Vinay Desai is the sole advisor at ServePoint Capital LLC, an independent firm based in Pembroke Pines, FL. He holds a Series 65 designation and has prior experience at Truist Securities and Suntrust Robinson Humphry, Inc. Vinay has also operated Desai Capital since 2020. ServePoint Capital provides discretionary asset management services to high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm employs a performance-based compensation model and combines fundamental, technical, charting, and cyclical analysis, including active trading techniques such as options and margin use where appropriate.

Donald Fallenbaum is a financial advisor at Fallenbaum CPA & Advisors, LLC in Sunrise, FL, with 21 years of industry experience. He holds a Series 66 designation and has served as president of Fallenbaum CPA & Wealth Management, LLC since 2009. He has also been chairman of the board for the Tamarac Chamber of Commerce, a nonprofit business organization. Fallenbaum CPA & Advisors, LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, managing portfolios on a discretionary basis tailored to client objectives. The firm integrates investment advisory services with accounting and tax work, a combination that is uncommon among independent advisory firms.

Brandon Yee is a financial advisor at Emergent Fortuity Financial, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Emergent Fortuity Financial provides ongoing portfolio management and investment advice primarily to individual clients, tailoring portfolios according to client goals, risk tolerance, and time horizon. The firm employs a variety of analytical methods and maintains a long-term trading approach while allowing clients final control over trade executions.

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.

Michael Jaffee is the principal advisor at The Jaffee Financial Group, Inc. in Cooper City, FL, holding a Series 65 designation and bringing 19 years of industry experience. He is also president and sole owner of Michael S. Jaffee, CPA, PA, an accounting firm that prepares tax returns and compiles financial statements for small businesses and individuals. The Jaffee Financial Group is a single-advisor registered investment adviser serving primarily individual clients, including higher-net-worth households, as well as businesses, trusts, estates, charities, and pension or profit-sharing plans. The firm offers comprehensive financial planning and discretionary portfolio management with an investment approach based on Modern Portfolio Theory, long-term purchase strategies, and asset-class diversification.

Rely Hechter is a financial advisor at Olea Advisory Services with 22 years of industry experience. He holds the CFP® designation as well as Series 63, 65, and 66 licenses. Hechter has worked with LPL Financial LLC and LWM Advisory Services, LLC over the past decade. Olea Advisory Services is an SEC-registered investment adviser providing portfolio management, financial planning, and consulting services to individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a top-down macroeconomic approach, strategic and tactical asset allocation, and offers both direct portfolio management and access to third-party managers through a national broker-dealer platform.

Aryeh Schottenstein is a financial advisor with S12 Group LLC, holding a Series 65 designation and one year of industry experience. He has previously worked with related entities including S12 FL Group, Corp. and served at the College of Jewish Studies. Schottenstein also holds a leadership role at a 501(c)(3) nonprofit organization. S12 Group LLC is a small, independent adviser that provides discretionary investment management and tailored advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm follows a long-term, value-oriented investment approach focused on fundamental analysis, margin of safety, and sector-agnostic diversification, and it offers performance-based fee arrangements for qualified clients.

Andrew Russo is a CFA charterholder and holds a Series 65 license, with eight years of industry experience. He has been the sole advisor at Pushkin Advisory Group, LLC since 2015 and previously worked at Ridgeway Conger Advisory Services from 2011 to 2013. Pushkin Advisory Group, LLC provides fee-based investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, business entities, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, using a variety of securities and analytical methods tailored to client goals, and incorporates a third-party platform to monitor held-away accounts.

Jonathan Lakso is a financial advisor at Allied Capital Group, LLC in Fort Lauderdale, FL, holding a Series 65 license with nine years of industry experience. He has been with Allied Capital Group since 2017 and also owns Allied Realty Group, Inc., a commercial real estate property management firm. Allied Capital Group provides investment advisory services primarily to pooled vehicles and institutional clients, focusing on tailored portfolio recommendations and asset-allocation strategies. The firm operates on a non-discretionary basis and emphasizes client-directed custodians and broker-dealers for trade execution and custody.

John Reed is a financial advisor with Dominant Leading Capital, LLC in Hollywood, FL, holding the Series 66 designation and 23 years of industry experience. His career includes roles at Principal Securities, Ameritas Advisory Services, and Carillon Investments. He is also involved as owner and manager of Dominant Leading Capital, LLC, which offers financial services including life, disability, and fixed annuity insurance. Dominant Leading Capital provides discretionary asset management, financial planning, and consulting to institutional and high-net-worth investors using a multi-strategy approach that includes quantitative screening, sector rotation, and tactical asset management primarily through equities and ETFs. The firm also operates a licensed insurance agency, offering insurance products and annuity subaccounts alongside its investment management services.

