Jose Fernandez is a financial advisor at Fendz Asset Management, Inc. in Coral Gables, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Fendz Asset Management since 2006. In addition to his advisory role, Fernandez is an independent insurance agent. Fendz Asset Management primarily serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, and small businesses. The firm offers investment management, financial planning, and pension consulting, constructing individualized portfolios using fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Nina Torres is a financial advisor at Inter Advisors LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at BTG Pactual Asset Management US LLC and Banco do Brasil Securities LLC. Outside of her advisory role, she practices hypnosis therapy focused on self-development during non-business hours. Inter Advisors LLC is an SEC-registered investment adviser serving high-net-worth individuals, businesses, trusts, pension and profit-sharing plans, and institutional investors. The firm employs a combination of fundamental, technical, and quantitative analysis to manage diversified portfolios including equities, fixed income, ETFs, mutual funds, alternative investments, and other products.

Veronica Maria Parellada Eller is a Series 66-credentialed financial advisor with three years of industry experience, currently operating as the CEO and sole advisor at My Investment Path in Coral Gables, Florida. Her prior experience includes roles at RainMaker Securities, American Insurance Company LLC, and Northwestern Mutual Life Insurance Company. In addition to her advisory work, she is involved in small business transactions and consulting through her role as founder and broker in charge of Global Business Advisors. 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, utilizing a broad range of investment instruments including mutual funds, real estate funds, ETFs, venture capital funds, and non-U.S. securities.

Jorge Valdes Jr. is a CFP® professional at Financial Designs Wealth Management with two years of industry experience. He previously worked at Financial Designs Inc. and has a background connected to the University of Miami. Valdes is also an independent licensed insurance agent for health and life insurance, devoting part of his time to this business. Financial Designs Wealth Management serves individuals, trusts, corporations, and retirement plan sponsors with wealth management, portfolio management, retirement plan consulting, and estate planning coordination. The firm emphasizes personalized portfolios through asset allocation, diversification, and periodic rebalancing, utilizing third-party money managers and a range of investment vehicles.

Alex Silberwasser Bacal is a financial advisor with Veltria Advisors Corp. based in Miami, FL. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has been with ASB Consultores, LLC since 2014. Additionally, he serves as secretary of an investment committee, participating in asset allocation analysis, due diligence, and risk management. Veltria Advisors Corp. provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals. The firm uses fundamental analysis and modern portfolio theory to guide discretionary asset allocation and invests in a diverse range of instruments including mutual funds, ETFs, and alternative assets, with a notable focus on cross-border investment exposure.

Fradel Barber is a financial advisor at The World Changers Investments, LLC with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Barber has held various roles including leadership positions with The World Changers Network, an online education platform, and The World Changers Agency, an insurance agency. The World Changers Investments, LLC provides investment management and sub-advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors. The firm focuses on recommending model-based or customized portfolios through third-party asset managers, maintaining a non-discretionary approach that allows clients to retain decision authority.

Lawrence Shaw is a financial advisor at Shaw Financial Solutions LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Insight Securities, I. since 2009, Precise Investment Management, Inc. from 2022 to 2024, and Shaw Financial Solutions since 2023. Shaw is a member and partner of Andraste Partners LLC, an entity used to facilitate brokerage office expenses. Shaw Financial Solutions LLC provides portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as corporations and business entities. The firm employs a combination of charting, fundamental and technical analysis to manage discretionary portfolios across various asset classes, including mutual funds, ETFs, fixed income, real estate funds, and insurance products.

Jaime Domenech Macias is a financial advisor at Angelus Investment Consulting, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Insight Securities Inc., Loyola Asset Management LLC, and Western International Securities, Inc. Outside of his advisory role, he is an independent contractor helping with the sale of Dester-Russell knives. 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 using a combination of fundamental, technical, and quantitative analysis, offering both discretionary and non-discretionary services.

Ramesh Madhusudan is the sole advisor at RM Private Wealth Management Inc. in Miami, FL, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2015 and founded RM Private Wealth Management in 2018. Outside of his advisory role, he owns AEGIS VENTURES LLC, a single-member company used for tax purposes and personal investments in startup companies. RM Private Wealth Management serves high-net-worth individuals and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting services. The firm employs a tactical allocation approach using various types of securities and strategies and manages approximately $340.9 million in discretionary assets across 71 clients.

Stephen Taylor is a CFP® with 19 years of industry experience, currently serving as an advisor at Merited Wealth, LLC. His background includes roles at Stephen A. Taylor Wealth Management and Taylormade Investments, as well as ongoing legal work since 2001 as an attorney specializing in estate planning. He also provides expert witness testimony related to litigation matters. Merited Wealth offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate retirement plans. The firm employs primarily long-term investment strategies with tactical reallocations, utilizing third-party platforms and client portals to consolidate and monitor financial data.

