Michael Haupert is a financial advisor with Global Wealth Management Investment Advisory, Inc. He holds a Series 65 designation and has been in the industry since 2023. Prior to joining his current firm, he worked at Credent Wealth Management and Global Wealth Retirement Planning, Inc. Haupert also attended Indiana State University from 2018 to 2022. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with approximately $722.8 million in discretionary assets under management. The firm emphasizes a value-oriented, long-term investment approach that includes strategic and tactical asset allocation, model portfolios, and discretionary asset management delivered through wrap-fee programs.

Ezequiel Roson is a financial advisor at Epic Advisory Services Corp with three years of industry experience. He holds a Series 66 designation and has worked at Asset Managers Agente de Valores since 2023 and Capital Markets Argentina SA since 2006, where he assists in account openings and report creation. Roson provides investment advice to both foreign clients through Epic Advisory Services and local clients in Uruguay. Epic Advisory Services Corp offers asset and portfolio management to individuals, corporations, institutions, and other entities through customized discretionary and non-discretionary portfolios. The firm combines third-party macroeconomic research with internal due diligence to manage a diversified range of investments, including equities, fixed income, options, derivatives, and alternatives.

Charles Landry is a financial advisor with Singer Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation and three years of industry experience. He is also the owner and manager of CLFinancial LLC, through which he operates as an insurance agent, providing insurance products and services to clients. Prior to his current roles, his background includes positions at Singer Wealth Advisors and teaching roles at Florida State University and Florida Atlantic University. Singer Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers comprehensive financial planning, portfolio management, and access to alternative investments, utilizing fundamental analysis combined with tactical strategies to manage portfolios and accounts.

Ivan Minkov is a Series 65-licensed advisor at Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL, with three years at the firm and additional experience at Global Wealth Retirement Planning, LLC, NuForm Media LLC, HC2 Broadcasting Holdings, Inc., and HRG Group, Inc. He has five years of experience running NuForm Media LLC, an entrepreneurial venture outside the financial industry. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with discretionary asset management, holistic financial planning, and educational workshops. The firm employs a value-oriented, primarily long-term investment approach, tailoring advice through client interviews and questionnaires and offering wrap-fee programs managed on institutional platforms.

Hugo Calenzani is a financial advisor at MG&A Wealth with 19 years of industry experience. He holds a Series 66 designation and has been with MG&A Wealth since 2009. Calenzani is a managing member of MG&A Private Capital LLC, where he identifies and recommends private equity investment opportunities for qualified clients. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of portfolio management solutions, including discretionary and non-discretionary strategies, and specializes in private investments such as private equity and private debt.

Scarlyn Leonardo is a financial advisor at MG&A Wealth with Series 66 credentials and three years of industry experience. Prior to joining MG&A Wealth, Leonardo has worked at Stonex Securities Inc, A Life Well Spent & Charpentier Wealth Strategies, Lincoln Financial Advisors, and AIG. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes investment allocations across a variety of vehicles and directly manages and sponsors private funds, distinguishing it from many team firms.

John Thomas is a CFA® charterholder with 23 years of industry experience. He is a principal at Global Wealth Management Investment Advisory, Inc. and has held roles at several firms including Madison Avenue Securities and Global Wealth Retirement Planning, LLC. Thomas also serves as a wealth advisor and client services representative for Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. is an SEC-registered advisory firm serving individuals, charitable organizations, and business clients, managing approximately $723 million in discretionary assets. The firm emphasizes a value-oriented, primarily long-term investment strategy using strategic and tactical asset allocation, model portfolios, and offers discretionary asset management through wrap-fee programs combined with holistic financial planning.

Evan Mc Leod is a CFA® charterholder with three years of industry experience. He currently works at Singer Wealth Advisors LLC and has previously held roles at RWA Advisors, Krause Capital, Inc., and New York Community Bank. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and access to alternative investments, using a combination of fundamental analysis and tactical strategies to manage client portfolios.

Ricardo Nieto is a financial advisor at Aragon Capital LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Aragon Capital since 2013. Outside of his advisory role, he owns and manages Aragon Properties LLC, a real estate business from which he derives a portion of his income. Aragon Capital LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm employs a range of investment strategies, including fundamental and technical analysis, and serves a significant international client base with expertise in Latin American markets.

Daniel Segal is a financial advisor at Amerant Investments, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at BackEnd Resolve, Benchmark Financial Wealth Advisory LLC, American Portfolios Financial Services, Inc., and he has been involved with Illuminating Solutions LLC for over a decade. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios, third-party portfolio managers, and a global, multi-asset diversification approach, and it is a wholly owned subsidiary of Amerant Bank, N.A.

