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.

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.

William Romeo is a financial advisor with Beam Wealth Advisors, Inc. in Coconut Creek, FL, holding a Series 63 designation and 43 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Securities America Inc, and Beam Asset Management, LLC. Outside of financial advising, he serves as secretary for Romeo Transcription, a visiting nurse transcription service. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses with comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and offers coordinated tax and planning services through affiliated CPA and tax entities.

Melinda Kibler is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Palisades Hudson Asset Management, L.P. since 2013 and previously worked at Edelman Financial Services. In addition to her advisory role, she is involved in a financial planning business focused on tax preparation, retirement planning, and estate planning. Palisades Hudson provides investment advisory services to individuals, trusts, estates, business entities, retirement plan sponsors, and private investment funds. The firm emphasizes long-term, asset-allocation-based portfolios primarily using mutual funds and ETFs, offering a mix of client-directed reporting, active management, and trust management.

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.

Jeremy Bailey is a financial advisor at MG&A Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Zephyr Private Wealth LLP, Tanager Wealth Management, St. James Place, Sterne Agee Financial Services, and Meg Green & Associates. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset types and offers discretionary and non-discretionary management, including private investment opportunities managed directly or through third-party managers.

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.

Dylan Smith is a financial advisor with Global Wealth Management Investment Advisory, Inc. and holds Series 63 and Series 65 licenses. He has four years of industry experience and previously worked at firms including Kanen Wealth Management LLC, Singer Wealth Advisors LLC, and Financial Engines Advisors L.L.C. Since 2009, he has competed in tournaments sponsored by the American Water Skiing Association. Global Wealth Management Investment Advisory, Inc. is an SEC-registered adviser serving individuals, including high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary asset management through wrap-fee programs, holistic financial planning, and educational workshops, focusing on a value-oriented, primarily long-term investment approach tailored to client objectives.

Charles Bosanac is a Series 65 licensed advisor with Global Wealth Management Investment Advisory, Inc., based in Fort Lauderdale, FL. He has four years of industry experience and has been with Global Wealth Retirement Planning, LLC and Global Wealth Management Investment Advisory, Inc. since 2021. Prior to his financial advisory career, he worked in the hospitality industry and at Florida Atlantic University. Bosanac also serves as a wealth advisor and insurance agent at Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. is an SEC-registered firm serving individuals, charitable organizations, and business clients with approximately $723 million in discretionary assets under management. The firm employs a value-oriented, primarily long-term investment approach that includes strategic and tactical asset allocation and offers services through wrap-fee programs and financial planning.

Daniel Gentile is a Series 65-licensed financial advisor at ActiTrust Wealth Management LLC with three years of industry experience. He has worked at ActiTrust Wealth Management LLC since 2019 and also serves as a Wealth Manager at ActiAdvisors Corp, a foreign corporation providing family office and investment management services to non-U.S. high-net-worth individuals and families. ActiTrust Wealth Management LLC offers discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth clients, and business entities, using a combination of fundamental and quantitative analysis to implement client strategies documented in tailored Investment Policy Statements. The firm serves a meaningful non-U.S. client base through its affiliated foreign advisory activity and employs a range of investment approaches including long- and short-term trading and third-party managers.