Mariana Trambauer is a financial advisor at Puente Asesoramiento de Inversiones, LLC with two years of industry experience. She previously worked at UBS Financial Services for two years. Outside of her advisory role, she operates an online business selling clothing and decor items she no longer uses. 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, using third-party macroeconomic research combined with internal due diligence to build diversified allocations across multiple asset classes.

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.

Javier Levy is a financial advisor at Valley Financial Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank Leumi USA and Leumi Investment Services Inc. from 2010 to 2022. Outside of his advisory role, he is a partner and general manager of RPTV Group 1, LLC, an investment vehicle involved in a bankruptcy proceeding related to a crowdfunding fund. Valley Financial Management operates under the Valley Digital Investor platform, providing discretionary portfolio management and automated ETF investment solutions primarily for individual and high-net-worth clients through an online interface linked to Valley National Bank accounts.

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.

Daniele Ghiotti is a CFP® and CFA® charterholder with 21 years of industry experience. He has been with Vesta Wealth Management, LLC since 2013 and is the sole advisor at the firm. Outside of his advisory role, Mr. Ghiotti is a licensed insurance agent who provides insurance analysis and product recommendations to clients. Vesta Wealth Management offers financial planning, consulting, and discretionary investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm uses fundamental and cyclical analysis to implement proprietary model portfolios focused on risk-adjusted growth, income, and asset protection.

Matthew Kisin is a CFA® charterholder currently with Applied Capital in Hollywood, FL. He has been with Applied Capital since 2023 and previously worked at Ernst & Young LLP from 2022 to 2023. His background includes four years at Tulane University and four years at Highland Park High School. Applied Capital is a solo registered investment adviser that provides discretionary investment management to individual and high-net-worth clients. The firm focuses on dividend-paying companies with increasing payouts and employs a range of investment strategies including stocks, bonds, ETFs, options, and derivatives.

Federico Brandt Cordovez is a Series 65 registered advisor at BMH Capital Management LLC with four years of industry experience. He is also the sole proprietor of Merkava Capital LLC. Federico's prior work includes roles at Merkava Capital Inc and Inversiones 2FB CA. BMH Capital Management LLC serves individuals, high-net-worth clients, and business entities with tailored portfolio management services that incorporate technical analysis, options strategies, and investments across equities, mutual funds, ETFs, fixed income, and international securities. The firm emphasizes a more international orientation than typical supported advisers and offers both discretionary and non-discretionary services.

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.

Nick Korzhenevsky is a financial advisor at Ex Cathedra LLC with two years of industry experience. He holds a Series 65 designation and has worked previously with Extended Travel, Sberbank of Russia, and operated Korzhenevsky Consultancy. Ex Cathedra LLC manages quantitative, automated trading strategies for qualified and accredited investors across multiple asset classes, including equities, debt securities, futures, and derivatives. The firm utilizes proprietary mathematical and statistical models with an emphasis on market-neutral speculative strategies and provides detailed monthly reporting on trades and outcomes.

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.

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.

Inaki Gordo Santos is a financial advisor at Puente Asesoramiento de Inversiones, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Santander Securities, Santander International Private Banking, Bank of America, and Merrill. 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 build diversified allocations and employs a range of investment strategies including hedging, leverage, and derivatives.

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.

Anil Sharma is the sole advisor at Third Eye Capital Management, LLC, based in Miami Beach, FL, holding a Series 65 designation with nine years of industry experience. He is also the President and Founder of Spine and Pain Centers, a private medical practice in New Jersey operating since 1997. Third Eye Capital Management provides discretionary investment management primarily to high-net-worth, accredited, and qualified investors through a private pooled investment vehicle and separately managed accounts. The firm’s strategy centers on S&P 500-linked ETFs combined with active options trading, employing leverage and derivatives under broad trading authority.

Rodrigo Costa is a financial advisor at Brazil Advisors LLC with a Series 65 designation and over 15 years of experience in the financial industry. He has worked at several firms including CdR Hollander Advisors, Bradesco Bank, EFG Bank, Perpetuos Asset Ltda., ETRNTY Family Office, and Bonanza Capital. The firm provides discretionary and non-discretionary portfolio management and related services primarily to high-net-worth and ultra-high-net-worth clients, employing a multi-asset, multi-style, multi-manager approach that incorporates both fundamental and technical analysis. It is notable for its significant non-U.S. client exposure and its work with pooled vehicles and foreign-registered funds.

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.

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.

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.