Arianna Kaufman is a financial advisor at Activest Wealth Management, LLC with three years of industry experience. She holds the Series 66 designation and has worked previously at firms including Morgan Stanley and LarrainVial Securities US LLC. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by providing discretionary portfolio management, institutional consulting, and integrated financial planning. The firm uses a combination of advisor-client interviews and an investment committee to manage model portfolios across various strategies, emphasizing international relationships and a significant institutional assets‑under‑advisement practice.

Lautaro Marra is a financial advisor at Bull Market Investment Management, Inc. with 10 years of industry experience. He holds the Series 66 designation and has been with Bull Market Investment Management since 2017. Outside of his advisory role, he serves as a director of BMG ADS Corp, an online website ownership entity based in Argentina. 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 portfolios using third-party macroeconomic research and internal due diligence, offering strategies across equities, fixed income, options, and alternative investments.

David Miller is a financial advisor at Thayer Partners LLC with two years of industry experience. He holds a Series 65 designation and has operated his own accounting firm, David Miller CPA LLC, since 2017. His prior experience includes roles at Abcam LLC and Doug Murstein CPA LLC. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and other investment advisers. The firm employs a fundamentally driven, long-term investment approach and operates a multi-office advisor network serving various client types, including offshore investors.

Alejandra Borge is a financial advisor at Measured Wealth Private Client Group, LLC with five years of industry experience. She holds a Series 66 designation and has worked at firms including Citi Private Bank and Morgan Stanley. Alejandra is the owner of Miss Millones, a social media blog focused on increasing financial literacy in the Hispanic community. Measured Wealth Private Client Group advises individuals, high net worth clients, families, charitable organizations, pension plans, and other businesses. The firm manages discretionary and non-discretionary portfolios, financial planning, pension consulting, and estate-planning facilitation, using a diversified investment approach and ESG screening.

Jonathan Nadler is a financial advisor at Oxler Private Wealth with 49 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co for 32 years before joining Oxler Private Wealth in 2020. Oxler Private Wealth serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, and consulting services. The firm manages approximately $540 million in assets and employs a tailored investment approach that includes discretionary and non-discretionary arrangements, utilizing independent managers and a broad range of investment options.

Miguel Olavarri Hervella is a financial advisor at Bulltick Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Bulltick since 2018, with prior roles at Investment Placement Group and Crosswell Advisors. Outside of his advisory work, he is a life insurance agent with Bulltick Insurance Agency LLC. 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 security analysis and offers proprietary model portfolios, serving both domestic and international clients.

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.

Andres Aguilar Calvo is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at MMBG Investment Advisors Co. since 2017. Prior to this, he worked at MG Capital Asesores for three years. Outside of his advisory role, he manages two real estate companies, dedicating limited time to these activities. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up security selection and maintains notable international affiliations that support its cross-border investment capabilities.

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.

Arielle Buitenhuys is a financial advisor at Avail Investment Partners, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Avail Investment Partners and Investment Research Partners since 2022, as well as Mercantil Investment Services since 2015. Outside of her advisory role, Arielle engages in a small hobby business making homemade dog treats for friends and family. Avail Investment Partners provides investment management and financial planning to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a predominantly top-down, evidence-based investment approach and utilizes a range of strategies including affiliated sub-adviser allocations and artificial intelligence tools for data aggregation and analysis.

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.

Angel Alayon is a financial advisor at LifeInvest Wealth Management, LTD, holding a Series 65 designation. He has been involved with Consultores Grupo Kapital since 2012 as a founding member, focusing on investment strategy design and corporate finance, and has taught workshops and webinars on personal finance and investment principles. He also provides beginner-level educational content on artificial intelligence principles. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, high-net-worth individuals, and families. The firm manages approximately $447 million using a fundamental analysis-based investment approach with a focus on risk reduction and portfolio diversification across various asset classes, including foreign equities, options, and structured products.

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.

Otto Quiroz is a financial advisor at ACP Capital Management, LLC in Miami, FL, holding a Series 66 designation with one year of industry experience. Prior to joining ACP Securities LLC in 2025, he was not employed in the financial sector for ten years. ACP Capital Management provides discretionary and non-discretionary investment management services to individual clients, private funds, and institutional accounts. The firm utilizes model-based and manager-led strategies involving ETFs, UCITS, fixed income, and alternative exposures, and offers services including separately managed accounts and a wrap fee model portfolio program.