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.

Monica Chandra is a financial advisor at 3EDGE Asset Management, LP with 11 years of industry experience. She holds Series 65 and Series 63 credentials. Monica serves as a board member of ZInvest LLC, a venture firm that makes technology investments. 3EDGE Asset Management is a discretionary investment manager providing services to separately managed account clients, other investment advisers, and individual and high-net-worth clients. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with investment committee judgment and stress testing, typically using ETFs and other instruments to implement strategies.

Charles Nesmith is a Certified Financial Planner® and Chartered Financial Analyst with 13 years of industry experience. He has worked at Tobias Financial Advisors since 2021, following roles at Berman Capital Advisors, Wealth Partners/Yovar Wealth Partners, and AXA Advisors. Nesmith holds Series 65 and Series 63 licenses. 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 assets through a nine-advisor team across six offices, focusing on globally diversified portfolios, tax-aware strategies, and the use of AI-assisted research and documentation.

Janessa Suarez is a financial advisor at Activest Wealth Management, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Oppenheimer & Co. Inc. outside of her advisory role, no additional activities are noted. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other U.S. and international institutions. The firm provides discretionary portfolio management, sub-advisory and institutional consulting, and integrated financial planning, employing a process that combines advisor-client interviews and an investment committee’s model portfolio oversight across multiple strategies.

Devin Rountree is a financial advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL. He holds a Series 66 designation and has 17 years of industry experience, including positions at Merrill, Wells Fargo Clearing, and Bank of America. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients, managing approximately $722.8 million in discretionary assets. The firm employs a value-oriented, primarily long-term investment approach and offers discretionary asset management through wrap-fee programs, holistic financial planning, and educational workshops.

Arianna Kaufman is a financial advisor at Activest Wealth Management, LLC with three years of industry experience. She holds the Series 66 designation and has worked previously at firms including Morgan Stanley and LarrainVial Securities US LLC. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by providing discretionary portfolio management, institutional consulting, and integrated financial planning. The firm uses a combination of advisor-client interviews and an investment committee to manage model portfolios across various strategies, emphasizing international relationships and a significant institutional assets‑under‑advisement practice.

James Debevec II is a CFA® charterholder with two years of industry experience. He is currently a financial advisor at Neil Jesani Wealth Management and Neil Jesani Advisors Inc. Prior to this, he worked for 14 West and Absolute Value Capital Management. Outside of investment advising, he is associated with a tax and accounting business under Neil Jesani Advisors Inc. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, providing fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, incorporating fundamental, technical, and cyclical analysis to adjust risk and opportunity.

Marguerite Fiori is a financial advisor at Fiori Financial Group in Fort Lauderdale, FL, with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 registrations and has previously worked with Raymond James Financial Services Advisors Inc. and has been a Certified Divorce Financial Analyst. Outside of her advisory role, she owns and manages FFG Realty, LLC, providing real estate consulting and property management, and is involved in several entrepreneurial ventures including financial backing for a band. Fiori Financial Group is an SEC-registered investment adviser with a four-advisor team managing approximately $565 million for individual, high-net-worth, and retirement plan clients. The firm employs a multi-disciplinary investment approach that incorporates fundamental, technical, and charting analysis, offering a range of strategies from long-term holdings to option writing and derivatives, with operational features such as managing its own wrap fee program and utilizing AI tools in workflows.

Andrew Constantinides is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Neil Jesani Wealth Management. His previous roles include positions at Singer Wealth Advisors LLC, WestPark Capital, Inc., I-Bankers Securities, Inc., Bank of America NA, and Merrill Lynch & Co. He also works as an independent insurance producer for various companies. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm uses a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, incorporating fundamental, technical, and cyclical analysis.

Brianna Aviles is a CFP® professional with Palisades Hudson Asset Management, L.P., bringing one year of industry experience. She has worked at Palisades Hudson since 2022 and previously held roles at Florida Atlantic University and West Boca Raton High School. Outside of her advisory duties, she serves as a Senior Client Service Associate at Palisades Hudson Financial Group LLC, providing tax preparation, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, estates, business entities, retirement plan sponsors, and private investment funds. The firm emphasizes long-term, asset-allocation-based portfolios primarily using mutual funds and ETFs, with a notable focus on client-directed, non-discretionary arrangements.

