Ana Rieber is a financial advisor at Activest Wealth Management, LLC with a Series 65 designation and one year of industry experience. She previously worked for Banque Syz SA for ten years. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by providing discretionary portfolio management, consulting, reporting, family office coordination, and integrated financial planning. The firm’s investment process includes advisor-client interviews and an investment committee that manages model portfolios using fundamental, quantitative, and risk-based analysis, with a focus on international relationships and institutional assets under advisement.

Alejandro Yanes is a financial advisor with ActiTrust Wealth Management LLC, holding a Series 65 designation and eight years of industry experience. He has worked at ActiTrust Wealth Management LLC since 2017 and serves as President of ActiAdvisors Corp, a foreign corporation providing family office and investment management services to non-U.S. high-net-worth clients. ActiTrust Wealth Management LLC offers discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth individuals, and business entities. The firm employs a combination of fundamental and quantitative analysis, managing a broad range of asset classes while tailoring strategies to clients’ goals and risk tolerance.

Eduardo Bello is a financial advisor at ActiTrust Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has held leadership roles, including Managing Director and Chief Compliance Officer, at Seaview Investment Managers, where he focuses on institutional client strategy and firm management. Bello also provides advisory services to his own clients through ActiTrust Wealth Management. ActiTrust Wealth Management offers discretionary and non-discretionary investment management to individuals, high-net-worth clients, and business entities, utilizing fundamental and quantitative analysis across a variety of asset classes. The firm serves a significant non-U.S. client base and employs both long-term and short-term strategies within documented client Investment Policy Statements.

Tyler Morales is a financial advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL. He holds a Series 65 license and has four years of industry experience. His prior work includes roles at Guerra Financial Group and Guerra Advisory Services. Morales is also involved as a wealth advisor and insurance agent with Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with discretionary asset management and holistic financial planning. The firm employs a value-oriented, primarily long-term investment approach and offers educational workshops as part of its client services.

Nurdin Jesani is a CFP® professional with four years of industry experience, currently serving at Neil Jesani Wealth Management. He is also the owner and CEO of Neil Jesani Advisors, Inc., a firm providing tax, accounting, and non-investment related financial advisory services. Additionally, he holds executive roles related to insurance production. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by offering fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach that incorporates fundamental, technical, and cyclical analysis to manage risk and identify opportunities.

Christopher Bell is a financial advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Global Wealth, he worked at Madison Avenue Securities and Equitable Advisors. Outside of financial advisory, Bell is a sales associate at Running Wild, a clothing and shoe retailer. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with discretionary asset management and holistic financial planning. The firm employs a value-oriented, primarily long-term investment approach and offers impersonal educational workshops as part of its client services.

Gabriel Levy is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is currently a junior partner, portfolio strategist, and Chief Operating Officer at Fiori Financial Group in Fort Lauderdale, FL. Prior to this, he held roles at Raymond James Financial Services and Liebman Group. Outside of his advisory work, he owns GEL Capital, LLC, a support company created for tax purposes. Fiori Financial Group is an SEC-registered adviser with a four-advisor team managing approximately $565 million for around 224 clients. The firm serves individuals, high-net-worth clients, and retirement plans, employing a multi-disciplinary investment process that incorporates fundamental, technical, and charting analysis alongside strategies such as long-term holdings, short-term trading, and option writing.

Akiva Davis is a financial advisor with Andrew Garrett Inc. in Hollywood, FL, holding a Series 66 designation and 24 years of industry experience. He has worked at Andrew Garrett Inc. since 2006 and previously at Wachovia Securities. Outside of his advisory role, he is involved in business development for a Neurotrax cognitive testing company. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement-rollover advice. The firm employs a multi-platform investment model and serves a broad client base through various advisory programs and fee arrangements.

Christopher Conness is a financial advisor with Global Wealth Management Investment Advisory, Inc., holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked with multiple related firms since 2009, including Global Wealth Retirement Planning, LLC, where he is managing director. Outside of advising, he is involved in managing several personal and business ventures, including GC Holdings, LLC and a Medicare solutions business. Global Wealth Management Investment Advisory, Inc. serves individuals, high-net-worth clients, charitable organizations, and businesses with discretionary asset management, holistic financial planning, and educational workshops. The firm employs a value-oriented, primarily long-term investment approach using strategic asset allocation and model portfolios, offering tailored advice and discretionary wrap-fee programs.

Lawrence Muscant is a Series 65 licensed advisor with Omnia Family Wealth, LLC, where he has worked since 2024 and has one year of industry experience. Prior to joining Omnia, he served as a senior advisor at The Foundation for Defense of Democracies for ten years and was involved with The Nagen Project. He also serves on the advisory board of Square One Labs, focusing on due diligence and portfolio structuring. Omnia Family Wealth provides wealth management, financial planning, and portfolio management services to individuals, families, trusts, and institutional clients. The firm employs a goal-driven, long-term investment approach and is notable for its active management of pooled investment vehicles and private funds.

