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.

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.