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.

Luciano Duque is a financial advisor at Sardona Global Advisors LLC based in Jacksonville, FL, holding Series 65 and Series 66 licenses with over 15 years of experience. His prior roles include positions at Securitize Markets, Solomon Capital Management, SW Financial, and Morgan Stanley, as well as leadership at Latinpago and Duque Investment Group. Sardona Global Advisors LLC provides investment management primarily to pooled vehicles, private funds, and institutional clients, while also serving high-net-worth individuals, trusts, estates, and business entities. The firm employs a multi-asset, multi-manager approach, conducting due diligence and oversight of sub-advisers and offering additional services such as private fund administration and corporate management.

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.

Eileen Mouly is a CFP® with 40 years of experience in financial advisory services. She is the principal and sole advisor at Mouly Financial Management, Inc., where she has worked since 1991. Her prior experience includes roles at Singer Xenos Securities Corp and Supreme Alliance LLC. In addition to her advisory work, she is a licensed insurance agent and a certified public accountant. Mouly Financial Management provides tailored investment management and financial consulting to individuals, high net worth clients, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm emphasizes client-specific asset allocation and diversification, managing accounts primarily on a non-discretionary basis with approval required for transactions.

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.

Andrew Acosta is the sole advisor at Acosta Capital Advisors in Hollywood, FL. He holds a Series 65 designation and has experience working at Arkstone Wealth Advisors LLC and Paramount Residential Mortgage Group, where he is currently employed. Acosta Capital Advisors is a newly formed investment advisory firm providing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a multifaceted investment approach that includes fundamental, technical, quantitative, charting, and cyclical analysis, and tailors portfolios based on clients’ cash flow, tax exposure, real estate and business interests, and behavioral tendencies.

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.

Kirill Vinogradov is a financial advisor at Vigo Capital LLC with a Series 65 credential and six years of experience in the industry. His prior roles include positions at Sextant Stays, Arx Financial Engineering, and Kit Finance, JSC. Outside of advising, he serves as CEO of two property-related companies, Galaxy 2105 and Northwood 35, involved in property management and development. Vigo Capital LLC provides investment management primarily to private funds, pooled vehicles, and accredited investors, offering customized portfolios with a discretionary global macro approach across multiple asset classes. The firm manages approximately $4.95 million in discretionary assets and combines beta exposures with tactical strategies using derivatives and other instruments.

John Crocker is a financial advisor with Crocker Capital, LLC in Cooper City, FL, holding a Series 65 designation and 10 years of industry experience. He previously worked at Crocker, White & Frishberg Insurance Agency and Elisea Frishberg Advisory Group, and was involved with Financial Media Global Florida, LLC. Outside of his advisory role, he participates as an independent sales affiliate with GIVERS University-CA LLC, which distributes nutrient dense food products and training courses. Crocker Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines fundamental, technical, and cyclical analysis with a value-oriented, strategic asset allocation approach and offers educational programs including multi-week option courses and public workshops.

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.

Amaury Sanchez Cifuentes is a CFP® professional with 24 years of experience in the financial industry. He is affiliated with Azzendo Wealth Advisors and has held roles at Cathy Pareto & Associates Inc. and Alterra Home Loans, where he serves as a non-producing branch manager. Outside of his advisory work, he is president and sole owner of First Alliance Mortgage Corp., a mortgage lending company. Azzendo Wealth Advisors provides tailored investment advisory and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management using fundamental and technical analysis, managing approximately $141 million in assets for about 110 client accounts.

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.