Jacobo Taurel Rimeris is a financial advisor with Activest Wealth Management, LLC in Aventura, FL, holding a Series 65 designation and 11 years of industry experience. He has been with Activest Wealth Management since 2015. Outside of his advisory role, he owns Parnasa Lechaim LLC, a management consulting company, and serves as a licensed agent at Life Insurance Arve LLC, specializing in life insurance consulting. Activest Wealth Management serves individuals, foundations, endowments, and institutional clients, providing discretionary portfolio management, consulting, and integrated financial planning. The firm employs a model portfolio approach supported by fundamental and quantitative analysis, with a notable focus on international relationships and an institutional assets-under-advisement practice.

Edzai Chimedza is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He has worked at Tobias Financial Advisors since 2019 and previously held positions at Mercer Global Advisors Inc. and Traust Sollus Wealth Management. Tobias Financial Advisors is a fee-only firm managing approximately $1.19 billion in client assets across six offices. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering wealth management, investment management, retirement plan advisory, financial planning, and family office services. Their approach emphasizes globally diversified portfolios, tax-aware decisions, and discretionary management governed by written Investment Policy Statements.

Alvin Lartigue Castro is a financial advisor with NobleBridge Wealth in Weston, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and several NobleBridge entities. Outside of advisory work, he is active as a yacht broker, dedicating approximately 10 hours per week to boating sales consulting. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by offering portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm employs a combination of strategic core allocation and active tactical overlays, selecting managers through both quantitative and qualitative methods, and provides a range of model-driven investment tools and insurance products.

Jeremiah Szpilka is a financial advisor at Global Wealth Management Investment Advisory, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameriprise and Bank of America. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with discretionary asset management, financial planning, and educational workshops. The firm employs a value-oriented, primarily long-term investment approach and offers tailored advice through detailed client interviews and questionnaires.

Leslie Vigil is a financial advisor with Fiori Financial Group in Fort Lauderdale, FL, holding a Series 66 credential and 19 years of industry experience. Prior to joining Fiori Financial Group, Leslie worked at Raymond James Financial Services Advisors, Inc., Securities America, Inc., and Investacorp Inc. Outside of financial advising, Leslie is an independent travel agent affiliated with Archer Travel. Fiori Financial Group is an SEC-registered investment adviser managing approximately $565 million for around 224 clients. The firm serves individuals, high-net-worth clients, and retirement plans through discretionary portfolio management and pension consulting, employing a multi-disciplinary investment process that integrates fundamental, technical, and charting analysis across various strategies.

Steven Wagner is a financial advisor with Omnia Family Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Merrill, UBS Financial Services, and Purshe Kaplan Sterling Investments. He volunteers on the investment committee for the Greater Miami Jewish Federation. Omnia Family Wealth advises individuals, families, trusts, estates, charitable organizations, businesses, and pooled investment vehicles through wealth management, financial planning, and portfolio management. The firm emphasizes a goal-driven, long-term approach with a focus on fundamental analysis, strategic asset allocation, and integrates tax, estate, and insurance considerations into portfolio decisions.

Hyacinth Sikes is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. She has worked at Henderson Insurance since 2012 and The Henderson Financial Group since 2002, where she serves as Co-CEO and financial planner. Outside of her advisory role, she is involved in publishing, personal finance coaching, and operates a wellness and CBD e-commerce business. Sikes also serves as Treasurer for the nonprofit Friends of Medicine Foundation. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing over $1.1 billion for approximately 2,634 clients. The firm serves individuals, businesses, and retirement plans, offering portfolio management and financial planning primarily on a non-discretionary basis, employing a mix of fundamental, technical, and qualitative analysis in client portfolio construction.

Judah Sworney is a financial advisor at Elevated Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Elevated Capital Advisors since 2022. Prior to this, he was involved with Greens by Grass and Grass Landscape. Outside of his advisory role, Sworney is also an insurance agent with Sworney and Associates. Elevated Capital Advisors serves a diverse client base, including individuals, trusts, estates, retirement plans, and corporations, offering investment management and financial planning through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis and provides a range of portfolio management and consulting services.

Adrian Wu is a financial advisor at ActiTrust Wealth Management LLC with one year of industry experience. He holds a Series 65 credential and began his career at ActiTrust after completing ten years of formal education. ActiTrust Wealth Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, and business entities. The firm combines fundamental and quantitative analysis with a range of investment strategies, serving a significant non-U.S. client base through affiliated entities.

Darryn Stephen is a financial advisor at Caleo Capital N.A. LLC with a Series 65 designation. He has experience working at TurnPoint Investments Pty Ltd as a financial planner in South Africa and spent nine years at Nedbank. Darryn has been with Caleo Capital since 2024. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation approach with mutual funds, ETFs, and alternative investments, incorporates insurance and asset-protection considerations, and provides client education programs.

