Gabriel Levy is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is currently a junior partner, portfolio strategist, and Chief Operating Officer at Fiori Financial Group in Fort Lauderdale, FL. Prior to this, he held roles at Raymond James Financial Services and Liebman Group. Outside of his advisory work, he owns GEL Capital, LLC, a support company created for tax purposes. Fiori Financial Group is an SEC-registered adviser with a four-advisor team managing approximately $565 million for around 224 clients. The firm serves individuals, high-net-worth clients, and retirement plans, employing a multi-disciplinary investment process that incorporates fundamental, technical, and charting analysis alongside strategies such as long-term holdings, short-term trading, and option writing.

Akiva Davis is a financial advisor with Andrew Garrett Inc. in Hollywood, FL, holding a Series 66 designation and 24 years of industry experience. He has worked at Andrew Garrett Inc. since 2006 and previously at Wachovia Securities. Outside of his advisory role, he is involved in business development for a Neurotrax cognitive testing company. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement-rollover advice. The firm employs a multi-platform investment model and serves a broad client base through various advisory programs and fee arrangements.

Lawrence Muscant is a Series 65 licensed advisor with Omnia Family Wealth, LLC, where he has worked since 2024 and has one year of industry experience. Prior to joining Omnia, he served as a senior advisor at The Foundation for Defense of Democracies for ten years and was involved with The Nagen Project. He also serves on the advisory board of Square One Labs, focusing on due diligence and portfolio structuring. Omnia Family Wealth provides wealth management, financial planning, and portfolio management services to individuals, families, trusts, and institutional clients. The firm employs a goal-driven, long-term investment approach and is notable for its active management of pooled investment vehicles and private funds.

Roberto Isasi is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Portfolio Resources Advisor Group, Inc. He previously worked at Davivienda Investment Advisor USA LLC and Amerant Bank, N.A. Outside of his advisory role, Isasi is a partner and board member at Unikemia, a professional education company, and provides management consulting through Uster Advisors LLC. He also volunteers as a speaker and support staff for AARP Florida events. 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 and model portfolios, focusing on client objectives and ongoing monitoring.

Enrique Tiburcio is a financial advisor at Bull Market Investment Management, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including UBS Financial Services, Deutsche Bank Securities Inc., and Citizens Bank, N.A. prior to his current role. 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 tailors asset allocations and investment strategies based on client objectives and risk tolerance, incorporating third-party macroeconomic research and internal due diligence, and offers a range of strategies including equities, fixed income, options, and alternative investments.

James O'Halloran is a financial advisor at MG&A Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MG&A Wealth since 2010. O'Halloran is also a managing member of MG&A Private Capital LLC, where he identifies and presents private equity investments for qualified clients. Additionally, he refers clients to an independent insurance agency for life, health, disability, and long-term care insurance needs. MG&A Wealth provides financial planning, consulting, and investment management to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset classes and manages private investment opportunities through due diligence and client capital placement in firm-sponsored or affiliated funds.

Umberto Perez Jr. is a financial advisor with Castleview Partners, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Castleview Partners since 2015 and Kovack Securities, Inc. since 2016. Outside of his advisory role, he serves as president of UP Capital Management LLC, a business focused on a holistic approach to financial planning. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering both discretionary portfolio management and access to third-party money managers. The firm utilizes a mix of internally managed models and third-party strategies supported by its aiAlpha platform, which delivers operational and trading support to Castleview-managed accounts and other registered investment advisers.

John Cartledge is an investment advisor with Aurora Private Wealth, Inc. He holds a Series 66 designation and has 26 years of industry experience. His prior work includes roles at UBS Financial Services and APW Capital. Outside of his advisory role, he serves as secretary for the Cartledge Foundation, a private charitable foundation. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension plans, and charitable organizations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management through a team of 18 advisors managing approximately $374 million in assets.

Nathan Tarr is a financial advisor with Amerity Wealth Management, LLC in Miami, FL, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at Skybound Wealth Management USA, Beacon Global Advisor Network, GWM USA, and deVere Group. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm provides discretionary asset management, modular financial planning, retirement-plan consulting, and specialized UK expatriate pension transfer services.

Karla Fitzgerald is a ChFC® credentialed advisor with three years of industry experience. She has worked at Corrales & Co. since 2025 and previously held roles at XPS Capital LLC, Cope Corrales, Brunswick Group, and with Mr. Matthew Garvey. Corrales & Co. provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory methods. The firm offers discretionary account management, educational seminars, and accesses third-party managers and alternative investment vehicles.

