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.

Christian Cameron is a financial advisor at Camerondowning, Inc. with two years of industry experience. He holds a Series 65 credential and has a background in law, serving as owner and attorney at the Law Office of Christian Cameron, P.A. since 2021. His prior legal 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, incorporating both traditional and digital assets such as cryptocurrencies and non-fungible tokens. The firm applies modern portfolio theory within a fiduciary framework and offers specialized crypto asset planning, custody arrangements, and education as part of its services.

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.

Andrea Bruno is a financial advisor at Aventura Private Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Andrea joined Aventura Private Wealth in 2024 after roles at Insigneo Advisory Services LLC and Insigneo Securities LLC. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, high-net-worth clients, families, trusts, charitable organizations, foundations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions.

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 previously worked at Santander Securities, Wells Fargo Clearing, and Wells Fargo Advisors. Puente Asesoramiento de Inversiones LLC offers discretionary and non-discretionary asset and portfolio management and investment advice to institutions, corporations, and high-net-worth clients, integrating 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 its personnel hold multiple registrations and roles across related financial entities.

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.

Jeremy Brinkmeier is a financial advisor at Common Cents Wealth Management, LLC with 16 years of industry experience. He holds the Series 65 credential and has been with Common Cents Wealth Management since 2009. Common Cents Wealth Management provides ongoing portfolio management to individuals, high-net-worth individuals, and small businesses. The firm offers a passive, index-based investment approach focused on diversified portfolios of ETFs and indexed mutual funds, guided by Modern Portfolio Theory and tailored Investment Policy Statements.

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 a financial advisor at Dhody Investment Group with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates, Blue Investment Management LLC, and LPS Capital LLC. Outside of his advisory roles, he serves as a director on the audit committee for Jaws Hurricane Acquisitions Corp and provides strategic advice to the board of Refill It, a non-investment-related company. Dhody Investment Group serves individuals, high-net-worth clients, families, trusts, estates, and businesses, managing approximately $341 million for 22 clients. The firm offers customized investment management, financial planning, and non-discretionary portfolio construction using a combination of fundamental and technical analysis alongside an internal due-diligence process.

Erik Halvorssen Villegas is a financial advisor at Klosters Capital with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Klosters Capital since 2019, following roles at Harbor Ithaka WM, LLC and Cgis Advisors LLC. Outside of his advisory work, he serves as Chairman of the Board for United Dental Corporation, a dental practice platform. Klosters Capital provides investment advisory services to individual and institutional clients, including both high-net-worth and non-HNW individuals. The firm employs an open-architecture, customized investment approach that integrates third-party macroeconomic research, manager due diligence, and direct security selection across a broad range of asset classes, with a distinctive international orientation and notable use of private equity and derivatives in its strategies.

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® professional with 27 years of industry experience. He has been with Camerondowning, Inc. since 2014. In addition to his advisory role, he conducts insurance business as a broker alongside a colleague. Camerondowning, Inc. advises individual and high-net-worth clients on 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, emphasizing tailored investment plans, manager selection, and specialized crypto asset planning and education.

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.

Varda Tal is a financial advisor at Valley Financial Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Leumi Investment Services Inc and Bank Leumi USA. Outside of her advisory role, she is a member of Vtal Property LLC. Valley Financial Management operates under the Valley Digital Investor platform, providing online discretionary portfolio management and automated ETF model implementations for individual and high-net-worth clients who use Valley National Bank accounts. The firm employs a rules-based approach to portfolio selection and rebalancing based on client profiles and market conditions.

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.