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.

Michael Boyer is a financial advisor at RCPlanners with three years of industry experience. He holds a Series 65 designation and has previously worked at firms including Ultimate Life Financial, LifePro Asset Management, and Fast Credit Union. Boyer is licensed to sell insurance products and dedicates approximately half of his time to insurance-related activities. RCPlanners provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis, along with a proprietary retirement income model, to address a range of retirement risks and typically uses a mix of exchange-listed securities, mutual funds, ETFs, and other investment vehicles.

Christian Cameron is a financial advisor at Camerondowning, Inc. with three years of industry experience. He holds a Series 65 designation and maintains a legal practice as owner and attorney of the Law Office of Christian Cameron, P.A., where he provides legal services to both advisory clients and non-clients. His prior 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, including tailored investment plans incorporating various asset classes and crypto asset planning. The firm operates under a fiduciary standard, using modern portfolio theory and offering specialized services and disclosures for digital asset investments.

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 has worked at firms including UBS Financial Services, Wells Fargo Clearing, and Santander Securities. 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, combining 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 employs multiple registrations and outside business activities among its personnel.

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 an advisor at Dhody Investment Group with 30 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes roles at LPS Capital LLC, Blue Investment Management LLC, Raymond James & Associates, and Deutsche Bank Securities Inc. Outside of his advisory work, he serves as a director on the audit committee of Jaws Hurricane Acquisitions Corp and advises the board of Refill It. Dhody Investment Group serves high-net-worth individuals, 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 along with internal due diligence to design strategic asset allocations tailored to client goals and risk profiles.

Erik Halvorssen Villegas is a financial advisor with Klosters Capital, holding Series 65 and Series 63 licenses and possessing 18 years of industry experience. His prior roles include positions at Harbor Ithaka WM, Cgis Advisors, Lowenhaupt Global Advisors, Banc of America Investment Services, and BSI Investment Advisors. Outside of his advisory work, he serves as Chairman of the Board at United Dental Corporation, a dental practice platform in Miami. Klosters Capital is an SEC-registered investment adviser managing portfolios for a select group of individual and institutional clients. The firm employs an open-architecture investment approach utilizing a variety of asset classes and AI-assisted research tools, with a focus on both discretionary and non-discretionary advisory relationships.

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®-certified financial advisor with 28 years of industry experience, currently serving at Camerondowning, Inc. since 2014. Prior to this, he worked for 16 years at Equity Services, Inc. He is also licensed as an insurance broker. CameronDowning advises individual and high-net-worth clients on portfolio management and comprehensive financial planning, incorporating a range of investment types including traditional assets and digital currencies. The firm employs a fiduciary standard with a focus on long-term strategies and offers specialized crypto asset planning and education as part of its services.

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.

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.