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.

Veronica Parellada Eller is a financial advisor at My Investment Path in Coral Gables, FL, holding a Series 66 designation with two years of industry experience. Her background includes roles at Magistrelli Mortgages LLC, RainMaker Securities, and Northwestern Mutual Life Insurance Company. She is also the CEO of American Insurance Florida Agency, which offers life, health, disability, long-term care, and annuities contracts. My Investment Path provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of cyclical analysis, modern portfolio theory, and technical analysis, offering a diverse range of investment options including mutual funds, real estate funds, ETFs, and venture capital funds.

Ernesto Moreno is a financial advisor at MULTUS Asset Management with 14 years of industry experience. He holds a Series 65 designation and has been involved with MULTUS LLC, First Capital & Supplies, and MULTUS Consulting since 2009-2010. He 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 to high-net-worth individuals and private companies, combining macroeconomic analysis with fundamental research across a diverse range of securities. The firm serves a meaningful non-U.S. client base and incorporates sovereign and emerging-market instruments in its investment approach.

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 Miami, FL, with 26 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked previously at Wells Fargo Advisors Financial Network and Bernstein Global Wealth Management. Mendoza Private Wealth is an independent registered investment adviser managing approximately $101 million in client assets across individual and institutional clients. The firm provides discretionary, tactical portfolio management and financial planning services, including specialized fiduciary services for retirement plans.

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.

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.

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 sole advisor at Dumont Wealth, an independent registered investment adviser based in Miami, FL. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to founding Dumont Wealth, he worked at Cambridge Investment Research Inc. and has been involved in various roles including CEO of Gondola InsurTech Corp, an insurance technology startup, and trustee of the NYC Chapter Board for the New York League of Conservation Voters, an environmental political group. Dumont Wealth serves high-net-worth individuals with discretionary and non-discretionary asset management, financial planning, and third-party manager selection. The firm uses a combined approach of modern portfolio theory and charting analysis with a long-term trading orientation, managing about $11.8 million in discretionary assets across a small client base.

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.

Stephanie Campos is a CFP® with 15 years of industry experience and is the principal of Campos Financial, an independent advisory firm based in Miami, FL. Her prior experience includes roles at Origin Financial and New York Life Insurance Company. In addition to her advisory work, she manages a real estate company on a limited basis. Campos Financial provides financial planning and discretionary investment management to individuals, families, small business owners, and select institutional clients. The firm’s approach emphasizes diversified, low-cost ETFs with discretionary rebalancing and utilizes third-party sub-advisors for specialized individual security management.

David Kovach is the President and CEO of Capital Management Investor Services, Inc., an independent firm based in Miami, FL. He holds a Series 66 designation and has 24 years of industry experience. Kovach has been with Capital Management Investor Services since 2003. Capital Management Investor Services provides personalized, fee-only investment management and advisory services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm focuses on ETF-based portfolios supplemented by listed option strategies and employs charting, fundamental, and technical analysis in security selection.

Charles Green is a financial advisor at Sensible Wealth Management, Inc. in Miami, FL, holding a Series 66 designation with 15 years of industry experience. Prior to founding his current firm in 2017, he worked at Equity Services Inc and has been associated with National Life Group since 2015. Outside of his advisory role, he is the owner and president of Sensible Health Plans & Benefits Inc., a business involved in the sale of health and supplemental health insurance policies. Sensible Wealth Management provides investment advisory and consulting services to individuals, employee benefit plans, trusts, estates, and business entities. The firm typically manages accounts on a discretionary basis, tailoring asset allocation using fundamental, technical, and cyclical analysis with both long- and short-term strategies, and offers pension consulting alongside recommendations of third-party advisers.

Jonathan Cornish is a CFA® charterholder and financial advisor at 38x Holdings Inc with three years of industry experience. Prior to joining 38x Holdings, he worked for six years at UNC Management Company. Outside of finance, he works part-time as a tennis instructor teaching young children in New York. 38x Holdings Inc provides discretionary portfolio management primarily to high-net-worth individuals and charitable organizations. The firm focuses on fundamental analysis and concentrates on equities and non-U.S. securities, employing a combination of long-term positions, short sales, and margin transactions.