Edward Urquidi is the sole advisor at Futura Asset Advisors LLC in Coral Gables, FL, holding Series 63 and Series 66 licenses with 33 years of industry experience. He previously worked at Insight Securities, Inc. for 15 years and has led Futura Asset Advisors as president since 2005. Outside of his advisory role, he serves as a director of Alta Corporate Services LLC, which provides corporate services to his firm. Futura Asset Advisors offers investment advisory and consulting services to high-net-worth individuals, families, foundations, trusts, private investment funds, and institutions. The firm provides discretionary portfolio management and non-asset-based consulting, tailoring portfolios based on clients’ risk profiles, liquidity needs, and strategic goals, with an investment approach grounded in Modern Portfolio Theory.

David Kassir is a financial advisor at Manna Wealth Management in Miami Beach, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and B. Riley Wealth Advisors. Outside of advisory work, he is involved in insurance sales and services as a sole proprietor. Manna Wealth Management is an independent, fee-based advisory firm serving individuals, high-net-worth clients, and corporate entities. The firm employs a blend of analytical methods and combines active and passive long-term investment strategies to manage portfolios, with a distinctive focus on servicing a large number of client relationships and corporate clients.

Miguel Bilbao is a financial advisor at Filon Capital with 18 years of industry experience. He holds a Series 65 designation and previously worked at Jefferies LLC and Leucadia Asset Management. He has also been self-employed since 2019. Filon Capital provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, pooled investment vehicles, and pension and profit-sharing plans. The firm uses modern portfolio theory and quantitative analysis, focusing on futures while advising on equities, fixed income, ETFs, and commodities, and is noted for its use of performance-based fee arrangements and management of pooled investment vehicles.

Juan Solorzano is a financial advisor at Parrish Capital Advisors LLC in Coral Gables, FL. He holds the Series 65 designation and has been working in the industry since 2021, including four years at Proline Consulting Group. Prior to his advisory career, he completed seven years of schooling. Parrish Capital Advisors provides discretionary and non-discretionary investment advisory services and financial planning to high-net-worth individuals, trusts, family entities, and pooled investment vehicles. The firm employs a mix of fundamental, quantitative, and market-based analysis and offers hourly financial planning alongside portfolio management tailored to client objectives and risk tolerance.

Giancarlo Fernandez is a financial advisor at Fendz Asset Management, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Fendz Asset Management since 2020. Prior to his advisory career, he held roles in the hospitality industry and has been involved with Sante Fe College. Fernandez is also licensed in life, health, and annuities insurance, dedicating part of his time to these activities. Fendz Asset Management serves primarily individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, and small businesses. The firm offers a range of services including investment management, financial planning, and pension consulting, employing a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Cheryl Fineman is a financial advisor with Dhody Investment Group, holding Series 63 and Series 66 licenses and with 27 years of industry experience. Her prior work includes roles at Raymond James & Associates and LPS Capital LLC. Dhody Investment Group serves individuals, high-net-worth clients, families, trusts, estates, and businesses, managing approximately $341 million across 22 clients. The firm offers customized investment management and financial planning, combining fundamental and technical analysis with an internal due-diligence process to develop strategic asset allocations aligned with client goals and risk tolerances.

Freddy Martinez is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Forem Investments LLC since 2013. His prior experience includes roles at UBS Financial Services, UBS International Inc., and Merrill. He is also a managing member of Forem Capital Partners LLC, a consulting firm focused on capital restructuring. Forem Investments provides portfolio management and advisory services to individuals, corporations, institutions, and pension funds, blending third-party macroeconomic research with internal due diligence. The firm utilizes AI and machine-learning tools as analytical support, maintaining human oversight on all AI-generated recommendations.

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, with 20 years of industry experience. He holds a Series 63 designation and has been with Gables Capital Management since 1997. He also 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 his firm. Gables Capital Management provides discretionary portfolio management to high-net-worth individuals, trusts, pension and profit-sharing plans, and institutional clients. The firm combines fundamental and technical analysis to create tailored asset allocations, employing a range of investment strategies both in separately managed accounts and its private pooled vehicle.

Gonzalo Montero is a Series 65 licensed financial advisor with three years of industry experience. He is currently with Lynx Advisory Partners and also serves as a director and board member of QTR Fund Services SARL, a private fund management company based in Luxembourg. His prior roles include positions at Ceres Global Advisory Inc, Benworth Capital Partners LLC, and Banco Santander Corporate & Investment Banking. Lynx Advisory Partners provides discretionary and non-discretionary investment advisory and portfolio management services to high-net-worth individuals, trusts, family offices, and institutional clients. The firm uses a disciplined investment process combining fundamental and macroeconomic analysis with technical tools, serving a substantial non-U.S. client base and leveraging expertise in international private banking and Latin American markets.

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.

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 a financial advisor with RM Private Wealth Management in Miami, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with RM Private Wealth Management since 2018 and has prior experience at Raymond James Financial Services and JHS Capital Advisors. Outside of advisory work, he owns AEGIS VENTURES LLC, a single-member LLC used for 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 with a range of investment strategies and manages approximately $340.9 million in discretionary assets across 71 clients.