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.

Yesenia Realejo is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Tobias Financial Advisors since 2017 and previously spent two years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, corporations, and other entities with wealth management, investment management, financial planning, retirement plan advisory, and related tax-preparation and trustee services. The firm emphasizes long-term, globally diversified portfolios with discretionary management guided by Investment Policy Statements and uses AI-driven tools alongside human oversight in its investment process.

David Olsen is a financial advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Madison Avenue Securities, LLC and Northwestern Mutual, spanning over a decade in total. Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment adviser serving individuals, charitable organizations, and business clients. The firm manages about $722.8 million in discretionary assets, offering discretionary asset management, holistic financial planning, and educational workshops through a primarily long-term, value-oriented investment approach.

Jose Finkelstein is a financial advisor with Activest Wealth Management, LLC, holding a Series 65 credential and five years of industry experience. He has previously worked at Futura Asset Advisors LLC, Insight Securities Inc., and Milleglory S.A. de CV. Outside of his advisory role, Finkelstein is an authorized member of Pupicko LLC, where he handles fee collection and tax filings. Activest Wealth Management serves individuals, high-net-worth clients, foundations, endowments, foreign investment advisers, and other institutional clients. The firm combines advisor-client interviews with an investment committee process to manage diversified portfolios and employs fundamental, quantitative, and risk-based analysis with a particular emphasis on international relationships and institutional assets.

Abraham Arce is a financial advisor with Fiori Financial Group in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. He has worked at firms including Raymond James Financial Services Advisors and Alpha Insurance Advisors. Outside of advising, he is a part owner of an ice vending machine business, AC Ice Slingers, LLC. Fiori Financial Group is an SEC-registered investment adviser that provides discretionary portfolio management and pension consulting to individuals, retirement plans, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and charting analysis to build diversified portfolios and sponsors a bundled wrap-fee program with trade execution and custody relationships at Goldman Sachs and Charles Schwab.

Noah Hankin is a CFP® professional with two years of experience in financial advising, currently with Foundry Financial LLC in Fort Lauderdale, FL. His prior roles include positions at Palisades Hudson Financial Group and Hinds Financial Group. Outside of finance, he owns and operates Fort Lobsterdale, a private scuba diving and lobstering tour business where he also teaches diving courses. Foundry Financial LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm manages diversified portfolios using various investment tools and employs a risk-based approach with adviser discretion for long-term allocation.

Agustin Toussaint is a financial advisor at Bulltick Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bulltick since 2014. Outside of his advisory role, he is a passive investor in a holding company based in Mexico City. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines top-down macroeconomic analysis with bottom-up fundamental and technical security analysis and offers proprietary model portfolios alongside financial planning and consulting services.

Dannit Chocron is a financial advisor at Activest Wealth Management, LLC with four years of industry experience. He holds the Series 65 designation and has worked at Activest since 2020. His prior experience includes roles at Norwegian Cruise Line Holdings, FlexFunds ETP, Nationwide Lending Direct, and the University of Miami. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other U.S. and international institutions. The firm offers discretionary portfolio management, institutional consulting, and comprehensive financial planning, utilizing model portfolios managed through a combination of fundamental, quantitative, and risk-based analysis.

Brian Campanile is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has over 10 years of experience in the financial services industry, during which he has worked in various roles including Wealth Advisor at Schwab Wealth Advisory Inc. from 2020 to 2024, Relationship Manager at Charles Schwab from 2015 to 2020, and Plan Concierge at 401K Generation from 2013 to 2015. In his work, Brian focuses on creating customized financial plans tailored to the unique situations of the families he serves. He emphasizes collaboration and ensuring clients understand all aspects of their financial plans.

Daryl Bartkunsky is a financial advisor at Caleo Capital N.A. LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes operational and managerial roles at several non-investment businesses, such as a marketing agency and retail franchises. Bartkunsky also serves as a director and advisor in family office and partnership entities. Caleo Capital N.A. LLC provides portfolio management and financial planning services to individuals, families, nonprofits, and pension plans. The firm employs a tactical asset allocation strategy with mutual funds, ETFs, and alternative investments, incorporating ESG and tax considerations, and includes insurance and asset-protection planning in its service offerings.

