Amir Arazi is an advisor at Pinetree Advisors Corp. with Series 63 and Series 65 credentials. He has been with Pinetree Advisors since 2014 and was previously with Focus Investment Advisor, LLC from 2012 to 2019. In addition to his advisory role, he works as an insurance agent. Pinetree Advisors Corp. provides discretionary portfolio management and financial consulting primarily to individuals and high-net-worth clients, offering a broad range of investment options and sub-advisory services. The firm manages accounts under written discretionary authority and is notable for its role as adviser to an offshore private fund, the Pinetree Alternative Credit Fund.

Leonardo Nunez is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. He is a principal at Everest Financial Advisors, LLC, where he has worked since 2010. In addition to his advisory role, Nunez serves with the City of Miramar Fire Department, a position he has held since 1995. Everest Financial Advisors serves a diverse client base including individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $61 million in discretionary assets, offering investment management, financial planning, retirement plan consulting, and tax preparation services, with a focus on portfolio suitability and educational programming.

William Gruntler is a financial advisor with Asset Protection Group in Sunrise, FL, holding a Series 65 designation and bringing 24 years of industry experience. He has worked at National Gold Consultants, Inc. since 2020 and has been associated with Asset Protection Group in various capacities since 1992. Outside of advisory work, he is involved in the sale of precious metals through National Gold Consultants. Asset Protection Group provides investment advice primarily to individual clients, including both high-net-worth and non-high-net-worth households, using discretionary asset management, financial planning, and consulting. The firm employs a documented process that incorporates fundamental, technical, and cyclical analysis and works with third-party sub-advisors to implement client strategies.

Gustavo Rojas Green is a financial advisor at Bondwire with nine years of industry experience. He holds a Series 65 designation and has worked with firms including Ultra Valorem Sicav, Inversiones RG2 2017 CA, Caribbean & Latin American Securities, LLC, and Prozuma WMG. Bondwire provides discretionary and non-discretionary asset management and refers clients to third-party money managers for individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm serves a notable proportion of non-U.S. clients and holdings in foreign issues, employing fundamental analysis and a range of investment instruments including derivatives and borrowing strategies.

Patrick Simon is a financial advisor at Aventura Private Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and JP Morgan Chase. Outside of his advisory role, Simon serves as secretary on the Yorker Condominium Board Volunteers in Miami. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, families, trusts, charitable organizations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions, and it conducts regular portfolio reviews integrating model outputs with advisor judgment.

Paul Turadilok is a financial advisor with Trusttree Financial LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. His career includes roles at HSBC Bank USA and Capstone Mortgage Lending, where he currently works as a mortgage loan originator. Outside of financial services, he is the owner and founder of Mosca Spirits Inc., a spirits brand. Trusttree Financial LLC serves individuals, trusts, foundations, and small institutions with discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies tailored to each client’s policy statement and manages approximately $78 million across about 150 client relationships.

Oren Arazi is a financial advisor at Pinetree Advisors Corp. with 13 years of industry experience. He holds the Series 66 and Series 65 credentials and has been with Pinetree Advisors since 2014. Outside of his advisory role, he is a licensed independent insurance agent and is involved with a sports counseling business owned by his wife. Pinetree Advisors Corp. provides discretionary portfolio management and financial consulting primarily to individuals and high-net-worth clients, managing a range of investments with an emphasis on fundamental analysis and long-term strategies. The firm is also notable for advising the Pinetree Alternative Credit Fund, a private pooled vehicle organized offshore.

Raymond Rodriguez is a financial advisor at Private Group Wealth Management, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials with 52 years of industry experience. He has been with Private Group Wealth Management since 2005 and previously worked at Aragon Value Partners, LLC from 2016 to 2019. Private Group Wealth Management serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, managing approximately $32 million across about 60 accounts. The firm uses model asset allocation portfolios and offers continuous supervisory services, combining charting, fundamental and technical analysis, and a range of trading strategies.

Justin Heller is a financial advisor at Heller Private Wealth with 9 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Heller Private Wealth, he worked at Bank of America and Merrill for seven years. Outside of his advisory work, he is involved in a family venture owning race horses through Blu Boy Racing Stables LLC. Heller Private Wealth provides discretionary portfolio management and financial advice to a small client base of individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored asset allocation and continuous portfolio supervision, employing a variety of investment strategies to meet client objectives.

