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 seven years of industry experience. He is the sole advisor at HNW Synergy Advisors, LLC, where he has worked since 2018. Outside of his advisory role, he is managing director and managing member of AAA Hosts, LLC, a company involved in vacation rentals and event promotion. HNW Synergy Advisors serves affluent and institutional clients by providing customized financial planning and investment consultation, primarily recommending and overseeing third-party investment managers. The firm blends fundamental, technical, and cyclical investment analysis to implement active and passive strategies and offers educational seminars on various financial topics.

Financial planning shouldn’t feel overwhelming, confusing, or full of hidden agendas. My goal is simple: help you make smart, informed decisions with your money so you can move forward with confidence. I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®), Enrolled Agent (EA), and Retirement Income Certified Professional® (RICP®), with a Master’s Degree in Personal Financial Planning from Kansas State University. As a fee-only fiduciary, I provide objective advice with transparent pricing—no commissions, no product sales, and no conflicts of interest. Before launching Trammell Wealth, I spent several years working behind the scenes supporting advisors across the country, building financial plans and helping clients navigate complex decisions around retirement, Social Security, taxes, and investments. Today, I bring that same level of detail and strategy directly to the individuals and families I serve. What sets my approach apart is the integration of financial planning, investment management, and tax strategy. As an Enrolled Agent, I don’t just recommend tax strategies—I can implement them and prepare returns for many of my clients. This allows for more proactive, coordinated planning throughout the year, not just at tax time. I work primarily with individuals and families who want clarity around retirement, are preparing for major life transitions, or simply want to feel more organized and in control of their financial lives. My process—Plan • Protect • Prosper—is designed to bring structure and simplicity to even the most complex situations. I’m based in Wellington, Florida, where I live with my wife, Fabiola, a Registered Nurse, and our two kids, Alexander and Leah. When I’m not working with clients, you’ll likely find me teaching, writing, or involved in the local community. If you’re looking for straightforward advice, a long-term partner, and a plan you can actually follow—I’d be happy to help.

Daniel Johnedis is a CFA® charterholder with 12 years of industry experience. He is the sole advisor at Cratus Capital, LLC, an independent firm based in West Palm Beach, FL, where he has worked since 2015. Cratus Capital provides discretionary investment management and on-demand financial planning to individuals, families, and small business owners. The firm follows a value-oriented investment philosophy focused on capital preservation and long-term growth, using primarily individual stocks, corporate bonds, no-load mutual funds, and ETFs, with a concentration in fixed income.

Aldain Beam is a financial advisor at Dunamis Capital Consulting, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nationwide Investment Services Corporation and Primerica Financial Services. In addition to his advisory role, he operates an independent insurance agency and a business management consulting firm that provides services such as accounting, payroll, and tax coordination. Dunamis Capital Consulting primarily serves individual clients with a focus on financial planning and retirement advisory services, while also offering insurance products through a separate agency. The firm emphasizes retirement planning and works with small- to mid-size business clients on incidental financial planning needs.

Nicholas Ayala is a financial advisor at Align Equity Group with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to founding Align Equity Group, he worked at Integrity Marketing Group and PLIG LLC and has been involved with Point America 365 since 2014. He is also an independent insurance agent and owns multiple accounting firms through D&N Capital Inc. Align Equity Group provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pensions, family entities, and other institutional clients. The firm employs a combination of active allocation and passive investment vehicles, using quantitative and qualitative analysis to manage risk and provide customized portfolio strategies.

Richard Pearson is the sole advisor at Pearson Asset Management Company, an independent firm based in West Palm Beach, FL. He holds a Series 65 credential and has 21 years of industry experience. Outside of advising, he serves as an Associate Professor of Finance at Palm Beach Atlantic University, where he teaches courses, conducts research, and develops educational materials in finance. Pearson Asset Management provides personalized, fee-only investment management and financial consultation to individuals and small businesses. The firm uses a strategic asset-allocation approach informed by various analytical methods and offers customized portfolio options alongside ongoing management and advisory services.

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.

Scott Perron is the sole advisor at SD Perron & Co. Investment Services with 27 years of industry experience. He holds a Series 63 designation and has operated his independent advisory firm since 1997. In addition to financial advising, he provides part-time web design and computer-related services as well as bookkeeping support. SD Perron & Co. Investment Services offers personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a fee-only, strategic core-and-satellite investment approach using passive index funds and ETFs complemented by active funds, with regular quarterly reviews.

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.

Christian De Berardinis is a financial advisor at Aperture Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2023. Aperture Advisors provides discretionary portfolio management services to individuals, high-net-worth clients, charitable organizations, and corporate/business clients. The firm focuses on individual equities and ETFs, employing a combination of fundamental, quantitative, technical, and modern portfolio theory techniques with both long- and short-term trading strategies.

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.

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.

Kevin Pellegrini is a financial advisor at West Pine 43 LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior experience includes roles at Joseph Gunnar & Co., LLC and Oppenheimer & Co. Inc. since 2016. West Pine 43 LLC provides portfolio management and advisory services to individuals, corporate entities, and institutional clients, using an all-cap momentum investment approach focused on long-term capital appreciation. The firm sponsors its own wrap fee program and employs a mix of quantitative, fundamental, and technical analysis in managing client assets.

Andrew Fleschner is the principal of Fleschner Investments, an independent registered investment adviser based in West Palm Beach, FL. He holds Series 63 and Series 65 registrations and has 13 years of industry experience. He has been operating under his own firm since 2015. Fleschner Investments provides discretionary portfolio management to a select group of individual, corporate, and small-business clients, managing approximately $4.9 million in assets. The firm customizes portfolios based on client objectives, time horizons, and risk tolerance, utilizing fundamental analysis and a combination of long- and short-term investment strategies.

Ross Goldstein is a financial advisor at Gemstone Wealth Management with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Ross also has nonprofit experience from his time at the Visiting Nurse Service of New York. Gemstone Wealth Management is an independent, fee-only firm serving individuals, high-net-worth clients, businesses, and employer retirement plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan consulting, combining active and passive strategies and providing institutional-level services uncommon for a solo adviser.

Christopher Bounds is the principal and sole advisor at Bounds & Company, LLC, an independent investment advisory firm based in Ocean Ridge, FL. He holds a Series 66 designation and has 18 years of industry experience. Bounds has been involved in managing various investment and agricultural businesses, including Bounds Investments, LLC and Bounds Ag Service Holdings Corporation. Bounds & Company, LLC provides discretionary portfolio management and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct customized portfolios using ETFs, mutual funds, individual stocks and bonds, and other securities, managing accounts on a discretionary basis with quarterly reviews.