Shmuel Maya is a financial advisor at Aventura Private Wealth, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Chase Bank N.A. and J.P. Morgan Securities LLC. He is also the owner of Aventura Private Insurance, LLC, where he is involved in insurance product sales. Aventura Private Wealth provides portfolio management, investment analysis, and incidental financial planning to individuals, 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 while conducting regular portfolio reviews.

Mauro Ferman is a financial advisor at Abacus Capital Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at CV Advisors and Safra Asset Management. Abacus Capital Advisors provides discretionary portfolio management to individuals, trusts, estates, businesses, and employee benefit plans, as well as customized advisory services and model portfolios for other investment managers. The firm’s investment approach focuses on tactical asset allocation using bonds, equities, ETFs, and short positions, with unique offerings that include performance-based fee structures and institutional client relationships.

Andrew Carrillo is a CFP® with 18 years of industry experience, currently serving at Barnett Capital Advisors LLC in Miami, FL. He has been with Barnett Capital Advisors since 2011 and is also the managing member of Barnett Capital Insurance, LLC. Carrillo manages the Barnett U.S. Equity Fund LP, a private fund offered to suitable clients. Barnett Capital Advisors provides investment advisory and consulting services primarily to high-net-worth individuals, corporations, pooled investment vehicles, and pension plans. The firm employs a fundamental, long-term investment approach and tailors portfolios based on clients’ financial situations and risk tolerances, offering both discretionary management and third-party money manager referrals.

Javier Levy is a financial advisor with Valley Financial Management, Inc. in Aventura, FL, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Bank Leumi USA and Leumi Investment Services Inc. from 2010 to 2022 before joining Valley Financial Management and affiliated firms in 2022. Outside of his advisory role, he is a partner and general manager of RPTV Group 1, LLC, an investment vehicle associated with a crowdfunding fund currently in bankruptcy, dedicating limited time to its administration. Valley Financial Management operates an online platform serving individual and high-net-worth clients through automated discretionary portfolio management, implementing ETF model portfolios based on client profiles and maintaining accounts funded through Valley National Bank.

John Napolitano is a financial advisor at Saint Joseph Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Saint Joseph International and Online Trading Academy. Saint Joseph Advisors provides discretionary and non-discretionary asset management and investment advisory services to individuals, trusts, and business entities. The firm employs a mix of fundamental, technical, and charting analysis tailored to client risk tolerance and time horizon, offering educational seminars and maintaining a network of affiliated businesses with a cross-border focus.

Daniele Ghiotti is a CFP® and CFA® charterholder with 21 years of industry experience. He has been with Vesta Wealth Management, LLC since 2013 and is the sole advisor at the firm. Outside of his advisory role, Mr. Ghiotti is a licensed insurance agent who provides insurance analysis and product recommendations to clients. Vesta Wealth Management offers financial planning, consulting, and discretionary investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm uses fundamental and cyclical analysis to implement proprietary model portfolios focused on risk-adjusted growth, income, and asset protection.

Matthew Kisin is a CFA® charterholder currently with Applied Capital in Hollywood, FL. He has been with Applied Capital since 2023 and previously worked at Ernst & Young LLP from 2022 to 2023. His background includes four years at Tulane University and four years at Highland Park High School. Applied Capital is a solo registered investment adviser that provides discretionary investment management to individual and high-net-worth clients. The firm focuses on dividend-paying companies with increasing payouts and employs a range of investment strategies including stocks, bonds, ETFs, options, and derivatives.

Federico Brandt Cordovez is a financial advisor at BMH Capital Management LLC with a Series 65 credential and four years of industry experience. He is the sole proprietor of Merkava Capital LLC and has previously worked at Merkava Capital Inc. and Inversiones 2FB CA. BMH Capital Management provides portfolio management services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm manages a limited number of accounts with approximately $10 million in discretionary assets, using a combination of technical analysis, trading strategies, and options to tailor investment programs that include equities, fixed income, ETFs, and non-U.S. securities.

Nick Korzhenevsky is a financial advisor at Ex Cathedra LLC with two years of industry experience. He holds a Series 65 designation and has worked previously with Extended Travel, Sberbank of Russia, and operated Korzhenevsky Consultancy. Ex Cathedra LLC manages quantitative, automated trading strategies for qualified and accredited investors across multiple asset classes, including equities, debt securities, futures, and derivatives. The firm utilizes proprietary mathematical and statistical models with an emphasis on market-neutral speculative strategies and provides detailed monthly reporting on trades and outcomes.

Giancarlo Lamourtte is a CFP® with five years of industry experience, currently serving as a financial advisor at Merited Wealth, LLC. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Raymond James. He is a member of the Board of Directors for the Financial Planning Association of Miami. Merited Wealth provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate retirement plans. The firm primarily implements long-term investment strategies using exchange-traded equities, mutual funds, and ETFs, supported by third-party platforms and client account aggregation tools.

