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 19 years of industry experience. He holds a Series 66 designation and has been with MG&A Wealth since 2009. Calenzani is a managing member of MG&A Private Capital LLC, where he identifies and recommends private equity investment opportunities for qualified clients. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of portfolio management solutions, including discretionary and non-discretionary strategies, and specializes in private investments such as private equity and private debt.

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.

Jason Koenig is a financial advisor at AMC Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones, Morgan Stanley, and NT Concepts. Koenig has been with AMC Wealth Management since 2022 as part of a six-advisor team based in Aventura, Florida. AMC Wealth Management is a state-registered advisory firm serving individuals, trusts, business entities, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets, offering custom portfolios built with exchange-traded funds and mutual funds through a strategic asset-allocation approach and discretionary management.

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.

Ivan Hernandez is a CFP® professional with 30 years of industry experience. He has worked at Omnia Family Wealth, LLC since 2015 and was previously with PURSHE KAPLAN STERLING INVESTMENTS, Inc. from 2015 to 2023. Omnia Family Wealth advises individuals, high‑net‑worth families, trusts, estates, charitable organizations, businesses, and pooled investment vehicles, offering wealth management, financial planning, and portfolio management services. The firm emphasizes a goal-driven, long-term approach that integrates fundamental analysis, strategic asset allocation, tax, estate, and insurance structuring, and is notable for its active role in private investment funds.

Raul Benitez is a CFP® with 24 years of industry experience, currently serving at Aragon Capital LLC since 2023. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, as well as SunTrust Advisory Services and Suntrust Investment Services. He also operates a fixed insurance business, Lifecraft Financial, established in 2023. Aragon Capital LLC provides investment supervisory services and financial planning for individuals, high-net-worth clients, and business entities, offering customized Investment Policy Statements and oversight of discretionary and non-discretionary portfolios. The firm employs a multi-faceted investment approach that includes fundamental and technical analysis, options strategies, and tax-efficient asset management, with a noted expertise in serving Latin American markets.

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 with Activest Wealth Management, LLC, holding a Series 65 credential and five years of industry experience. He has previously worked at Futura Asset Advisors LLC, Insight Securities Inc., and Milleglory S.A. de CV. Outside of his advisory role, Finkelstein is an authorized member of Pupicko LLC, where he handles fee collection and tax filings. Activest Wealth Management serves individuals, high-net-worth clients, foundations, endowments, foreign investment advisers, and other institutional clients. The firm combines advisor-client interviews with an investment committee process to manage diversified portfolios and employs fundamental, quantitative, and risk-based analysis with a particular emphasis on international relationships and institutional assets.

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® at Foundry Financial LLC in Fort Lauderdale, FL, with two years of industry experience. Prior to joining Foundry Financial, he worked at Palisades Hudson Financial Group and Hinds Financial Group. Outside of his advisory role, he owns and operates Fort Lobsterdale, offering private scuba diving and lobstering tours where he also teaches various levels of scuba diving classes. Foundry Financial provides discretionary investment management, financial planning, and pension consulting primarily to individuals, high-net-worth clients, and charitable organizations. The firm manages diversified portfolios using a range of investment approaches and serves approximately 184 clients with about $232.6 million in discretionary assets under management.

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.

Brian Campanile is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has over 10 years of experience in the financial services industry, during which he has worked in various roles including Wealth Advisor at Schwab Wealth Advisory Inc. from 2020 to 2024, Relationship Manager at Charles Schwab from 2015 to 2020, and Plan Concierge at 401K Generation from 2013 to 2015. In his work, Brian focuses on creating customized financial plans tailored to the unique situations of the families he serves. He emphasizes collaboration and ensuring clients understand all aspects of their financial plans.

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.