Stephanie Zachary is the principal of Zachary Financial Consultants LLC in Palm Beach Gardens, FL, with 11 years of experience. She holds a Series 65 designation and also operates Stephanie M Zachary Law Offices PA. Zachary Financial Consultants provides tax, accounting-adjacent, and financial planning services primarily to individuals, trusts, and legal entities. The firm integrates financial planning with affiliated accounting services and assists clients in selecting third-party wealth managers, rather than managing investments directly.

Oleksii Savchyk is the principal of Orange Street Fund Advisors LLC and holds a Series 65 designation. He has experience in real estate brokerage through his roles at Florida Dominion and Broward Properties Inc. since 2000 and 2010, respectively. Orange Street Fund Advisors LLC provides discretionary asset management to high-net-worth individuals and business development companies, focusing on fundamental analysis and a long-term investment strategy tailored to each client’s financial situation and risk tolerance.

Alan Jardeleza is the sole advisor at Alan & Company, LLC in West Palm Beach, FL, holding Series 63 and 65 designations with 25 years of industry experience. His prior roles include positions at Lyons Wealth Management, Bank of America, and Merrill. He is also associated with Lyons Wealth Management as a wealth advisor. Alan & Company, LLC provides discretionary asset and portfolio management services primarily to individual investors, including high-net-worth and accredited clients. The firm emphasizes ongoing, individualized portfolio management tailored to each client’s goals, time horizon, and risk tolerance.

Jackson Leigh Allen is a financial advisor at Saber Asset Management with a Series 65 designation and no prior industry experience before joining the firm. He previously worked at Hood River Capital from 2022 to 2025 and was a student from 2015 to 2022. Saber Asset Management, established in May 2025, provides discretionary portfolio management and standalone financial planning services. The firm primarily serves individuals and high-net-worth clients, employing a fundamental analysis and long-term trading approach focused mainly on equities, along with mutual funds, ETFs, fixed income, TIPS, and non-U.S. securities.

Kevin DeMayo is a financial advisor with Wealth Group, Inc. in Boynton Beach, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Wealth Group since 2012. In addition to his advisory work, he dedicates part of his time to marketing insurance products. Wealth Group, Inc. serves individual clients by providing comprehensive financial planning and facilitating the selection of independent third-party investment advisers for portfolio management. The firm does not directly manage client assets but matches clients with suitable advisers based on detailed financial information and goals.

Joseph Dirnfeld is the sole advisor at ALES29 Advisors, Inc., an independent firm based in West Palm Beach, FL. He holds a Series 65 designation and has eight years of industry experience, leading his firm since 2018. Prior to founding ALES29 Advisors, he has been self-employed since 1998. ALES29 Advisors provides discretionary portfolio management services to individual and high-net-worth clients, focusing on equities and fixed income. The firm employs a long-term, fundamental value approach supplemented by quantitative and technical analysis, managing approximately $39.7 million across a small client base without formal account minimums.

Dennis Gelfand is a CFP® professional with 11 years of financial advisory experience. He is the sole advisor at Plan Ahead Advisors and has concurrently worked as an employee and shareholder at the CPA firm Hough, Gelfand & Associates since 2003. Plan Ahead Advisors provides financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, using fundamental analysis to develop individualized strategies aligned with each client’s risk tolerance and time horizon. The firm also coordinates with other professionals and may direct clients to third-party money managers as part of its services.

Robert Young is the principal and sole advisor at Young Financial Services in West Palm Beach, FL, holding Series 63 and Series 66 licenses with 26 years of industry experience. He previously worked at Next Financial Group Inc and has been operating Young Financial Services since 2016. In addition to his advisory role, he is a licensed insurance agent specializing in fixed annuities, life/health, and long-term care insurance. Young Financial Services serves individual investors, including high-net-worth clients, and qualified retirement plans by offering discretionary asset management and ERISA plan services. The firm sponsors a wrap-fee program and provides pension consulting, investment policy development, and participant education, managing portfolios based on client-specific policies and risk tolerances.

Andrew Kleinman is a financial advisor with Coastal Way Financial Group, LLC in West Palm Beach, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments and Great Point Capital, among others. Kleinman is also the Vice President of Operations at Pivot Professional Partners and serves as the in-house financial advisor for Perry CPA. Coastal Way Financial Group serves individual investors, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and investment supervisory services tailored to client goals and risk tolerance. The firm manages both individual and institutional portfolios, using a combination of fundamental and technical analysis and offering a wrap-fee program alongside its advisory services.

Anthony Azrak is the managing member of Fresh Lake Wealth Management LLC, an independent investment advisory firm based in Boynton Beach, FL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Outside of his advisory work, he also manages Annie's Transportation LLC, a transportation company he has been involved with since 2014. Fresh Lake Wealth Management provides discretionary investment supervisory services to individual clients, employing a multi-method investment approach that includes charting, fundamental, technical, and cyclical analysis. The firm manages a broad range of investments and uses strategies such as long-term holdings, short-term trading, short sales, and options writing.

