Mario Yngerto is a CFP® professional with 34 years of industry experience, currently serving as an advisor at Genesis Wealth Management, Inc. in Coral Gables, FL, where he has worked since 2011. His credentials also include Series 63 and Series 65 licenses. Genesis Wealth Management serves individual, business, and institutional clients, offering asset management, financial planning, and retirement plan consulting. The firm’s investment approach is based on academic research and Dimensional Fund Advisors’ strategies, emphasizing passive, buy-and-hold portfolios with global diversification and quarterly reviews.

Michael Boyer is a financial advisor at RCPlanners with three years of industry experience. He holds a Series 65 designation and has previously worked at firms including Ultimate Life Financial, LifePro Asset Management, and Fast Credit Union. Boyer is licensed to sell insurance products and dedicates approximately half of his time to insurance-related activities. RCPlanners provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis, along with a proprietary retirement income model, to address a range of retirement risks and typically uses a mix of exchange-listed securities, mutual funds, ETFs, and other investment vehicles.

Francisco Marino is a financial advisor at Noctua International WMG, LLC with three years of industry experience. He holds a Series 65 credential and has worked previously at Banco Itau and the MIT Sloan School of Management. Marino serves as treasurer for Bahama House, a condominium association in Key Biscayne. Noctua International WMG, LLC provides asset management, research, and family office services to high-net-worth individuals, corporations, and pooled investment vehicles. The firm employs a combined top-down macro allocation and bottom-up security selection approach across multiple asset classes, and is notable for sponsoring and syndicating direct real-estate participations through affiliated investment LLCs.

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.

Robert Mori is a CFA® charterholder with 15 years of industry experience, currently serving at Mori Huston Partners, a firm he has been with since 2009. Based in Miami, FL, he is one of two advisors at the firm. Mori Huston Partners provides fee-only portfolio management and investment consultation primarily to high-net-worth individuals, including U.S. citizens and foreign nationals, as well as certain pension and profit-sharing plans. The firm emphasizes individualized investment policies and active asset allocation, combining fundamental and technical analysis to pursue inflation-adjusted, risk-aware returns with a focus on capital preservation.

Stephen Santangelo is a CFA® charterholder with eight years of industry experience. He is currently a financial advisor at Matriarch Wealth Management, LLC, having previously worked at UBS Financial Services Inc and JPMorgan. Matriarch Wealth Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, retirement plans, and small businesses. The firm employs diversified portfolios using public equities, fixed income, alternative and private fund strategies, and offers ongoing consulting on estate and tax-aware planning.

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.

Martin Braverman is a financial advisor at Veltria Advisors Corp. with a Series 65 credential and one year of industry experience. His prior roles include positions at Bramshill Investments LLC and JPMorgan Chase & Co., as well as experience outside finance with Royal Palm Polo and teaching roles at New York University and American Heritage Schools. Veltria Advisors Corp. provides portfolio management, financial planning, and consulting services primarily to high-net-worth individuals. The firm employs fundamental analysis and modern portfolio theory, managing discretionary assets with a focus on mutual funds, ETFs, and a variety of other investment instruments, including non-U.S. securities and alternative investments.

Gustavo Patino Lugo is a financial advisor with Mellig Group, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at UBS Financial Services USA and is the proprietor of Holding Inversiones Spot Market M.I. C.A., which owns 50% of AgroInvest Casa de Bolsa de Productos Agricolas C.A., a Venezuelan agriculture commodities broker. He is also registered as a broker with the Venezuelan securities agency and owns Avila Advisors LLC and Grupo GOD Investments Inc. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients, offering portfolio management and financial planning for taxable and retirement accounts, including non-U.S. securities. The firm uses a combination of fundamental, technical, quantitative, and macroeconomic analysis alongside machine-learning tools to guide investment decisions and manages diverse strategies, including long-short and options trading, with a notable capability to advise on non-U.S. securities and serve a significant international client base.

Clay Campbell is the sole advisor at Campbell Capital Management Inc. with 37 years of industry experience. He has been with Campbell Capital Management since 1985. In addition to his advisory role, he is involved with BSC Partners, LLC, a real estate business. Campbell Capital Management provides discretionary portfolio management and tax consulting to individuals, businesses, trusts, and pension plans, managing approximately $303 million in assets for around 265 clients. The firm, founded by Campbell in 1988, emphasizes long-term, buy-and-hold investment strategies across a diversified range of asset classes, with a notable combination of tax consulting services and a concentrated client-adviser relationship.