Gregory Bitz is a CFP®, ChFC®, and Series 65-licensed financial advisor with 29 years of industry experience. He has worked at WBH Advisory, Inc. since 2016 and previously spent 20 years with Metropolitan Financial Group, Inc. His practice is based in Surfside, FL. WBH Advisory is a multi-advisor wealth management firm serving individual, trust, retirement-plan, nonprofit, and corporate clients. The firm offers discretionary portfolio management alongside financial, estate, and income tax planning, utilizing fundamental equity analysis and a combination of stocks, bonds, mutual funds, and ETFs with a long-term investment approach.

Juan Sanchez is a financial advisor at Activest Wealth Management, LLC with six years of industry experience. He previously worked at Barclays Capital Inc. and has a background that includes positions at Cornell University and Ferremundo S.A. He holds Series 63 and Series 65 licenses. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions with discretionary portfolio management, consulting, financial planning, and family office coordination. The firm employs a multi-strategy investment process managed by an investment committee and emphasizes international client relationships and institutional asset management.

David Liska is a financial advisor with Kaufman Rossin Wealth, LLC in Fort Lauderdale, FL, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked at firms including Suntrust Investment Services, JPMorgan Securities, and Innovation Partners, and is the managing partner of Pieces Of Peace, LLC, an online retail clothing business. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans, offering investment management, financial planning, and employee benefit plan advisory services. The firm’s investment approach is based on Modern Portfolio Theory and a buy-and-hold philosophy, employing diversified asset allocation and ongoing portfolio monitoring.

Carolina Restrepo is a financial advisor at MG&A Wealth with nine years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley Smith Barney LLC for six years and Oppenheimer for four years. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customized portfolio management across various asset classes and private investments, with an emphasis on direct management and sponsorship of private funds.

Alon Ozer is a Series 65-licensed advisor at Omnia Family Wealth, LLC with eight years of industry experience. He has worked at Omnia since 2018 and previously at Five Oaks Advisory, LLC, and the Greater Miami Jewish Federation. He serves on the investment committee of the J-Impact Fund I and advises Square One Labs in Tel Aviv on portfolio due diligence and structure. Omnia Family Wealth advises individuals, high-net-worth families, trusts, estates, charitable organizations, businesses, and pooled investment vehicles, offering wealth management, financial planning, and portfolio management services. The firm follows a goal-driven, long-term approach that integrates tax, estate, and insurance structuring, and is notable for its active role in private funds and pooled vehicles as fund manager and consultant.

Mariana Avila Murati is a financial advisor at Activest Wealth Management, LLC with a Series 65 credential and one year of industry experience. She previously worked at RBC Dominion Securities for six years and held a position at State Street. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by providing discretionary portfolio management, sub‑advisory consulting, and integrated financial planning. The firm uses a structured investment process that combines client interviews with committee-led portfolio management, emphasizing international relationships and a substantial institutional assets-under-advisement practice.

Laura Poveda Gelvez is a financial advisor at Aragon Capital LLC with three years of industry experience. She holds a Series 65 designation and has been with Aragon Capital since 2022. In addition to her role at Aragon Capital, she is involved with Pristine Capital Group, where she provides financial planning focused on debt management and capital strategies for individuals and corporations. Aragon Capital LLC offers discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and employs tax-aware asset location and derivative strategies within managed accounts.

Scott Lam is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with MG&A Wealth since 2019 and also has prior experience at StoneX Securities Inc and Municipal Credit Union. Outside of his advisory role, he owns and manages FIKA Home LLC, a business that makes and sells candles and home décor, and is involved in tax preparation services through MG&A Tax LLC. MG&A Wealth provides financial planning, consulting, and investment management to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customized allocations across various investment vehicles and manages private funds, providing a range of discretionary and non-discretionary portfolio management solutions.

Joshua Miller is a financial advisor at The Institute for Wealth Management in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Cambridge Investment Research and Ameriprise. The Institute for Wealth Management advises individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion for about 803 clients through a team of 17 advisors. The firm’s investment process, led by an internal Investment Committee, offers a range of portfolio models and customized strategies, with a notable role in private fund and pooled vehicle advisory services.

James Hughes is a CFP® with 20 years of experience in financial advising, currently serving at Total Investment Management, Inc. since 1998. He holds Series 63 and Series 65 licenses and works as part of a seven-advisor team based in Plantation, Florida. Total Investment Management, Inc. provides financial planning and investment management primarily for individual clients, including high-net-worth individuals and many from the aviation industry. The firm manages over $1.1 billion in assets using a combination of strategic and tactical asset allocation and offers multiple service tiers tailored to different client needs.