With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.

Stuart Chamberlin Jr. is a financial advisor with three decades of experience in the financial services industry. He is currently registered as an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisor, where he has served clients since 2020. He is also the owner of Chamberlin Financial Inc., an insurance agency he founded in 2013, through which he offers fixed and life insurance products. Stuart holds the Chartered Financial Consultant (ChFC®) and Certified Fund Specialist (CFS®) designations. He is currently licensed as a Series 65 Investment Advisor Representative and maintains active Life, Health, and Annuity insurance licenses. His previous securities registrations include Series 7, Series 63, and Series 24 (Securities Principal). Sound Income Strategies manages approximately $4.5 billion in assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis alongside equity review and offers discretionary asset management, financial planning, and insurance planning through affiliated channels.

Kevin Dziubela is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corp. Outside of his advisory role, he owns Tempus Wealth Management, a financial services business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Jason Kirsch is a CFP® with 10 years of industry experience and serves as the sole advisor at Grow Planning, LLC. His prior work includes roles at Raymond James Financial Services and contributions to financial media outlets such as Forbes and Seeking Alpha. Outside of his advisory work, Kirsch is involved in creative ventures including producing a feature-length film and leading a virtual reality studio specializing in immersive experiences. Grow Planning, LLC is an independent advisory firm that primarily serves individual clients through non-discretionary investment management and comprehensive financial planning. The firm emphasizes largely passive, low-cost portfolios complemented by fundamental and technical analysis, and also provides retirement plan consulting and financial education workshops.

Matthew Hinkle is a CFP® professional with one year of experience at Hinkle Financial Services LLC. He has been a partner at Hinkle, Rhine & Root LLC, an accounting firm, since 2022 and previously worked at Hinkle, Richter & Rhine LLP for 14 years. Hinkle Financial Services LLC provides referral and advisory services by placing clients with third-party money managers and offering comprehensive financial planning and hourly consultations. The firm does not manage client portfolios directly but emphasizes selecting external registered managers and focuses on solicitor arrangements and hourly planning engagements.

Ryan Jacobs is the sole advisor at Jacobs Investment Management, LLC, holding a Series 65 credential with two years of industry experience. He has been managing Jacobs Investment Management since 2022 and has prior work experience at The Gardens of Boca Raton and Millard West High School. Jacobs is also the managing partner of Jacobs Fund I, LP, a private investment limited partnership focused on opportunistic and value-oriented investments. Jacobs Investment Management provides discretionary portfolio management exclusively through private pooled investment vehicles. The firm focuses on equities and fixed-income securities, using fundamental analysis and a long-term trading approach to implement its strategies.

Steven Schneider is a financial advisor with Leslie Gale Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with Leslie Gale Advisors since 2013. Outside of his advisory role, he serves as a board member for Hands In 4 Youth of NY/NJ, a youth development nonprofit, and is an executive officer and senior advisor at PivotalPath Inc., a technology research firm. Leslie Gale Advisors provides discretionary portfolio management primarily to U.S. individual clients and their tax-qualified accounts, using a quantitative investment process with proprietary models to tailor portfolios according to client risk profiles. The firm manages both actively and passively managed programs across equities, fixed income, and alternative allocations.

Sean Leder is the principal of TSL Investment Management, LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has managed Leder Holdings, LLC since 2011 and Leder Realty & Management, Inc. since 1995, where he serves as president and director, providing real estate advice and management services. Through these entities, he also manages privately held real estate investments and related management activities. TSL Investment Management offers discretionary portfolio management and investment supervisory services to individual, high-net-worth, and certain corporate clients. The firm emphasizes fundamental analysis and customizes asset allocation based on client risk tolerance, tax situation, and time horizon, including private real estate projects managed through affiliated brokerage and management entities.

George Simon is the sole advisor at European Family Office Institute LLC with 36 years of industry experience. He holds Series 63 and Series 65 registrations and has led the firm since 2014. In addition to his advisory role, Simon works as an independent lawyer advising individuals and corporations on legal matters in various jurisdictions. European Family Office Institute LLC provides investment management and modular financial planning services to individuals, high-net-worth clients, businesses, trusts, estates, retirement plans, endowments, and foundations. The firm offers customized portfolios built using fundamental and technical analysis, managing accounts on a non-discretionary basis with client-imposed selection limitations.

Charles Arnold is the sole advisor at Ideas in Finance, an independent registered investment advisor based in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He is also a managing member of Armada Hedge LLC, which serves as the general partner of a hedge fund, Armada Absolute Returns L.P. Ideas in Finance provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment approach combines long-term strategies with active trading, including the use of options, margin, and derivatives within separately managed accounts.

