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.

Paul Turadilok is a financial advisor with Trusttree Financial LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. His career includes roles at HSBC Bank USA and Capstone Mortgage Lending, where he currently works as a mortgage loan originator. Outside of financial services, he is the owner and founder of Mosca Spirits Inc., a spirits brand. Trusttree Financial LLC serves individuals, trusts, foundations, and small institutions with discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies tailored to each client’s policy statement and manages approximately $78 million across about 150 client relationships.

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 licenses and bringing 38 years of industry experience. He has been with StateTrust Investments since 2002. Maya also serves as a director of Statetrust International Holding Company. Statetrust Capital, LLC provides portfolio management and advisory services to individuals, personal holding companies, and institutional clients, including high-net-worth and non-U.S. clients. The firm employs a combination of internally managed strategies and third-party managers, focusing on quantitative equity selection and laddered fixed-income portfolios, supported by a two-advisor structure.

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.

Dominic Linsalata Jr. is a financial advisor at Dawson James Asset Management, Inc. with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Newbridge Securities from 2016 to 2019. Linsalata is also a managing member of Sixth Borough Capital Management LLC, a private investment fund. Dawson James Asset Management provides investment management and advisory services primarily for pooled and institutional clients, pension and profit-sharing plans, and occasionally individuals and retirement accounts. The firm employs strategic asset allocation using actively managed mutual funds, index funds, ETFs, and selective equity positions, and it also offers pension consulting and participant education services.

Roger Kalina is a financial advisor at Benchmark Financial Wealth Advisors LLC with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked with various Benchmark Financial entities since 2005, including roles in insurance and business management. Outside of advisory work, he is involved in several real estate partnerships. Benchmark Financial Wealth Advisors LLC provides wealth guidance, financial planning, and portfolio management to individuals, families, small businesses, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $721.7 million in discretionary assets and employs a multi-manager investment approach combined with third-party platform solutions and an internal investment committee.

Chad Williamson is a CFP® professional with six years of experience in the financial advisory industry. He currently works at Tobias Financial Advisors and has previously been employed at Mariner Wealth Advisors, Koa Wealth Management, LPL Financial, and The Wealth Consulting Group. Tobias Financial Advisors is a fee-only firm managing approximately $1.19 billion in client assets through a nine-advisor team 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 investment approach includes discretionary portfolio management guided by written Investment Policy Statements, globally diversified allocations, periodic rebalancing, tax-aware decisions, and the use of independent managers or sub-advisers.