Alexander Kondeas is a CFP® and CFA® professional with seven years of industry experience. He has been with Fierce Financial Group LLC since 2018 and previously worked at Winston-Salem State University for twelve years. Fierce Financial Group is a small, advisor-supported registered investment adviser that serves primarily high-net-worth individuals, families, and trusts with customized investment management across active, passive, and hybrid strategies. The firm emphasizes individualized service through tailored investment policy statements and low-cost implementation using individual securities and ETFs.

Glenn Downing is a CFP® professional with 27 years of industry experience. He has been with Camerondowning, Inc. since 2014. In addition to his advisory role, he conducts insurance business as a broker alongside a colleague. Camerondowning, Inc. advises individual and high-net-worth clients on portfolio management and comprehensive financial planning, incorporating a range of investment options including cryptocurrencies and non-fungible tokens. The firm operates under a fiduciary standard, emphasizing tailored investment plans, manager selection, and specialized crypto asset planning and education.

Andrew Horowitz is a CFP® with over 32 years of experience in the financial industry. He is principal at Horowitz & Company, Inc., where he has worked since 1991, and is also a partner and owner of TriggerCharts, LLC, a firm developing trading indicators. Outside of his advisory roles, Horowitz hosts an investment-focused podcast and has authored books and articles on general investment topics. Horowitz & Company serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $145 million in discretionary assets. The firm employs a blend of quantitative, fundamental, and technical analysis across multiple strategies, including aggressive managed-growth approaches that utilize margin and short positions.

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.

Matthew Saul is a CFP® and ChFC® with 17 years of industry experience. He is the principal of Saul Wealth Advisors, LLC in Miami, FL, and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Outside of his advisory role, he consults with entrepreneurs on exit planning as a Certified Exit Planning Advisor. Saul Wealth Advisors, LLC is an SEC-registered investment adviser that provides portfolio management, managed account programs, and financial planning services primarily to individual and high-net-worth clients. The firm tailors investment recommendations to client goals and risk tolerance, offering both discretionary and non-discretionary mandates and employs a distinctive approach that includes selection and supervision of outside sub-advisers and hourly billing for certain financial planning engagements.

Sherwood Forman is a financial advisor at Lifespan Financial Strategies, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial LLC for three years. Forman is also licensed to sell non-variable insurance in Florida, dedicating a small portion of his time to this activity. 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 and model portfolios through the AssetMark platform.

Varda Tal is a financial advisor at Valley Financial Management, Inc. with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Leumi Investment Services Inc. and Bank Leumi USA for over 20 years before joining her current roles. Outside of her advisory work, she is a member of Vtal Property LLC. Valley Financial Management operates under the Valley Digital Investor platform, providing discretionary portfolio management and automated implementation of ETF model portfolios for individual and high-net-worth clients through an online platform. The firm requires clients to manage their accounts electronically and maintains portfolios ranging from conservative income to aggressive growth, with ongoing rebalancing and portfolio adjustments based on client profiles and market conditions.

Ileana Cohn is a financial advisor at Dhody Investment Group with 16 years of industry experience and holds a Series 66 designation. She previously worked at Raymond James Financial Services and related entities from 2016 to 2022, and concurrently at Blue Investment Group and LPS Capital LLC since 2022. Dhody Investment Group serves individuals, high-net-worth clients, families, trusts, estates, and businesses, managing approximately $341 million across 22 clients with a team of three advisors. The firm offers customized investment management, non-discretionary portfolio construction, and financial planning, utilizing a combination of fundamental and technical analysis alongside an internal due-diligence process.

Jesus Arteaga is a CFP® professional with 25 years of industry experience. He is currently with Merited Wealth, LLC, where he has worked since 2023, following prior roles at Money Concepts Capital Corp. and Invest Financial Corp. He is also a partner in Heritage Financial Group LLC, which provides employee benefits and insurance services. Merited Wealth, LLC offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate clients. The firm employs primarily long-term investment strategies using equities, mutual funds, and ETFs, supported by third-party platforms and comprehensive account consolidation tools.

Zachary Longman is a financial advisor at Longman WealthCare Management, LLC in Miami, FL, holding a Series 65 credential with one year of industry experience. He previously worked at Baker Tilly Advisory Group LLC, Berkowitz Pollack Brant Advisors + CPAs, Ernst & Young, and RSM US LLP. In addition to his advisory role, he is involved with Thomas J Longman CPA, PA. Longman WealthCare Management is an independent advisory firm serving individuals, business owners, trusts, and corporate pension and profit-sharing plans. The firm focuses on discretionary investment management, financial planning, and retirement consulting, integrating tax-aware strategies and utilizing SEI’s asset allocation program alongside third-party managers.

Victoria Manzano is a financial advisor with BMH Capital Management LLC, holding Series 65 and Series 66 licenses and 17 years of industry experience. Her prior work includes roles at Allaria Securities LLC, Merkava Capital, and Beta Capital Securities LLC. BMH Capital Management serves individual and corporate clients, including high-net-worth individuals, with discretionary portfolio management focused on equities, fixed income, ETFs, and non-U.S. securities. The firm combines technical analysis with short- and long-term trading strategies and options, maintaining an international orientation and tailoring investment programs to client objectives and risk tolerances.

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.

Leticia Santiago is a financial advisor at Fortis Private Wealth Advisors, LLC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Insigneo Advisory Services and Insigneo Securities LLC. Outside of her advisory role, she is a managing member of Vertical Integrations LLC, a real estate consulting business. Fortis Private Wealth Advisors provides discretionary investment management and financial advice to high-net-worth individuals, family offices, corporations, and insurance companies. The firm combines macroeconomic analysis with third-party research to create customized portfolios, employing a primarily long-term buy-and-hold strategy while permitting short-term transactions and borrowing when appropriate.

Fernando Germana is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Germana Capital LLC, where he has worked since 2022. His prior experience includes positions at Muriel Siebert & Co. Inc, Bank of America, N.A., and Merrill Lynch. Outside of advising, he serves as CEO of EGEO Global Corp, an import-export company, and is president of Schutz & Schein Group Corp., a family-owned business. Germana Capital LLC provides portfolio management and financial planning services primarily to high-net-worth individuals and certain business entities. The firm manages a small number of client relationships using individualized Investment Policy Statements and a discretionary investment approach that incorporates multiple analytical methods and a broad range of instruments.

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.

Mariana Trambauer is a financial advisor at Puente Asesoramiento de Inversiones, LLC with two years of industry experience. She previously worked at UBS Financial Services for two years. Outside of her advisory role, she operates an online business selling clothing and decor items she no longer uses. Puente Asesoramiento de Inversiones LLC provides discretionary and non-discretionary asset and portfolio management and investment advice to institutions, corporations, and high-net-worth clients, using third-party macroeconomic research combined with internal due diligence to build diversified allocations across multiple asset classes.