Jaime Del Valle Castillo is a financial advisor at Bulltick Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at WLT Partners and Instituto Tecnológico Autónomo de México. He also manages Jadrija Investments LLC, an investment holding company assisting his father in oversight activities. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles. The firm combines macroeconomic analysis with fundamental and technical security analysis and offers proprietary model portfolios alongside financial planning and consulting 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.

Rodrigo Borba is a financial advisor at Andbanc Advisory LLC with five years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with firms including West Investimentos and Itau-Unibanco Bank Brazil. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors, utilizing an open-architecture approach that includes internal research, third-party managers, and affiliate resources. The firm’s cross-border ownership and affiliated brokerage and banking relationships enable it to serve a diverse client base with a range of investment solutions.

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.

Carlos Younes Padilla is a financial advisor at Bulltick Wealth Management, LLC in Miami, FL, with 20 years of industry experience. He holds the Series 66 designation and has been with Bulltick since 2015. Outside of his advisory role, he owns and consults for a restaurant business called Juicense and an import and sale fresh produce company, Mr. Specialties, LLC. Bulltick Wealth Management provides investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm combines macroeconomic analysis with fundamental and technical security research and offers proprietary model portfolios along with financial planning and consulting services.

Juan Gonzalez is a financial advisor at Altfest Personal Wealth Management with one year of industry experience. He previously worked at Oak Street Funding for three years and Opes Consulting, Inc for six years. Gonzalez holds a Series 65 designation. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios individually with a focus on client objectives, asset allocation, and tax considerations, while also sponsoring and advising several private pooled investment vehicles.

Javier Martinez is a CFA® charterholder with six years of industry experience. He is currently with MARIVA Global Asset Management, LLC and has worked previously at Banco Mariva. He operates between MARIVA Global Asset Management and Mariva Capital Markets. MARIVA Global Asset Management, LLC provides investment supervisory services and financial planning primarily to high net worth individuals, corporations, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis with both long- and short-term trading strategies, focusing on asset allocation, diversification, valuation, and scenario-based risk management.

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.

Jose Rivas Morales is a CFA® charterholder with 14 years of industry experience. He is currently with Bulltick Wealth Management, LLC, where he has worked since 2022. Prior to that, he was employed at Credit Suisse and UBS. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental and technical security analysis, offering portfolio management across various asset classes as well as financial planning and consulting services.

Francisco Grether is a financial advisor with MARIVA Global Asset Management, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Citigroup, UBS Securities LLC, and Morgan Stanley & Co. LLC. He also serves as Managing Director at Mariva Capital Markets, an affiliated broker-dealer. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis, focusing on asset allocation, diversification, valuation, and scenario-based risk management to manage primarily separate accounts.

James Anderer is a financial advisor at 4 Thought Financial Group Inc. with two years of industry experience and holds a Series 66 designation. His background includes roles in insurance and marketing consulting, and he is the owner and creative director of Mega Code LLC, a business consulting firm specializing in marketing, creative production, and branding. He also serves as fractional CMO for Automatic Manufacturing Systems, Inc., which manages multiple brands in manufacturing and design. 4 Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individuals, family offices, trusts, and institutions. The firm employs a Multi-Method Investing® framework and Risk Premium Capital Allocation, offering model-driven and customizable strategies across various asset types, along with research publishing and support for other advisors through sub-advisory and solicitation arrangements.

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.

Jamel Gordon is a CFP® professional at Rose Capital Advisors, LLC with 17 years of industry experience. He has held roles at Saxony Securities Inc., Provenance Wealth Advisors, Raymond James Financial Services, and Edward Jones. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up, fundamental analysis approach complemented by technical indicators and manages private fund-of-funds alongside individualized portfolio management.

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.