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.

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.

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.

Maximillian Oxenbridge is a financial advisor at Intellectus Partners, LLC in Miami, FL, holding Series 65 and Series 66 licenses with four years of industry experience. He previously worked at Bessemer Investor Services, Inc. and Merrill. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental and quantitative analysis, including proprietary algorithms and alternative data, to build primarily long-term portfolios with some shorter-term trading and manages nearly $3 billion in assets across discretionary and non-discretionary relationships.

Robert Thompson is a financial advisor at KMG Fiduciary Partners, LLC in Miami, FL, holding a Series 65 designation with six years of industry experience. His prior work history includes positions at ARGI Investment Services and Price Waterhouse Coopers. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, providing financial planning, discretionary wealth management, and retirement plan consulting. The firm manages approximately $1.6 billion in assets and employs a strategic asset-allocation approach combined with tactical security selection across a broad multi-office platform.

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.

Ramiro Colon III is a financial advisor with ACP Capital Management, LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at ACP Securities LLC and UBS Financial Services. Outside of his advisory work, he is a partner in Aberdour Strategies LLC, a consulting and real estate investment firm. ACP Capital Management provides discretionary and non-discretionary investment management to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm utilizes proprietary and third-party model portfolios and offers services including private investment vehicle management and consolidated wealth reporting.

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.

Gioconda Bolinches Sebastiani is a financial advisor at LifeInvest Wealth Management, LTD, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Portfolio Resources Group, Inc. and Lifeinvest Asset Management. Outside of advisory work, she serves as a director of Fivestation LLC, a transportation company based in Miami. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients and high-net-worth individuals, managing approximately $447 million. The firm employs a fundamental analysis-driven investment approach with diversified portfolio allocations, including exchange-listed and over-the-counter securities, foreign equities and debt, options, and structured products.

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.

Langdon Hollingsworth is a financial advisor at American Wealth Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at McKinsey & Company, Solea Water, and pursued graduate studies at MIT and Harvard Business School. American Wealth Management serves individuals, including high-net-worth clients, as well as institutions such as corporate pension plans and charitable organizations. The firm employs both tactical and strategic investment approaches, utilizing macro- and microeconomic analysis, fundamental and technical research, and option strategies to manage approximately $310 million in client assets.

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.

Victor Silva Ricci is a financial advisor with LifeInvest Wealth Management, LTD, holding a Series 65 designation and three years of industry experience. He has been with LifeInvest since 2018 and is also a founding member of Consultores Grupo Kapital, a finance consulting firm established in 2012, where he coordinates strategic planning and investment strategy design for high-income individuals and corporations. Outside of advisory work, he provides consulting in corporate finance and economic assessments at both domestic and international levels. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, high-net-worth individuals, and families, managing approximately $447 million. The firm employs a fundamental analysis and portfolio allocation approach focused on risk reduction and performance improvement, offering discretionary and non-discretionary management with a notable presence of international clients and cross-border relationships.

Amaranta Rojas Papa is a financial advisor at BCP Advisors LLC with a Series 65 credential and two years of industry experience. She has worked at BCP Advisors since 2021 and previously held a position at Berkowitz Pollack Brant Advisors CPA. Prior to her financial advisory career, she spent several years in full-time education. BCP Advisors operates as Vestiva, providing discretionary and non-discretionary investment management primarily through an automated digital platform. The firm serves individuals, trusts, estates, charitable organizations, corporations, and a foreign investment adviser, using an algorithm-driven approach to recommend model portfolios mainly composed of ETFs and UCITS.

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.