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.

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.

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.

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.

Stephanie Campos is a CFP®-certified financial advisor with 15 years of industry experience. She is the principal at Campos Financial LLC, an independent firm based in Miami, FL, and also manages a real estate company, Campos Real Estate LLC. Prior to founding Campos Financial, she worked at Origin Financial and has experience outside of the financial industry. Campos Financial provides financial planning and discretionary portfolio management primarily for individuals and families, as well as small business owners, trusts, foundations, and other institutional clients. The firm employs a low-cost, diversified ETF and asset-allocation approach with periodic monitoring and rebalancing, and coordinates with outside sub-advisors for individual stock or bond management as needed.

Daniel De La Hormaza Hernandez is a CFA charterholder and principal of Hormaza Capital Advisory, LLC, with three years of industry experience, including roles at Scotiabank and his own practice prior to founding his current firm. He is based in Doral, Florida. Hormaza Capital Advisory, LLC is a fee-only investment adviser offering personalized wealth management and comprehensive financial planning to individuals, families, and high-net-worth clients. The firm follows an evidence-based, factor-oriented investment approach using low-cost ETFs with a core-satellite allocation and emphasizes a long-term buy-and-hold strategy alongside integrated financial planning services.

Gabriel Freund is a CFA® charterholder with 17 years of industry experience. He is currently with RAC Strategic Partners, an independent firm he joined in 2025, and previously worked at Welcy Capital Advisors, Amerant Investment, Santander Securities, and Santander International Private Banking. RAC Strategic Partners is an SEC-registered investment adviser that provides retirement income planning, comprehensive financial planning, and fee-based portfolio management. The firm serves individual and institutional clients, employing a tactical allocation approach and offering outsourced chief investment officer services alongside tailored financial planning.

Daniel Del Rio is a financial advisor with HighRise Wealth Management in Miami, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at Equitable, Equitable Advisors, Axa Advisors, and Northwestern Mutual. Outside of finance, Del Rio is a partner and soccer trainer at LevelUp Miami, where he oversees business operations and coaches athletes. HighRise Wealth Management serves individual, corporate, and municipal clients with portfolio management, pension consulting, and financial planning. The firm’s investment approach is guided by client-specific Investment Policy Statements and employs fundamental analysis, modern portfolio theory, and quantitative methods, incorporating both long- and short-term strategies as well as options trading.

Javier Contreras is the owner of Valle Financial Group and holds Series 65 and Series 63 licenses. He has 17 years of experience in the financial industry, with prior roles including business development and brokerage services at several firms such as Dinosaur Merchant Bank Limited and Navona International Services LLC. Outside of his advisory work, he is involved in business development through Navona International Services LLC. Valle Financial Group provides discretionary and non-discretionary portfolio management and advisory services primarily to institutional clients, small businesses, and high-net-worth investors. The firm constructs customized asset allocations utilizing equities, fixed income, options, and alternative investments, incorporating third-party research and in-house due diligence, and offers consulting services under various fee arrangements.

Bogumil Baranowski is a financial advisor with Blue Infinitas Capital, LLC in Miami, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. Prior to founding Blue Infinitas Capital in 2024, he worked at Sicart Associates, LLC for eight years. He hosts and owns "Talking Billions," a weekly investing podcast that serves as both a continuing education platform and an income-producing activity. He also serves as a trustee for two trusts managed by his firm and receives royalties from published books. Blue Infinitas Capital provides discretionary portfolio management primarily for individuals and high-net-worth clients, including fiduciary advice and trust management services. The firm employs a value-investing approach focused on equities, ETFs, and select fixed income or non-U.S. securities, serving both personal investors and non-individual account types.

Paul Walkington is a financial advisor with EM Financial Services, LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at San Plas Securities LLC and SB Advisory, LLC. Outside of his advisory work, he serves as Vice President and insurance agent at EM Insurance and Financial Services, LLC, focusing on health benefits and fixed insurance products. EM Financial Services provides discretionary and non-discretionary asset management, financial planning, and consulting for individuals, high-net-worth clients, and business entities. The firm combines fundamental and technical analysis with Modern Portfolio Theory to tailor portfolios and also offers fee-based management of annuities and retirement-plan advisory services, with a boutique approach and no required account minimums.

Behzad Ravan is a CERTIFIED FINANCIAL PLANNER™ professional at RC Private Wealth, LLC with two years of industry experience. He has been associated with RC Private Wealth since 2023 and concurrently with RC CPAs since 2015. Ravan is a member of the Alliott Global Alliance and serves as the financial treasurer of the Entrepreneur Organization South Florida Chapter. RC Private Wealth LLC provides investment advisory services primarily for pooled and institutional clients, including participant-directed retirement plans. The firm utilizes a Modern Portfolio Theory-based approach focusing on broad asset-class diversification with passively managed funds, supported by model portfolios and sub-advisory relationships.

Jorge Valdes Jr. is a CFP® professional at Financial Designs Wealth Management with two years of industry experience. He previously worked at Financial Designs Inc. and has a background connected to the University of Miami. Valdes is also an independent licensed insurance agent for health and life insurance, devoting part of his time to this business. Financial Designs Wealth Management serves individuals, trusts, corporations, and retirement plan sponsors with wealth management, portfolio management, retirement plan consulting, and estate planning coordination. The firm emphasizes personalized portfolios through asset allocation, diversification, and periodic rebalancing, utilizing third-party money managers and a range of investment vehicles.

Fradel Barber is a financial advisor at The World Changers Investments, LLC with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Barber has held various roles including leadership positions with The World Changers Network, an online education platform, and The World Changers Agency, an insurance agency. The World Changers Investments, LLC provides investment management and sub-advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors. The firm focuses on recommending model-based or customized portfolios through third-party asset managers, maintaining a non-discretionary approach that allows clients to retain decision authority.

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.

Daniela Munoz is a financial advisor at Atlantic Family Wealth, LLC with four years of industry experience. She holds a Series 66 designation and has worked previously at StoneX Financial Inc. and Lake Forest Securities. Atlantic Family Wealth provides investment advice and portfolio management to individuals and high-net-worth clients, utilizing a range of strategies implemented through sponsored advisory programs and third-party managers. The firm typically acts as a discretionary manager, tailoring portfolios to client goals and risk tolerance while employing diverse investment approaches including long- and short-term trading, options, and structured notes.

Leticia Santiago is a financial advisor at Fortis Private Wealth Advisors, LLC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Insigneo Advisory Services and Insigneo Securities LLC. Outside of her advisory role, she is a managing member of Vertical Integrations LLC, a real estate consulting business. Fortis Private Wealth Advisors provides discretionary investment management and financial advice to high-net-worth individuals, family offices, corporations, and insurance companies. The firm combines macroeconomic analysis with third-party research to create customized portfolios, employing a primarily long-term buy-and-hold strategy while permitting short-term transactions and borrowing when appropriate.

Frank Van Lerven is a CFP® at ISGAM US LLC with four years of industry experience. He has worked at ISGAM US LLC since 2022 and has been affiliated with ISGAM AG since 2007. ISGAM US provides discretionary asset management and written financial planning to individual clients and families, including high-net-worth individuals. The firm emphasizes strategic asset allocation, long-term equity selection, fixed income, and alternative investments, managing approximately $66 million across about 50 client relationships.