Blair Shein is a CFP®, CFA®, and Series 65 professional with 22 years of industry experience. He is currently with Compass Financial Group, Inc. and has taught as an instructor for the Chartered Financial Analyst review program at Florida Atlantic University. His work history includes over three decades at Compass Financial Group and a significant academic role at Florida Atlantic University. Compass Financial Group, Inc. provides discretionary portfolio management, financial planning, and family office consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a global macro–oriented, multi-strategy asset allocation process that integrates equities, fixed income, currencies, commodities, and alternative investments.

Chad Williamson is a CFP® professional with seven years of industry experience. He currently serves as a financial advisor at Tobias Financial Advisors, having previously worked at Mariner Wealth Advisors, Koa Wealth Management, LPL Financial, and The Wealth Consulting Group. Tobias Financial Advisors is a fee-only firm that provides wealth management, retirement plan advisory, and family office services to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $1.19 billion in client assets through a nine-advisor team across six offices, using globally diversified portfolios and tax-aware strategies supported by AI-powered research tools.

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.

Matthew Hauptman is a CFP® professional at Tobias Financial Advisors with one year of industry experience. Prior to joining Tobias Financial Advisors, he worked at Merrill and Bank of America, N.A. He has also been involved with small business ventures including Potbelly's and The Painted Lady. Tobias Financial Advisors is a fee-only firm serving individuals, retirement plans, trusts, estates, and business entities with wealth management, investment management, retirement plan advisory, financial planning, and family office services. The firm manages approximately $1.19 billion in client assets through a nine-advisor team operating across six offices, employing a disciplined investment approach that includes discretionary portfolio management with an emphasis on global diversification, tax-aware decisions, and the use of AI-powered tools for research and documentation.

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 at Aspen Creek Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 credential and has worked at several firms including Virtue Capital Management and Tyler Wealth Management. Outside of his advisory role, he serves as president and independent insurance agent at J.D. Underwood Insurance Strategies, Inc. and coordinates marketing for estate planning through LegacyLock, LLC. Aspen Creek Wealth Management serves individuals, high-net-worth clients, business owners, and retirement plans, offering discretionary portfolio management, financial planning, and consulting. The firm uses a mix of fundamental, technical, and cyclical analysis, provides access to structured and alternative investments, and supervises third-party managers and OCIO arrangements.

Eduardo Brender is a financial advisor with Activest Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and RBC Capital Markets. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by offering discretionary portfolio management, sub-advisory and institutional consulting, reporting services, family office coordination, and integrated financial planning. The firm employs a disciplined investment process that combines client interviews with committee-driven portfolio management across multiple risk-based strategies, with a notable focus on international relationships and a substantial institutional assets-under-advisement practice.

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 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.

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® 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.