Isaac Wakszol is a financial advisor with Activest Wealth Management, LLC in Aventura, FL, holding a Series 65 designation and 16 years of industry experience. He is also the Owner and President of MEOD 26, Inc., a management consulting company. Additionally, he serves as Managing Member of 3W Hotels LLC and has ownership interests in several non-investment related entities. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other U.S. and international institutions by providing discretionary portfolio management, sub-advisory, institutional consulting, and integrated financial planning. The firm employs a combination of advisor-client interviews and an investment committee that uses fundamental, quantitative, and risk-based analysis to manage model portfolios across multiple investment strategies.

Reza Akbari is a financial advisor with CPR Investments Inc in Fort Lauderdale, FL, holding a Series 65 designation and four years of industry experience. He has worked with CPR Investments since 2022 and serves as an adjunct faculty member at Georgia State University and SUNY Cobleskill. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm uses multi-manager portfolios combining in-house tactical models with third-party advisors and emphasizes defensive positioning with ongoing model monitoring and rebalancing.

Jose Jesurum is a financial advisor at Global Wealth Management Investment Advisory, Inc. He holds a Series 65 designation and has recently transitioned to the advisory industry, joining the firm in 2025. His prior experience includes roles at Via Transportation, Inc., Comcast NBCUniversal, Morgan Stanley, and PricewaterhouseCoopers. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with approximately $723 million in discretionary assets under management. The firm offers discretionary asset management through wrap-fee programs, financial planning, and educational workshops, adopting a value-oriented, primarily long-term investment approach tailored to client objectives.

Larry Elkin is a CFP® professional with 20 years of experience at Palisades Hudson Asset Management, L.P., where he has worked since 1997. He is also the president and founder of Palisades Hudson Financial Group LLC, a financial planning and tax advisory firm he has led since 1992. Palisades Hudson Asset Management provides investment advisory services to individuals, trusts, corporations, and plan sponsors, with a focus on long-term, asset-allocation-based investing using mutual funds and ETFs. The firm manages both discretionary and non-discretionary accounts and operates multiple offices with a 16-person advisory team.

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 Series 65-licensed financial advisor at ActiTrust Wealth Management LLC with nine years of industry experience. He has worked at ActiTrust 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 offers discretionary and non-discretionary investment management to individuals, high-net-worth clients, and business entities, employing both fundamental and quantitative analysis alongside a combination of long- and short-term strategies. The firm has a notable non-U.S. client base and affiliated foreign entities that provide additional family office services.

Stacy Bliss is a financial advisor at Heritage Investment Group, Inc. with 29 years of industry experience. She has been with Heritage Investment Group since 2006. Stacy holds the Series 63 designation. 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 follows an evidence-based, scientific investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, supplementing its management with selected third-party sub-advisers while maintaining oversight.

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.

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® and Series 63 licensed advisor with 20 years of industry experience. He is currently a member of the team at Portfolio Resources Advisor Group, Inc. Prior to this, he worked at Amerant Bank, N.A. and Davivienda Investment Advisor USA LLC. Outside of his advisory role, he serves on the board of Unikemia, an EdTech company, is a managing member of Uster Advisors LLC, a management and business consulting firm, and volunteers with AARP Florida. Portfolio Resources Advisor Group, Inc. provides discretionary portfolio management, financial planning, and administrative advisory services to a range of clients including individuals, trusts, and charitable organizations. The firm uses a team-based approach with third-party manager platforms to deliver customized asset allocation and manager selection solutions, managing client relationships on a discretionary basis with ongoing monitoring and regular reviews.

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 Series 65 and Series 63 licenses and 13 years of industry experience. She has worked at MG&A Wealth since 2017 and has held roles at Stonex Securities Inc. and HSBC Securities (USA) Inc. She operates as a wealth advisor within the MG&A team structure. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customized portfolio management through various platforms and conducts due diligence on private investment opportunities, including those 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.

Robert Mccarver is a financial advisor with Heritage Investment Group, Inc., where he has worked since 1994, totaling 32 years at the firm and 25 years of industry experience overall. He serves as manager of Heritage Trust Protector Services, LLC, a trust-protector business affiliated with the firm. Heritage Investment Group is an SEC-registered, fee-only advisory firm providing discretionary investment management, financial planning, and wealth-transfer services to 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, supplementing in-house management with selected sub-advisers while maintaining oversight.