Arno Mayer is a CFP® and CFA® with 39 years of industry experience. He is currently with Financial Trust Asset Management Chartered in Delray Beach, FL, where he has worked since 1995, including a recent role at FT Insurance Services, LLC. Mayer is also CEO and majority shareholder of Financial Trust Research Partners, LLC, a firm focused on investment research. Financial Trust Asset Management Chartered manages approximately $115 million for individuals, high-net-worth clients, and institutional plans, offering discretionary portfolio management, model licensing, and retirement plan consulting. The firm employs a multidisciplinary investment process that integrates quantitative, fundamental, and technical analysis across proprietary models and collaborates with affiliated CPA and insurance entities for tax and insurance services.

Michael Rosenthal is a financial advisor at Formulate Financial LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Bleakley Financial Group, LLC and Advisory Services Network, LLC. Formulate Financial, LLC is an independent registered investment adviser offering discretionary portfolio management and retirement-plan fiduciary services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a predominantly bottom-up investment approach focused on customized asset allocation and income strategies, combining individual wealth management with ERISA plan roles.

Kristof Lewicki is a financial advisor with Kris Lewicki & Associates, LLC in Coral Springs, FL. He holds the CFP®, ChFC®, and Series 63 designations and has 29 years of industry experience. His prior work includes a five-year tenure at Emerald Asset Advisors, LLC. Kris Lewicki & Associates, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning. The firm employs a strategic wealth management approach that combines fundamental and quantitative analysis to construct diversified portfolios, offering services such as tactical allocations, alternative instruments, and management of variable annuity sub-accounts.

Pablo Cavanagh is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently a portfolio manager at Keating Investment Counselors Inc and has been involved with LVR Research, LLC since 2015. Keating Investment Counselors provides discretionary and non-discretionary portfolio management and advisory consulting primarily for individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans. The firm follows a long-term growth-at-a-reasonable-price investment philosophy that combines fundamental analysis with selective charting and focuses on dividend-paying large- and mid-cap stocks, with occasional small- and micro-cap selections.

Jeremy Office is a CFP® and ChFC® with 24 years of industry experience. He is a principal and financial advisor at Maclendon Wealth Management, LLC, where he has worked since 2011. Prior to that, he spent time at Comprehensive Asset Management & Servicing, Inc. He is also involved as a member in a private equity investment entity and serves as a trustee overseeing accounts and coordinating tax, legal, and accounting matters. Maclendon Wealth Management, LLC provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes asset allocation through strategic rebalancing and a tactical overlay based on multiple analyses, managing portfolios with individualized risk profiles.

Raymond Rodriguez is a financial advisor at Private Group Wealth Management, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials with 52 years of industry experience. He has been with Private Group Wealth Management since 2005 and previously worked at Aragon Value Partners, LLC from 2016 to 2019. Private Group Wealth Management serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, managing approximately $32 million across about 60 accounts. The firm uses model asset allocation portfolios and offers continuous supervisory services, combining charting, fundamental and technical analysis, and a range of trading strategies.

Jose Maya is a financial advisor with Statetrust Capital, LLC, holding Series 63 and Series 65 designations and 38 years of industry experience. He has been with StateTrust Investments since 2002. He also serves as a director of Statetrust International Holding Company. Statetrust Capital, LLC provides portfolio management and investment advisory services to a diverse client base, including individual U.S. and non-U.S. clients, high-net-worth individuals, personal holding companies, and institutions. The firm combines internally managed portfolios with selected external managers and offers equity and fixed-income management along with a sponsored wrap-fee program.

Edward Zuraw Jr. is a financial advisor at Zuraw Financial with 15 years of industry experience and holds a Series 66 designation. He has served in various roles since 2010, including positions at Lightpoint Capital Investments LLC and Lightpoint Capital Management LLC. In addition to his advisory work, he is involved in a tax accounting and consulting practice through Edward A. Zuraw & Company. Zuraw Financial provides discretionary portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, corporations, and charitable entities. The firm develops written Investment Policy Statements and manages portfolios directly or through vetted sub-advisors, employing fundamental and technical analysis alongside a range of investment strategies.

Juan Lopez is a financial advisor at Aventura Capital Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has been affiliated with Aventura Securities LLC since 2013. Outside of his advisory role, he is involved with Ace Business Solutions, providing bookkeeping services, and works as an Uber driver. Aventura Capital Management offers investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a combination of fundamental security analysis and asset allocation alongside various strategies, including options and active fund selection, to manage client portfolios.

Justin Heller is a financial advisor at Heller Private Wealth with 9 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Heller Private Wealth, he worked at Bank of America and Merrill for seven years. Outside of his advisory work, he is involved in a family venture owning race horses through Blu Boy Racing Stables LLC. Heller Private Wealth provides discretionary portfolio management and financial advice to a small client base of individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored asset allocation and continuous portfolio supervision, employing a variety of investment strategies to meet client objectives.

