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.

Javier Garza Lozano is a financial advisor at Bulltick Wealth Management, LLC in Miami, FL, with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Actinver Casa de Bolsa S.A. de C.V. for 13 years. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private investment vehicles, providing portfolio management, financial planning, and real estate advisory services. The firm uses a combined top-down macroeconomic and bottom-up analysis approach, with an emphasis on U.S. real-estate investments and managing affiliated private funds.

Rita Herrera De Von Der Goltz is a financial advisor at Bulltick Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has been with Bulltick Financial Services since 2019. Outside of her advisory role, she serves on the board of directors for TPGI - The Pantaleon Group, Inc., a private conglomerate, and Applied Resources, Inc., which manages a long-term investment portfolio. Bulltick Wealth Management provides investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines macroeconomic analysis with fundamental and technical security analysis and offers proprietary model portfolios alongside financial planning and consulting services.

Karen Mendoza is a Series 66-licensed advisor with Andbanc Advisory LLC in Miami, FL, where she has worked since 2015. She has 23 years of industry experience. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm manages approximately $872 million through a team of ten advisors, offering customized portfolio management, investment policy, and estate planning support using an open-architecture investment approach.

Leandro De Almeida is a financial advisor at Andbanc Advisory LLC in Miami, FL, holding a Series 66 designation with three years of industry experience. He has served as CEO of Jatai Gestão de Recursos since 2018 and previously worked at Lynce Group Ltda. from 2011 to 2018. Outside of advisory work, he is a managing member of Lupita Investments LLC, a personal investment vehicle. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm manages approximately $872 million across a team of ten advisors, employing an open-architecture investment approach that integrates fundamental, technical, and macro analysis tailored to client risk profiles.

Jason Koenig is a financial advisor at AMC Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones, Morgan Stanley, and NT Concepts. Koenig has been with AMC Wealth Management since 2022 as part of a six-advisor team based in Aventura, Florida. AMC Wealth Management is a state-registered advisory firm serving individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets, offering custom portfolios built with exchange-traded funds and mutual funds through a strategic asset-allocation approach and discretionary management.

Mitchell Romano is a financial advisor with Rose Capital Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Rose Capital Advisors since 2015 and concurrently at Saxony Securities since 2014. Romano also serves as Director of Operations for Rose Capital Advisors, contributing 160 hours per month during market hours. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up, fundamental analysis investment approach and sponsors private fund-of-funds, alongside managing discretionary and non-discretionary 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.

Ivan Hernandez is a CFP® professional with 30 years of industry experience. He has worked at Omnia Family Wealth, LLC since 2015 and was previously with PURSHE KAPLAN STERLING INVESTMENTS, Inc. from 2015 to 2023. 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 emphasizes a goal-driven, long-term approach that integrates fundamental analysis, strategic asset allocation, tax, estate, and insurance structuring, and is notable for its active role in private investment funds.

Juan Dominguez is a financial advisor at MARIVA Global Asset Management, LLC with four years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services Inc., BCI Securities, Inc., and Israel Discount Bank of New York. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis, focusing on asset allocation, diversification, valuation, and scenario-based risk management.

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.

Gabriel Elorduy is a financial advisor with Bulltick Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with several firms, including Investment Placement Group and Crosswell Advisors, before joining Bulltick Wealth Management in 2018. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm employs a combination of top-down macroeconomic analysis and bottom-up security analysis, offering proprietary model portfolios and a range of portfolio management and financial planning services.

Enrique Vila is a CFA® charterholder and Series 66 licensee currently with Bulltick Wealth Management, LLC, where he has worked since 2022. His prior experience includes a role at Banco Santander International from 2022 to 2025 and positions in academic and educational institutions before entering the financial industry. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles by providing portfolio management, financial planning, and real estate advisory services. The firm employs a combined top-down macroeconomic and bottom-up fundamental and technical analysis approach, with a particular focus on U.S. real estate investments and managing affiliated private funds.

Roberto Lizama is a financial advisor with Rose Capital Advisors, LLC in Miami Beach, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at firms including Dominick & Dickerman LLC, Morgan Stanley DW Inc., and B. Riley Wealth Management. Outside of advisory services, he manages MSP Recovery, LLC, overseeing data analysis related to Medicare and Medicaid Secondary Payer recoveries. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up fundamental analysis approach, manages private fund-of-funds, and offers both discretionary and non-discretionary portfolio management.

John Whitehead is a financial advisor at JW Nova Wealth Partners with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He also has experience running Jmac Enterprises LLC. JW Nova Wealth Partners serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm manages approximately $308 million using a range of analytical methods and investment strategies, offering wrap-fee wealth management, pension consulting, and financial planning services.

Jose Cova is a financial advisor at Activest Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Activest Wealth Management since 2015 and at AXXETS Wealth Management USA LLC since 2026. Outside of his advisory role, he is a partner in Idelco Consulting Group, a firm that provides consulting services to small businesses. Activest Wealth Management serves individuals, including high-net-worth clients, foundations, endowments, foreign investment advisers, and other U.S. and international institutions. The firm offers discretionary portfolio management, sub-advisory and institutional consulting, and integrated financial planning, using a process that combines advisor-client interviews with an investment committee overseeing diverse model portfolios and leveraging external research and technology.

Ashley Kulju is a financial advisor with Rose Capital Advisors, LLC, holding Series 65 and Series 63 credentials and 15 years of industry experience. She has worked at Rose Capital Advisors and Saxony Securities since 2018, and prior to that was with MicroSigma Capital Management. Outside of her advisory role, she owns a licensed real estate agency, Ashley Kulju, PA. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up fundamental analysis approach combined with technical indicators and offers discretionary and non-discretionary portfolio management along with financial planning services.

John Fitzpatrick is a financial advisor at MARIVA Global Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and previously worked for Beta Capital Securities LLC for 15 years. Fitzpatrick is a part owner of FitzAlv Investments, a family company involved in import and export activities that is currently inactive. MARIVA Global Asset Management provides investment supervisory services and financial planning primarily to high net worth individuals, corporations, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis with both long- and short-term trading strategies, focusing on asset allocation, diversification, and scenario-based risk management.

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.

Joseph Cefalu is a financial advisor at Downtown Wealth Studios, LLC with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Bank of America and Merrill. Outside of his advisory role, he owns a sole proprietorship involving a rental property. Downtown Wealth Studios provides customized wealth management and financial planning primarily to individuals, families, trusts, estates, businesses, and endowments. The firm combines fundamental and technical analysis with a long-term investment approach and manages most accounts on a non-discretionary basis.