Nicolas Hernandez is a financial advisor at Bulltick Wealth Management, LLC with three years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley, among other firms. Outside of his advisory role, he is an owner and director of Estructura SAS, a company involved in the development of energy projects. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles. The firm employs a combined top-down macroeconomic and bottom-up fundamental/technical analysis approach, with a focus on sourcing and managing U.S. real estate investments and affiliated private funds.

Carlos Mena is a financial advisor at Bulltick Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Banorte Asset Management and Intercam Advisors, Inc. Mena divides his professional time between Bulltick and affiliated investment activities. 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 research and offers proprietary model portfolios alongside financial planning and consulting services.

Marguerite Fiori is a financial advisor at Fiori Financial Group in Fort Lauderdale, FL, with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 registrations and has previously worked with Raymond James Financial Services Advisors Inc. and has been a Certified Divorce Financial Analyst. Outside of her advisory role, she owns and manages FFG Realty, LLC, providing real estate consulting and property management, and is involved in several entrepreneurial ventures including financial backing for a band. Fiori Financial Group is an SEC-registered investment adviser with a four-advisor team managing approximately $565 million for individual, high-net-worth, and retirement plan clients. The firm employs a multi-disciplinary investment approach that incorporates fundamental, technical, and charting analysis, offering a range of strategies from long-term holdings to option writing and derivatives, with operational features such as managing its own wrap fee program and utilizing AI tools in workflows.

Enrique Vila is a financial advisor at Bulltick Wealth Management, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade. Outside of his advisory role, Vila is president of EKV Corporation, a real estate holding company. Bulltick Wealth Management provides investment advisory services to high-net-worth individuals, trusts, family offices, and corporations. The firm utilizes a combination of macroeconomic analysis and security-level research, offering portfolio management across multiple asset classes along with financial planning and consulting services.

Brianna Aviles is a CFP® professional with Palisades Hudson Asset Management, L.P., bringing one year of industry experience. She has worked at Palisades Hudson since 2022 and previously held roles at Florida Atlantic University and West Boca Raton High School. Outside of her advisory duties, she serves as a Senior Client Service Associate at Palisades Hudson Financial Group LLC, providing tax preparation, retirement, and estate planning services. Palisades Hudson Asset Management offers 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, with a notable focus on client-directed, non-discretionary arrangements.

Jacobo Taurel Rimeris is a financial advisor with Activest Wealth Management, LLC in Aventura, FL, holding a Series 65 designation and 11 years of industry experience. He has been with Activest Wealth Management since 2015. Outside of his advisory role, he owns Parnasa Lechaim LLC, a management consulting company, and serves as a licensed agent at Life Insurance Arve LLC, specializing in life insurance consulting. Activest Wealth Management serves individuals, foundations, endowments, and institutional clients, providing discretionary portfolio management, consulting, and integrated financial planning. The firm employs a model portfolio approach supported by fundamental and quantitative analysis, with a notable focus on international relationships and an institutional assets-under-advisement practice.

Edzai Chimedza is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He has worked at Tobias Financial Advisors since 2019 and previously held positions at Mercer Global Advisors Inc. and Traust Sollus Wealth Management. Tobias Financial Advisors is a fee-only firm managing approximately $1.19 billion in client assets across six offices. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering wealth management, investment management, retirement plan advisory, financial planning, and family office services. Their approach emphasizes globally diversified portfolios, tax-aware decisions, and discretionary management governed by written Investment Policy Statements.

Alvin Lartigue Castro is a financial advisor with NobleBridge Wealth in Weston, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and several NobleBridge entities. Outside of advisory work, he is active as a yacht broker, dedicating approximately 10 hours per week to boating sales consulting. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by offering portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm employs a combination of strategic core allocation and active tactical overlays, selecting managers through both quantitative and qualitative methods, and provides a range of model-driven investment tools and insurance products.

Jeremiah Szpilka is a financial advisor at Global Wealth Management Investment Advisory, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameriprise and Bank of America. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with discretionary asset management, financial planning, and educational workshops. The firm employs a value-oriented, primarily long-term investment approach and offers tailored advice through detailed client interviews and questionnaires.

