Adrian Wu is a financial advisor at ActiTrust Wealth Management LLC with one year of industry experience. He holds a Series 65 credential and began his career at ActiTrust after completing ten years of formal education. ActiTrust Wealth Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, and business entities. The firm combines fundamental and quantitative analysis with a range of investment strategies, serving a significant non-U.S. client base through affiliated entities.

Darryn Stephen is a financial advisor at Caleo Capital N.A. LLC with a Series 65 designation. He has experience working at TurnPoint Investments Pty Ltd as a financial planner in South Africa and spent nine years at Nedbank. Darryn has been with Caleo Capital since 2024. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation approach with mutual funds, ETFs, and alternative investments, incorporates insurance and asset-protection considerations, and provides client education programs.

Gregory Bitz is a CFP®, ChFC®, and Series 65-licensed financial advisor with 29 years of industry experience. He has worked at WBH Advisory, Inc. since 2016 and previously spent 20 years with Metropolitan Financial Group, Inc. His practice is based in Surfside, FL. WBH Advisory is a multi-advisor wealth management firm serving individual, trust, retirement-plan, nonprofit, and corporate clients. The firm offers discretionary portfolio management alongside financial, estate, and income tax planning, utilizing fundamental equity analysis and a combination of stocks, bonds, mutual funds, and ETFs with a long-term investment approach.

Carlos Gribel is a Series 66-licensed financial advisor with 17 years of industry experience, currently serving as CEO and Investment Adviser Representative at Andbanc Advisory LLC since 2015. He has held multiple leadership roles within Andbanc's affiliated entities, including board memberships at Andbanc Brokerage and Andbank Brazil, where he participates in quarterly market discussions. Additionally, he serves on the board of the nonprofit organization "If You Foundation." Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm employs an open-architecture approach, utilizing internal research and third-party managers to manage diversified portfolios, and serves a client base that includes both U.S. and non-U.S. investors.

Juan Sanchez is a financial advisor at Activest Wealth Management, LLC with six years of industry experience. He previously worked at Barclays Capital Inc. and has a background that includes positions at Cornell University and Ferremundo S.A. He holds Series 63 and Series 65 licenses. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions with discretionary portfolio management, consulting, financial planning, and family office coordination. The firm employs a multi-strategy investment process managed by an investment committee and emphasizes international client relationships and institutional asset management.

David Liska is a financial advisor with Kaufman Rossin Wealth, LLC in Fort Lauderdale, FL, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked at firms including Suntrust Investment Services, JPMorgan Securities, and Innovation Partners, and is the managing partner of Pieces Of Peace, LLC, an online retail clothing business. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans, offering investment management, financial planning, and employee benefit plan advisory services. The firm’s investment approach is based on Modern Portfolio Theory and a buy-and-hold philosophy, employing diversified asset allocation and ongoing portfolio monitoring.

Carolina Restrepo is a financial advisor at MG&A Wealth with nine years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley Smith Barney LLC for six years and Oppenheimer for four years. 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 across various asset classes and private investments, with an emphasis on direct management and sponsorship of private funds.

Alon Ozer is a Series 65-licensed advisor at Omnia Family Wealth, LLC with eight years of industry experience. He has worked at Omnia since 2018 and previously at Five Oaks Advisory, LLC, and the Greater Miami Jewish Federation. He serves on the investment committee of the J-Impact Fund I and advises Square One Labs in Tel Aviv on portfolio due diligence and structure. 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 follows a goal-driven, long-term approach that integrates tax, estate, and insurance structuring, and is notable for its active role in private funds and pooled vehicles as fund manager and consultant.

Mariana Avila Murati is a financial advisor at Activest Wealth Management, LLC with a Series 65 credential and one year of industry experience. She previously worked at RBC Dominion Securities for six years and held a position at State Street. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by providing discretionary portfolio management, sub‑advisory consulting, and integrated financial planning. The firm uses a structured investment process that combines client interviews with committee-led portfolio management, emphasizing international relationships and a substantial institutional assets-under-advisement practice.

Miguel Cardoso is a financial advisor with Andbanc Advisory LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Andbanc Advisory since 2015 and is also affiliated with Andbanc Brokerage. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm employs an open-architecture investment approach, customizing asset allocation based on client risk profiles across a range of asset classes.