Alexander Bublick is a financial advisor at Coral Wealth Management, LLC in Miami, FL, with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Stifel, Nicolaus & Company, Inc., Morgan Stanley, and the Development Corporation for Israel. Coral Wealth Management serves individuals, charitable organizations, and corporations, offering discretionary portfolio management, financial planning, pension consulting, and Health Savings Account advisory services. The firm uses a model-based investment approach with ETFs and fundamental analysis, managing approximately $124 million in client assets.

Steven Groslin is a financial advisor at ASG Capital LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at ASG Capital since 2013. Through his ownership of ASG Asset Management Inc., he acts as a sponsor and adviser to two pooled investment vehicles offered exclusively to non-U.S. investors. ASG Capital provides portfolio management, financial planning, and customized research to high-net-worth individuals and institutional clients, including banks and insurance companies. The firm sponsors multiple pooled funds and focuses on global diversification across fixed income and hybrid instruments, using both fundamental and technical analysis.

Allan Babaian is a financial advisor at Vantage Wealth Management LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Joseph Stone Capital, LLC, and VCS Ventures. Babaian is also president of several hedge fund entities, including Babaiian & Co., LP and Babaiian Management Company. Vantage Wealth Management provides portfolio management and advisory services primarily to high-net-worth individuals and businesses, including trusts, corporations, and nonprofit organizations. The firm employs an analytical, goals-based investment process focused on diversification across equities, ETFs, bonds, and other liquid instruments.

Michael Taylor is a financial advisor at Seren Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Massachusetts Mutual Life Insurance Company. Seren Wealth Advisors serves individual and high-net-worth clients, as well as small business retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a goal-driven investment process documented with investment policy statements and combines fundamental and technical analysis to tailor solutions to client objectives.

Matias Manzo is a financial advisor at Bondwire with 10 years of industry experience. He holds a Series 65 designation and has worked at Caribbean & Latin American Securities LLC since 2015. Bondwire provides discretionary and non-discretionary asset management and refers clients to third-party money managers for individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm focuses on fundamental analysis and portfolio customization, serving a substantial number of non-U.S. clients and utilizing a range of investment instruments, including derivatives and margin strategies.

Martin Rosenthal is a CFP® professional with 14 years of industry experience. He has served at Common Cents Wealth Management, LLC since 2011. The firm provides ongoing portfolio management to individuals, high-net-worth clients, and small businesses, focusing on a passive, index-based investment approach. Common Cents Wealth Management uses diversified portfolios of ETFs and indexed mutual funds, guided by Modern Portfolio Theory and long-term investment horizons.

Steven Snowden is a financial advisor at 1977 Wealth, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining 1977 Wealth, he worked at U.S. Private Wealth, Northwestern Mutual, and has experience in the restaurant industry as part of a Chili's franchise ownership. 1977 Wealth, LLC serves individuals, families, small business owners, and institutional clients by providing personalized financial planning and discretionary investment management. The firm offers family office services, pension consulting including ERISA fiduciary support, and utilizes a broad investment universe with active management and periodic portfolio reviews.

Lenny Kisin is the owner and sole advisor at Applied Capital, an independent registered investment adviser based in Hollywood, FL. He holds a Series 65 designation and has 22 years of industry experience, having led Applied Capital since 2009. Applied Capital provides discretionary investment management to individual and high-net-worth clients, managing approximately $133 million in assets. The firm focuses on established, dividend-paying companies with growing payouts and uses a range of securities including stocks, bonds, ETFs, mutual funds, and options to meet client objectives, employing margin and derivatives strategies for certain accounts.

Debbie Hernandez is a financial advisor at Robinson Global Investment Management LLC with a Series 65 credential and four years of industry experience. She has been with Robinson Global since 2020 and previously worked as a homemaker for 13 years. Robinson Global Investment Management LLC manages pooled vehicles and institutional assets while also providing discretionary portfolio management, financial planning, and consulting services to a range of clients, including individuals across various wealth levels. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to build diversified portfolios and incorporates derivatives and alternative investments when appropriate.

Jason Estrada is an advisor at Sardona Global Advisors LLC in Miami, FL. He holds Series 65 and Series 63 designations and has been in the industry since 2025, with work experience at multiple firms including StoneX Group, Inc. and EverTree, LLC. Sardona Global Advisors LLC provides investment management primarily to pooled vehicles, private funds, and institutional clients, as well as high-net-worth individuals, trusts, estates, and business entities. The firm employs a multi-asset, multi-manager approach and specializes in selecting and overseeing sub-advisers, offering both advisory and non-advisory services including private fund administration and corporate management.