Gregan Anderson is a CFA® charterholder with nine years of industry experience. He has been with Bulltick Wealth Management, LLC for ten years. The firm serves high-net-worth individuals, trusts, family offices, corporations, and private investment vehicles, providing portfolio management, financial planning, and real-estate advisory services. Bulltick employs a combined macroeconomic and fundamental/technical analysis approach and manages proprietary model portfolios alongside selected external managers.

Mckinzie Valverdy is a financial advisor at Bull Market Investment Management, Inc. with 10 years of industry experience. Valverdy holds Series 63 and Series 65 designations and has previously worked at firms including BBVA Global Wealth Advisors, Bank of America, Merrill, Citigroup, and JP Morgan. Bull Market Investment Management, Inc. provides discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm customizes asset allocations and investment strategies based on client objectives and risk tolerance, utilizing both internal and third-party research, and offers management of portfolios that include equities, fixed income, options, and alternative investments.

Leslie Vigil is a financial advisor with Fiori Financial Group in Fort Lauderdale, FL, holding a Series 66 credential and 19 years of industry experience. Prior to joining Fiori Financial Group, Leslie worked at Raymond James Financial Services Advisors, Inc., Securities America, Inc., and Investacorp Inc. Outside of financial advising, Leslie is an independent travel agent affiliated with Archer Travel. Fiori Financial Group is an SEC-registered investment adviser managing approximately $565 million for around 224 clients. The firm serves individuals, high-net-worth clients, and retirement plans through discretionary portfolio management and pension consulting, employing a multi-disciplinary investment process that integrates fundamental, technical, and charting analysis across various strategies.

Steven Wagner is a financial advisor with Omnia Family Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Merrill, UBS Financial Services, and Purshe Kaplan Sterling Investments. He volunteers on the investment committee for the Greater Miami Jewish Federation. Omnia Family Wealth advises individuals, families, trusts, estates, charitable organizations, businesses, and pooled investment vehicles through wealth management, financial planning, and portfolio management. The firm emphasizes a goal-driven, long-term approach with a focus on fundamental analysis, strategic asset allocation, and integrates tax, estate, and insurance considerations into portfolio decisions.

Juan Lopez Quinones is a CFA® charterholder with five years of industry experience, currently serving at Bulltick Wealth Management, LLC since 2021. He previously worked at Credit Suisse from 2018 to 2020 and had roles at Navalfa and 3D Estate. He has no ongoing involvement with 3D Estate, a Mexican company he is in the process of liquidating. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles, offering portfolio management, financial planning, consulting, and real estate advisory services. The firm employs a combined top-down and bottom-up analysis framework and specializes in sourcing and structuring U.S. real estate investments while managing affiliated private funds.

Hyacinth Sikes is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Henderson Insurance since 2012 and The Henderson Financial Group since 2002, where she serves as Co-CEO and financial planner. Outside of her advisory roles, she owns a publishing and coaching company focused on personal finance and money management and is active as a public speaker and author. SB Advisory, LLC is an SEC-registered multi-team firm managing over $1 billion for more than 2,600 clients, primarily providing non-discretionary investment advice to individuals, businesses, and retirement plans through portfolio management and financial planning services.

Denise Sandkamp is a Series 65-licensed advisor at The Wealth Boutique with one year of industry experience. Prior to joining The Wealth Boutique, she worked at Citibank and American Express. She is also the CEO and founder of Female Financial Fitness, a financial education and insurance services business. The Wealth Boutique is an SEC-registered advisory team of seven advisors managing approximately $94 million for individuals, multi-generational families, trusts, and high-net-worth clients. The firm offers holistic financial planning and discretionary portfolio management through a financial-planning-led, goals-based approach that includes customized asset allocation and ongoing portfolio reviews.

Judah Sworney is a financial advisor at Elevated Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Elevated Capital Advisors since 2022. Prior to this, he was involved with Greens by Grass and Grass Landscape. Outside of his advisory role, Sworney is also an insurance agent with Sworney and Associates. Elevated Capital Advisors serves a diverse client base, including individuals, trusts, estates, retirement plans, and corporations, offering investment management and financial planning through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis and provides a range of portfolio management and consulting services.

Jose Covian is a financial advisor at Bulltick Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bulltick entities since 2010. Bulltick Wealth Management provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, trusts, family offices, and corporations, offering portfolio management across multiple asset classes as well as financial planning and consulting. The firm integrates macroeconomic analysis with fundamental and technical security research and manages proprietary model portfolios while serving both domestic and international clients.

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.