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 at Neil Jesani Wealth Management with 12 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses. His prior roles include positions at Ameriprise, Northern Trust Bank, and J.P. Morgan Securities. 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 employs a tactical asset-allocation approach that combines fundamental, technical, and cyclical analysis to adjust risk and opportunities across a variety of securities and strategies.

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.

Anne Maclean is a financial advisor at Heritage Investment Group, Inc. in Pompano Beach, FL, with 32 years of industry experience. She has been with Heritage Investment Group since 1993 and previously worked at Maclean And Ema from 1990 to 2021. 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 follows an evidence-based investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, and offers additional services including financial planning, wealth-transfer and tax-aware strategies, and trust-related services through an affiliated trust-protector entity.

Alvin Lartigue Castro is a financial advisor at NobleBridge Wealth with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Oppenheimer and International Assets Advisory. Outside of his advisory role, he works as a yacht broker with IMS Yachts LLC, dedicating time mostly on weekends. NobleBridge Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, and charitable organizations. The firm utilizes a variety of strategies that combine fundamental, technical, and quantitative analysis, and it offers both in-house and third-party model portfolio services.

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 designation and 20 years of industry experience. Leslie has worked at firms including Raymond James Financial Services and Securities America, and is also an independent travel agent affiliated with Archer Travel. Fiori Financial Group is an SEC-registered investment adviser team managing approximately $565 million for individuals, high-net-worth clients, and retirement plans. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and charting analysis, offering services such as discretionary portfolio management, pension consulting, and the management of held-away assets through account aggregation.

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.

Erik Johnson is a financial advisor at Heritage Investment Group, Inc. in Pompano Beach, FL, with 16 years of industry experience. He holds the Series 66 designation and has been with Heritage Investment Group since 2011, following a brief period at The Johnson Review, LLC in 2017. Heritage Investment Group is a fee-only, SEC-registered 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, while also offering trust-related services through an affiliated trust-protector entity.

Adrian Wu is a financial advisor at ActiTrust Wealth Management LLC with one year of industry experience. He holds a Series 65 credential and began his career at ActiTrust after completing ten years of formal education. ActiTrust Wealth Management provides discretionary and non-discretionary investment management services to individuals, high-net-worth clients, and business entities. The firm combines fundamental and quantitative analysis with a range of investment strategies, serving a significant non-U.S. client base through affiliated entities.

Darryn Stephen is a financial advisor at Caleo Capital N.A. LLC with a Series 65 designation. He has experience working at TurnPoint Investments Pty Ltd as a financial planner in South Africa and spent nine years at Nedbank. Darryn has been with Caleo Capital since 2024. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation approach with mutual funds, ETFs, and alternative investments, incorporates insurance and asset-protection considerations, and provides client education programs.

Frederick Maclean III is a financial advisor at Heritage Investment Group, Inc. with eight years of industry experience. He holds the CFP® and CFA® designations and has worked previously at DFA Securities LLC and Dimensional Fund Advisors. Heritage Investment Group is a fee-only, SEC-registered advisory firm that offers discretionary investment management, financial planning, and wealth-transfer and tax-aware services to individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm uses an evidence-based investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, supplemented by selected third-party sub-advisers.

David Liska is a financial advisor with Kaufman Rossin Wealth, LLC in Fort Lauderdale, FL, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked at firms including Suntrust Investment Services, JPMorgan Securities, and Innovation Partners, and is the managing partner of Pieces Of Peace, LLC, an online retail clothing business. Kaufman Rossin Wealth serves individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans, offering investment management, financial planning, and employee benefit plan advisory services. The firm’s investment approach is based on Modern Portfolio Theory and a buy-and-hold philosophy, employing diversified asset allocation and ongoing portfolio monitoring.

Carolina Restrepo is a financial advisor at MG&A Wealth with nine years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley Smith Barney LLC for six years and Oppenheimer for four years. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customized portfolio management across various asset classes and private investments, with an emphasis on direct management and sponsorship of private funds.

Craig Chuang is a CFP® and CFA® with 26 years of industry experience. He has been with Heritage Investment Group, Inc. in Pompano Beach, FL, since 2006. Heritage Investment Group is an SEC-registered, fee-only advisory firm offering discretionary investment management, financial planning, and wealth-transfer and tax-aware services to 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, supplemented by selected third-party sub-advisers while maintaining oversight.

Laura Poveda Gelvez is a financial advisor at Aragon Capital LLC with three years of industry experience. She holds a Series 65 designation and has been with Aragon Capital since 2022. In addition to her role at Aragon Capital, she is involved with Pristine Capital Group, where she provides financial planning focused on debt management and capital strategies for individuals and corporations. Aragon Capital LLC offers 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 fundamental, technical, and cyclical analysis to construct portfolios and employs tax-aware asset location and derivative strategies within managed accounts.

Scott Lam is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with MG&A Wealth since 2019 and also has prior experience at StoneX Securities Inc and Municipal Credit Union. Outside of his advisory role, he owns and manages FIKA Home LLC, a business that makes and sells candles and home décor, and is involved in tax preparation services through MG&A Tax LLC. MG&A Wealth provides financial planning, consulting, and investment management to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customized allocations across various investment vehicles and manages private funds, providing a range of discretionary and non-discretionary portfolio management solutions.

Joshua Miller is a financial advisor at The Institute for Wealth Management in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Cambridge Investment Research and Ameriprise. The Institute for Wealth Management advises individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion for about 803 clients through a team of 17 advisors. The firm’s investment process, led by an internal Investment Committee, offers a range of portfolio models and customized strategies, with a notable role in private fund and pooled vehicle advisory services.

James Hughes is a CFP® with over 21 years of experience in the financial industry. He has been with Total Investment Management, Inc. since 1998. Total Investment Management, Inc. serves individual clients, including high-net-worth households, offering financial planning and a tiered investment management platform. The firm focuses on a niche market by providing a subscription-style program for aviation professionals, combining fundamental and technical analysis within a tactical asset-allocation framework.

Todd Battaglia is a financial advisor with MG&A Wealth, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with MG&A Wealth and related entities since 1999 and has been associated with StoneX Securities Inc. since 2012. Outside of his advisory role, he is an investment committee member for Women of Tomorrow and serves as Secretary/Treasurer of a local professional networking group. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolio allocations across a range of investment types and may delegate active management to third-party managers, with a notable capability in direct management and sponsorship of private funds.