Michael Most is a financial advisor at Savvy with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at LPL Financial, LLC from 2012 to 2023. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and technology platforms.

David Mandell is a financial advisor with Earned Wealth Advisors, LLC in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Earned Wealth Advisors and its predecessor entities since 2008 and also practices law specializing in corporate formation and asset protection. Mandell is involved in public speaking, publications, and co-authoring books. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, providing comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm primarily uses third-party investment managers and tools such as Monte Carlo analysis and automated tax-loss harvesting, and is notable for its integration with a family of affiliated businesses including accounting, payroll, insurance, and publishing services.

Sonja Koppenwallner is a financial advisor with Modern Wealth Management, LLC, holding CFP® and Series 66 credentials and 21 years of industry experience. She previously worked at LWM Advisory Services, LLC, LPL Financial, LLC, and Ameriprise. Koppenwallner participates as a notary public and was a participant in a Johnson & Johnson coronavirus study. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across around 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and related services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Kimberly Deprospero is a CFP® with 36 years of industry experience, currently affiliated with IFG Advisory, LLC. She has held roles at Financial Strategies Group, Inc., LPL Financial, LLC, and DMI over the course of her career. Her business activities include providing investment advisory services through IFG Advisory and involvement in non-variable insurance sales. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a diversified investment approach using sub-advisors, third-party model portfolios, and various analytical methods, managing a wide range of asset types to align with clients’ financial objectives.

Benjamin Selinger is a financial advisor at Thurston Springer Advisors in Fort Lauderdale, FL, with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors for three years. Prior to his financial career, he spent several years in full-time education and worked at Camp Manitou. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary services tailored to client goals. The firm employs both traditional buy-and-hold and active investment strategies and integrates its advisory services with affiliated broker-dealer and insurance entities.

Phong Truong is a financial advisor at Sound Income Strategies, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Merrill, Bank of America, and Allstate Insurance Company. Outside of his advisory role, Truong coaches soccer for junior and senior high school students. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves individuals, pension and profit-sharing plans, trusts, estates, corporations, and other registered investment advisers. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, alongside a scalable advisor network and a range of services including sub-advisory ETF management and insurance planning.

Douglas Branch is a financial advisor with Merit Financial Advisors in Oakland Park, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. His previous roles include positions at LPL Financial Corporation, Kestra Investment Services, LLC, Purshe Kaplan Sterling Investments, and MFG Securities, LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy with oversight by an internal investment team and committee, offering both discretionary and non-discretionary account options through a network of adviser representatives.

William Dahm III is a CFP® professional with five years of industry experience, currently serving at Provenance Wealth Advisors. His prior roles include positions at PWA Securities LLC, Citizens Securities, Inc., and RBC Capital Markets. Provenance Wealth Advisors manages approximately $3.63 billion in assets, providing portfolio management, financial planning, retirement planning, and consulting services to a diverse client base including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a multi-custodial platform and a range of investment strategies including equities, ETFs, mutual funds, and option strategies.

Jeffrey Bliss is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and 17 years of industry experience. He has worked at Sound Income Strategies since 2016 and previously at Summit Wealth Partners, Wealthwise Technologies Advisory Group, and Bliss Wealth Management Inc., where he serves as president. Outside of advisory work, he is vice president of the Fountains Professional Center Condo Association board and is involved in organizing and performing with Rockin' Roses, LLC. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers customized portfolio management along with insurance planning and educational workshops through affiliated entities.

Daniel Geller is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His career includes roles at Bolton Global Asset Management and Bolton Global Capital since 2019, as well as previous positions at Morgan Stanley Private Bank and Citigroup Global Markets. He is also co-owner and Managing Director of NYB Wealth Advisory, LLC, which operates securities and investment advisory services. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal management, unaffiliated managers, and third-party programs, with an emphasis on a long-term investment approach.

Marlon Cruz is a financial advisor at Valley Wealth Managers, Inc. with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Leumi Investment Services Inc. and Bank Leumi USA. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm offers discretionary investment management and financial planning services, employing a client-driven investment process that combines strategic allocations across equities, fixed income, and cash with individualized portfolio management.

Charles Radlauer is a financial advisor with Sound Income Strategies, LLC, holding Series 65 and Series 63 credentials and possessing 23 years of industry experience. His prior roles include positions at Kovack Securities, Inc., Quest Capital Strategies, Inc., and Star Asset Management. Outside of advising, he serves as a trustee of a family trust. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers services including asset management, financial planning, ERISA plan consulting, and ETF sub-advisory.

Oliver Grimard is a financial advisor at Clear Creek Financial Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Grow Holdings, LLC and Aqua Science. Outside of advisory services, Grimard is involved in life insurance sales, focusing on non-variable life insurance products. Clear Creek Financial Management serves a diverse client base including individuals, employer retirement plans, trusts, estates, and business entities. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, and offers algorithmic consulting through its quantitative research arm, Helios.

Fernanda Araujo is a Series 66-licensed financial advisor at J. Safra Asset Management Corporation with 18 years of industry experience. Her prior roles include positions at Morgan Stanley, Wells Fargo Clearing, and Safra Securities LLC. She is also a partner owner of Siene Jewelry, an online business. J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management and institutional consulting to individuals, high-net-worth clients, corporations, and pooled investment vehicles. The firm employs a combination of fundamental security analysis, macroeconomic assessment, and tactical positioning to manage a broad range of investment products.

Michael Mader is a financial advisor with United Capital Financial Advisors in Fort Lauderdale, FL, holding a Series 63 designation and 26 years of industry experience. He has worked at United Capital since 2018, with prior roles at Cetera Advisor Networks and Cambridge Investment Research. Outside of his advisory work, Mader manages a real estate organization and holds ownership interests in residential properties. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment solutions and operates a platform that assists independent advisors with technology and practice management.

Olesia Rasiuk is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and five years of industry experience. Her prior roles include positions at Morgan Stanley, AllianceBernstein, and Autonomous Research US LP. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and incorporates third-party sub-advisers and a structured due-diligence process in its investment approach.

David Falcone is a financial advisor with Sound Income Strategies, LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Edward Jones and several mortgage-related firms. Outside of his advisory work, he volunteers as a youth football coach and participates in community service and fundraising activities with local organizations in Jacksonville, FL. Sound Income Strategies, LLC manages approximately $4 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and a range of sub-advisory and insurance planning services.

Dan Roehm Jr. is a CFP® professional with 11 years of experience in financial advisory services, currently serving at Csenge Advisory Group, LLC. His prior roles include positions at Integrity Alliance, LLC, Lion Street Financial, and Benchmark Financial Wealth Advisors LLC. Outside of advisory work, he hosts an online event called BIG Breakfast featuring author speakers and consults on business development using LinkedIn. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a market-focused investment process with discretionary and model-based portfolio management, serving through a network of independent advisors without account minimums.

Alexandra Escobedo is a Certified Financial Planner® at New Edge Wealth with over 16 years of industry experience, including 15 years at Bank of America Private Bank. She holds the CFP® and Series 63 designations and is based in Fort Lauderdale, FL. She has been with New Edge Wealth and its affiliated broker-dealer since 2026. New Edge Wealth serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics to tailor portfolios.

Matthew Pohl is a financial advisor at Valley Wealth Managers, Inc. with 22 years of industry experience. He holds the Series 66 designation and previously worked at Bank Leumi USA and Leumi Investment Services, Inc. for 15 years. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion through a multi-advisor team. The firm serves institutional clients and high-net-worth individuals, offering discretionary portfolio management, financial planning, and multiple wrap fee programs guided by a proprietary valuation analysis and a tactical asset allocation approach.