Jaime Domenech Macias is a financial advisor at Angelus Investment Consulting, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Insight Securities Inc., Loyola Asset Management LLC, and Western International Securities, Inc. Outside of his advisory role, he is an independent contractor helping with the sale of Dester-Russell knives. Angelus Investment Consulting provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages a concentrated client base using a combination of fundamental, technical, and quantitative analysis, offering both discretionary and non-discretionary services.

Ramesh Madhusudan is the sole advisor at RM Private Wealth Management Inc. in Miami, FL, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2015 and founded RM Private Wealth Management in 2018. Outside of his advisory role, he owns AEGIS VENTURES LLC, a single-member company used for tax purposes and personal investments in startup companies. RM Private Wealth Management serves high-net-worth individuals and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting services. The firm employs a tactical allocation approach using various types of securities and strategies and manages approximately $340.9 million in discretionary assets across 71 clients.

Stephen Taylor is a CFP® with 19 years of industry experience, currently serving as an advisor at Merited Wealth, LLC. His background includes roles at Stephen A. Taylor Wealth Management and Taylormade Investments, as well as ongoing legal work since 2001 as an attorney specializing in estate planning. He also provides expert witness testimony related to litigation matters. Merited Wealth offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate retirement plans. The firm employs primarily long-term investment strategies with tactical reallocations, utilizing third-party platforms and client portals to consolidate and monitor financial data.

Raj Raghani is a financial advisor at Vantage Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Joseph Stone Capital, National Securities Corp, and VCS Venture Securities. Outside of his advisory work, he is president of Deliberate Pondering Inc., a non-investment-related corporation. Vantage Wealth Management LLC provides portfolio management and advisory services primarily to high-net-worth individuals and businesses, including trusts, corporations, and nonprofit organizations. The firm uses an analytical, goals-based investment process focused on diversification across equities, ETFs, bonds, and other liquid instruments.

Elisabet Ramos is a financial advisor at Amida Wealth Advisors, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including United Planners' Financial Services of America and CETERA Advisor Networks. In addition to her advisory role, she is the founder and manager of Amida Lifestyle, LLC, an event planning business, and Amida Business Management, LLC, which provides business consulting services. Amida Wealth Advisors is a small, supported firm serving individuals, trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis with long-term investment strategies and offers comprehensive financial planning, coaching, and portfolio management through third-party sub-advisers.

Nikko Tzitzifas is a financial advisor at GMG Asset Management with three years of industry experience. He holds a Series 65 designation and previously worked at Wilmington Trust, BlackRock, and Merrill Lynch. Outside of his advisory role, he is the President of GMG Research, where he composes an entertainment newsletter. GMG Asset Management provides portfolio management and investment advisory services to individuals, high-net-worth clients, and business entities. The firm employs both fundamental and quantitative analysis, offering a range of strategies tailored to client Investment Policy Statements and managing both discretionary and non-discretionary accounts.

Cynthia Dibartolo is a financial advisor at Tigress Financial Partners, LLC with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Siebert Financial Corp, Rise Financial Services, and Mandhana Industries Limited. Outside of her advisory role, she serves on multiple nonprofit and business boards, including the Greater New York Chamber of Commerce, the Rainbow PUSH Coalition, and the Wall Street Project, and is involved in diversity and inclusion initiatives. Tigress Financial Partners provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and business entities. The firm employs a combination of fundamental and quantitative analysis and offers access to private equity, hedge funds, and wrap-fee programs.

Rafael Garcia is a financial advisor at Veltria Advisors Corp. in Miami, FL, holding Series 65 and Series 66 licenses with one year of industry experience. His prior roles include positions at Inteligo USA, the Tuck School of Business at Dartmouth, and the Allie Family Office. Veltria Advisors Corp. provides portfolio management, financial planning, and consulting services to high-net-worth and individual clients, managing over $113 million in discretionary assets. The firm employs fundamental analysis and modern portfolio theory, offering a range of investment instruments with a notable affiliation to Inteligo Bank Ltd. that supports cross-border investment activities.

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.

Vinicius Ribeiro is a financial advisor at Brazil Advisors LLC with 16 years of industry experience. He holds a Series 65 designation and has worked previously at Hollander Asset Management, LLC and Alpha Investment Management LLC. Outside of his advisory work, Ribeiro is involved in several business ventures including general business consulting, online jewelry sales, co-ownership of a beauty salon, and providing consulting services to manufacturers entering the Latin American market. Brazil Advisors LLC specializes in discretionary and non-discretionary portfolio management primarily for high-net-worth and ultra-high-net-worth clients. The firm employs a multi-asset, multi-style, multi-manager approach and offers a range of services including private pooled investment vehicle advisory and use of active investment techniques.

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. Her prior roles include positions at Global Opportune Investments LLC, Global Strategy Group, and NMBL. Outside of advising, she is involved in real estate sales as a licensed salesperson with Douglas Elliman. Goi provides discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, businesses, and offshore clients. The firm employs a model-driven investment process that integrates quantitative, fundamental, and technical analysis to construct diversified portfolios tailored to client objectives and risk tolerance.

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.