James Anderer is a financial advisor at 4 Thought Financial Group Inc. with two years of industry experience and holds a Series 66 designation. His background includes roles in insurance and marketing consulting, and he is the owner and creative director of Mega Code LLC, a business consulting firm specializing in marketing, creative production, and branding. He also serves as fractional CMO for Automatic Manufacturing Systems, Inc., which manages multiple brands in manufacturing and design. 4 Thought Financial Group provides portfolio management and financial planning services to a diverse client base including individuals, family offices, trusts, and institutions. The firm employs a Multi-Method Investing® framework and Risk Premium Capital Allocation, offering model-driven and customizable strategies across various asset types, along with research publishing and support for other advisors through sub-advisory and solicitation arrangements.

Alfredo Yanes is a financial advisor with ActiTrust Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with ActiTrust since 2016 and also serves as Director and Secretary of Actiadvisors Corp, a foreign company providing financial advisory services to non-U.S. clients on a volunteer basis. ActiTrust Wealth Management LLC offers discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth individuals, and business entities. The firm employs both fundamental and quantitative analysis, incorporating long-term and short-term trading strategies, and serves a notable non-U.S. client base through its affiliated foreign advisory activity.

Michael Wagner is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Omnia Family Wealth, LLC since 2015 and previously was with Purshe Kaplan Sterling Investments. Wagner serves as Young Leadership Chair for the Greater Miami Jewish Federation. Omnia Family Wealth advises individuals, families, trusts, and charitable organizations, offering wealth management, financial planning, and portfolio management services. The firm emphasizes a goal-driven, long-term investment approach and is notable for its active involvement in pooled investment vehicles and private funds.

Jeremy Bailey is a financial advisor at MG&A Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Zephyr Private Wealth LLP, Tanager Wealth Management, St. James Place, Sterne Agee Financial Services, and Meg Green & Associates. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset types and offers discretionary and non-discretionary management, including private investment opportunities managed directly or through third-party managers.

Kurt Stahl is a CFP® professional with 12 years of experience in the financial industry. He currently works at Global Wealth Management Investment Advisory, Inc. and its affiliate Global Wealth Retirement Planning, LLC. His prior experience includes roles at AE Wealth Management, LLC, Gulf Coast Financial Planning LLC, Barcomb Asset Management, and Berthel Fisher & Company Financial Services, Inc. Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment adviser serving individuals, charitable organizations, and business clients with about $722.8 million in discretionary assets under management. The firm employs a value-oriented, primarily long-term investment approach and offers discretionary asset management through wrap-fee programs alongside holistic financial planning and educational workshops.

Franklin Gay IV is a CFP® professional with six years of experience in the financial advisory industry. He has worked at Tobias Financial Advisors since 2020 and previously spent three years at Zehnder Wealth Management. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, corporations, and other entities with wealth management, investment management, financial planning, and related services. The firm emphasizes long-term, globally diversified portfolios and incorporates AI-driven tools alongside human oversight in its investment approach.

Stefan Revelo is a CFP® professional at Curio Wealth, LLC with one year of industry experience. He previously worked at Annapolis Financial Services, LLC and Empower Retirement. Curio Wealth provides personalized financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and retirement plans, combining a range of investment options with ongoing supervisory reviews and additional services such as tax preparation.

Dylan Smith is a financial advisor with Global Wealth Management Investment Advisory, Inc. and holds Series 63 and Series 65 licenses. He has four years of industry experience and previously worked at firms including Kanen Wealth Management LLC, Singer Wealth Advisors LLC, and Financial Engines Advisors L.L.C. Since 2009, he has competed in tournaments sponsored by the American Water Skiing Association. Global Wealth Management Investment Advisory, Inc. is an SEC-registered adviser serving individuals, including high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary asset management through wrap-fee programs, holistic financial planning, and educational workshops, focusing on a value-oriented, primarily long-term investment approach tailored to client objectives.

Charles Bosanac is a Series 65 licensed advisor with Global Wealth Management Investment Advisory, Inc., based in Fort Lauderdale, FL. He has four years of industry experience and has been with Global Wealth Retirement Planning, LLC and Global Wealth Management Investment Advisory, Inc. since 2021. Prior to his financial advisory career, he worked in the hospitality industry and at Florida Atlantic University. Bosanac also serves as a wealth advisor and insurance agent at Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. is an SEC-registered firm serving individuals, charitable organizations, and business clients with approximately $723 million in discretionary assets under management. The firm employs a value-oriented, primarily long-term investment approach that includes strategic and tactical asset allocation and offers services through wrap-fee programs and financial planning.