Joseph Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with six years of industry experience. He holds a Series 65 designation and has been involved with the firm since 2001. In addition to his advisory role, he serves as vice president of Sinopoli & Sinopoli, Certified Public Accountants, P.C., an accounting practice he has been part of since 1983, where he spends the majority of his time. Sinopoli & Sinopoli Financial Services, LLC is a four-person team providing investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach using broadly diversified, passive asset-class exposure and utilizes model portfolios with discretionary management delegated to a third-party provider. Its formal affiliation with an accounting firm is a distinctive feature among similarly sized advisory teams.

Mason Domino is a financial advisor at Carl Domino Inc. with a Series 65 credential and three years of industry experience. He has served at Carl Domino Inc. since 2022 and has also been a full-time student since 2012. Carl Domino Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, pensions, and other entities. The firm employs a large-cap value equity strategy focused on dividend-paying stocks, combining bottom-up fundamental research with top-down macro and sector analysis.

Shawn Teufel is a financial advisor with Global Trust Wealth Management LLC in West Palm Beach, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill and Morgan Stanley, totaling eight years before joining his current firm in 2025. Global Trust Wealth Management LLC provides investment management, tax, estate, and retirement planning services to individuals, trusts, corporations, and retirement plans. The firm operates on a fee-only basis and emphasizes diversified, low-cost portfolios guided by individualized investment policies.

Dean Ringdahl is a CFP®-certified financial advisor with 42 years of industry experience. He is currently with Agnello Financial Group, Inc. in West Palm Beach, FL, having previously worked at FSC Securities Corporation and Osaic Wealth, Inc. Agnello Financial Group, Inc. provides investment advisory, monitoring, and modular financial planning services to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a client-driven, non-discretionary investment approach focused on strategic asset allocation and portfolio optimization, using no-load mutual funds and ETFs.

John Thompson is a financial advisor with JW Thompson Investments LLC, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with JW Thompson Investments LLC and LPL Financial LLC since 2013. Thompson provides investment advisory services through his independent firm, which he started in 1999. JW Thompson Investments LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses by offering portfolio management, limited financial consulting, and retirement-plan consulting. The firm manages both discretionary and non-discretionary accounts for approximately 130 clients, employing a portfolio construction approach that incorporates fundamental, technical, charting, and cyclical analyses tailored to clients’ tax situations, income needs, and risk tolerance.

Austin Gardner is an advisor at Aaron Brask Capital with a Series 65 credential and no prior industry experience. His work background includes roles at Broward Health, Broward College, John Costello CPA, and ABB Optical. Aaron Brask Capital is a single-advisor registered investment adviser offering discretionary portfolio management and project-based financial planning for individual and high-net-worth clients. The firm’s investment approach combines top-down macroeconomic analysis with security-level evaluation to create customized portfolios, emphasizing individual securities and employing ETFs, mutual funds, and options as needed.

Daniel Pikula is a financial advisor with Money Manager Inc. in Wellington, FL, holding Series 66 and Series 63 licenses and having 29 years of industry experience. He has worked with several firms, including Emerson Equity LLC and Revere Securities LLC. Outside of his advisory role, he is a managing member of WSU Pullman, LLC, which focuses on real estate finance. Money Manager Inc. is a small SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management for individuals, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs a range of strategies, including trading in equities, fixed income, mutual funds, ETFs, options, and alternative investments, with portfolios reviewed and rebalanced regularly.

Cory Lyon is a financial advisor at Aureum Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at TFG Financial Advisors, LLC, The Fuoco Group, and Hewins Financial Advisors, LLC. Aureum Wealth Management is an SEC-registered firm managing approximately $154 million for several hundred clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers tailored financial planning and portfolio management, incorporating fundamental, technical, and cyclical analysis alongside third-party managers and alternative investments through the iCapital network.

Renee Post is a CFP® with 25 years of industry experience, currently serving at Asset Planning Corporation in West Palm Beach, FL. She has worked with Financial Planning Investment Group and Cambridge Investment Research, Inc. throughout her career. In addition to her advisory role, she is involved with Mac & Post LLC, a firm offering non-advisory concierge services. Asset Planning Corporation primarily serves individual clients, including high-net-worth and non-high-net-worth households, as well as retirement plans and other entities. The firm provides personalized financial planning, discretionary portfolio management, and advisory services, employing customized asset allocation and ongoing portfolio monitoring to align investments with client objectives and risk tolerance.

Ryan Shore is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently with Global Trust Wealth Management LLC and also works as a CPA at Nowlen, Holt & Miner, P.A., an accounting firm in West Palm Beach, FL. Shore has been associated with Nowlen, Holt & Miner since 2011 and with Global Trust Asset Management since 2013. Global Trust Wealth Management LLC provides investment management, tax planning, estate planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored retirement plans. The firm emphasizes diversification, asset allocation, and tax-efficient strategies, and is notable for its affiliation with a public accounting firm that supports shared resources and reciprocal client referrals.