Jeremiah Spitzberg is a CFA® charterholder with 26 years of industry experience. He has worked at Stone Point Wealth since 2021 and previously spent 22 years at Noesis Capital Management. He holds a Series 63 license and is based in Miami, FL. Stone Summit Wealth LLC provides portfolio management and fiduciary retirement advice to individual and high-net-worth clients, using individualized Investment Policy Statements to guide discretionary portfolio decisions. The firm employs a combination of fundamental, quantitative, and technical analysis with a long-term trading approach across diverse asset classes, including private placements and venture capital funds.

Vivian Tu is a financial advisor at Ask Dolly with a Series 63 designation and two years of industry experience. She previously worked at JPMorgan Securities LLC and BuzzFeed and has been involved with Your Rich BFF Media since 2022. Ask Dolly provides online investment and financial advisory services to U.S. residents, offering financial education, general planning, and non-discretionary investment recommendations through its website and mobile app. The firm combines an AI-driven model with client inputs to deliver personalized advice and offers optional access to CFPs for tailored guidance.

Hernan Rodriguez is a financial advisor at Sapiens Advisors with six years of industry experience and a Series 65 credential. He previously worked at AXA Advisors, LLC for seven years and has been involved with Merand Group, Inc. since 2002. Sapiens Advisors provides investment advisory and consulting services to high-net-worth individuals, corporations, and institutions, focusing on customized asset allocations that aim for capital preservation and appreciation. The firm utilizes third-party macroeconomic research combined with in-house analysis and offers a range of portfolio management and consulting fee arrangements.

Justin Mlodzinski is a financial advisor with HDQ Wealth in Miami, FL. He holds a Series 65 designation and has one year of industry experience. Prior to joining HDQ Wealth, he worked at Financial Planning Professionals, Inc. and TD Ameritrade. HDQ Wealth provides fee-based investment advisory and financial planning services to individuals, trusts, estates, qualified retirement plans, and business entities. The firm employs a tactical allocation approach in primarily discretionary portfolio management and offers a broad range of investment options, including third-party managed-account programs and cryptocurrency management.

Paola Bernal Cuevas is a CFA® charterholder with six years of experience at Global Kandor Advisors, LLC and an additional six years at Insigneo Wealth Advisors. She is based in Miami, FL, and has a total of 12 years in the industry. Global Kandor Advisors provides wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $483 million for around 74 clients, typically constructing portfolios using mutual funds, ETFs, individual securities, and alternative investments with a generally long-term focus.

Ariana Sher is a financial advisor at Goi with a Series 65 designation and two years of industry experience. She has worked at Global Opportune Investments LLC since 2023 and has held roles at several firms including Global Strategy Group and NMBL. Outside of her advisory work, she is also involved in real estate sales as a licensed salesperson with Douglas Elliman. Global Opportune Investments provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, families, and institutions. The firm employs a quantitative, algorithm-driven investment process across multiple asset classes and serves a diverse client base including non-U.S. clients and business-style entities.

Julio Canas is a financial advisor at Inversiones Sura with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including FintelAdvisers LLC and Fivenca Asset Management LLC. Outside of advisory roles, he is involved in financial consulting, education, and compliance consulting through managing and senior consultant roles at related companies. Inversiones Sura serves individual clients, families, companies, and charitable organizations by providing discretionary and non-discretionary portfolio management and investment consulting. The firm focuses on optimized model portfolios using mutual funds and ETFs, with tactical adjustments, and it operates as a U.S. subsidiary of a Latin American financial group with notable international affiliations.

Felipe Garcia is a CFA® charterholder with 22 years of experience in the financial industry. He has been with Inkwell Capital since 2011. Inkwell Capital manages approximately $112.2 million on a discretionary basis for about 49 clients, offering portfolio management to individuals, institutions, corporations, and trusts. The firm employs a bottom-up, fundamental investment approach focused on long-term capital appreciation and provides both direct client management and sub-advisory services to independent registered investment advisers.

Radiel Dominguez is a Series 65-licensed financial advisor with six years of industry experience. He is the founder of SMAART LLC, where he has worked since 2018. Prior to this, he was involved with Complete Hydroponics LLC for six years. Dominguez also manages a fixed-benefit insurance agency offering property and casualty products. SMAART LLC provides comprehensive financial planning, investment guidance, tax planning and preparation, and small-business accounting services primarily for middle-income individuals, families, and small businesses. The firm integrates tax and accounting capabilities with advisory services and offers tailored investment advice using a mix of no-load mutual funds, government bonds, CDs, corporate bonds, and selective equities.

William Neubauer is a CFP® professional with 23 years of industry experience. He has served as the sole advisor at Comprehensive Money Management Services LLC since 2002. Comprehensive Money Management Services LLC provides personalized financial planning and supervisory investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a fee-only structure and utilizes a scenario-based asset allocation approach grounded in Modern Portfolio Theory to manage portfolios under client-specific Investment Policy Statements.

Ines Tarigo Beretervide is a Series 65 licensed financial advisor at Shellman Investment Management, LLC with one year of industry experience. She has worked at Shellman SA since 2021, serving as Commercial Director, and previously spent 18 years at Puente Corredor de Bolsa. Her professional responsibilities are split evenly between Shellman SA in Montevideo, Uruguay, and Shellman Investment Management in Coral Gables, Florida. Shellman Investment Management provides discretionary and non-discretionary portfolio management to individuals, high net worth clients, trusts, estates, and business entities. The firm employs model-based portfolios guided by strategic asset allocations derived from JP Morgan’s Long Term Capital Market Expectations, combining passive ETFs and active fund managers, and serves approximately 110 clients with $157 million in assets under management.

Aaron Byrd is a CFA® charterholder with 21 years of industry experience. He has been with Inkwell Capital since 2011, where he serves as one of two principals. Byrd holds Series 63 and Series 65 licenses and is based in Miami, FL. Inkwell Capital provides discretionary portfolio management to individual and institutional clients, including corporations and trusts, and acts as a sub-advisor to other registered investment advisers. The firm employs a bottom-up, fundamental investment process focused on long-term capital appreciation, favoring individual stocks and high-quality fixed-income securities while avoiding derivatives, shorting, technical analysis, and market timing.

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.

Christian Cameron is a financial advisor at Camerondowning, Inc. with two years of industry experience. He holds a Series 65 credential and has a background in law, serving as owner and attorney at the Law Office of Christian Cameron, P.A. since 2021. His prior legal experience includes roles at Chepenik Trushin LLP and Bilzin Sumberg. Camerondowning advises individual and high-net-worth clients on portfolio management and comprehensive financial planning, incorporating both traditional and digital assets such as cryptocurrencies and non-fungible tokens. The firm applies modern portfolio theory within a fiduciary framework and offers specialized crypto asset planning, custody arrangements, and education as part of its services.

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.

Sanjan Dhody is a financial advisor at Dhody Investment Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates, Blue Investment Management LLC, and LPS Capital LLC. Outside of his advisory roles, he serves as a director on the audit committee for Jaws Hurricane Acquisitions Corp and provides strategic advice to the board of Refill It, a non-investment-related company. Dhody Investment Group serves individuals, high-net-worth clients, families, trusts, estates, and businesses, managing approximately $341 million for 22 clients. The firm offers customized investment management, financial planning, and non-discretionary portfolio construction using a combination of fundamental and technical analysis alongside an internal due-diligence process.

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.