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, holding Series 63 and Series 65 credentials with three years of industry experience. His career includes positions at Stifel, Nicolaus & Company, Morgan Stanley, and Valley Financial Management, among others. Coral Wealth Management serves individuals, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, pension consulting, and Health Savings Account advisory services. The firm employs a model-based investment approach using firm-designed portfolios tailored to client risk tolerance and objectives, primarily utilizing ETFs alongside fundamental analysis and both long- and short-term strategies.

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® with 15 years of industry experience, currently serving as an advisor at Common Cents Wealth Management, LLC since 2011. He holds the Series 63 designation and works out of Pembroke Pines, FL. Common Cents Wealth Management offers portfolio management services to individuals, high-net-worth clients, and small businesses, focusing on passive, index-based investment strategies using ETFs and indexed mutual funds. The firm manages approximately $113.7 million across about 205 client accounts and provides both discretionary and non-discretionary services without an account minimum.

Steven Snowden is a financial advisor with 4 years of industry experience, currently with 1977 Wealth, LLC. He holds the Series 63 and Series 65 designations and has prior experience at firms including C2C Private Wealth, U.S. Private Wealth, and Northwestern Mutual. His background also includes a brief role with a Chili’s franchise and work associated with Pennsylvania State University. 1977 Wealth, LLC serves individuals, families, small business owners, pension and profit-sharing plans, trusts, endowments, estates, and charitable organizations by providing personalized financial planning and discretionary investment management. The firm’s investment approach includes fundamental and technical research combined with active management across a broad investment universe, along with specialized services such as pension consulting, family office support, and ERISA fiduciary services.

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 with Series 63 and Series 65 credentials. He has been in the industry since 2025, holding prior roles at firms including Holistic Brokerage, LLC and StoneX Group, Inc. Sardona Global Advisors is a state-registered investment adviser managing discretionary portfolios primarily for individuals and entities. The firm employs a multi-asset, multi-style, multi-manager approach and offers services such as private placement advisory and private fund administration, maintaining a small client base alongside capabilities typical of larger firms.

Nathan Cohen is a Series 65 licensed advisor with ASG Capital, based in Bay Harbor Islands, FL, and has recently started his career in the financial industry. His prior experience includes roles at Morgan Stanley and Kamet Ventures. Outside of finance, he has worked in education, including teaching positions at Miami Beach Senior High and Ruth K Broad K-8. 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 is noted for sponsoring multiple pooled investment vehicles and employing a strategy focused on global diversification across fixed income and hybrid securities.

Jon Paul Espinoza is a financial advisor at B1 Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Eagle Strategies (NY Life) and Guardian Life. His background includes roles spanning over a decade with New York Life Insurance Company and its affiliated entities. B1 Financial serves individual clients, high-net-worth households, and corporate and employee benefit plan clients by providing financial planning, discretionary portfolio management, and ERISA fiduciary services. The firm employs a diversified investment approach using various instruments and conducts regular portfolio reviews.

Joe Cantu is a financial advisor with Cantu Tactical Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with the firm, formerly known as Cantu Pension, since 2012. Outside of his advisory role, Joe serves as a boat captain on weekends and is a licensed insurance agent in Florida. Cantu Tactical Wealth Management serves individual investors, trusts, small businesses, and retirement plans through fee-only portfolio management, retirement planning, plan consulting, and investment education. The firm employs a Global Tactical Asset Allocation approach with a momentum-driven methodology, focusing on non-high-net-worth clients and combining separately managed accounts with retirement plan services.

Javier Henriquez is a financial advisor with Alius Capital Partners holding a Series 65 designation. He has experience at multiple firms, including Henre Capital and Aria Development Group, and has worked in various roles since 2014. Alius Capital Partners provides advisory, consulting, and management services focused on real estate-related and alternative investment products for institutional and sophisticated investors. The firm supports platforms and pooled investment vehicles through services such as product sourcing, due diligence, structuring, and ongoing monitoring.

Jonathan Cameron is a CFP® professional with 17 years of industry experience. He has worked at Camerondowning, Inc. since 2014 and was previously with Origin Financial from 2021 to 2023. In addition to his advisory role, he is a licensed insurance agent. Camerondowning, Inc. serves individual and high-net-worth clients with 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 and offers specialized crypto asset planning and education integrated into its investment approach.

Eric W Inn is a financial advisor with Heller Private Wealth, holding a Series 66 designation and five years of industry experience. Before joining Heller Private Wealth in 2023, he held positions at Bank of America, Merrill, and Morgan Stanley. He also played college basketball at the University of Miami. Heller Private Wealth LLC provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client objectives and risk tolerance, using a variety of instruments and maintaining a high assets-per-client profile.

Christopher Cercy is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Fierce Financial Group LLC, where he has worked since 2018. Prior to that, he was with FormulaFolio Investments, Retirement Wealth Advisors, and Maestro Wealth Advisors. Fierce Financial Group is a small, advisor-supported registered investment adviser specializing in customized investment management for high-net-worth individuals, families, and trusts. The firm offers Active, Passive, and Hybrid strategies with portfolios managed on a discretionary basis, focusing on individualized service and low-cost implementation.

Thomas Crowell is a financial advisor at Kraken Adviser LLC with a Series 65 designation. He has professional experience with companies including Payward, Inc. and Hillsboro Aero Academy LLC. Crowell has been with Kraken Adviser since 2025. Kraken Adviser LLC provides web- and mobile-based investment advisory services focused on individual clients using both crypto trading and securities brokerage accounts. The firm offers thematic ETF and equity Bundles managed by an Investment Committee and an AI-driven Portfolio Agent that delivers personalized portfolio recommendations with discretionary trading authority.

Sean Pendray is a ChFC® with 26 years of experience in the financial services industry. He is currently with Merited Wealth, LLC and has previous experience at Mutual Trust Asset Management, Freedom Investors Corp., and his own firm, Pendray Financial Associates, which he has operated since 2012. Outside of advisory work, he is involved in insurance-related activities, including annuity products and life insurance, as well as Medicare and Medicaid compliance solutions. Merited Wealth provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate retirement plans. The firm emphasizes long-term investment strategies using exchange-traded equities, mutual funds, and ETFs, supported by third-party platforms and annual portfolio reviews.

Dennis Coral is a financial advisor at Coral Wealth Management, LLC in Miami, FL, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including International Assets Investment Management, Kovack Securities, and SunTrust Advisory Services. In addition to his advisory work, Mr. Coral is a licensed life insurance agent, assisting clients with insurance decisions. Coral Wealth Management serves individual clients, including high-net-worth households, as well as charitable organizations and corporate clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and advisory services for Health Savings Accounts, utilizing firm-developed model portfolios focused primarily on exchange-traded funds.