Laura Walsh is a CFP® professional at Lifespan Financial Strategies, Inc. in Weston, FL, with 29 years of industry experience. She worked at LPL Financial for 11 years before returning to Lifespan Financial Strategies, where she has been since 1997. She is also licensed to sell non-variable insurance in Florida. Lifespan Financial Strategies provides financial planning, portfolio management, and tax-preparation services to individuals, trusts, estates, retirement plans, and business entities. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers through the AssetMark platform.

Robert Oden is a financial advisor with Strategic Asset Management Group Advisors, holding a Series 63 designation and over 40 years of industry experience. He has worked at Lincoln Investment since 2012 and has been with Strategic Asset Management Group Advisors since 2005. Outside of his advisory work, he is involved in real estate investment. Strategic Asset Management Group Advisors provides portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as institutional clients such as trusts, estates, and pension plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering both discretionary wrap-fee and non-discretionary advisory services.

Mikhail Kamrotov is a financial advisor at Ex Cathedra LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Sberbank and HSE University. Ex Cathedra LLC is an investment manager specializing in quantitative, automated trading strategies for qualified and accredited investors. The firm uses proprietary mathematical and statistical models across various liquid instruments and offers detailed monthly reporting with an owner-operated governance structure.

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.

Mary Hersey is a financial advisor with Lifespan Financial Strategies, Inc. in Weston, Florida, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Edward Jones for six years before joining Lifespan in 2020. Lifespan Financial Strategies provides advisory services to individuals, trusts, estates, retirement plans, and business entities, offering financial planning, portfolio management, and tax-preparation services. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.

Raj Raghani is a financial advisor at Vantage Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Joseph Stone Capital, National Securities Corp, and VCS Venture Securities. Outside of advisory work, he is president of Deliberate Pondering Inc., a non-investment-related entity. Vantage Wealth Management LLC provides portfolio management and advisory services primarily to high-net-worth individuals and businesses, including trusts, corporations, and nonprofit organizations. The firm uses a goals-based investment process focused on diversification across equities, ETFs, bonds, and other liquid instruments.

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.

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.

Vinicius Ribeiro is a Series 65 licensed advisor at Brazil Advisors LLC with 16 years of industry experience. He has worked at Hollander Asset Management, LLC and Alpha Investment Management LLC, among other firms. Outside of financial advising, Ribeiro is involved in several business ventures including general business consulting, online jewelry sales, co-ownership of a beauty salon, and consulting services for manufacturers entering the Latin American market. Brazil Advisors LLC, formerly known as B.Side Investments, provides portfolio management and company-administration services primarily to 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 advisory support for pooled investment vehicles and international investment strategies.

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.

Ariana Sher is a financial advisor at Goi with a Series 65 designation and two years of industry experience. Her prior roles include positions at Global Opportune Investments LLC, Global Strategy Group, and NMBL. Outside of advising, she is involved in real estate sales as a licensed salesperson with Douglas Elliman. Goi provides discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, businesses, and offshore clients. The firm employs a model-driven investment process that integrates quantitative, fundamental, and technical analysis to construct diversified portfolios tailored to client objectives and risk tolerance.

Radiel Dominguez is a financial advisor at SMAART LLC with seven years of industry experience. He holds a Series 65 designation and has served as founder and Chief Executive Manager of a fixed-benefit insurance agency. Prior to his current role, he was involved with Complete Hydroponics LLC for six years. SMAART LLC provides holistic financial planning, investment guidance, tax planning and preparation, and small-business accounting and bookkeeping for middle-income individuals, families, and small businesses. The firm integrates tax and accounting services with advisory offerings and maintains insurance licensure to offer fixed insurance products, delivering advice through retainer agreements tailored to clients’ tax situations, cash flow, and risk tolerance.

Christian Cameron is a financial advisor at Camerondowning, Inc. with two years of industry experience. He holds a Series 65 credential and has a background in law, serving as owner and attorney at the Law Office of Christian Cameron, P.A. since 2021. His prior legal experience includes roles at Chepenik Trushin LLP and Bilzin Sumberg. Camerondowning advises individual and high-net-worth clients on portfolio management and comprehensive financial planning, incorporating both traditional and digital assets such as cryptocurrencies and non-fungible tokens. The firm applies modern portfolio theory within a fiduciary framework and offers specialized crypto asset planning, custody arrangements, and education as part of its services.

James Mcdonald is a financial advisor with Wise Wealth Management, LLC in Ft. Lauderdale, FL, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Wise Wealth Management in 2018, he worked at Householder Group Estate & Retirement Specialists and LPL Financial, LLC from 2015 to 2018. Wise Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, trusts, estates, privately held businesses, and select retirement plans. The firm employs customized, globally diversified asset-allocation strategies implemented across various securities and manages portfolios predominantly on a discretionary basis with ongoing monitoring and regular reviews.

Andrea Bruno is a financial advisor at Aventura Private Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Andrea joined Aventura Private Wealth in 2024 after roles at Insigneo Advisory Services LLC and Insigneo Securities LLC. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, high-net-worth clients, families, trusts, charitable organizations, foundations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions.

Mariano Pagano is a financial advisor at Puente Asesoramiento de Inversiones, LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Santander Securities, Wells Fargo Clearing, and Wells Fargo Advisors. Puente Asesoramiento de Inversiones LLC offers discretionary and non-discretionary asset and portfolio management and investment advice to institutions, corporations, and high-net-worth clients, integrating third-party macroeconomic research with internal due diligence to build diversified allocations across multiple asset classes. The firm is affiliated with a broker-dealer and its personnel hold multiple registrations and roles across related financial entities.

Jeremy Brinkmeier is a financial advisor at Common Cents Wealth Management, LLC with 16 years of industry experience. He holds the Series 65 credential and has been with Common Cents Wealth Management since 2009. Common Cents Wealth Management provides ongoing portfolio management to individuals, high-net-worth individuals, and small businesses. The firm offers a passive, index-based investment approach focused on diversified portfolios of ETFs and indexed mutual funds, guided by Modern Portfolio Theory and tailored Investment Policy Statements.

Sanjan Dhody is a financial advisor at Dhody Investment Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates, Blue Investment Management LLC, and LPS Capital LLC. Outside of his advisory roles, he serves as a director on the audit committee for Jaws Hurricane Acquisitions Corp and provides strategic advice to the board of Refill It, a non-investment-related company. Dhody Investment Group serves individuals, high-net-worth clients, families, trusts, estates, and businesses, managing approximately $341 million for 22 clients. The firm offers customized investment management, financial planning, and non-discretionary portfolio construction using a combination of fundamental and technical analysis alongside an internal due-diligence process.

Erik Halvorssen Villegas is a financial advisor at Klosters Capital with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Klosters Capital since 2019, following roles at Harbor Ithaka WM, LLC and Cgis Advisors LLC. Outside of his advisory work, he serves as Chairman of the Board for United Dental Corporation, a dental practice platform. Klosters Capital provides investment advisory services to individual and institutional clients, including both high-net-worth and non-HNW individuals. The firm employs an open-architecture, customized investment approach that integrates third-party macroeconomic research, manager due diligence, and direct security selection across a broad range of asset classes, with a distinctive international orientation and notable use of private equity and derivatives in its strategies.