Daniel Mesa is a Co-Founder & Partner at BlackPoint Capital Partners, where he leads clients through comprehensive financial planning, investment management, and retirement strategy development. He works with individuals and businesses around the world, offering tailored solutions to meet both domestic and international financial goals. Daniel specializes in Cross-Border Financial Planning, helping clients manage the complexities of investing and building wealth across multiple countries. His guidance ensures clients remain financially secure and strategically positioned, wherever life takes them. As a CERTIFIED FINANCIAL PLANNER® professional, Daniel acts as a fiduciary and adheres to the profession’s highest ethical standards. His deep knowledge of global financial systems makes him a trusted advisor for international investors, expatriates, and global enterprises. Daniel earned his Bachelor of Arts in Chinese and Government from Hamilton College and holds a Certificate in Financial Planning from NYU. Known for his client-first approach, he is committed to helping clients build lasting financial security and independence. BlackPoint Capital Partners LLC, through its advisers, offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number: 288833.

Steven Eber is the sole advisor at Eber Capital Management in Coral Gables, FL, with 21 years of industry experience and over 45 years at his firm. He has focused on independent, fee-based advisory services throughout his career. Eber Capital Management provides discretionary portfolio management primarily for individuals, IRAs, trusts, family estate-planning accounts, and pension and profit-sharing plans. The firm emphasizes a buy-and-hold equity strategy centered on larger companies with strong financials and multi-year growth prospects, managing client accounts with full discretion subject to client-directed restrictions.

Michael Ladin is the principal of Ladin Financial Group, Inc., an independent advisory firm based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory work, he owns and operates Ladin Consulting Group, Inc., which involves insurance sales, and American Outback Expeditions, a vacation rental business. Ladin Financial Group provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a modern portfolio theory approach with globally diversified portfolios and often delegates security selection and trading to outside managers while retaining oversight and model selection responsibilities.

Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

Thiago Silva is a financial advisor at Maway LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Maway LLC since 2017, following a one-year tenure at Prodigy Network. Maway LLC provides ongoing portfolio management and prepares customized Investment Policy Statements to align client portfolios with their goals, time horizons, and risk tolerance. The firm serves individuals, high-net-worth clients, and business entities, employing a long-term investment approach that integrates cyclical, fundamental, modern portfolio theory, and technical analysis, with recommendations including ETFs, mutual funds, fixed income, real estate funds, precious-metal ETFs, venture capital, and private placements.

Ernesto Moreno is a financial advisor at MULTUS Asset Management with 15 years of industry experience. He holds a Series 65 designation and has worked at firms including Avila Pay SL and First Capital & Supplies. Moreno is also a stakeholder in MULTUS Consulting C.A., a financial and economics consulting firm based in Venezuela. MULTUS Asset Management provides discretionary investment advisory services primarily to high-net-worth individuals and private companies, including foreign clients. The firm combines macroeconomic analysis with fundamental security selection, offering tailored portfolios across various asset classes and servicing employee benefit plans as a fiduciary.

Leon Schenker is a financial advisor with Thames Asset Management, Inc., holding a Series 65 license and over 22 years of industry experience. He has been associated with Thames Asset Management since 1992 and also serves as president of the firm. In addition, Schenker is a Certified Public Accountant and has been active with SRG Advisors, LLC since 1984. Thames Asset Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, institutions, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach combines fundamental and technical analysis with asset classification and charting, utilizing a range of strategies including margin and options to tailor risk profiles and portfolio construction.

Melissa Vander Voord is a financial advisor at Allegiant Financial Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Allegiant Financial Advisors since 2013. In addition to her advisory role, she serves as a bookkeeper for the Law Offices of Aaron Resnick, P.A. Allegiant Financial Advisors is an independent firm serving clients through personalized financial planning and investment management.

Ivan Mendoza is a financial advisor at Mendoza Private Wealth in North Miami, FL, with 26 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and previously worked for Wells Fargo Advisors for eight years. Mendoza Private Wealth is an independent firm offering fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides customized, typically discretionary portfolio management using a tactical allocation approach and serves in formal ERISA fiduciary roles for institutional plan clients.

David Unda is a financial advisor at Unda Financial and Consulting LLC in Palmetto Bay, FL, with four years of industry experience. He holds a Series 65 designation and has been a real estate sales associate with Miami Partners Realty Group LLC since 2011, dedicating part of his time to residential property sales. Unda Financial and Consulting provides financial planning, investment management, and wealth management services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm uses an asset-allocation driven investment approach, incorporating a defined process with goal setting, investment selection, implementation, and ongoing monitoring, and it serves both individual and institutional-type clients.

Gareth Ryan is a financial advisor at IUR Capital, LLC with 14 years of industry experience. He holds the Series 65 and Series 63 designations and has worked with Investix Ltd, IUR Securities LLC, and IUR Capital Ltd. Based in Miami, FL, he has been associated with IUR Capital, LLC since 2010. IUR Capital LLC provides discretionary investment management to individuals, family trusts, institutional investors, and corporate clients, with a focus on equities, fixed income, and exchange-traded options. The firm employs option strategies alongside traditional holdings and offers educational seminars on financial planning and investments.