Rodrigo Borba is a financial advisor at Andbanc Advisory LLC with five years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with firms including West Investimentos and Itau-Unibanco Bank Brazil. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and advisory services to individuals, corporations, and institutional investors, utilizing an open-architecture approach that includes internal research, third-party managers, and affiliate resources. The firm’s cross-border ownership and affiliated brokerage and banking relationships enable it to serve a diverse client base with a range of investment solutions.

Karina Hinkelmann is a financial advisor at MG&A Wealth with 13 years of industry experience. She holds Series 65 and Series 63 designations and has worked at MG&A Wealth since 2018, with prior roles at Stonex Securities Inc. and HSBC Securities (USA) Inc. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customizable portfolio management through various platforms and actively manages private investment opportunities, including funds sponsored or managed by the firm.

Alexandra Valdes is a financial advisor with Azzendo Wealth Advisors, holding a Series 65 designation and 11 years of industry experience. She has been associated with Cathy Pareto and Associates since 2014. Azzendo Wealth Advisors is an SEC-registered firm that provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and pension/retirement plan sponsors. The firm manages approximately $300 million in client assets and serves a client base including high-net-worth individuals and household accounts, delivering discretionary portfolio management and comprehensive financial planning services.

Carlos Younes Padilla is a financial advisor at Bulltick Wealth Management, LLC in Miami, FL, with 20 years of industry experience. He holds the Series 66 designation and has been with Bulltick since 2015. Outside of his advisory role, he owns and consults for a restaurant business called Juicense and an import and sale fresh produce company, Mr. Specialties, LLC. Bulltick Wealth Management provides 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 along with financial planning and consulting services.

Felipe De Azambuja is a financial advisor at Brainvest Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Fininvesta SA and Octogone Gestion SA, with additional experience at Edmond de Rothschild (Suisse) SA. Brainvest Wealth Management primarily serves high-net-worth individuals as well as 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 acts as portfolio manager for both U.S. and non-U.S. pooled vehicles, utilizing a range of investment methods including fundamental, quantitative, and technical analysis.

Cesar Labarthe is a financial advisor at ACP Capital Management, LLC in Miami, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Inteligo Bank and Inteligo SAB, where he worked for a total of 12 years before joining ACP Capital Management. ACP Capital Management provides discretionary and non-discretionary investment management services to individual clients, private funds, and institutional accounts. The firm employs model-based and manager-led strategies incorporating ETFs, UCITS, fixed income, and alternative investments, and offers a range of services including separately managed accounts, a wrap fee portfolio program, and private pooled vehicles.

Andres Paladino is a financial advisor at Bull Market Investment Management, Inc. in Miami, FL, holding a Series 66 designation with six years of industry experience. He has worked at Bull Market Securities since 2020 and was previously with Bull Market Brokers SA from 2016 to 2018. Paladino also operates as a self-employed financial advisor. Bull Market Investment Management, Inc. offers discretionary and non-discretionary investment management, financial planning, and family office services to individuals, corporations, pooled investment vehicles, and institutions. The firm uses customized portfolios and third-party macroeconomic research combined with internal analysis, employing a range of strategies across equities, fixed income, options, and alternative investments.

Juan Gonzalez is a financial advisor at Altfest Personal Wealth Management with one year of industry experience. He previously worked at Oak Street Funding for three years and Opes Consulting, Inc for six years. Gonzalez holds a Series 65 designation. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios individually with a focus on client objectives, asset allocation, and tax considerations, while also sponsoring and advising several private pooled investment vehicles.

Ana Arguello is a CFP® professional with 10 years of industry experience. She is affiliated with Azzendo Wealth Advisors and has previously worked at Cathy Pareto & Associates. Azzendo Wealth Advisors is an SEC-registered firm that provides wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and pension plan sponsors. The firm manages approximately $300 million in assets and serves high-net-worth individuals and household accounts, employing a discretionary portfolio management approach tailored to client goals and risk tolerance.

Javier Martinez is a CFA® charterholder with six years of industry experience. He is currently with MARIVA Global Asset Management, LLC and has worked previously at Banco Mariva. He operates between MARIVA Global Asset Management and Mariva Capital Markets. MARIVA Global Asset Management, LLC 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, valuation, and scenario-based risk management.