Joseph Hardee is a financial advisor at Xcelsior Advisor Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities, employing both fundamental analysis and modern portfolio theory alongside third-party technology and risk-assessment tools.

Monica Chandra is a financial advisor at 3EDGE Asset Management, LP with 11 years of industry experience. She holds Series 65 and Series 63 credentials. Monica serves as a board member of ZInvest LLC, a venture firm that makes technology investments. 3EDGE Asset Management is a discretionary investment manager providing services to separately managed account clients, other investment advisers, and individual and high-net-worth clients. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with investment committee judgment and stress testing, typically using ETFs and other instruments to implement strategies.

Thomas Cefalu is a financial advisor with Downtown Wealth Studios, LLC in Miami, FL. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Paycom, General Atlantic, AlphaSights, and Merrill Lynch. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and endowments. The firm combines fundamental and technical analysis with a long-term investment approach, managing accounts primarily on a non-discretionary basis.

Charles Nesmith is a Certified Financial Planner® and Chartered Financial Analyst with 13 years of industry experience. He has worked at Tobias Financial Advisors since 2021, following roles at Berman Capital Advisors, Wealth Partners/Yovar Wealth Partners, and AXA Advisors. Nesmith holds Series 65 and Series 63 licenses. Tobias Financial Advisors is a fee-only firm serving individuals, retirement plans, trusts, estates, and business entities with wealth management, investment management, retirement plan advisory, financial planning, and family office services. The firm manages approximately $1.19 billion in assets through a nine-advisor team across six offices, focusing on globally diversified portfolios, tax-aware strategies, and the use of AI-assisted research and documentation.

Arturo Carrera Munoz is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Andbanc Advisory LLC. He previously worked at Amerant Bank from 2016 to 2019. Outside of his advisory role, he is involved with Maplebeas Inc., a delivery services company. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm operates on an open-architecture basis and is part of a group affiliated with a banking institution and broker-dealer, offering a range of investment solutions including proprietary pooled funds and serving a diverse client base that includes non-U.S. investors.

Janessa Suarez is a financial advisor at Activest Wealth Management, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Oppenheimer & Co. Inc. outside of her advisory role, no additional activities are noted. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other U.S. and international institutions. The firm provides discretionary portfolio management, sub-advisory and institutional consulting, and integrated financial planning, employing a process that combines advisor-client interviews and an investment committee’s model portfolio oversight across multiple strategies.

Adrian Aguirre Ojeda is a financial advisor at Bulltick Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BBVA for over three decades. Outside of advising, he is involved as an agent in life insurance sales through Bulltick Insurance Agency. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines macroeconomic analysis with fundamental and technical security evaluation and offers proprietary model portfolios alongside financial planning and consulting services.

Devin Rountree is a financial advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL. He holds a Series 66 designation and has 17 years of industry experience, including positions at Merrill, Wells Fargo Clearing, and Bank of America. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients, managing approximately $722.8 million in discretionary assets. The firm employs a value-oriented, primarily long-term investment approach and offers discretionary asset management through wrap-fee programs, holistic financial planning, and educational workshops.

Javier Martin Riva is a financial advisor at Bulltick Wealth Management, LLC in Miami, FL, holding a Series 66 designation with eight years of industry experience. He has worked at Bulltick since 2019 and previously spent three years with Oppenheimer. Bulltick Wealth Management serves high-net-worth individuals, family offices, trusts, corporations, and private pooled investment vehicles. The firm employs a combined top-down macroeconomic and bottom-up fundamental and technical analysis approach, focusing on U.S. real estate investments and managing both discretionary and non-discretionary portfolios.

Arianna Kaufman is a financial advisor at Activest Wealth Management, LLC with three years of industry experience. She holds the Series 66 designation and has worked previously at firms including Morgan Stanley and LarrainVial Securities US LLC. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by providing discretionary portfolio management, institutional consulting, and integrated financial planning. The firm uses a combination of advisor-client interviews and an investment committee to manage model portfolios across various strategies, emphasizing international relationships and a significant institutional assets‑under‑advisement practice.