Matthew Boswell is a financial advisor with Neil Jesani Wealth Management in Sunrise, FL, holding Series 66, 63, and 65 licenses and 12 years of industry experience. His prior roles include positions at Ameriprise, Northern Trust Bank, and Teleperformance. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm uses a tactical asset-allocation approach combining fundamental, technical, and cyclical analysis and manages roughly $194 million in discretionary assets across about 74 client relationships.

Jacobo Taurel Rimeris is a financial advisor with Activest Wealth Management, LLC in Aventura, FL, holding a Series 65 designation and 11 years of industry experience. He has been with Activest Wealth Management since 2015. Outside of his advisory role, he owns Parnasa Lechaim LLC, a management consulting company, and serves as a licensed agent at Life Insurance Arve LLC, specializing in life insurance consulting. Activest Wealth Management serves individuals, foundations, endowments, and institutional clients, providing discretionary portfolio management, consulting, and integrated financial planning. The firm employs a model portfolio approach supported by fundamental and quantitative analysis, with a notable focus on international relationships and an institutional assets-under-advisement practice.

Edzai Chimedza is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He has worked at Tobias Financial Advisors since 2019 and previously held positions at Mercer Global Advisors Inc. and Traust Sollus Wealth Management. Tobias Financial Advisors is a fee-only firm managing approximately $1.19 billion in client assets 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 approach emphasizes globally diversified portfolios, tax-aware decisions, and discretionary management governed by written Investment Policy Statements.

Alvin Lartigue Castro is a financial advisor with NobleBridge Wealth in Weston, FL, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and several NobleBridge entities. Outside of advisory work, he is active as a yacht broker, dedicating approximately 10 hours per week to boating sales consulting. NobleBridge Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by offering portfolio management, financial planning, retirement-plan consulting, and tax-planning services. The firm employs a combination of strategic core allocation and active tactical overlays, selecting managers through both quantitative and qualitative methods, and provides a range of model-driven investment tools and insurance products.

Jeremiah Szpilka is a financial advisor at Global Wealth Management Investment Advisory, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameriprise and Bank of America. 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, primarily long-term investment approach and offers tailored advice through detailed client interviews and questionnaires.

Leslie Vigil is a financial advisor with Fiori Financial Group in Fort Lauderdale, FL, holding a Series 66 credential and 19 years of industry experience. Prior to joining Fiori Financial Group, Leslie worked at Raymond James Financial Services Advisors, Inc., Securities America, Inc., and Investacorp Inc. Outside of financial advising, Leslie is an independent travel agent affiliated with Archer Travel. Fiori Financial Group is an SEC-registered investment adviser managing approximately $565 million for around 224 clients. The firm serves individuals, high-net-worth clients, and retirement plans through discretionary portfolio management and pension consulting, employing a multi-disciplinary investment process that integrates fundamental, technical, and charting analysis across various strategies.

Steven Wagner is a financial advisor with Omnia Family Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Merrill, UBS Financial Services, and Purshe Kaplan Sterling Investments. He volunteers on the investment committee for the Greater Miami Jewish Federation. Omnia Family Wealth advises individuals, families, trusts, estates, charitable organizations, businesses, and pooled investment vehicles through wealth management, financial planning, and portfolio management. The firm emphasizes a goal-driven, long-term approach with a focus on fundamental analysis, strategic asset allocation, and integrates tax, estate, and insurance considerations into portfolio decisions.

Hyacinth Sikes is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Henderson Insurance since 2012 and The Henderson Financial Group since 2002, where she serves as Co-CEO and financial planner. Outside of her advisory roles, she owns a publishing and coaching company focused on personal finance and money management and is active as a public speaker and author. SB Advisory, LLC is an SEC-registered multi-team firm managing over $1 billion for more than 2,600 clients, primarily providing non-discretionary investment advice to individuals, businesses, and retirement plans through portfolio management and financial planning services.

Judah Sworney is a financial advisor at Elevated Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Elevated Capital Advisors since 2022. Prior to this, he was involved with Greens by Grass and Grass Landscape. Outside of his advisory role, Sworney is also an insurance agent with Sworney and Associates. Elevated Capital Advisors serves a diverse client base, including individuals, trusts, estates, retirement plans, and corporations, offering investment management and financial planning through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis and provides a range of portfolio management and consulting services.