Jubin Keyvan is a CFP® professional with 33 years of experience in the financial services industry. He is the president of Profitable Financial Strategies and has held roles at American Portfolios Financial Services and OSAIC. Keyvan also serves as a board member and treasurer for the South Florida Financial Planning Association chapter. Profitable Financial Strategies provides customized financial planning, quantitative analysis, and investment consulting to a small client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a range of services focused on tailored financial plans without discretionary portfolio management, and operates as a licensed insurance agency alongside its advisory activities.

Eric Sikes is a financial advisor with Sikes Financial Services, LLC in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been operating as a sole proprietor since 2019 and was previously associated with LPL Financial LLC. Sikes also engages in insurance services as an insurance agent within his firm. Sikes Financial Services, LLC offers non-discretionary portfolio management and financial planning primarily to individual clients, combining fundamental, technical, charting, and cyclical analysis to develop client-specific strategies. The firm provides ongoing portfolio monitoring and tailored financial plans while allowing clients to impose investment restrictions and approving trades on a case-by-case basis.

Zachary Wolfson is a financial advisor at Wolfson Private Wealth, LLC in Ft. Lauderdale, FL, holding a Series 66 designation with seven years of industry experience. His work history includes roles at Edward Jones and real estate-related firms prior to founding his current independent practice. Wolfson Private Wealth, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals and small businesses. The firm employs a range of investment strategies across a broad investable universe, including traditional securities, real estate, private placements, structured products, and derivatives, with accounts typically managed on a discretionary basis and monitored regularly.

Lior Rusinek is the sole advisor at 147th Group LLC in Boca Raton, FL, holding Series 63, 65, and 66 licenses with 38 years of industry experience. He has led 147th Group since 2016 and previously worked with MSH Capital Advisors, LLC, and M.S. Howells & Co. from 2016 to 2020. 147th Group provides discretionary portfolio management and investment oversight to individuals, high-net-worth clients, and retirement accounts. The firm uses a combination of fundamental, quantitative, technical, and charting analysis focused on long-term trading, with portfolio strategies aligned to each client’s goals and risk tolerance.

Boris Grishchenko is a financial advisor at Suntax Advisors LLC with a Series 65 credential and no prior industry experience. Before joining Suntax Advisors, he worked at Rosneft Oil Company for eight years and has been involved with Suntax Consulting, LLC, a tax consulting company where he is a partner. Suntax Advisors provides investment management and fee-based financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses Modern Portfolio Theory and focused asset allocation with an emphasis on index funds and global diversification, and it integrates tax and accounting services alongside investment management.

Ryan Wolpert is the sole advisor at Gateway Capital Management in Parkland, FL, holding a Series 65 license with 15 years of industry experience. He has worked at Lopez Levi Lowenstein Glinsky P.A. and operated Wolpert & Associates, P.A. for over a decade. In addition to his advisory work, Wolpert maintains a separate accounting practice and is a Certified Public Accountant. Gateway Capital Management is an independent registered investment adviser providing discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs multiple analytical methods and offers tailored investment solutions with regular account reviews.

Scott Hudson is the sole advisor at S.H. Capital Management Corp. in Boca Raton, FL. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Hudson has been with S.H. Capital Management since 2007. S.H. Capital Management provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, and corporate entities. The firm customizes advisory programs without imposing account minimums and employs a combination of fundamental and cyclical analysis with both long-term and short-term strategies.

Karamat Qadri is a financial advisor at Atlas Capital Advisory LLC with three years of industry experience. He holds a Series 65 designation and has worked at Atlas Capital Advisory since 2022. Prior to his current role, he held positions at ADT Security Services, MD Now, Touchsuite, and Medical Capital Resources, and was affiliated with Florida Atlantic University from 2012 to 2018. Atlas Capital Advisory LLC provides tailored investment management and financial planning services to individuals, including high-net-worth clients, as well as accounts managed through third-party managers. The firm emphasizes strategic asset allocation using primarily passive investment vehicles while allowing tactical adjustments and employs third-party manager selection and oversight, serving both retail and institutional clients.

Perry Bean is a financial advisor at Bishop Capital Advisors LLC in Boca Raton, FL, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Gallacher Capital Management. In addition to his advisory role, he is licensed as an independent insurance agent. Bishop Capital Advisors provides discretionary wealth management and financial planning primarily to high-net-worth individuals and family office clients. The firm employs both fundamental and technical analysis and offers a wide range of investment instruments, including performance-based fee arrangements for qualified clients.

Jack Roath is a financial advisor at Roath Capital Advisory with Series 63 and Series 65 credentials. He has one year of industry experience and previously held positions at Dimensional Fund Advisors, Park Avenue Securities, Guardian Life Insurance Company, and State Street Corporation. Roath Capital Advisory is a state-registered investment adviser serving individuals, trusts, estates, businesses, and charitable organizations. The firm provides written financial planning and investment management tailored to clients' capital purposes, emphasizing long-term accumulation through individually constructed portfolios rather than model allocations.