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.

Christian Ramirez is a financial advisor at LifeInvest Wealth Management, LTD in Miami, FL, with eight years of industry experience. He holds a Series 65 designation and has been with LifeInvest Wealth Management since 2016. Ramirez is involved in backoffice support for Portfolio Resource Group. LifeInvest Wealth Management serves primarily high-net-worth individuals, families, and institutional clients, managing roughly $300 million for about 260 clients through an eight-advisor team. The firm offers fee-based portfolio management and consulting services, employing a strategic allocation framework with a broad range of investment tools and emphasizes risk reduction and performance enhancement.

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.

Jessica Kaufman is a financial advisor at ACP Capital Management, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Mass Mutual Investors Services and Kovack Securities, Inc. In addition to her advisory role, Kaufman provides regulatory consulting services through CIMA Financial Regulation Consultants. ACP Capital Management offers discretionary and non-discretionary investment management to individual clients, private funds, and institutional accounts. The firm employs model-based and manager-led strategies incorporating ETFs, UCITS, fixed income, and alternative exposures, and serves an international client base with a range of offshore products.

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.

Gregory Bitz is a CFP®, ChFC®, and Series 65-licensed financial advisor with 29 years of industry experience. He has worked at WBH Advisory, Inc. since 2016 and previously spent 20 years with Metropolitan Financial Group, Inc. His practice is based in Surfside, FL. WBH Advisory is a multi-advisor wealth management firm serving individual, trust, retirement-plan, nonprofit, and corporate clients. The firm offers discretionary portfolio management alongside financial, estate, and income tax planning, utilizing fundamental equity analysis and a combination of stocks, bonds, mutual funds, and ETFs with a long-term investment approach.

Roman Ortega Jr. is a financial advisor at Corrales & Co. with one year of industry experience. He holds Series 65 and Series 63 licenses. In addition to his advisory roles, Ortega is involved with Roman Venture Capital LLC and has served in the United States Army Reserve since 1998. Corrales & Co. provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a variety of investment methods and offers discretionary account management, educational seminars, and access to third-party managers and alternative investment vehicles.

Carlos Gribel is a Series 66-licensed financial advisor with 17 years of industry experience, currently serving as CEO and Investment Adviser Representative at Andbanc Advisory LLC since 2015. He has held multiple leadership roles within Andbanc's affiliated entities, including board memberships at Andbanc Brokerage and Andbank Brazil, where he participates in quarterly market discussions. Additionally, he serves on the board of the nonprofit organization "If You Foundation." Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors. The firm employs an open-architecture approach, utilizing internal research and third-party managers to manage diversified portfolios, and serves a client base that includes both U.S. and non-U.S. investors.

Juan Sanchez is a financial advisor at Activest Wealth Management, LLC with six years of industry experience. He previously worked at Barclays Capital Inc. and has a background that includes positions at Cornell University and Ferremundo S.A. He holds Series 63 and Series 65 licenses. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions with discretionary portfolio management, consulting, financial planning, and family office coordination. The firm employs a multi-strategy investment process managed by an investment committee and emphasizes international client relationships and institutional asset management.

Carolina Restrepo is a financial advisor at MG&A Wealth with nine years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley Smith Barney LLC for six years and Oppenheimer for four years. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customized portfolio management across various asset classes and private investments, with an emphasis on direct management and sponsorship of private funds.

Gareth Evans is a financial advisor with Brainvest Wealth Management LLC in Miami, FL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. Prior to joining Brainvest in 2025, he worked for Rose Capital Advisors, LLC for 11 years and has maintained a broker license with Saxony Securities, Inc. since 2014. He also serves as a board observer for Factor Bikes, a non-investment related business. Brainvest Wealth Management primarily serves high-net-worth individuals, 401(k) and pension plans, venture capital funds, and investors in pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and manages both U.S. and non-U.S. pooled funds using a variety of analytical methods and both long- and short-term trading strategies.

Asdrubal Rivas Rojas is a financial advisor at LifeInvest Wealth Management, LTD with one year of industry experience. He holds a Series 65 designation and has worked at Consultores Grupo Kapital since 2012 and at Instituto de Finanzas y Empresas from 2008 to 2020. He is a founding member of a finance consulting company where he serves as Senior Portfolio Manager, involved in strategic planning and investment strategy design. LifeInvest Wealth Management is a multi-team advisory firm serving institutional clients, high-net-worth individuals, and families. The firm manages approximately $447 million, employing a fundamental analysis and portfolio allocation approach that includes a diverse range of securities and structured products, with a notable presence of non-U.S. clients and cross-border relationships.

Leonardo Chico Reyes is a financial advisor at Sierra Capital LLC in Miami, FL, holding a Series 65 credential with one year of industry experience. His work history includes roles at Sierra Capital Partners and academic positions at Northwestern University and Tecnologico de Monterrey. Sierra Capital provides advisory services to ultra-high net worth individuals, institutions, and charitable organizations, offering customized portfolio management, financial planning, and manager-of-managers selection. The firm employs a disciplined investment approach using diverse asset classes and serves both domestic and international clients, including institutional counterparties.

Alon Ozer is a Series 65-licensed advisor at Omnia Family Wealth, LLC with eight years of industry experience. He has worked at Omnia since 2018 and previously at Five Oaks Advisory, LLC, and the Greater Miami Jewish Federation. He serves on the investment committee of the J-Impact Fund I and advises Square One Labs in Tel Aviv on portfolio due diligence and structure. Omnia Family Wealth advises individuals, high-net-worth families, trusts, estates, charitable organizations, businesses, and pooled investment vehicles, offering wealth management, financial planning, and portfolio management services. The firm follows a goal-driven, long-term approach that integrates tax, estate, and insurance structuring, and is notable for its active role in private funds and pooled vehicles as fund manager and consultant.

Mariana Avila Murati is a financial advisor at Activest Wealth Management, LLC with a Series 65 credential and one year of industry experience. She previously worked at RBC Dominion Securities for six years and held a position at State Street. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by providing discretionary portfolio management, sub‑advisory consulting, and integrated financial planning. The firm uses a structured investment process that combines client interviews with committee-led portfolio management, emphasizing international relationships and a substantial institutional assets-under-advisement practice.

Miguel Cardoso is a financial advisor with Andbanc Advisory LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Andbanc Advisory since 2015 and is also affiliated with Andbanc Brokerage. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm employs an open-architecture investment approach, customizing asset allocation based on client risk profiles across a range of asset classes.