Daniel Gentile is a Series 65-licensed financial advisor at ActiTrust Wealth Management LLC with three years of industry experience. He has worked at ActiTrust Wealth Management LLC since 2019 and also serves as a Wealth Manager at ActiAdvisors Corp, a foreign corporation providing family office and investment management services to non-U.S. high-net-worth individuals and families. ActiTrust Wealth Management LLC offers discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth clients, and business entities, using a combination of fundamental and quantitative analysis to implement client strategies documented in tailored Investment Policy Statements. The firm serves a meaningful non-U.S. client base through its affiliated foreign advisory activity and employs a range of investment approaches including long- and short-term trading and third-party managers.

Matthew Saneholtz is a CFP® and CFA® with 17 years of industry experience. He has been with Tobias Financial Advisors since 2005. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, and corporations 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 managed under Investment Policy Statements, incorporating both traditional and alternative investments with the support of AI-driven research tools.

Scott Seidl is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Chapin Davis. His prior roles include positions at Northcoast Research Partners, LLC and Boenning & Scattergood. Chapin Davis provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement accounts, managing approximately $539 million in assets. The firm employs a variety of investment strategies and serves several hundred client relationships through a multi-advisor team.

Philip Herzberg is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Team Hewins, LLC since 2021. He previously worked at The Lubitz Financial Group from 2015 to 2021. Herzberg holds leadership roles in several nonprofit and professional organizations, including trustee of the Jewish Community Foundation and chair of the Jewish Federation Broward County Advisory Philanthropy initiative. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process is guided by an Investment Committee using Modern Portfolio Theory, with a focus on retirement plan services and a notable mix of discretionary and non-discretionary assets under management.

Samuel Stone is a Series 65-licensed financial advisor at Mission Wealth Management, LP with one year of industry experience. Prior to joining Mission Wealth Management in 2025, he worked at Northwestern Mutual and has experience in educational roles at the University of Miami, Roxbury Latin School, and Central Middle School. Mission Wealth Management is a multi-team registered advisory firm that provides wealth management, financial planning, and portfolio management services primarily to affluent and high-net-worth individuals and families as well as institutional clients. The firm employs customized, long-term investment strategies across various asset classes and offers services through tiered models that include financial planning, investment implementation, and consulting.

Andrei Santos is an investment advisor representative with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is also the owner and manager of Arisan Financial Advisors, LLC, an investment advisory business. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base that includes individuals, high-net-worth investors, charitable organizations, and corporations. The firm’s approach is driven by independent investment adviser representatives and typically employs a long-term orientation using mutual funds, ETFs, equities, and fixed-income securities.

Lee Hediger is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He is a co-founder of Provenance and focuses on estate, business, retirement, and investment planning. Additionally, he is a founder and leadership member of The Veterans Trust, a nonprofit organization established to support veterans. Provenance Wealth Advisors manages approximately $3.63 billion in assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across multiple custodial platforms and employs a range of investment strategies including equities, ETFs, mutual funds, and options, while providing financial planning and retirement-plan services.

Michael Mahoney is a financial advisor at Snowden Capital Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Snowden Lane Partners. Outside of his advisory role, he is a licensed real estate agent involved in referring clients. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, investment consulting, and financial planning, utilizing customized model portfolios and third-party managers while offering programs for externally custodied and retirement plan assets.

Alexander Schmedt is a financial advisor at Northern Trust Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TradeStation Securities, Inc. and Joseph Gunnar & Co., LLC. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management services to high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven investment approach using various portfolio options and combines advisory, brokerage, and custody activities within a large multi-team environment.

Michael Riolo is a financial advisor at Thurston Springer Advisors with one year of industry experience. He holds the Series 66 designation. His prior roles include positions at Fratarcangeli Wealth Management, MVR Holdings Group, and Raymond James. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, employing investment approaches that range from buy-and-hold to active strategies like Tactical Momentum and Earnings Momentum models.

Joel Palatnik is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 credential and over 24 years of industry experience. He has worked at LWM Advisory Services, LLC and LPL Financial prior to joining Modern Wealth Management. Palatnik also provides investment advisory services through Legacy Retirement Plan Advisors, an independent registered investment advisor. Modern Wealth Management is a multi-team SEC-registered firm managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized investment committee and a blend of model portfolios, third-party managers, and strategic allocation methods to serve its diverse client base.