Harlan Freeman is a CFP®, CFA®, and Series 65 credentialed financial advisor with 10 years of industry experience. He is the sole advisor at BrightPath Financial, Inc. and previously worked at Trinity Financial Advisors LLC from 2017 to 2021. BrightPath Financial, Inc. is a fee-only registered investment adviser serving individuals and families, including business executives, professionals, and retirees. The firm provides comprehensive financial planning and investment management, emphasizing customized portfolios that use academically supported strategies with a tilt toward passive management and selective active management in specific asset classes.

Philippe Khouri is a financial advisor with Pip Capital & Consulting, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Pip Capital & Consulting since 2016. Pip Capital & Consulting provides discretionary investment management primarily to individuals, high-net-worth clients, trusts, and estates, along with operational consulting services for the hospitality and casino gaming industry. The firm employs an active, technically driven approach focused on growth and value equities and uses options strategies such as covered-call writing and cash-covered put selling to generate income and manage portfolio risk.

Alissa Krasner Maizes, CERTIFIED FINANCIAL PLANNER®, is the Founder of Amplify My Wealth, a licensed attorney, fee-only fiduciary financial advisor, and winner of the 14th Annual Plutus Awards for Best Financial Advisor Financial Literacy Content Creator, providing financial advice to the clients of her firm, Amplify My Wealth, and pro bono advice to clients of the nonprofit Savvy Ladies. Alissa tailors her advice and plans to women [and their families] with a six-figure household income, net worth, or both, as well as to young adults embarking on their financial journey. As a fiduciary, Alissa places your needs at the forefront, equipping you with the knowledge and guidance to overcome wealth-building barriers and achieve financial confidence so you can live the life you desire. Empowering yourself with a trusted partner, advice, plan, and guidance for implementing your plan will ensure you achieve the life you want sooner than you imagine.

James Mackey Jr. is a Series 65 licensed financial advisor with HNW Synergy Advisors, LLC in Delray Beach, FL, where he has worked since 2018. He has seven years of industry experience and also serves as Managing Director and Managing Member of AAA Hosts, LLC, a vacation rentals and event promotion company. HNW Synergy Advisors serves affluent and institutional clients by providing customized financial planning and investment consultation, focusing on recommending and overseeing third-party investment managers rather than directly managing portfolios. The firm employs a blend of fundamental, technical, and cyclical investment analysis and offers educational seminars on topics such as retirement and estate planning.

Fernando Recalde is a financial advisor with First Retirement Services LLC in Parkland, FL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at GWN Securities, Evershore Financial Services, Securian Financial Services, and Minnesota Life. Outside of advisory services, he is a licensed real estate agent involved in real estate sales. First Retirement Services LLC is a Florida-registered investment adviser serving individual and high-net-worth clients with portfolio management, investment analysis, and fixed-fee financial planning. The firm employs a model-driven approach incorporating quantitative, fundamental, technical, cyclical, and economic analysis for discretionary trading and ongoing portfolio reviews.

Darren Jurick is the principal advisor at Jurick Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Murray Street Capital Advisors, LLC and Singer Wealth Management. He is also a licensed insurance professional, spending part of his time in that capacity. Jurick Financial Services offers investment management, project-based financial planning, and retirement plan participant education to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs an active management approach based on Modern Portfolio Theory and provides regular portfolio reviews and written reports while allowing clients to set investment restrictions.

Michael Ross is a CFP® professional with 11 years of industry experience, currently serving as president of Financial Connection, Inc. and Broker Connection Inc. He has held leadership roles at these firms since 1988 and 1997, respectively. Ross’s experience spans financial planning, employee benefits consulting, and brokerage insurance services. Financial Connection, Inc. offers discretionary portfolio management and advisory services to individuals, trusts, retirement plans, and business entities, employing multiple analytical methods and a range of investment strategies. The firm also combines advisory services with life and health insurance brokerage and employee benefit plan consulting, serving both individual and corporate clients.

Dale Hershman is a financial advisor at Sick Advisory Services with one year of industry experience. He holds a Series 65 designation and has prior work experience at Sick Economics Media, Inc., Sonosite Inc., and Diversey. Hershman is also the principal and publisher of Sick Economics Media, Inc., a financial publishing company focused on websites and books. Sick Advisory Services provides advice-only financial planning and guidance to individuals who want to maintain control of their own investment accounts, including early retirees, traditional retirees, and investors focused on biotech, healthcare, and dividend strategies. The firm emphasizes customized recommendations based on fundamental stock analysis and sector expertise, does not take custody of client funds, and charges hourly fees rather than a percentage of assets.

Nicholas Ayala is a financial advisor at Align Equity Group with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Integrity Marketing Group and PLIG LLC. Outside of advising, he is an Independent Insurance Agent and owns multiple accounting firms under D&N Capital Inc., dedicating part of his time to these ventures. Align Equity Group provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pensions, family entities, and institutional clients. The firm employs a combination of active allocation and passive investment strategies, alongside risk-based models, and offers features such as a wrap-fee program and consolidated account reporting to select clients.

Kenneth Feyers is a financial advisor with Safety of Principle Wealth Management, LLC, holding a Series 65 credential and 25 years of industry experience. He has been with Safety of Principle Wealth Management since 2007 and is also the owner and a licensed insurance agent for Safety of Principle, Inc., which sells fixed annuities, life insurance, and long-term care policies. Additionally, he is involved in tax preparation in partnership with Joshua Feyers. Safety of Principle Wealth Management provides ongoing portfolio management and financial planning for individual and high-net-worth clients, focusing on non-discretionary asset management. The firm employs a fundamental analysis approach and long-term purchase strategy, using customized Investment Policy Statements to guide asset allocation across various investment vehicles.

