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.

Maxime Jean Louis is a financial advisor at Prosperitus Wealth Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Avenir Private Advisors and Kovack Securities. He also serves as Vice President of the Young Haitian Doctors Network, Inc., where he collaborates on strategic planning and financial sustainability. Prosperitus Wealth Advisors provides comprehensive financial planning and portfolio management to mass-affluent and high-net-worth individuals, business owners, and executives. The firm employs a structured planning process and integrates multiple analytical approaches to investment decisions, offering a broad range of services including estate and tax planning, insurance, and specialized corporate-capital solutions.

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.

Jeff Realejo is a CFP® certificant and Series 66 licensee with nine years of industry experience. He has worked at Heritage Investment Group, Inc. since 2017 and previously spent one year at Tobias Financial Advisors, Inc. Outside of financial advising, he is a director and vice president of Realejo 4 MA, Inc., which operates a franchise of Aroma Joe Coffee House. Heritage Investment Group is a fee-only, SEC-registered advisory firm that provides discretionary investment management, financial planning, and wealth-transfer and tax-aware services primarily to individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm employs an evidence-based investment approach focused on broadly diversified portfolios and risk control, supplemented by selected third-party sub-advisers.

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.

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.