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.

Michael Haupert is a financial advisor with Global Wealth Management Investment Advisory, Inc. He holds a Series 65 designation and has been in the industry since 2023. Prior to joining his current firm, he worked at Credent Wealth Management and Global Wealth Retirement Planning, Inc. Haupert also attended Indiana State University from 2018 to 2022. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with approximately $722.8 million in discretionary assets under management. The firm emphasizes a value-oriented, long-term investment approach that includes strategic and tactical asset allocation, model portfolios, and discretionary asset management delivered through wrap-fee programs.

Ivan Minkov is a Series 65-licensed advisor at Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL, with three years at the firm and additional experience at Global Wealth Retirement Planning, LLC, NuForm Media LLC, HC2 Broadcasting Holdings, Inc., and HRG Group, Inc. He has five years of experience running NuForm Media LLC, an entrepreneurial venture outside the financial industry. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with discretionary asset management, holistic financial planning, and educational workshops. The firm employs a value-oriented, primarily long-term investment approach, tailoring advice through client interviews and questionnaires and offering wrap-fee programs managed on institutional platforms.

Hugo Calenzani is a financial advisor at MG&A Wealth with over 20 years of industry experience. He holds a Series 66 designation and has held roles at MG&A Wealth since 2009 and StoneX Securities since 2012. Calenzani serves as Chief Investment Officer and is a managing member of MG&A Private Capital LLC, where he identifies and recommends private equity opportunities for qualified clients. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset classes and directly manages private funds, conducting due diligence and offering private investment opportunities to qualified investors.

Scarlyn Leonardo is a financial advisor at MG&A Wealth with Series 66 credentials and three years of industry experience. Prior to joining MG&A Wealth, Leonardo has worked at Stonex Securities Inc, A Life Well Spent & Charpentier Wealth Strategies, Lincoln Financial Advisors, and AIG. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes investment allocations across a variety of vehicles and directly manages and sponsors private funds, distinguishing it from many team firms.

John Thomas is a CFA® charterholder with 23 years of industry experience. He is a principal at Global Wealth Management Investment Advisory, Inc. and has held roles at several firms including Madison Avenue Securities and Global Wealth Retirement Planning, LLC. Thomas also serves as a wealth advisor and client services representative for Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. is an SEC-registered advisory firm serving individuals, charitable organizations, and business clients, managing approximately $723 million in discretionary assets. The firm emphasizes a value-oriented, primarily long-term investment strategy using strategic and tactical asset allocation, model portfolios, and offers discretionary asset management through wrap-fee programs combined with holistic financial planning.

Ricardo Nieto is a financial advisor at Aragon Capital LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Aragon Capital since 2013. Outside of his advisory role, he owns and manages Aragon Properties LLC, a real estate business from which he derives a portion of his income. 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 range of investment strategies, including fundamental and technical analysis, and serves a significant international client base with expertise in Latin American markets.

Raul Benitez is a CFP® professional with 24 years of industry experience, currently serving at Aragon Capital LLC since 2023. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing, as well as several other financial services firms. He has a fixed insurance business under Lifecraft Financial. Aragon Capital LLC provides investment supervisory services and financial planning for individuals, high-net-worth clients, and business entities. The firm employs a diverse investment approach combining fundamental, technical, and cyclical analysis, and serves a notable segment of non-U.S. clients, particularly in Latin America.

Vivienne Schleu is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at National Wealth Management Group since 2015 and has been with LPL Financial since 2008. Outside of advisory roles, Schleu is involved in a family-owned Florida land development business and co-owns a tax preparation and accounting service. National Wealth Management Group offers fee-based investment advisory and financial planning primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to client needs and integrates services with accounting through a formal affiliation.

David Teas is a CFP® and CFA® with 14 years of industry experience. He has been with Heritage Investment Group, Inc. since 2011. Heritage Investment Group is an SEC-registered, fee-only advisory firm serving individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm employs an evidence-based investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, and it offers financial planning, wealth-transfer, and trust-related services.

