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.

Andrew Russo is a CFA® charterholder and holds a Series 65 license, with seven years of experience in the financial advisory industry. He has been the sole advisor at Pushkin Advisory Group, LLC since 2015. Pushkin Advisory Group, LLC provides fee-based investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, business entities, and employer-sponsored retirement plans. The firm constructs diversified portfolios using fundamental, technical, charting, and cyclical analysis, and actively works with pension and profit-sharing plan clients.

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.

John Reed is a financial advisor at Dominant Leading Capital, LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Principal Securities Inc. and Principal Life Insurance Co. Aside from his advisory role, he is the owner of a financial services business and manages an insurance agency offering life, disability, and fixed annuity products. Dominant Leading Capital provides discretionary asset management, financial planning, and consulting primarily to institutional and high-net-worth clients. The firm employs a multi-strategy investment approach combining quantitative screening, fundamental and technical analysis, and ETF sector rotation, and integrates insurance product offerings into its advisory 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.

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.

Emilio Nahon Serfaty is a financial advisor at Haddock Capital LLC with one year of industry experience. He holds a Series 65 designation and also serves as the general manager of Artidental SL in Madrid, Spain, where he oversees clinic operations and business development. Haddock Capital is a fee-only, independent investment adviser providing discretionary management and advisory services to individuals, corporations, and institutional clients. The firm employs both active and passive strategies, including the use of complex instruments and alternative investments, and is notable for managing institutional accounts despite its small size.

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.

Manish Mittal is a financial advisor at Kailix Advisors LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Pine River Capital Management from 2015 to 2017. Kailix Advisors LLC provides discretionary investment management to individuals and high-net-worth clients, focusing on customized portfolios primarily using exchange-traded funds and individual equities. The firm employs a fundamental analysis approach with a generally long-term orientation, tailoring asset allocation and position selection to each client’s objectives, and serves as a sub-advisor to a pooled private fund.

Anibal Hernandez is a financial advisor at Green Musa Capital, LLC in Fort Lauderdale, FL, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Pfizer, Fleet Advantage, and Bayview Asset Management. Green Musa Capital provides portfolio management and financial planning services to individual investors and corporate clients, utilizing a variety of securities and investment strategies. The firm employs multiple analysis techniques and offers customized portfolios aligned with clients’ goals and risk tolerances.

Shakhriyor Kadirov is a financial advisor at Kadirov Financial Management in Hallandale Beach, FL. He holds a Series 65 designation and has experience working with Furia Investments LLC and various educational institutions. Kadirov Financial Management offers discretionary portfolio management and project-based financial planning for individuals, trusts, charitable organizations, and small businesses. The firm combines investment advisory services with tax preparation, bookkeeping, and accounting, using a long-term, index-based investment approach emphasizing diversification, cost control, and tax-aware portfolio construction.

Vladislav Sheykhet is the principal of Teradime Financial LLC, an independent advisory firm, and holds a Series 65 designation with nine years of industry experience. He also serves as Director of Software Development at Vitech Systems Group, Inc., a role unrelated to his financial advisory work. Teradime Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and institutional clients. The firm builds customized portfolios primarily using ETFs, supplemented by mutual funds, individual stocks and bonds, options, and REITs, and employs a long-term investment strategy with ongoing account monitoring and risk management.

Tyler Ares is a financial advisor at Fresh Bread Investments, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Joseph Gunnar & Co., LLC and Aegis Capital. Fresh Bread Investments provides asset management, investment advisement, and written financial planning to individual investors, organizations, and corporations. The firm employs a value-oriented, predominantly long-only investment approach with tactical asset-allocation flexibility and offers asset management exclusively through a wrap-fee program with custody at Interactive Brokers.