Laura Poveda Gelvez is a financial advisor at Aragon Capital LLC with three years of industry experience. She holds a Series 65 designation and has been with Aragon Capital since 2022. In addition to her role at Aragon Capital, she is involved with Pristine Capital Group, where she provides financial planning focused on debt management and capital strategies for individuals and corporations. Aragon Capital LLC offers discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and employs tax-aware asset location and derivative strategies within managed accounts.

Scott Lam is a CFP® and Series 66 licensed financial advisor with MG&A Wealth, based in Plantation, Florida. He has seven years of industry experience, including prior roles at Municipal Credit Union and StoneX Securities Inc. Outside of financial advising, Lam manages a home décor business specializing in candles and also oversees a tax preparation firm. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across various platforms, including private investment opportunities and pooled investment vehicles.

Joshua Miller is a financial advisor at The Institute for Wealth Management in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Cambridge Investment Research and Ameriprise. The Institute for Wealth Management advises individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion for about 803 clients through a team of 17 advisors. The firm’s investment process, led by an internal Investment Committee, offers a range of portfolio models and customized strategies, with a notable role in private fund and pooled vehicle advisory services.

Issa Hurtado is a financial advisor with MARIVA Global Asset Management, LLC and holds the Series 66 designation. He has four years of industry experience, including roles at Mariva Capital Markets LLC, Israel Discount Bank of New York, and Banco Sabadell. Outside of his advisory work, he owns Picture Element LLC, a personal photography venture focused on building a following on Instagram. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients, primarily managing separate accounts. The firm utilizes fundamental, technical, and macroeconomic analysis with an emphasis on asset allocation, diversification, valuation, and scenario-based risk management.

James Hughes is a CFP® with 20 years of experience in financial advising, currently serving at Total Investment Management, Inc. since 1998. He holds Series 63 and Series 65 licenses and works as part of a seven-advisor team based in Plantation, Florida. Total Investment Management, Inc. provides financial planning and investment management primarily for individual clients, including high-net-worth individuals and many from the aviation industry. The firm manages over $1.1 billion in assets using a combination of strategic and tactical asset allocation and offers multiple service tiers tailored to different client needs.

Todd Battaglia is a financial advisor with MG&A Wealth, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with MG&A Wealth and its affiliated entities since 1999 and also has a long tenure with Stonex Securities Inc. Outside of advisory roles, he serves on the investment committee for Women of Tomorrow and acts as Secretary/Treasurer for the BNI Champions Networking Group. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across various platforms, including private investment opportunities and sub-advisory roles for pooled investment vehicles.

Gerald Horwitz is a financial advisor at E. A. Horwitz LLC in Weston, FL, holding a Series 63 designation with 55 years of industry experience. He has worked at Western International Securities, Inc. and E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm integrates institutional trading and compliance infrastructure with a small-firm client focus and emphasizes long-term continuity and philanthropic advisory expertise.

Francheska Ruiz is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Tobias Financial Advisors since 2025 and previously spent seven years at Bank of America and Merrill. Ruiz attended the University of Florida from 2013 to 2017. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, and business entities with wealth management, investment management, retirement plan advisory, financial planning, and family office services. The fee-only firm manages approximately $1.19 billion in client assets and employs a team of nine advisors across six offices, using a globally diversified, tax-aware investment approach with discretionary portfolio management.

Hector Villaescusa is a financial advisor at Bulltick Wealth Management, LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Blue Capital Advisors, LLC and Goldman, Sachs & Co. Outside of his advisory role, he is an investor in Convision 20/20, an eye clinic in Mexico, and serves as a board member for Partners Financials. 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, with a particular focus on U.S. real estate investments and management of affiliated private funds.

Mauricio Saias is a financial advisor at Activest Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Citigroup Inc. and Nova Southeastern University. Saias has been with Activest Wealth Management since 2018. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other domestic and international institutions. The firm offers discretionary portfolio management, institutional consulting, and financial planning, utilizing a process that integrates advisor-client interviews with an investment committee that manages model portfolios using fundamental, quantitative, and risk-based analysis.