Elisabet Ramos is a financial advisor at Amida Wealth Advisors, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including United Planners' Financial Services of America and CETERA Advisor Networks. In addition to her advisory role, she is the founder and manager of Amida Lifestyle, LLC, an event planning business, and Amida Business Management, LLC, which provides business consulting services. Amida Wealth Advisors is a small, supported firm serving individuals, trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis with long-term investment strategies and offers comprehensive financial planning, coaching, and portfolio management through third-party sub-advisers.

Nikko Tzitzifas is a financial advisor at GMG Asset Management with three years of industry experience. He holds a Series 65 designation and previously worked at Wilmington Trust, BlackRock, and Merrill Lynch. Outside of his advisory role, he is the President of GMG Research, where he composes an entertainment newsletter. GMG Asset Management provides portfolio management and investment advisory services to individuals, high-net-worth clients, and business entities. The firm employs both fundamental and quantitative analysis, offering a range of strategies tailored to client Investment Policy Statements and managing both discretionary and non-discretionary accounts.

Cynthia Dibartolo is a financial advisor at Tigress Financial Partners, LLC with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Siebert Financial Corp, Rise Financial Services, and Mandhana Industries Limited. Outside of her advisory role, she serves on multiple nonprofit and business boards, including the Greater New York Chamber of Commerce, the Rainbow PUSH Coalition, and the Wall Street Project, and is involved in diversity and inclusion initiatives. Tigress Financial Partners provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and business entities. The firm employs a combination of fundamental and quantitative analysis and offers access to private equity, hedge funds, and wrap-fee programs.

Rafael Garcia is a financial advisor at Veltria Advisors Corp. in Miami, FL, holding Series 65 and Series 66 licenses with one year of industry experience. His prior roles include positions at Inteligo USA, the Tuck School of Business at Dartmouth, and the Allie Family Office. Veltria Advisors Corp. provides portfolio management, financial planning, and consulting services to high-net-worth and individual clients, managing over $113 million in discretionary assets. The firm employs fundamental analysis and modern portfolio theory, offering a range of investment instruments with a notable affiliation to Inteligo Bank Ltd. that supports cross-border investment activities.

Jeremiah Spitzberg is a CFA® charterholder with 26 years of industry experience. He has worked at Stone Point Wealth since 2021 and previously spent 22 years at Noesis Capital Management. He holds a Series 63 license and is based in Miami, FL. Stone Summit Wealth LLC provides portfolio management and fiduciary retirement advice to individual and high-net-worth clients, using individualized Investment Policy Statements to guide discretionary portfolio decisions. The firm employs a combination of fundamental, quantitative, and technical analysis with a long-term trading approach across diverse asset classes, including private placements and venture capital funds.

Vinicius Ribeiro is a financial advisor at Brazil Advisors LLC with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Hollander Asset Management, LLC and Alpha Investment Management LLC. Outside of his advisory work, Ribeiro is involved in several business ventures including general business consulting, online jewelry sales, co-ownership of a beauty salon, and providing consulting services to manufacturers entering the Latin American market. Brazil Advisors LLC specializes in discretionary and non-discretionary portfolio management primarily for high-net-worth and ultra-high-net-worth clients. The firm employs a multi-asset, multi-style, multi-manager approach and offers a range of services including private pooled investment vehicle advisory and use of active investment techniques.

Vivian Tu is a financial advisor at Ask Dolly with a Series 63 designation and two years of industry experience. She previously worked at JPMorgan Securities LLC and BuzzFeed and has been involved with Your Rich BFF Media since 2022. Ask Dolly provides online investment and financial advisory services to U.S. residents, offering financial education, general planning, and non-discretionary investment recommendations through its website and mobile app. The firm combines an AI-driven model with client inputs to deliver personalized advice and offers optional access to CFPs for tailored guidance.

Hernan Rodriguez is a financial advisor at Sapiens Advisors with six years of industry experience and a Series 65 credential. He previously worked at AXA Advisors, LLC for seven years and has been involved with Merand Group, Inc. since 2002. Sapiens Advisors provides investment advisory and consulting services to high-net-worth individuals, corporations, and institutions, focusing on customized asset allocations that aim for capital preservation and appreciation. The firm utilizes third-party macroeconomic research combined with in-house analysis and offers a range of portfolio management and consulting fee arrangements.

Justin Mlodzinski is a financial advisor with HDQ Wealth in Miami, FL. He holds a Series 65 designation and has one year of industry experience. Prior to joining HDQ Wealth, he worked at Financial Planning Professionals, Inc. and TD Ameritrade. HDQ Wealth provides fee-based investment advisory and financial planning services to individuals, trusts, estates, qualified retirement plans, and business entities. The firm employs a tactical allocation approach in primarily discretionary portfolio management and offers a broad range of investment options, including third-party managed-account programs and cryptocurrency management.

Paola Bernal Cuevas is a CFA® charterholder with six years of experience at Global Kandor Advisors, LLC and an additional six years at Insigneo Wealth Advisors. She is based in Miami, FL, and has a total of 12 years in the industry. 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 for around 74 clients, typically constructing portfolios using mutual funds, ETFs, individual securities, and alternative investments with a generally long-term focus.