Raul Isern is a CFP® professional with 32 years of experience in the financial services industry. He is affiliated with LPL Financial and has been providing investment advisory services through his own firm, Atlantic Family Wealth, LLC, since 2014. Isern is based in Coral Gables, FL. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and delivers solutions through a large network of investment adviser representatives.

Jared Johnson is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He has been with Dakota Asset Management, LLC since 2021 and previously worked at S.G. Capital Management, LLC for 14 years. Dakota Asset Management, LLC is a small, state-registered investment adviser managing approximately $28.7 million for a limited client base, including individuals, pension and profit-sharing plans, and institutional investors. The firm provides discretionary, tailored portfolio management using fundamental and technical analysis, and it also serves as a sub-adviser to a private fund and manages a long/short equity euro note.

Luis Medina is a Series 65 licensed advisor with five years of industry experience. He currently works at LMPG Wealth Advisors, LLC and is also an authorized member of Helix Capital Group, LLC, a family limited partnership involved in private transactions and holding company business. Prior to his current role, he worked at CMG Capital Management Group and CN. LMPG Wealth Advisors, LLC provides portfolio management services to individuals, high-net-worth clients, trusts, and business entities, operating without an account minimum. The firm uses a variety of analytical methods within a long-term trading framework and offers both discretionary and non-discretionary advisory arrangements across a diverse investment menu.

Andrew Carrillo is a CFP® with 18 years of industry experience, currently serving at Barnett Capital Advisors LLC in Miami, FL. He has been with Barnett Capital Advisors since 2011 and is also the managing member of Barnett Capital Insurance, LLC. Carrillo manages the Barnett U.S. Equity Fund LP, a private fund offered to suitable clients. Barnett Capital Advisors provides investment advisory and consulting services primarily to high-net-worth individuals, corporations, pooled investment vehicles, and pension plans. The firm employs a fundamental, long-term investment approach and tailors portfolios based on clients’ financial situations and risk tolerances, offering both discretionary management and third-party money manager referrals.

Herman Scholtz Raffalli is a financial advisor at PAR5 Advisors LLC in Miami, FL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Par5 Capital & Co LLC, Jardines de Confucio, Leafy Jungle, Global Reach Advisors, and Global Strategic Investment. He is also associated with EOZ Ventures, LLC, a non-operating entity established to receive contractor compensation from a previous employer. PAR5 Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, and certain corporations. The firm uses investor profiles to tailor strategies and employs both fundamental and technical analysis, managing accounts on a discretionary or non-discretionary basis depending on client preference.

John Napolitano is a financial advisor at Saint Joseph Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Saint Joseph International and Online Trading Academy. Saint Joseph Advisors provides discretionary and non-discretionary asset management and investment advisory services to individuals, trusts, and business entities. The firm employs a mix of fundamental, technical, and charting analysis tailored to client risk tolerance and time horizon, offering educational seminars and maintaining a network of affiliated businesses with a cross-border focus.

Milagros Varela Fleurquin is a financial advisor at Aqua Advisors LLC in Miami, FL, holding a Series 65 designation with nine years of industry experience. She has been with Aqua Advisors since 2016. Aqua Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals and families. The firm offers customized asset allocations incorporating public equities, fixed income, derivatives, foreign currency exposure, and private equity interests, supported by both third-party research and internal due diligence.

Arielle Buitenhuys is a financial advisor at Avail Investment Partners, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Avail Investment Partners and Investment Research Partners since 2022, as well as Mercantil Investment Services since 2015. Outside of her advisory role, Arielle engages in a small hobby business making homemade dog treats for friends and family. Avail Investment Partners provides investment management and financial planning to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a predominantly top-down, evidence-based investment approach and utilizes a range of strategies including affiliated sub-adviser allocations and artificial intelligence tools for data aggregation and analysis.

Przemyslaw Grzywacz is a financial advisor at LMPG Wealth Advisors, LLC in Miami, FL, holding a Series 65 credential with one year of industry experience. He previously worked for CMG Capital Management Group, Inc. for 11 years and retains a minority ownership interest in that firm. LMPG Wealth Advisors provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, and business entities, utilizing a comprehensive investment process that includes fundamental, technical, and quantitative analysis. The firm offers a broad investment menu and manages both discretionary and non-discretionary assets, including accounts not custodied with the firm.

John Shea is a CFP® and ChFC® with 31 years of industry experience. He has worked at Genesis Wealth Management, Inc. since 2017 and has also been affiliated with MetLife since 2009. Outside of his advisory role, he serves as a part-time barista at Christ Fellowship Church in Palm Beach Gardens, FL. Genesis Wealth Management serves individual, business, and institutional clients, providing asset management, financial planning, and retirement plan consulting. The firm employs a passive, buy-and-hold investment approach based on academic research and Dimensional Fund Advisors’ strategies, with portfolios reviewed quarterly and rebalanced annually.

