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.

Mark Elderkin is the principal of Elderkin Wealth Management LLC in Fort Lauderdale, FL. He holds a Series 65 credential and has one year of experience in financial advising. He is also the CEO of Family Powered Networks LLC, an advertising agency he founded in 2006, and co-owner of Bennett Elderkin Inc., a holding company established in 2008. Elderkin Wealth Management LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach includes fundamental analysis and customized asset allocation, with strategies such as long-term and short-term purchases, trading, and option writing.

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.

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.

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.

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.

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.

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.

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 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.

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.