Ruben Rozental is a financial advisor at Pgi Wealth Management with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Black Pearl Financial Services and Business Tax Strategies LLC. In addition to his advisory role, he is an independent insurance agent. Pgi Wealth Management, operating as Greylin Investment Management, serves individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm focuses on long-term, asset-allocation strategies and integrates pension consulting into its portfolio management services.

Anthony Poppe is a CFP® and CFA® with 17 years of experience in financial advising. He has been with Firestone Capital Management Inc since 2008. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a global asset allocation strategy with client-specific investment policies and regular rebalancing, combining in-house research with external sources to align portfolios with clients’ risk tolerance and goals.

Maximilien Van Walleghem is a financial advisor at MAXIMAI Investment Partners, LLC with seven years of industry experience. His prior roles include positions at BlackRock Investments, LLC, Foreside Fund Services, LLC, and Investec Asset Management North America, Inc. He serves as a board member of the Centro Mater Foundation, a local nonprofit organization. MAXIMAI provides fee-only wealth management and family office services to high-net-worth and ultra-high-net-worth individuals, businesses, corporations, and institutional clients. The firm employs top-down macro analysis alongside fundamental and technical methods, utilizing both traditional and alternative investments, including private equity and hedge funds.

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 at Rose Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Rose Capital Advisors and Saxony Securities since 2020, along with roles at MSP Recovery, LLC, and IPG Investment Advisors. Outside of his advisory work, he manages MSP Recovery, LLC, which focuses on Medicare and Medicaid secondary payer recoveries. Rose Capital Advisors provides asset management, financial planning, and investment consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up, fundamental investment approach combined with technical indicators and manages private fund-of-funds alongside discretionary and non-discretionary portfolio management.

John Whitehead is a financial advisor at JW Nova Wealth Partners with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He also has experience running Jmac Enterprises LLC. JW Nova Wealth Partners serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm manages approximately $308 million using a range of analytical methods and investment strategies, offering wrap-fee wealth management, pension consulting, and financial planning services.

Jose Cova is a Series 65-licensed advisor with 10 years of industry experience, currently with Activest Wealth Management, LLC. He worked at Activest Wealth Management from 2015 to 2026 and has been with AXXETS Wealth Management USA LLC since 2026. Outside of his advisory role, Cova is a partner in Idelco Consulting Group, a firm providing consulting services to small businesses. Activest Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, foundations, endowments, and international institutional clients. The firm employs a committee-driven investment process with a multi-asset approach and has a notable international focus and specialized fee arrangements for qualified clients.

Ashley Kulju is a financial advisor with Rose Capital Advisors, LLC, holding Series 65 and Series 63 credentials and 15 years of industry experience. She has worked at Rose Capital Advisors and Saxony Securities since 2018, and prior to that was with MicroSigma Capital Management. Outside of her advisory role, she owns a licensed real estate agency, Ashley Kulju, PA. 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 combined with technical indicators and offers discretionary and non-discretionary portfolio management along with financial planning services.

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.

Sebastian Guerra is a Series 66-licensed financial advisor with Guerra Wealth Advisors in Miami, FL, where he has worked since 2016. He has 12 years of industry experience. Outside of his advisory role, he owns a general S corporation for bookkeeping purposes and is involved in several business ventures, including vehicle leasing and real estate leasing. Guerra Wealth Advisors is an SEC-registered firm serving individuals, trusts, and small to mid-sized businesses with discretionary investment management, financial planning, and estate planning services. The firm emphasizes asset allocation and diversified use of equities, cash, ETFs, and mutual funds, employing third-party model managers and delivering services through a wrap fee program.

Joseph Cefalu is a financial advisor at Downtown Wealth Studios, LLC with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Bank of America and Merrill. Outside of his advisory role, he owns a sole proprietorship involving a rental property. Downtown Wealth Studios provides customized wealth management and financial planning primarily to individuals, families, trusts, estates, businesses, and endowments. The firm combines fundamental and technical analysis with a long-term investment approach and manages most accounts on a non-discretionary basis.

Eduardo Valera Marquez is a CFA® charterholder with 10 years of industry experience. He is currently with Portfolio Resources Advisor Group, Inc. and has previously worked at Latin American Holdings. Outside of his advisory role, he provides business consulting focused on business development, entrepreneurship, and financial statement analysis through BBO Capital Partners LLC. Portfolio Resources Advisor Group offers discretionary portfolio management, financial planning, and investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm employs a multi-manager approach using third-party platforms, model portfolios, and impact/SRI strategies tailored to client objectives.

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.

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.

Roxanna Guinan is a financial advisor at Cardea Capital Advisors, LLC with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience with IP Financial Advisory Services, World Choice Securities Inc, and Claraphi Advisory Network LLC. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm utilizes a Modern Portfolio Theory-based approach with diversified, risk-based model portfolios and offers a range of services including separately managed accounts and educational seminars.

Jose Finkelstein is a financial advisor at Activest Wealth Management, LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at Futura Asset Advisors LLC, Insight Securities Inc., and Milleglory S.A. de CV. Outside of his advisory role, he is an authorized member of Pupicko LLC, a fee collection business unrelated to investments. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutions. The firm employs committee-managed model strategies incorporating multiple asset classes and serves a significant international client base, managing over $1 billion in client assets.

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.

Joao Renato Corbellini is a financial advisor at L&S Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brasil Plural Investment Advisor LLC and Brazil Plural Securities, among other firms. Outside of advising, he serves as an operations intern at L&S Investment Advisors, dedicating approximately 20 hours per week to this role. L&S Investment Advisors serves individual and high-net-worth clients as well as corporate entities, trusts, and other institutions, managing discretionary portfolios and overseeing approximately $218.5 million in assets. The firm employs a variety of investment strategies, including stocks, ETFs, and alternative assets, and distinguishes itself through its affiliation with Brasil Plural Investment Advisors and its use of leverage and non-U.S. securities.

Dannit Cohen Saporta is a financial advisor at Activest Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience with Norwegian Cruise Line Holdings, FlexFunds ETP, Nationwide Lending Direct, and the University of Miami. Activest Wealth Management provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, foundations, endowments, and institutional clients. The firm employs committee-managed model strategies across multiple asset classes and utilizes institutional research and technology for portfolio monitoring and rebalancing.