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.

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.

Steven Clark is a CFP® and Series 65 credentialed advisor with 12 years of experience. He has been the principal of Clark Financial Planning Services LLC since 2014. Clark Financial Planning Services LLC provides holistic financial planning and advisory services to individuals, families, and small business owners. The firm focuses on tax-aware, passive investment strategies using low-cost index funds and ETFs, and offers services on a fee-only basis through fixed retainers and project engagements.

Alan Levin is a financial advisor at IBD Wealth Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at I-Bankers Direct, NewBridge Securities Corporation, and Mass Mutual Investors Services. Levin also operates a fixed insurance products business as a sole proprietor. IBD Wealth Management provides investment advisory and portfolio management services primarily to pooled vehicles and a select group of institutional, corporate, and individual clients. The firm tailors investment strategies using fundamental and technical analysis to fit client objectives, with portfolios that may include equities, options, fixed income, and restricted securities.

Laurence Benedict is a Series 65 licensed advisor with OT Advisors LLC, bringing one year of industry experience. His background includes roles at TP ICAP Global Markets Americas LLC and Icap Corporates LLC, as well as operating Banyan as a family office and running related investment and insurance businesses. He is the owner and CEO of Opportunistic Trader, an investment advice subscription service, and serves as a principal at Banyan Global Insurance, an agency focused on corporate and high-net-worth clients. OT Advisors LLC is an SEC-registered adviser providing discretionary portfolio management, consulting, and subscription research services primarily to institutional investors and fund sponsors. The firm employs an active trading strategy utilizing derivatives, options, leveraged and inverse ETFs, and commodity interests, tailoring separately managed accounts to client objectives.

David Lebold is a financial advisor at Burgos & Brein Wealth Management in Boca Raton, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at CrossCountry Mortgage, Paramount Residential Mortgage Group, and involvement with Real Mobile Tech as Vice President of Business Development. Outside of financial advising, he participates in business development efforts at a technology firm focused on texting applications for retail. Burgos & Brein Wealth Management provides fee-based financial planning and consulting services primarily for individual clients, specializing in retirement, cash flow, estate, and long-term care planning. The firm offers written financial plans and periodic reviews, referring clients to third-party money managers for portfolio management while serving as a liaison and providing oversight.

Allen Auger is a CFP® and CFA® with 24 years of industry experience. He has worked at Preservation Financial Management since 2020 and previously was with Atlas Financial Advisors and Emerald Financial Management. Outside of advisory work, he serves as president of Emerald Real Estate Management, a rental real estate business. Preservation Financial Management is an independent, single-advisor firm managing approximately $28.5 million for about a dozen clients. The firm offers investment supervisory services and securities advice for individual and institutional accounts, including fiduciary roles, and combines client education, publishing, and institutional portfolio management.

Eric Harbor is a financial advisor at Tolida Enterprises, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Liberty Partners Financial Services, LLC. Outside of advisory work, he owns and operates a business providing IT and administrative services to corporations. Tolida Enterprises, LLC offers portfolio management, financial planning, and subscription services including a daily newsletter and market-timing subscription. The firm serves individuals, high-net-worth clients, and business entities, employing a multi-method investment approach that incorporates charting, cyclical, fundamental, quantitative, and technical analysis across a broad set of investment types.

Thomas Balcom is a CFP® professional with 18 years of experience in financial advising. He has been with 1650 Wealth Management, LLC since 2012. 1650 Wealth Management provides discretionary investment management to individuals, corporate and charitable organizations, pension and profit-sharing plans, and trust accounts. The firm uses a combination of fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance, typically targeting a 12–18 month investment horizon.

Alan Bush is a financial advisor with Gulfcrest Capital, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked at Gulfcrest Capital Management LLC since 2023 and concurrently serves as a consultant and 25% partner at BlueShores Management Consulting, providing management consulting services to small and medium-sized businesses. Gulfcrest Capital provides portfolio management and investment consulting to both high-net-worth and non-high-net-worth individuals. The firm offers a range of strategies including global diversified income, contrarian equity, thematic growth equity, opportunistic value equity, and ETF-based portfolios, and provides specialized offshore account consulting and U.S. oversight for clients with offshore custodians.

