Jeffrey Greer is a financial advisor at Stone Summit Wealth LLC in Miami, FL, holding a Series 65 designation with 20 years of industry experience. He previously worked at Noesis Capital Management for eight years before joining Stone Point Wealth. Stone Summit Wealth LLC provides portfolio management and fiduciary retirement advice to individual and high-net-worth clients, utilizing a range of analytical methods and a long-term trading approach across diverse asset classes. The firm manages approximately $443.6 million in assets and offers access to private placements, venture capital investments, and commodity strategies.

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.

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.

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.

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.

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.

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.

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.

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.