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.

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 previously worked at firms including LPL Financial LLC, Seacoast Bank, and JDM Financial. Ethos Investment Advisory Group provides wealth management services to individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm offers discretionary portfolio management and financial planning, focusing on diversified portfolios built mainly from low-cost mutual funds and ETFs with a long-term investment approach augmented by tactical adjustments.

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.

Francisco Madariaga is the sole advisor at Todo Capital, LLC in Key Biscayne, FL, holding a Series 65 designation with 11 years of industry experience. He founded Todo Capital in 2015 and has been its principal since then. Outside of his advisory work, Mr. Madariaga consults for Ningaloo LLC, a corporation he co-owns and manages. Todo Capital provides investment management and advisory services to high-net-worth individuals, families, corporations, trusts, and institutions. The firm uses a disciplined, model-driven asset allocation approach combining fundamental, technical, and charting analysis to create diversified portfolios tailored to client risk tolerance and objectives, with a notable focus on clients from Europe and Latin America.

Victor Soto Anselmi is a financial advisor at Trust Beyond Corp with 14 years of industry experience. He holds the Series 66 designation and previously worked at INVEX Inc. from 2014 to 2020. Trust Beyond Corp provides comprehensive wealth management and financial planning to individual and high-net-worth clients, offering tailored portfolio management, retirement and estate planning coordination, and access to a wide range of investments. The firm employs modern portfolio theory and a combination of long- and short-term strategies, including option writing and derivatives within separately managed accounts, and serves a notable non-U.S. client base.

Alexander Tommasino is a financial advisor at Brickell Investments, LLC in Key Biscayne, FL, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Brickell Investments since 2007. Brickell Investments provides personalized discretionary investment management to individuals, pension and profit-sharing plans, and corporate entities. The firm uses fundamental and cyclical analysis and employs various trading strategies based on client objectives and risk tolerance, with a focus on diversification through asset allocation.

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.

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.

Gary Groobman is the sole advisor at Capital Studio Tax & Financial Advisors in Cutler Bay, FL. He holds a Series 65 designation and has one year of industry experience, previously working at several firms including Intuit and PayrollORG. Capital Studio Tax & Financial Advisors serves individuals and families, including those early in their investing careers, providing individualized financial planning, portfolio management, and separate tax preparation and planning services. The firm emphasizes long-term, diversified portfolios tailored to clients’ specific objectives and plans to offer standalone fixed-fee financial planning alongside its tax practice.

Brian Frank is the principal advisor at Frank Capital Partners LLC, holding a Series 65 designation with 13 years of industry experience. He has led Frank Capital Partners since its founding in 2014. The firm provides discretionary investment management to individuals, trusts, private funds, and registered investment company series. Frank Capital Partners employs a fundamental value analysis approach focused on measures such as EBITDA, free cash flow, and return on invested capital, managing portfolios primarily for long-term gains with the use of long/short positions, corporate bonds, and option strategies.

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.

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.

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.

Emiliano Lorenzini is a financial advisor at Resolute Capital, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. His career spans roles in both advisory and private banking services. Resolute Capital provides investment advisory and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm emphasizes a client-directed approach with primarily non-discretionary asset management, tailored Investment Policy Statements, and a combination of fundamental and technical investment analysis.

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.

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.

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.

Sol Villalobos is a financial advisor at Cela Wealth Management with four years of industry experience. He holds a Series 65 credential and has worked at the A2 Law Office, P.A. since 2022, where he serves as a legal assistant drafting trusts and wills. Prior to his advisory role, he spent eight years with the Poder Judicial de la Nacion-Camara Nacional de Apelaciones Comer. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management to individuals, trusts, foundations, and small businesses, focusing on higher-net-worth households. The firm uses a data-driven investment process combining fundamental and technical analysis with a core-and-satellite approach featuring low-cost index ETFs and tactical satellite positions.