal support organization for his firm. Global Kandor Advisors provides wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $483 million, primarily on a non-discretionary basis, and typically constructs portfolios using mutual funds, ETFs, individual securities, and alternative investments with a long-term focus.

Philip Carey is a financial advisor at Lion Capital Advisors LLC with five years of industry experience. He has previously worked at Crescendo Asset Management LLC and has been associated with Lloyd Capital LLC since 2011. Carey is the Managing Partner and CEO of Shaba LLC, a commodity trading company, and serves as Vice President and Trustee of the Sapelo Foundation, where he is also a member of the Investment Committee. He participates on advisory boards at Boston University and the University of Miami Business School. Lion Capital Advisors provides discretionary and non-discretionary investment management and consulting services to a range of clients including high-net-worth individuals, families, retirement plans, and institutional entities. The firm uses a blend of fundamental, technical, cyclical, and charting analysis to tailor portfolios and may employ strategies such as hedging, options, and short sales, with a focus on active involvement in pooled vehicles and special purpose vehicles.

Martin Guyot is a financial advisor at Noctua International WMG, LLC with 12 years of industry experience. He holds a Series 65 credential and has been with Noctua Partners since 2009. Outside of his advisory role, he serves as vice president of the Villaharbouur Apartment Association, Inc. and president of Bahama House, a condominium association in Key Biscayne, FL. Noctua International WMG, LLC provides asset management, research, and family office services to a small client base of high-net-worth individuals, corporations, and pooled investment vehicles. The firm employs a top-down macro allocation framework combined with bottom-up security selection across multiple asset classes and is notable for its affiliation with several investment LLCs that originate and manage real estate participations through special purpose vehicles.

Justin Rams is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Entelevest, LLC since 2022 and previously held roles at Equitable Advisors and AXA Advisors. Rams is based in Coral Gables, FL, and holds a Series 66 license. Entelevest provides advisory services to individuals, employee benefit plans, and businesses, offering discretionary wealth management, financial planning, and insurance consulting. The firm manages client accounts primarily on a discretionary basis, uses firm-developed model portfolios, and employs specific approaches to brokerage and cryptocurrency-linked ETF recommendations.

Alfredo Oliva Jr. is a CFP® professional with 28 years of industry experience. He is currently with Advisuite and has held roles at Kovack Securities, Kovack Advisors, Next Financial Group, HSBC Securities, Tradepro Securities, Raymond James Financial Services, and A. G. Edwards & Sons. Advisuite, operating as Neo Alliance, provides investment advisory and portfolio management services primarily to pooled vehicles, institutions, and other entities, utilizing a multi-asset approach that incorporates third-party research and internal due diligence. The firm features both discretionary and non-discretionary management and distinguishes itself by working with sub-advisors and compensating referral agents.

Richard Perez is a financial advisor at Matters Capital LLC in Coral Gables, FL, holding a Series 65 designation with five years of industry experience. He previously worked at Cynosure Group, LLC, SVB Wealth LLC, and Boston Private Wealth LLC. Matters Capital provides wealth management, financial planning, and investment consulting services to high-net-worth individuals, trusts, estates, and privately offered pooled investment vehicles. The firm emphasizes fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, alternative investments, and selective individual securities, serving a concentrated client base that includes a significant non-U.S. presence.

Rajiv Shah is a financial advisor with Shellman Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior work includes roles at EF Hutton LLC, Investment Placement Group, Kingswood Capital Partners, and Lazari Capital Management, among others. Shah serves as Chief Compliance Officer for multiple investment firms in addition to his work at Shellman. Shellman Investment Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes long-term asset allocation using strategic model portfolios that combine passive ETFs and selected active managers, with ongoing monitoring and rebalancing.

Miguel Sosa is a financial advisor at Premia Global Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Premia Global Advisors since 2016 and Rose Capital Advisors since 2026. Mr. Sosa serves as a board member and chair of the Investment Committee for Nicklaus Children's Hospital System and holds similar roles on the boards of the Archdiocese of Miami Catholic Community Foundation and the Peacock Foundation in Coral Gables, Florida. Premia Global Advisors provides discretionary and non-discretionary investment advisory and wealth management services to high-net-worth individuals and institutional clients, including families, trusts, foundations, and pension plans. The firm employs a long-term investment approach combining fundamental and technical analysis, offering customized portfolios that include equities, fixed income, mutual funds, ETFs, UCITS, and alternative investments.

Elido Santana is a financial advisor at Financial Q Group LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at QQ Capital Investment Fund, T-Mobile, Uber, and Worldventures. Financial Q Group LLC provides discretionary and non-discretionary portfolio management and advisory services to high-net-worth individuals, trusts, family offices, investment companies, charitable organizations, and other advisers. The firm employs a disciplined investment process combining fundamental and macroeconomic research with technical analysis, offering customized strategies that include the use of derivatives and hedging instruments.

Carme Hortala Vallve is a Series 65 licensed advisor with five years of industry experience. She is currently with My Investment Path and has held roles at several firms including Amicorp Wealth Services LLC, Activa Capital Group LLC, and G.V.C. Gaesco Valores. Outside of her advisory duties, she serves as an independent board member for PARLEM Telecom and the Institut Català de Finances, and is a member of the "Comision Economica Estrategica" at Futbol Club Barcelona. My Investment Path provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term trading approach, combining cyclical analysis, modern portfolio theory, and technical analysis, with a broad investment product offering that includes venture capital and real estate funds.

Michele Di Carlo is a financial advisor at Forem Investments LLC with a Series 65 designation and three years of industry experience. Prior to joining Forem Investments in 2021, Michele worked at the University of Miami and Instituto Cumbres de Caracas. Outside of advisory work, Michele is a partner at Azzurra Management LLC, a real estate development firm. Forem Investments LLC provides portfolio management and advisory services to individuals, high-net-worth clients, small businesses, and institutional accounts. The firm combines third-party macroeconomic research with its own due diligence to create customized portfolios, serving a significant international client base with a cross-border focus.

Brandon Diaz is a CFP® professional with five years of industry experience, currently serving as an advisor at Entelevest, LLC. He has previously worked at Equitable and Equitable Advisors, and alongside his financial roles, he was involved with DBB Collectables for two years. Entelevest provides advisory services to individuals, employee benefit plans, and businesses, offering discretionary wealth management, financial planning, 401(k)/pension advisory, and insurance consulting. The firm employs proprietary model portfolios, conducts regular reviews, and integrates cryptocurrency-linked ETFs for qualified clients while managing insurance solutions through a third-party platform.

Kevin Barry is a CFP® and CFA® with six years of experience in financial advisory. He is currently with Cantata Wealth Management, LLC in Raleigh, NC, where he has worked since 2024. His prior experience includes roles at Captrust Financial Advisors and Third Law Capital Management. Cantata Wealth Management provides personalized financial planning and discretionary investment management to individuals, foundations, and small businesses. The firm uses firm-developed model portfolios, tax-aware strategies, and incorporates artificial intelligence in investment research and client operations.