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.

Nicolas Martinez Hermida is a financial advisor at Scala Capital LLC in Miami, FL, holding a Series 65 designation. He has experience working with Scala Capital since 2024 and has prior roles at Alces & Asociados and Porvenir SA. Scala Capital serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm uses model portfolios and a combination of technical, fundamental, and cyclical analysis to manage discretionary and non-discretionary portfolios.

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 seven years of industry experience. His prior roles include positions at ARGI Investment Services and Price Waterhouse Coopers. KMG Fiduciary Partners provides comprehensive wealth management services for individual clients, high-net-worth households, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation framework combined with tactical security selection and emphasizes direct investments alongside low-cost funds to manage yield, tax consequences, and expenses.

Monica Chandra is a financial advisor at 3EDGE Asset Management, LP with 11 years of industry experience. She holds the Series 65 and Series 63 designations and has worked at 3EDGE since 2016, alongside roles at Vigilant Distributors LLC and Foreside Fund Services, LLC. Additionally, she serves as a board member for Leader ZInvest LLC, a venture firm focused on technology investments. 3EDGE Asset Management is a discretionary investment manager offering separately managed accounts, sub-advisory services, and registered investment products. The firm employs a top-down, globally diversified multi-asset allocation strategy that integrates quantitative research and committee judgment, typically utilizing ETFs to implement its investment solutions.

Ramiro Colon III is a financial advisor at ACP Capital Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services from 2015 to 2021. Outside of his advisory role, he is a partner at Aberdour Strategies LLC, where he consults and participates in real estate investment activities. ACP Capital Management, LLC is an SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management and wealth reporting services to individuals, high-net-worth clients, and institutional investors. The firm uses a range of in-house and third-party models, including offerings from BlackRock and Dimensional, and manages portfolios primarily through ETFs, mutual funds, and UCITS.

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 financial advisor at Tobias Financial Advisors with 13 years of industry experience. He holds the CFP® and CFA® designations, along with Series 65 and Series 63 licenses. His prior roles include positions at Berman Capital Advisors, Wealth Partners/Yovar Wealth Partners, AXA Advisors, and Integer Wealth Advisors Group. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, and business entities, offering wealth management, investment management, retirement plan advisory, financial planning, and family office services. The fee-only firm manages approximately $1.19 billion in client assets with a nine-advisor team across six offices, delivering globally diversified portfolio management with a focus on tax-aware decisions and the use of independent managers.

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 two years of industry experience. He holds a Series 65 license and previously worked at BBVA for over 30 years. Outside of his advisory role, he is involved as an agent in life insurance sales through Bulltick Insurance Agency. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles. The firm uses a combined top-down macroeconomic and bottom-up fundamental and technical analysis approach, with an emphasis on U.S. real-estate investments and management of affiliated private funds.

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.

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.