Mitchell Goldstein is the principal advisor at Kalorama Wealth Strategies, LLC in Oakland Park, FL. He holds the CFP® and CFA® designations and has 22 years of industry experience. Prior to founding Kalorama Wealth Strategies in 2009, he worked at Medallion Advisory Services, LLC, and Guardian Life. Kalorama Wealth Strategies, LLC is a small independent registered investment adviser that provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a long-term, buy-and-hold investment approach centered on asset allocation and fundamental analysis, primarily using no-load, low-cost mutual funds and ETFs.

John Ruark is a CFP® professional with 11 years of industry experience, operating Patuxent Financial Planning, LLC since 1996. He is based in Pompano Beach, FL, and runs a single-advisor practice. Patuxent Financial Planning, LLC is a fee-only, state-registered investment advisor serving individuals, families, and trusts. The firm employs a fundamental, long-term buy/hold/monitor strategy focused on asset allocation, managing accounts on a non-discretionary basis and providing ongoing supervision through formal reviews.

Charles Stoll is a financial advisor at Winning Points Advisors, L.L.C. with 35 years of industry experience. He holds a Series 63 designation and has been with Winning Points Advisors since 1990. Outside of his advisory work, he is involved in publishing through Fortune Press. Winning Points Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and investment companies. The firm manages portfolios using a combination of fundamental and charting analysis, option strategies, and customizes financial planning through both modular advice and a macro-economic, graphical approach. It also serves as adviser to its own family of mutual funds.

Steven Busch is the sole advisor at Everglades Resources, Inc., holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Everglades Resources since 1997 and previously worked with Everglades Game Technologies LLC and Southpaw Investments LLC. Everglades Resources, Inc. is an independent advisory firm providing discretionary portfolio management primarily for individual and retirement accounts, as well as pooled-investment vehicles. The firm employs a fundamental value research approach focused on long-term, concentrated investments in small- and micro-cap equities and ETFs, with occasional use of covered-call option strategies.

Max Granofsky is the sole advisor at Granofsky Investment Advisory LLC in Delray Beach, FL. He holds a Series 65 designation and has been with the firm since its founding in 2026. In addition to his advisory role, Granofsky serves as president of Arbor Residential LLC, a property management company he has led since 2015. Granofsky Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth investors, trusts, estates, and business owners. The firm utilizes modern portfolio theory and cyclical analysis to guide asset allocation and security selection, conducts quarterly account reviews, and may include options strategies in its programs.

James Deweese Jr. is a Series 65-licensed financial advisor at Candor Strategic Partners LLC with one year of industry experience. Prior to joining Candor, he has held ownership roles in various non-investment businesses, including passive ownership in several state-licensed marijuana companies and a marketing firm. Candor Strategic Partners LLC is a state-registered investment adviser serving family offices, corporations, and institutional clients with discretionary and non-discretionary portfolio management. The firm uses diversified portfolios constructed with mutual funds, ETFs, and outside managers, applying a blend of fundamental, technical, cyclical, and charting analyses, and provides ongoing financial planning and periodic client reporting.

Brian Peterson is a CFP® and ChFC® affiliated with Stillpoint Wealth, an independent firm based in Delray Beach, FL. He has one year of industry experience and has been involved with Human Rights Watch since 2014. Stillpoint Wealth, LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and families with portfolio management, financial planning, and educational seminars. The firm emphasizes asset allocation and Modern Portfolio Theory, using passive funds, ETFs, and individual securities, and offers planning services ranging from ongoing relationships to limited-scope projects, including specialized philanthropic planning and family governance.

Jordan Barletta is a CFP® professional with 15 years of experience, currently serving as the sole advisor at Kasmat Risk Management, LLC. He has been with the firm since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also an insurance agent specializing in commercial property and casualty as well as employee benefits insurance. Kasmat Risk Management is an independent, state-registered investment adviser providing portfolio management and financial planning services to both individual and institutional clients. The firm employs a strategic asset allocation approach combining passive index funds and selective active managers, offering non-discretionary portfolio management alongside fixed-fee and hourly planning options.

Timothy Shealy is the sole advisor at Shealy Wealth Advisory LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He previously worked at LPL Financial for 26 years before founding his current firm in 2020. Outside of advisory services, he is a partner overseeing the financials of a preschool through A.I.M. Academy. Shealy Wealth Advisory provides discretionary portfolio management and financial planning to individual clients, including retail and high-net-worth households. The firm employs modern portfolio theory and a long-term trading approach, offering access to a broad range of investments through LPL Financial’s advisory programs.