David Sutherland is a financial advisor at Singer Wealth Advisors LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and in educational roles at the University of California, Los Angeles, as well as various schools from 2005 to 2019. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension plans. The firm offers comprehensive financial planning and portfolio management, using a combination of fundamental analysis and tactical strategies, and provides advisory services to other registered investment advisers.

Raul Benitez is a CFP® with 24 years of industry experience, currently serving at Aragon Capital LLC since 2023. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, as well as SunTrust Advisory Services and Suntrust Investment Services. He also operates a fixed insurance business, Lifecraft Financial, established in 2023. Aragon Capital LLC provides investment supervisory services and financial planning for individuals, high-net-worth clients, and business entities, offering customized Investment Policy Statements and oversight of discretionary and non-discretionary portfolios. The firm employs a multi-faceted investment approach that includes fundamental and technical analysis, options strategies, and tax-efficient asset management, with a noted expertise in serving Latin American markets.

Mauricio Ibarra is a financial advisor at Epic Advisory Services Corp with nine years of industry experience. He holds a Series 66 designation and previously worked at BB&T Securities. Outside of his advisory role, he serves as a coach for Boca United, a youth soccer organization. Epic Advisory Services Corp. manages investments for individuals, including high-net-worth clients, as well as corporations and other entities, offering both discretionary and non-discretionary advisory services. The firm employs customized portfolio construction based on third-party macroeconomic research and in-house due diligence, with capabilities that include options, derivatives, and leverage strategies.

Vivienne Schleu is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with National Wealth Management Group since 2015 and also has a longstanding affiliation with LPL Financial since 2008. Outside of her advisory roles, she is president and part owner of Galleon Bay, a Florida land development company, and co-owner of Alpina Tax & Accounting Services, where she provides tax preparation and business advice. National Wealth Management Group offers fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client, utilizing a range of strategies and securities across multiple program platforms and account structures.

Tabitha Meyerer is a CFP® with 23 years of industry experience, currently serving as an advisor at Fiduciary Family Office, LLC since 2023. She spent 11 years at Goldman Sachs Personal Financial Management prior to her current role. Fiduciary Family Office provides wealth management, financial planning, and family office services to high-net-worth individuals, trusts, estates, and foundations. The firm manages client portfolios on a discretionary basis using a multi-strategy, global asset-allocation approach that includes ETFs, individual equities, fixed income, options, alternative investments, and third-party independent managers.

David Teas is a CFP® and CFA® with 14 years of industry experience. He has been with Heritage Investment Group, Inc. since 2011. Heritage Investment Group is an SEC-registered, fee-only advisory firm serving individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm employs an evidence-based investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, and it offers financial planning, wealth-transfer, and trust-related services.

Jessica Delareza is a financial advisor with Global Wealth Management Investment Advisory, Inc. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior roles include positions at Morgan Stanley, Madison Avenue Securities, Truist Investment Services, and Ladenburg Thalmann & Co. 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, long-term investment approach and offers tailored advice through interviews and questionnaires.

Barry Giske is a financial advisor at Fairport Advisors, Inc. in Boca Raton, FL, with 21 years of industry experience. He has been with Fairport Advisors since 2011 and is a co-founder and 50% shareholder of Divorced Gals LLC, a divorce financial planning firm unrelated to his investment work. Giske holds Series 63 and Series 65 licenses. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pension, and business accounts. The firm utilizes a combination of strategic and tactical asset allocation supported by proprietary algorithms, technical and quantitative analysis, and artificial intelligence tools.

Marcelo Sanchez is a financial advisor with Epic Advisory Services Corp, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. He has worked at Epic Advisory Services since 2021 and has prior experience with Asset Managers S.A. Agente de Valores and Capital Markets Argentina SA. Marcelo maintains ongoing roles in investment-related activities across firms in Argentina and Uruguay. Epic Advisory Services Corp provides investment management to individuals, corporations, and other entities, with a focus on customized portfolios that incorporate both discretionary and non-discretionary advisory arrangements. The firm utilizes third-party macroeconomic research alongside in-house due diligence and offers strategies involving options, derivatives, and leverage, supported by a notable cross-border operational structure through affiliated entities.

Christian Avila is a financial advisor with Global Wealth Management Investment Advisory, Inc. He holds a Series 65 credential and has two years of industry experience. Prior to joining the firm, he worked at Global Wealth Management and has a background including roles at Stetson University and Archbishop McCarthy. He is also active as a wealth advisor and insurance agent with Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. provides discretionary asset management, comprehensive financial planning, and educational workshops to individuals, charitable organizations, and businesses. The firm employs a value-oriented, primarily long-term investment approach with tactical and strategic asset allocation options.