Giampiero Riccio is a CFA® charterholder and the sole advisor at Riccio & Associates with 13 years of industry experience. He has led Riccio & Associates, LLC since 2012 and also manages Riccio & Asociados S.A., a Panamanian corporation focused on real estate investments. Outside of his advisory work, Mr. Riccio is involved in managing personal real estate investment companies without compensation. Riccio & Associates is an independent, solo-operator registered investment adviser providing fee-based, discretionary portfolio management through model portfolios for individuals, alongside consulting services for institutional and qualified clients. The firm employs a three-level investment process combining macroeconomic, fundamental, and technical analyses, offering diversified portfolios that include U.S. and foreign securities, hedge funds, and derivatives, and serves a significant non-U.S. client base with experience across U.S. and Latin American markets.

Michael Rosenstein is a CFP®-designated financial advisor with Build Financial Advisors, LLC, where he has worked since 2022. He has three years of experience in financial advising and concurrently holds leadership roles in several property and casualty insurance companies, including serving as president of First Chicago Insurance Company. Build Financial Advisors serves individuals, trusts, estates, corporations, and charitable organizations with investment advisory, portfolio management, financial planning, and tax services. The firm employs a primarily long-term, ETF and mutual fund investment strategy tailored to client goals and risk tolerance, and is notable for its integrated tax and investment service model supported by an affiliation with a CPA firm.

Roman Pinsky is a CFP® professional with 12 years of industry experience and has been with RMP Financial, Inc. since 1996. He serves as the sole advisor at the independent firm based in Weston, FL. Pinsky’s background includes portfolio management and quantitative experience with a university endowment manager. RMP Financial, Inc. provides financial planning, consulting, and asset management services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $22 million in client assets, focusing on customized, long-term portfolios built primarily through fundamental analysis and guided by clients’ objectives, risk tolerance, and time horizons.

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.

Dario Nul is the principal of Deltasys Advisors LLC, holding a Series 65 designation with four years in the industry. His prior experience includes roles at Sunsip LLC and Ultralux LLC, where he spent sixteen years. Outside of his advisory work, he is involved in modest retail activities unrelated to investing. Deltasys Advisors LLC offers investment advisory services to individuals, high net worth clients, and entities such as trusts and business entities, providing both discretionary and non-discretionary portfolio management. The firm employs a disciplined, risk-focused approach that integrates fundamental, technical, and quantitative analysis, with potential use of listed options strategies to manage risk and achieve tactical positioning.

Pastor Fuster Jr. is a CFP® professional with 18 years of experience in the financial services industry. He is the principal advisor at Fuster Financial Group, an independent firm he founded in 2026. His prior experience includes roles at LPL Financial and Wells Fargo Advisors, LLC. Fuster Financial Group offers portfolio management, comprehensive financial planning, and pension consulting to individuals, high-net-worth clients, and business entities. The firm uses a variety of investment approaches including fundamental, quantitative, and technical analysis, and provides tailored services with ongoing monitoring and reporting.

Kelvin Cui is a financial advisor at Insight Wealth Management LLC in Plantation, FL, holding a Series 65 designation with no prior industry experience. He has a background working at TracFone Wireless for 21 years and currently serves as president of Insight Accounting Practice Incorporated, where he focuses on tax returns and accounting. Insight Wealth Management LLC is a state-registered investment adviser serving individual investors and small businesses, offering financial planning and investment advisory services with a multi-disciplinary investment approach that includes fundamental, technical, and quantitative analysis.

Brian Btesh is the principal of Btesh Financial, LLC, with four years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Northwestern Mutual Investment Services LLC for five years. Outside of financial advising, he manages several real estate investment companies. Btesh Financial, LLC provides non-discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm bases its investment strategies on clients’ stated objectives, employing fundamental and charting analysis with a focus on long-term purchases.

Paul Franson is the principal advisor at Ledgerplus Financial Services LLC in Davie, FL, with seven years of experience in financial advising. He holds Series 63 and Series 65 licenses and has been operating his CPA practice, Paul Franson CPA PA DBA Ledgerplus, since 1995, providing accounting and tax preparation services. Ledgerplus Financial Services LLC offers investment advisory and financial planning services primarily to individual and high-net-worth clients, utilizing a variety of analytical methods and both long- and short-term trading approaches. The firm emphasizes client-directed trading and provides ongoing portfolio monitoring along with financial planning on an hourly or project basis.

John Thompson Jr. is a financial advisor at Acertado Investments in Fort Lauderdale, FL, holding a Series 65 designation with one year of industry experience. Before founding Acertado Investments, he worked at PGIM Quantitative Solutions and Aon Hewitt. He is also the owner of Chiflaco LLC, a merger and acquisitions consulting business. Acertado Investments serves individuals, high-net-worth clients, and employer retirement plan sponsors with investment management, financial planning, and retirement plan consulting. The firm operates as a fee-only independent adviser, combining passive and active strategies to tailor portfolios based on clients’ goals, risk tolerance, and tax considerations.