Roberto Isasi is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Portfolio Resources Advisor Group, Inc. He previously worked at Davivienda Investment Advisor USA LLC and Amerant Bank, N.A. Outside of his advisory role, Isasi is a partner and board member at Unikemia, a professional education company, and provides management consulting through Uster Advisors LLC. He also volunteers as a speaker and support staff for AARP Florida events. Portfolio Resources Advisor Group offers discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms and model portfolios, focusing on client objectives and ongoing monitoring.

James O'Halloran is a financial advisor at MG&A Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MG&A Wealth since 2010. O'Halloran is also a managing member of MG&A Private Capital LLC, where he identifies and presents private equity investments for qualified clients. Additionally, he refers clients to an independent insurance agency for life, health, disability, and long-term care insurance needs. MG&A Wealth provides financial planning, consulting, and investment management to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset classes and manages private investment opportunities through due diligence and client capital placement in firm-sponsored or affiliated funds.

Arax Ryvkin is a financial advisor with Lazari Capital Management, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining Lazari Capital Management in 2022, Ryvkin worked at Kestra Financial Services for six years and has been an account manager at Air Products & Chemicals since 1991. Outside of financial advising, Ryvkin serves as a health insurance agent and holds board positions in homeowners and real estate-related entities. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm employs a range of investment strategies including fundamental, technical, cyclical, and quantitative analysis and offers services such as portfolio management, estate and retirement planning, and pension consulting.

Karina Hinkelmann is a financial advisor at MG&A Wealth with 13 years of industry experience. She holds Series 65 and Series 63 designations and has worked at MG&A Wealth since 2018, with prior roles at Stonex Securities Inc. and HSBC Securities (USA) Inc. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customizable portfolio management through various platforms and actively manages private investment opportunities, including funds sponsored or managed by the firm.

Melinda Kibler is a CFP® and Series 66 licensed advisor at Palisades Hudson Asset Management, L.P. in Fort Lauderdale, FL, with 11 years of industry experience. She has been with Palisades Hudson since 2013. Outside of her advisory role, she is involved in a financial planning business that provides tax preparation, retirement planning, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors, including discretionary active management, trust management, and retirement plan consulting. The firm focuses on long-term, asset-allocation-based investing primarily using mutual funds and ETFs, and manages both pooled private equity funds and individual client accounts.

Alfredo Yanes is a financial advisor with ActiTrust Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with ActiTrust since 2016 and also serves as Director and Secretary of Actiadvisors Corp, a foreign company providing financial advisory services to non-U.S. clients on a volunteer basis. ActiTrust Wealth Management LLC offers discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth individuals, and business entities. The firm employs both fundamental and quantitative analysis, incorporating long-term and short-term trading strategies, and serves a notable non-U.S. client base through its affiliated foreign advisory activity.

Michael Wagner is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Omnia Family Wealth, LLC since 2015 and previously was with Purshe Kaplan Sterling Investments. Wagner serves as Young Leadership Chair for the Greater Miami Jewish Federation. Omnia Family Wealth advises individuals, families, trusts, and charitable organizations, offering wealth management, financial planning, and portfolio management services. The firm emphasizes a goal-driven, long-term investment approach and is notable for its active involvement in pooled investment vehicles and private funds.

Kurt Stahl is a CFP® professional with 12 years of experience in the financial industry. He currently works at Global Wealth Management Investment Advisory, Inc. and its affiliate Global Wealth Retirement Planning, LLC. His prior experience includes roles at AE Wealth Management, LLC, Gulf Coast Financial Planning LLC, Barcomb Asset Management, and Berthel Fisher & Company Financial Services, Inc. Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment adviser serving individuals, charitable organizations, and business clients with about $722.8 million in discretionary assets under management. The firm employs a value-oriented, primarily long-term investment approach and offers discretionary asset management through wrap-fee programs alongside holistic financial planning and educational workshops.

Franklin Gay IV is a CFP® professional with six years of experience in the financial advisory industry. He has worked at Tobias Financial Advisors since 2020 and previously spent three years at Zehnder Wealth Management. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, corporations, and other entities with wealth management, investment management, financial planning, and related services. The firm emphasizes long-term, globally diversified portfolios and incorporates AI-driven tools alongside human oversight in its investment approach.

Stefan Revelo is a CFP® professional at Curio Wealth, LLC with one year of industry experience. He previously worked at Annapolis Financial Services, LLC and Empower Retirement. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans, combining a range of investment options with ongoing supervisory reviews and additional services such as tax preparation.