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.

David Teas is a CFP® and CFA® with 14 years of industry experience. He has been with Heritage Investment Group, Inc. since 2011. 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 employs an evidence-based investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, and it offers financial planning, wealth-transfer, and trust-related services.

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.

Nicklaus Mattingly is a CFP® with 15 years of industry experience and has been with Heritage Investment Group, Inc. since 2014. He is based in Pompano Beach, FL, and holds a Series 65 license. Heritage Investment Group is an SEC-registered, fee-only advisory firm that serves individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm employs an evidence-based investment approach that emphasizes broadly diversified portfolios primarily composed of ETFs and institutional mutual funds, disciplined rebalancing, and risk control rather than market timing.

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.

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.

Timothy Slattery is a financial advisor with Heritage Investment Group, Inc. in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Heritage since 2004. In addition to his advisory role, Slattery teaches at the University of Tampa. 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 broadly diversified portfolios using ETFs and institutional mutual funds, alongside disciplined rebalancing and risk control.

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. before joining Activest Wealth Management in 2024. 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, family office coordination, and integrated financial planning, utilizing a structured investment process supported by an investment committee and external research.

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.