Jose Cova is a financial advisor at Activest Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Activest Wealth Management since 2015 and at AXXETS Wealth Management USA LLC since 2026. Outside of his advisory role, he is a partner in Idelco Consulting Group, a firm that provides consulting services to small businesses. Activest Wealth Management serves individuals, including high-net-worth clients, foundations, endowments, foreign investment advisers, and other U.S. and international institutions. The firm offers discretionary portfolio management, sub-advisory and institutional consulting, and integrated financial planning, using a process that combines advisor-client interviews with an investment committee overseeing diverse model portfolios and leveraging external research and technology.

Jessica Delareza is a financial advisor with Global Wealth Management Investment Advisory, Inc. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior roles include positions at Morgan Stanley, Madison Avenue Securities, Truist Investment Services, and Ladenburg Thalmann & Co. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with discretionary asset management, financial planning, and educational workshops. The firm employs a value-oriented, long-term investment approach and offers tailored advice through interviews and questionnaires.

Christian Avila is a financial advisor with Global Wealth Management Investment Advisory, Inc. He holds a Series 65 credential and has two years of industry experience. Prior to joining the firm, he worked at Global Wealth Management and has a background including roles at Stetson University and Archbishop McCarthy. He is also active as a wealth advisor and insurance agent with Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. provides discretionary asset management, comprehensive financial planning, and educational workshops to individuals, charitable organizations, and businesses. The firm employs a value-oriented, primarily long-term investment approach with tactical and strategic asset allocation options.

Yesenia Realejo is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Tobias Financial Advisors since 2017 and previously spent two years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 with discretionary management guided by Investment Policy Statements and uses AI-driven tools alongside human oversight in its investment process.

David Olsen is a financial advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Madison Avenue Securities, LLC and Northwestern Mutual, spanning over a decade in total. Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment adviser serving individuals, charitable organizations, and business clients. The firm manages about $722.8 million in discretionary assets, offering discretionary asset management, holistic financial planning, and educational workshops through a primarily long-term, value-oriented investment approach.

Jose Finkelstein is a financial advisor at Activest Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Futura Asset Advisors LLC, Insight Securities Inc., and Milleglory S.A. de CV. He is also involved with Pupicko LLC, where he handles fee collection and tax filing activities. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and institutions by providing discretionary portfolio management, sub-advisory and institutional consulting, reporting services, family office coordination, and integrated financial planning. The firm combines advisor-client interviews with an investment committee approach to construct and monitor model portfolios, with a particular focus on international relationships and a sizable institutional assets-under-advisement business.

Nicklaus Mattingly is a CFP® with 15 years of industry experience and has been with Heritage Investment Group, Inc. since 2014. He is based in Pompano Beach, FL, and holds a Series 65 license. Heritage Investment Group is an SEC-registered, fee-only advisory firm that serves individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm employs an evidence-based investment approach that emphasizes broadly diversified portfolios primarily composed of ETFs and institutional mutual funds, disciplined rebalancing, and risk control rather than market timing.

Abraham Arce is a financial advisor with Fiori Financial Group in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. He has worked at firms including Raymond James Financial Services Advisors and Alpha Insurance Advisors. Outside of advising, he is a part owner of an ice vending machine business, AC Ice Slingers, LLC. Fiori Financial Group is an SEC-registered investment adviser that provides discretionary portfolio management and pension consulting to individuals, retirement plans, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and charting analysis to build diversified portfolios and sponsors a bundled wrap-fee program with trade execution and custody relationships at Goldman Sachs and Charles Schwab.

Noah Hankin is a CFP® professional with two years of experience in financial advising, currently with Foundry Financial LLC in Fort Lauderdale, FL. His prior roles include positions at Palisades Hudson Financial Group and Hinds Financial Group. Outside of finance, he owns and operates Fort Lobsterdale, a private scuba diving and lobstering tour business where he also teaches diving courses. Foundry Financial LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm manages diversified portfolios using various investment tools and employs a risk-based approach with adviser discretion for long-term allocation.

Dannit Chocron is a financial advisor at Activest Wealth Management, LLC with four years of industry experience. He holds the Series 65 designation and has worked at Activest since 2020. His prior experience includes roles at Norwegian Cruise Line Holdings, FlexFunds ETP, Nationwide Lending Direct, and the University of Miami. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other U.S. and international institutions. The firm offers discretionary portfolio management, institutional consulting, and comprehensive financial planning, utilizing model portfolios managed through a combination of fundamental, quantitative, and risk-based analysis.