Len Rittberg is a CFA® charterholder based in Ft. Lauderdale, FL, with three years of industry experience. He currently works at Greybox Investments, where he has been since 2023. Prior to this, he spent six years at Exos Financial and nine years at Adelante Capital Management. Greybox Investments provides fee-only portfolio management primarily to individual and high-net-worth clients, charitable organizations, other registered investment advisers, and corporations. The firm employs a quantitative, multi-factor investment approach focused on scalable, model-driven portfolio construction and distribution to other advisers, emphasizing discretionary wealth management through separately managed and unified managed accounts.

Robin Shulman is a CFA® charterholder with 13 years of industry experience. He has worked at Cottonwood Asset Management LLC since 2025 and previously held roles at RobArt, LLC, MBSC Securities Corp, and Insight Investment. Outside of his advisory career, he is involved with RobArt, LLC, a business he has been part of since 2017. Cottonwood Asset Management advises individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm combines fundamental and sector analysis with disciplined asset allocation and uses strategies such as options and derivatives within separately managed accounts, supported by an affiliated accounting practice and professionals holding CPA and CFA credentials.

Maxime Jean Louis is a financial advisor at Prosperitus Wealth Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Avenir Private Advisors and Kovack Securities. He also serves as Vice President of the Young Haitian Doctors Network, Inc., where he collaborates on strategic planning and financial sustainability. Prosperitus Wealth Advisors provides comprehensive financial planning and portfolio management to mass-affluent and high-net-worth individuals, business owners, and executives. The firm employs a structured planning process and integrates multiple analytical approaches to investment decisions, offering a broad range of services including estate and tax planning, insurance, and specialized corporate-capital solutions.

Bradley Katte is a financial advisor at IMZ Advisory Inc. with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Concorde Asset Management, Concorde Investment Services, Northflow Strategies, and Northwestern Mutual. Prior to his advisory career, he held roles at Piggly Wiggly Midwest, Blue Harbor Resort, and Cedar Grove Belgium School District. IMZ Advisory Inc. provides fee-based, discretionary portfolio management to individuals, retirement plans, trusts, and institutional clients. The firm employs a tactical allocation strategy based on fundamental analysis and offers customized portfolios with ongoing monitoring, emphasizing ERISA 3(38) fiduciary implementation and participant-level advice for qualified plans.

Michael Landa is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with ProAthlete Wealth Management LLC and has previously worked with ProAthlete Financial Group and American Heritage Boca/Delrey. Landa is also affiliated with New York University. ProAthlete Wealth Management provides discretionary portfolio management, financial planning, consulting, and concierge services primarily to high-net-worth individuals and business entities, with a focus on professional athletes. The firm employs a combined fundamental and technical investment approach and integrates business-management support alongside traditional advisory services.

Stacey Beverley is a financial advisor at Compass Financial Group, Inc. with five years of industry experience. She holds the Series 65 designation and has been with Compass Financial Group since 2020. 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 includes equities, fixed income, currencies, commodities, and alternative investments, incorporating tactical shifts and downside-protection techniques as outlined in written Investment Policy Statements.

Mara Schainuck is a financial advisor with Allied Private Wealth in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been affiliated with Morgan Stanley and its related entities since 2007. Schainuck is also the author of a forthcoming book titled *The Stockbroker*. Allied Private Wealth serves primarily individual and high-net-worth clients as well as employee benefit plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach that includes fundamental and technical analysis, portfolio theory, and various trading strategies, supported by custodial platforms from Fidelity and Schwab.

Peter Weitz is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Route 20 Private Wealth Inc., where he has worked since 2024. Prior to this, he held roles at Weitz Financial Group, Fortitude Advisory Group, and several other firms. Outside of advisory work, Mr. Weitz is involved in a wine import business, J Street Imports, which distributes European wines in the U.S. Route 20 Private Wealth Inc. offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages portfolios using a range of strategies informed by fundamental and technical analysis, serves as subadviser to an exchange-traded fund, and acts as general partner of a private equity partnership.

Elvis Rodriguez is a ChFC® credentialed financial advisor with 27 years of industry experience. He currently works at Sky Alpha Asset Advisors and previously spent nine years at Newvbridge Securities Corporation. Outside of advisory roles, he holds a position as president of Sandryel Financial Holdings and operates an insurance agency focused on fixed insurance products. Sky Alpha Asset Advisors serves individual and high-net-worth clients as well as employee benefit plans, offering discretionary portfolio management, financial planning, pension consulting, and advisory guidance on alternative and private equity investments. The firm employs a range of investment strategies from long-term allocation to active trading and provides ERISA-focused plan consulting alongside participant education.

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.