Mellig Group, LLC

Keith Gregor is a CFA® charterholder with eight years of industry experience. He is currently with Mellig Group, LLC and previously worked at Gregor Wealth Management LLC, South Florida Educational FCU, and Northern Trust Company. Mr. Gregor also owns Keith W. Gregor, LLC, a manufacturing company specializing in residential lighting fixtures. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients, including a notable non-U.S. client base, managing approximately $110 million across 97 relationships. The firm employs a multifaceted investment process integrating fundamental, technical, quantitative, and macroeconomic analysis alongside machine-learning and AI tools, offering a range of strategies from long-term equity to derivatives and alternative investments.

Roxana Justiniano is a financial advisor at Mellig Group, LLC with nine years of industry experience. She holds a Series 65 designation and also provides IT consulting services to Dintec LLC, a technology consulting firm. Roxana has ownership interests in Lotark Inc, a holding company that owns Mellig Group LLC. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients, including accredited and high-net-worth investors, providing portfolio management and financial planning for taxable, retirement, and foreign investment accounts. The firm employs a multi-strategy investment approach utilizing fundamental, technical, quantitative, and macroeconomic analysis alongside machine-learning and AI tools, and offers a range of services including customized reporting and non-U.S. securities advisory.

Gustavo Patino Lugo is a financial advisor with Mellig Group, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at UBS Financial Services USA and is the proprietor of Holding Inversiones Spot Market M.I. C.A., which owns 50% of AgroInvest Casa de Bolsa de Productos Agricolas C.A., a Venezuelan agriculture commodities broker. He is also registered as a broker with the Venezuelan securities agency and owns Avila Advisors LLC and Grupo GOD Investments Inc. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients, offering portfolio management and financial planning for taxable and retirement accounts, including non-U.S. securities. The firm uses a combination of fundamental, technical, quantitative, and macroeconomic analysis alongside machine-learning tools to guide investment decisions and manages diverse strategies, including long-short and options trading, with a notable capability to advise on non-U.S. securities and serve a significant international client base.

Michele Lopez Gonzalez is a financial advisor at Mellig Group, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Mellig Group since 2016. In addition to her advisory role, she is a managing director of Mellig Consulting, Inc, a business consulting firm focused on strategy and private investments, and has equity ownership in Lotark Inc, the holding company of Mellig Group. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients with portfolio management and financial planning for taxable and retirement accounts, including foreign investment accounts. The firm employs a blend of fundamental, technical, quantitative, and macroeconomic analysis enhanced by machine-learning and AI tools, and offers a range of investment strategies and access to alternative investments and insurance products.

Eduardo Lucca is a financial advisor with Mellig Group, LLC in The Woodlands, TX, holding a Series 65 designation and nine years of industry experience. He has equity ownership in Almansa Holdings LLC, Mellig Consulting, Inc., and Infinity Regional LLC, a consumer discretionary company. Lucca has worked at Mellig Group since 2016 and has additional experience with Mellig Consulting and Mell Investment Group. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients, including accredited and high-net-worth investors, offering portfolio management and financial planning for taxable, retirement, and foreign investment accounts. The firm uses a blend of fundamental, technical, quantitative, and macroeconomic analysis combined with AI tools to guide investment decisions and manages a range of strategies while maintaining capabilities to advise on non-U.S. securities and serve a significant international client base.