Gabriel Elorduy is a financial advisor with Bulltick Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with several firms, including Investment Placement Group and Crosswell Advisors, before joining Bulltick Wealth Management in 2018. 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 security analysis, offering proprietary model portfolios and a range of portfolio management and financial planning services.

Ignacio Perez Maccollum Hill is a financial advisor at ACP Capital Management, LLC with one year of industry experience and holds the Series 66 designation. His professional background includes roles at ACP Securities LLC and Terrabank NA. ACP Capital Management, LLC is an SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management, model portfolios, and digital advisory solutions to individuals, high-net-worth clients, separately managed accounts, and institutional/private fund clients. The firm utilizes a combination of in-house and third-party models and serves as manager and adviser to private pooled vehicles and offshore/UCITS solutions.

Enrique Vila is a CFA® charterholder and Series 66 licensee currently with Bulltick Wealth Management, LLC, where he has worked since 2022. His prior experience includes a role at Banco Santander International from 2022 to 2025 and positions in academic and educational institutions before entering the financial industry. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles by providing portfolio management, financial planning, and real estate advisory services. 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 managing affiliated private funds.

Nelson Cardenas is a CFA® charterholder with 11 years of industry experience. He is currently with Indivisible Partners, where he has worked since 2026. His prior experience includes roles at Northern Trust, SunTrust Advisory Services, SunTrust Bank, HSBC Securities (USA) Inc., and UBS International Inc. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and third-party investment manager selection using a strategic asset allocation framework with active, passive, or blended approaches tailored to client risk profiles.

Maximiliano Suarez is a financial advisor at Bull Market Investment Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Bull Market Investment Management since 2019, with prior experience at Ernst & Young Argentina and the Kellogg School of Management at Northwestern University. 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 uses customized strategies and due diligence combined with third-party macroeconomic research to tailor asset allocations and investment approaches to client objectives and risk tolerance.

Roberto Lizama is a financial advisor with Rose Capital Advisors, LLC in Miami Beach, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at firms including Dominick & Dickerman LLC, Morgan Stanley DW Inc., and B. Riley Wealth Management. Outside of advisory services, he manages MSP Recovery, LLC, overseeing data analysis related to Medicare and Medicaid Secondary Payer recoveries. 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, manages private fund-of-funds, and offers both discretionary and non-discretionary portfolio management.

John Whitehead is a financial advisor at PW Nova Financial Services LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at JW Nova Wealth Partners, JMAC Enterprises LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and state or municipal government entities. The firm uses a variety of analytical methods to construct portfolios and offers both discretionary and non-discretionary portfolio management, including a sponsored wrap fee program.

Jose Cova is a financial advisor at Activest Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Activest Wealth Management since 2015 and at AXXETS Wealth Management USA LLC since 2026. Outside of his advisory role, he is a partner in Idelco Consulting Group, a firm that provides consulting services to small businesses. Activest Wealth Management serves individuals, including high-net-worth clients, foundations, endowments, foreign investment advisers, and other U.S. and international institutions. The firm offers discretionary portfolio management, sub-advisory and institutional consulting, and integrated financial planning, using a process that combines advisor-client interviews with an investment committee overseeing diverse model portfolios and leveraging external research and technology.

Ashley Kulju is a financial advisor with Rose Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with Rose Capital Advisors and Saxony Securities since 2018 and previously worked at MicroSigma Capital Management. Outside of advising, she is a licensed real estate agent and owner of Ashley Kulju, PA, engaging in real estate sales under Iconic Properties, Inc. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes a bottom-up fundamental analysis approach supported by technical indicators and manages private fund-of-funds alongside individual client portfolios.

John Fitzpatrick is a financial advisor at MARIVA Global Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and previously worked for Beta Capital Securities LLC for 15 years. Fitzpatrick is a part owner of FitzAlv Investments, a family company involved in import and export activities that is currently inactive. MARIVA Global Asset Management 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, and scenario-based risk management.

Catherina Pareto is a CFP® and Series 65 credentialed advisor at Azzendo Wealth Advisors with 23 years of industry experience. She has worked at BlueKey Personal Wealth Planning since 2016 and operates Cathy Pareto & Associates, Inc. since 2007. She occasionally holds public seminars, teaches investment-related classes at local universities and institutions, appears as a guest on radio and television shows, and contributes to local and national publications. Azzendo Wealth Advisors is an SEC-registered firm serving high-net-worth individuals, trusts, estates, and pension plan sponsors. The firm provides wealth management, portfolio management, financial planning, and retirement plan consulting, managing approximately $300 million in client assets with a focus on tailored discretionary portfolio management and comprehensive financial planning services.

Joseph Cefalu is a financial advisor with Downtown Wealth Studios, LLC in Miami, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Bank of America and Merrill, with tenures of 12 and 15 years respectively. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, families, trusts, estates, businesses, and endowments. The firm constructs portfolios including equities, ETFs, mutual funds, and bonds, generally managing accounts non-discretionarily while combining fundamental and technical analysis with a long-term investment orientation.

Michael Lynch is a financial advisor at Castleview Partners, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Securities, Princor Financial Services Corporation, and Principal Life Insurance Company. Lynch is also a principal at Huerta & Lynch LLC, a financial planning and investment advisory firm. Castleview Partners provides advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering advisor-directed discretionary portfolio management as well as access to third-party money managers. The firm employs model-based accounts and a proprietary aiAlpha platform to support trading and rebalancing for both Castleview-managed and third-party adviser accounts.

Yesenia Realejo is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Tobias Financial Advisors since 2017 and previously spent two years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, corporations, and other entities with wealth management, investment management, financial planning, retirement plan advisory, and related tax-preparation and trustee services. The firm emphasizes long-term, globally diversified portfolios with discretionary management guided by Investment Policy Statements and uses AI-driven tools alongside human oversight in its investment process.

Mark Langley is a financial advisor at Blacktower Financial Management (US) LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Beacon Global Advisor Network, Skybound Wealth Management USA, and DeVere Group. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client assets mainly on a non-discretionary basis using diversified portfolios including mutual funds, ETFs, equities, and fixed income.

Jose Finkelstein is a financial advisor at Activest Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Futura Asset Advisors LLC, Insight Securities Inc., and Milleglory S.A. de CV. He is also involved with Pupicko LLC, where he handles fee collection and tax filing activities. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and institutions by providing discretionary portfolio management, sub-advisory and institutional consulting, reporting services, family office coordination, and integrated financial planning. The firm combines advisor-client interviews with an investment committee approach to construct and monitor model portfolios, with a particular focus on international relationships and a sizable institutional assets-under-advisement business.

Lucca Macher is a financial advisor at MARIVA Global Asset Management, LLC with two years of industry experience. He previously worked at Jefferies LLC and Insigneo Securities LLC. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients, focusing on separate accounts. The firm employs a combination of fundamental, technical, and macroeconomic analysis with an emphasis on asset allocation, diversification, and scenario-based risk management.

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.