Rakesh Khilnani is a financial advisor at Goi with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors Financial Network and Global Capital Strategies. Outside of advising, he is President of Khilnani Wealth Management LLC and a managing partner of Amdia Partners LLC and Maysara Capital LLC, entities associated with his personal investments. Goi provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, families, trusts, foundations, businesses, and retirement accounts, including offshore portfolio management. The firm uses a model-driven investment process combining quantitative, fundamental, and technical analysis to create customized global portfolios and offers estate-planning coordination through a third-party provider.

Alfredo Oliva is a financial advisor with Advisuite, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. He has been associated with Kovack Securities, Inc. and Kovack Advisors, Inc. since 2011. Oliva is a partner in Inverluxe Global Asset Management, LLC, a fee-based investment advisory firm. Advisuite (doing business as Neo Alliance) provides investment advisory and portfolio management services primarily to pooled vehicles, institutions, and other entities. The firm combines client-specific investment policy statements with third-party research and internal due diligence to construct multi-asset portfolios, utilizing sub-advisors and offering both discretionary and non-discretionary management.

Christopher De Leon is a CFP® with five years of industry experience, currently serving as an advisor at Plandeavor in Miami, FL. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Andrea Williams. Plandeavor provides discretionary asset management, comprehensive financial planning, and hourly consultation for individuals, trusts, estates, and business entities. The firm employs a quantitative investment approach using ETFs and direct indexing, incorporating tax-loss harvesting and tactical asset allocation, while maintaining ongoing financial plans through client data aggregation and regular reviews.

Steven Groslin is a financial advisor at ASG Capital LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at ASG Capital since 2013. Through his ownership of ASG Asset Management Inc., he acts as a sponsor and adviser to two pooled investment vehicles offered exclusively to non-U.S. investors. 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 sponsors multiple pooled funds and focuses on global diversification across fixed income and hybrid instruments, using both fundamental and technical analysis.

Eddy Park is a financial advisor at Premia Global Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Premia Global Advisors since 2016. Prior to joining Premia, he worked at Global Investor Services from 2016 to 2020 and is currently affiliated with Rose Capital Advisors, LLC. Premia Global Advisors provides discretionary and non-discretionary investment and wealth advisory services to high-net-worth individuals and various institutional clients. The firm focuses on long-term investment strategies using both fundamental and technical analysis and offers customized portfolios that include equities, fixed income, mutual funds, ETFs, UCITS, and alternative investments, serving a significant non-U.S. client base with access to offshore and institutional share classes.

Jorge San Roman is a financial advisor with Puente Asesoramiento de Inversiones, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Santander Securities, LLC and Santander International Private Banking for over nine years. 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. The firm combines third-party macroeconomic research with internal due diligence to construct diversified portfolios across multiple asset classes and employs strategies that may include hedging, leverage, derivatives, and emerging-market exposures.

Frank Estevez is a financial advisor at Noctua International WMG, LLC with a Series 65 designation. He has prior experience practicing law, including nine years at The Estevez Law Firm PA and a year at Quintairos Prieto Wood & Boyer PA. Estevez has been with Noctua Partners since 2026. Noctua International WMG, LLC provides discretionary and non-discretionary investment management, financial planning, and family-office services primarily to high-net-worth individuals and corporate clients. The firm’s investment approach integrates top-down macro asset allocation with bottom-up security selection across multiple asset classes and offers customized portfolio solutions along with pooled investment vehicles.

Sol Villalobos is a financial advisor at Cela Wealth Management with four years of industry experience. He holds a Series 65 credential and has worked at the A2 Law Office, P.A. since 2022, where he serves as a legal assistant drafting trusts and wills. Prior to his advisory role, he spent eight years with the Poder Judicial de la Nacion-Camara Nacional de Apelaciones Comer. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management to individuals, trusts, foundations, and small businesses, focusing on higher-net-worth households. The firm uses a data-driven investment process combining fundamental and technical analysis with a core-and-satellite approach featuring low-cost index ETFs and tactical satellite positions.

Nuria Bonaechea is a Series 65-licensed financial advisor at Klosters Capital with 10 years of experience in the financial industry. She has worked at Klosters Capital since 2016 and previously at Great Properties from 2012 to 2016. Based in Miami, FL, Bonaechea is part of a small team of four advisors at the firm. Klosters Capital provides investment advisory services to both individual and institutional clients, managing approximately $495.6 million in assets as of December 31, 2025. The firm employs an open-architecture, customized investment approach that includes discretionary and non-discretionary portfolio management, sub-advisory work, and private equity advisory, with a distinctive international focus and use of derivatives and private equity deal sourcing.

Lucy Chou is a financial advisor at Luna Partners with seven years of industry experience. She holds a Series 65 designation and has previously worked at Stockbridge Investors, Berkshire Partners, and Goldman Sachs & Co. Luna Partners provides discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities, focusing on U.S. and select foreign equities and related derivatives. The firm employs a concentrated portfolio approach combining qualitative diligence with quantitative modeling to seek absolute, through-cycle returns while aiming to limit permanent capital loss.