Oyinka Coakley is a financial advisor at TEP Financial Solutions LLC with a Series 65 license and two years of industry experience. She is also an associate professor of accounting at Broward College and owns several businesses, including an accounting and business consulting firm, an event venue operator, and a software development company. TEP Financial Solutions is a solo registered investment adviser offering discretionary investment supervisory services and integrated financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes value-driven, fundamental analysis with a long-term investment horizon and partners with an external money manager for portfolio management.

Daniel Jankelunas is a CFP® professional with 28 years of experience in the financial industry. He has been with Client First Financial Advisors, LLC since 2004 and also operates Spectrum Beneficial Services Inc, an insurance agency and business consulting firm. Client First Financial Advisors is an independent firm serving individual investors and employer-sponsored retirement plans. The firm offers portfolio management, financial and retirement planning, and pension consulting services, utilizing a broad asset-allocation strategy and due diligence on third-party managers.

Matthew Dellovo is a financial advisor at BFA Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has worked at Copperforge Capital, Gulfstream Global Partners, and MJD Partners. Outside of advising, he is involved as an investor in a water dispenser company and participates in real estate ownership and development activities in Florida. BFA Wealth Management provides financial planning and discretionary portfolio management to individuals and high-net-worth households. The firm’s investment approach is centered on client goals and risk factors, utilizing primarily exchange-traded funds and institutional mutual funds, with portfolios managed for the long term.

Paul Miller is a CFP® professional with 24 years of industry experience, serving as the sole advisor at Indian River Financial Group, Inc. in Delray Beach, FL since 1994. He holds a Series 63 license and has been involved in insurance services, including life, annuity, and long-term care insurance, since approximately 1985. Miller is also a managing member of MILCUR, LLC, a non-public entity unrelated to investment advisory services. Indian River Financial Group is an independent, single-advisor SEC-registered firm that provides comprehensive financial planning and investment consulting. The firm focuses on matching clients to independent portfolio managers through co-advisory or referral arrangements, using the AssetMark platform, and follows a five-phase CFP-aligned planning process without managing individual portfolios directly.

David Whitman is a CFP®-certified financial advisor with 31 years of industry experience. He is the principal of Strategic Investments & Insurance, an independent firm based in Boca Raton, FL. Prior to founding his own practice, he worked at Advisory Alpha, LLC and H. Beck, Inc. Whitman is also a licensed insurance agent offering fixed and equity-indexed annuities, life, disability, long-term care, and Medicare supplement insurance products. Strategic Investments & Insurance serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm employs a value-oriented, long-term investment approach with tactical and strategic asset allocation, offering ongoing asset management, retirement-plan rollover advice, and referrals to third-party managers. It integrates insurance and annuity offerings alongside advisory services, with most client assets managed on a non-discretionary basis.

Jim Mui is a CFP® professional with 45 years of industry experience. He is the principal of JKM Wealth Management Inc in Boca Raton, FL, where he has worked since 2018. Prior to that, he held positions at firms including Raymond James Financial Services and Purshe Kaplan Sterling Investments. Mui is also the managing member of Jim K. Mui LLC, a business operations entity, and has long-standing experience as an independent insurance agent. JKM Wealth Management provides portfolio management, financial planning, and retirement-plan advisory services to individual investors and workplace plans. The firm employs a diversified investment approach utilizing equities, fixed income, mutual funds, ETFs, and option-based strategies, guided by various analytical methods and asset-allocation frameworks.

Peter Westerfield is the principal of Westerfield Investment Management in Boca Raton, FL, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has led Westerfield Investment Management since 2014. Outside of his advisory role, he is involved in a remodeling and sales support business. Westerfield Investment Management is a state-registered investment adviser providing discretionary portfolio management primarily for individual and high-net-worth clients. The firm employs a bottoms-up fundamental research approach supplemented by limited technical and quantitative analysis and operates with a small, owner-managed structure.

Kevin Lancey is a Series 65-licensed financial advisor with Roschman Capital Advisors, LLC, bringing nine years of industry experience. He has worked at Roschman Capital Advisors since 2016 and is also involved with Triple R. Associates, Ltd., a real estate investment and management firm. Roschman Capital Advisors is an independent registered investment adviser serving primarily high-net-worth individuals, family offices, and corporate clients. The firm provides discretionary investment supervisory and family office services, employing a combination of long-term and trading strategies across various asset classes including real estate and REITs.

Craig Freedman is the sole advisor at The Retirement Readiness Institute with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at 401(k) Certified Investment Advisors, LLC since 2009 and at Freedman Financial Group, LLC since 1999. Outside of advisory work, Freedman is an independent insurance agent and serves as CEO of two companies focused on software development and life needs counseling for seniors. The Retirement Readiness Institute is an independent registered investment adviser that serves individual investors and pension and profit-sharing plans. The firm’s investment process emphasizes technical analysis and discretionary management, combining individual wealth management with fiduciary roles under ERISA, including plan consulting and participant services for 401(k) programs.

Maxine Weiner is a CFP® with 45 years of industry experience and is the sole advisor at Maxine Weiner, CFP® in Boca Raton, FL. She has been with Cetera Wealth Services, LLC since 2013 and is also an independent insurance agent specializing in fixed annuities and long-term care. Her firm provides comprehensive financial planning services primarily to retired individuals and couples, self-employed professionals, and recently divorced or widowed women. The approach combines strategic asset allocation with tactical third-party managers and incorporates financial planning software for detailed cash-flow and longevity analyses.