Len Rittberg is a CFA® charterholder based in Ft. Lauderdale, FL, with three years of industry experience. He currently works at Greybox Investments, where he has been since 2023. Prior to this, he spent six years at Exos Financial and nine years at Adelante Capital Management. Greybox Investments provides fee-only portfolio management primarily to individual and high-net-worth clients, charitable organizations, other registered investment advisers, and corporations. The firm employs a quantitative, multi-factor investment approach focused on scalable, model-driven portfolio construction and distribution to other advisers, emphasizing discretionary wealth management through separately managed and unified managed accounts.

Peter Weitz is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Route 20 Private Wealth Inc., where he has worked since 2024. Prior to this, he held roles at Weitz Financial Group, Fortitude Advisory Group, and several other firms. Outside of advisory work, Mr. Weitz is involved in a wine import business, J Street Imports, which distributes European wines in the U.S. Route 20 Private Wealth Inc. offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages portfolios using a range of strategies informed by fundamental and technical analysis, serves as subadviser to an exchange-traded fund, and acts as general partner of a private equity partnership.

Perla Glanzberg is a financial advisor at Livian & Co. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Livian & Co. since 2014. Livian & Co. provides discretionary portfolio management and investment consulting primarily to high-net-worth individuals, trusts, corporations, and pooled investment vehicles. The firm employs a combined top-down macroeconomic analysis with fundamental and technical security selection, offering multiple model portfolios that include a range of asset types and tactical strategies.

Chad Williamson is a CFP® professional with six years of experience in the financial advisory industry. He currently works at Tobias Financial Advisors and has previously been employed at Mariner Wealth Advisors, Koa Wealth Management, LPL Financial, and The Wealth Consulting Group. Tobias Financial Advisors is a fee-only firm managing approximately $1.19 billion in client assets through a nine-advisor team across six offices. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering wealth management, investment management, retirement plan advisory, financial planning, and family office services. Their investment approach includes discretionary portfolio management guided by written Investment Policy Statements, globally diversified allocations, periodic rebalancing, tax-aware decisions, and the use of independent managers or sub-advisers.

Phillip Wallace is a Series 65 licensed advisor with eight years of industry experience, currently serving at Aragon Capital LLC since 2019. He previously worked at Innovation Partners LLC and Sentrix Financial Services and has operated PAW Consulting, a non-investment related business, since 2008. Wallace is also involved in mortgage loan origination and business loan brokerage activities. Aragon Capital LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm employs a variety of analytical methods and trading strategies, with a notable focus on international clients, including those in Latin America, and incorporates derivative strategies within managed accounts.

Marianela Collado is a CFP® and PFS™ credentialed advisor with 10 years of industry experience. She has been with Tobias Financial Advisors since 2015. 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 and uses AI-driven tools alongside human oversight to guide investment decisions.

Marguerite Cook is a CFP® and holds a Series 65 license, currently serving at Rothschild Capital Partners with nine years of industry experience. Her prior roles include positions at 1 North Wealth Services and Location Ventures. Rothschild Capital Partners provides discretionary portfolio management and wealth planning services to individual, high-net-worth, institutional, and charitable clients. The firm employs a combined top-down and bottom-up investment approach and is noted for managing private funds, utilizing derivatives and leverage, and maintaining structured procedures to address conflicts of interest.

James Underwood is a financial advisor with Aspen Creek Wealth Management, LLC, holding a Series 65 credential and 16 years of industry experience. His prior roles include positions at Virtue Capital Management, Tyler Wealth Management, and his own firms, J.D. Underwood Wealth Management, Inc. and J.D. Underwood Insurance Strategies, Inc. Outside of investment advising, he is involved in marketing and sales of insurance and 403(b) products, and assists clients with online estate planning through a separate business activity. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and uses mutual funds, ETFs, equities, fixed income, and third-party managers in its portfolio implementations.

Eduardo Brender is a financial advisor at Activest Wealth Management, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2024. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other U.S. and international institutions, providing discretionary portfolio management, sub-advisory and institutional consulting, reporting services, family office coordination, and integrated financial planning. The firm employs a structured investment process combining advisor-client interviews and an investment committee that manages diversified model portfolios across multiple risk strategies.

Judy Batievsky is a financial advisor at Activest Wealth Management, LLC with 13 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for seven years before joining Activest in 2026. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and various U.S. and international institutions, offering discretionary portfolio management, institutional consulting, and integrated financial planning. The firm’s investment process involves an investment committee that employs fundamental, quantitative, and risk-based analysis to manage diversified model portfolios across multiple strategies.

Nestor Hernandez Rivera is a financial advisor at Aragon Capital LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Corient Services LLC, CIPW Service Company, LLC, and Intercontinental Wealth Advisors LLC. Aragon Capital LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to construct portfolios and employs various trading strategies, including options and derivative strategies, with a focus on international clients and tax-aware asset management.