Nicolas Suarez Inclan is a CFA® charterholder with 20 years of industry experience. He is a financial advisor at Greenwood Family Advisors LLC, where he has worked since 2021. Prior to that, he held positions at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC for 15 years. Greenwood Family Advisors provides 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. domiciled clients. The firm focuses on customized asset allocation, consolidated reporting, and coordination with external service providers while maintaining a small client roster and significant assets under advisement.

Cesar Murillo is a financial advisor with Emergent Global Investments, holding a Series 66 designation and 15 years of industry experience. He has worked at Emergent Global Investments since 2017 and previously at Aguila Asset Management. Outside of his advisory role, he is the business owner of North Atlantic Civil, a non-investment related venture. Emergent Global Investments provides discretionary and non-discretionary investment management and financial planning services to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation framework combined with multiple analytical approaches and offers portfolios that may include a broad range of traditional and alternative investments.

Arthur Kulick is a financial advisor with ASI Wealth Advisors LLC in Miami, FL, holding Series 65 and Series 66 licenses and possessing 14 years of industry experience. He has been with ASI Wealth Advisors since 2012 and is also president of ASI Group. Kulick is a licensed insurance agent and occasionally offers insurance products to clients. ASI Wealth Advisors provides investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, and cyclical analysis to manage portfolios tailored to client-specific Investment Policy Statements.

Steven Leclair is a CFP® with 23 years of experience in the financial services industry. He is currently with LeClair Wealth Partners in Miami, FL, and has previously worked at UBS Financial Services and Raymond James & Associates. LeClair Wealth Partners provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, families, family offices, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term portfolio construction approach, supported by AI tools, and invests across a broad range of instruments while offering both wrap fee and non-wrap account services.

Nathan Rubinstein is a Series 65 licensed financial advisor at Luna Partners in Miami, FL, with 10 years of industry experience. Prior to joining Luna Partners in 2021, he worked at Goldman Sachs & Co. for six years. Luna Partners provides discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities through separately managed accounts focused on U.S. and select foreign equities and related derivatives. The firm employs a bottom-up qualitative and quantitative investment process targeting absolute, through-cycle returns with concentrated portfolios and typically full discretion.

Luciano Cuneo is a financial advisor at Scala Capital LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Legado Wealth Management, Marco Polo Securities Inc., Kovack International Wealth Management, and Raymond James & Associates. Outside of his advisory role, he serves as president of LMC Alternative Business Capital, a commercial finance company. Scala Capital serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm offers portfolio management, financial planning, third-party money manager selection, and investment banking advice, using a range of model portfolios and trading strategies tailored to client needs.

Luis Felipe Laborde Pizarro is a CFA® charterholder with three years of experience in the financial advisory industry. He has held leadership roles in wealth management at Banco Bice and Bice Inversiones Corredores de Bolsa S.A. since 2014 and 2021, respectively, and currently advises clients through BICE Wealth Management LLC. Outside of advisory work, he manages TCMG Investments LLC, a holding company. BICE Wealth Management LLC provides fee-based investment advisory and financial consulting services primarily to high-net-worth individuals, institutions, and other entities, with a significant client base of non-U.S. residents concentrated in Latin America. The firm’s investment approach is based on fundamental analysis with a long-term orientation and offers customized portfolio construction using a variety of investment products.

Lucrecia Carreras is a financial advisor at Tudor Advisors LLC with a Series 65 designation and four years of industry experience. She has worked at Tudor Advisors since 2020 and previously spent eight years at Adistec Corporation. Tudor Advisors provides investment advisory services to individuals, trusts, charitable organizations, and corporate entities, managing approximately $40.2 million across about 72 client relationships. The firm employs fundamental and cyclical analysis with long-term purchase strategies, offering both discretionary and non-discretionary portfolio management.

Emiliano Lorenzini is a financial advisor at Resolute Capital, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Resolute Capital provides investment advisory and portfolio management services to individuals, high-net-worth individuals, and corporations, focusing on customized strategies documented in individual Investment Policy Statements. The firm emphasizes a primarily non-discretionary asset base and a client-directed implementation model, serving a small, concentrated client roster.

Daniela Munoz is a financial advisor at Atlantic Family Wealth, LLC with four years of industry experience. She holds a Series 66 designation and has worked previously at StoneX Financial Inc. and Lake Forest Securities. Atlantic Family Wealth provides investment advice and portfolio management to individuals and high-net-worth clients, utilizing a range of strategies implemented through sponsored advisory programs and third-party managers. The firm typically acts as a discretionary manager, tailoring portfolios to client goals and risk tolerance while employing diverse investment approaches including long- and short-term trading, options, and structured notes.