Philip Gelis is a financial advisor at Gelis Capital LLC with a Series 65 designation and one year of industry experience. Prior to founding Gelis Capital, he worked at Allianz Trade and held teaching positions at United International Business School and Loyola Marymount University. Gelis Capital LLC provides tailored portfolio management and investment advisory services to high-net-worth individuals. The firm focuses on long-term, concentrated portfolios using cyclical, fundamental, and quantitative analysis, offering discretionary management and customized Investment Policy Statements for each client.

Vinicius Ribeiro is a financial advisor at B.Side Investments LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Hollander Asset Management, LLC for 14 years. Outside of his advisory role, Ribeiro is involved in several business ventures including general business consulting, online jewelry sales, co-ownership of a beauty salon, and consulting services for manufacturers entering the Latin American market. B.Side Investments provides discretionary and non-discretionary portfolio management primarily to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm employs a multi-asset, multi-style approach, incorporating both fundamental and technical analysis, and is notable for its significant non-U.S. client exposure and expertise with pooled vehicles and foreign-registered funds.

Paul Dibiasio is the principal of Private Lane Capital, LLC, an independent advisory firm based in Annandale, Virginia. He holds a Series 65 designation and has 19 years of industry experience, with a career that includes managing Private Lane Capital since 1999 and operating Di Biasio & Edgington, Inc. since 1989. Di Biasio & Edgington provides a subscription service offering portfolio analysis using proprietary technical analysis methodologies. Private Lane Capital offers discretionary portfolio management primarily to high-net-worth individuals, families, and institutional clients, managing approximately $128.8 million in assets across nine accounts. The firm employs a concentrated, equity-focused investment strategy that combines technical and fundamental analysis, with selective use of option strategies and private placements for qualified investors.

Kevin Jessurum is the principal of Jessurum Capital, a state-registered investment adviser based in Miami, FL. He holds the CFA® designation and a Series 65 license, with one year of industry experience. Prior to founding Jessurum Capital, he held roles at Visa Business Plans, Red Crane Management, Sierra Capital, Vie Management, and Florida International University. Outside of his advisory work, he is involved with the National Youth Advocate Program, providing foster care case management. Jessurum Capital offers portfolio management and tailored investment advisory services primarily to high-net-worth individuals, families, and trusts. The firm employs a long-term, fundamentals-based investment approach focused on asset allocation, diversification, and risk management across a broad range of investment instruments.

Malcolm Brown is a financial advisor at Ethos Investment Advisory Group LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial LLC, Seacoast Bank, and Sabadel. Ethos Investment Advisory Group provides wealth management services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm focuses on diversified portfolios primarily composed of low-cost mutual funds and ETFs, employing a long-term investment approach with tactical reallocations and ongoing monitoring.

Alejandro Contreras is a financial advisor at BlueReef Capital with six years of industry experience. He holds a Series 65 designation and has held roles at Apex Group Fund Services, Icon Living LLC, FlexFunds, Contral Consulting Inc, and Viesso. Outside of financial advising, he is a licensed mortgage salesperson in Florida and California. BlueReef Capital provides portfolio management and investment advice primarily to individual clients, creating Investment Policy Statements tailored to each client and typically managing accounts on a discretionary basis. The firm employs a diverse investment approach that includes fundamental, quantitative, technical, cyclical, and charting analyses, along with strategies such as options, margin trading, private placements, and allocations to non-U.S. securities and real estate funds.

Edward Dubinski is a financial advisor at Fintelect AM, LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fintelect AM since 2022 and at Axensis, LLC since 2011. He is also a general partner of Fintelect Horizons LLC, a separate entity not offered to advisory clients of Fintelect AM. Fintelect AM, LLC provides discretionary portfolio management to individuals, high-net-worth individuals, and investment companies, using a combination of cyclical analysis, fundamental analysis, and modern portfolio theory. The firm includes non-U.S. securities in client portfolios and conducts regular reviews aligned with documented investment objectives and risk tolerances.

Brian Dumont is the principal of Dumont Wealth, an independent registered investment adviser, with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research Inc. and other financial firms. Dumont is also the co-founder and CEO of Gondola InsurTech Corp, an insurance technology company, and serves as a trustee of the NYC Chapter Board for the New York League of Conservation Voters, a nonprofit focused on environmental policy. Dumont Wealth provides discretionary and non-discretionary asset management, financial planning, and referrals to third-party money managers for individual and high-net-worth clients. The firm’s investment approach combines technical analysis with modern portfolio theory, managing accounts typically reviewed quarterly and tailored to client investment policy statements.

Lawrence Kamin is a CFP® and Series 65-registered financial advisor with 14 years of experience, operating LK Financial Planning LLC in Miami Beach, FL. He has managed his independent firm since 2012, serving a select number of clients with a focus on comprehensive financial planning and investment supervisory services. LK Financial Planning LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth households. The firm emphasizes long-term, diversified asset allocation using primarily ETFs and low-cost mutual funds, with attention to tax efficiency and multigenerational planning tailored to each household’s needs.