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.

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.

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.

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.

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.

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.

Frank Van Lerven is a CFP® at ISGAM US LLC with four years of industry experience. He has worked at ISGAM US LLC since 2022 and has been affiliated with ISGAM AG since 2007. ISGAM US provides discretionary asset management and written financial planning to individual clients and families, including high-net-worth individuals. The firm emphasizes strategic asset allocation, long-term equity selection, fixed income, and alternative investments, managing approximately $66 million across about 50 client relationships.

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.

Ana Rebora De Luchau is a financial advisor at Global Kandor Advisors, LLC with 22 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Activa Capital Group, LLC and Primerica Financial Services. 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 and constructs portfolios using mutual funds, ETFs, individual securities, and alternative investments, primarily on a non-discretionary basis.

Erik Moquist is a financial advisor at Dakota Asset Management, LLC with 27 years of industry experience. He has held his current role at Dakota since 2016 and holds Series 63 and Series 65 designations. Dakota Asset Management provides discretionary investment management and portfolio supervision to a select client base, including individuals, pension and profit-sharing plans, and institutional investors. The firm combines fundamental and technical analysis to create tailored portfolios and manages accounts on a discretionary basis with quarterly reviews and ongoing reporting.

Jeffrey Greer is a financial advisor at Stone Summit Wealth LLC in Miami, FL, holding a Series 65 designation with 20 years of industry experience. He previously worked at Noesis Capital Management for eight years before joining Stone Point Wealth. Stone Summit Wealth LLC provides portfolio management and fiduciary retirement advice to individual and high-net-worth clients, utilizing a range of analytical methods and a long-term trading approach across diverse asset classes. The firm manages approximately $443.6 million in assets and offers access to private placements, venture capital investments, and commodity strategies.