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.

Kevin DeMayo is a financial advisor with Wealth Group, Inc. in Boynton Beach, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Wealth Group since 2012. In addition to his advisory work, he dedicates part of his time to marketing insurance products. Wealth Group, Inc. serves individual clients by providing comprehensive financial planning and facilitating the selection of independent third-party investment advisers for portfolio management. The firm does not directly manage client assets but matches clients with suitable advisers based on detailed financial information and goals.

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 sole advisor at Kalorama Wealth Strategies, LLC, an independent registered investment adviser based in Oakland Park, FL. He holds the CFP® and CFA® designations and has 21 years of industry experience. Since founding Kalorama Wealth Strategies in 2009, he has focused on portfolio management and financial planning. Goldstein also engages in adjunct teaching and consulting for other advisors. Kalorama Wealth Strategies provides discretionary and non-discretionary portfolio management as well as standalone financial planning and consulting for individuals, trusts, estates, and charitable organizations. The firm employs a long-term, fundamental investment approach emphasizing low-cost, tax-efficient mutual funds and ETFs, and serves a select client base with a focus on higher asset relationships.

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.

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.

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.

Scot Bennett is a Series 65-licensed financial advisor with 24 years of industry experience. He is the principal of SAB Group Financial, P.A., an independent firm based in Tamarac, Florida, where he has worked since 2004. In addition to his advisory role, Bennett serves as president of an accounting firm, SAB Group, P.A. SAB Group Financial, P.A. provides portfolio management and trustee services primarily to individuals, retirement and pension plans, and trusts. The firm’s investment approach incorporates fundamental analysis from third-party newsletters and technical analysis for trade timing, with both discretionary and non-discretionary authority used in client accounts. Its affiliation with an accounting firm offering tax and audit services is a notable feature of the firm’s operations.

Andrea Puerta Carreno is a financial advisor at AP Financial Contingency Group Inc with nine years of industry experience. She holds a Series 65 credential and has worked at firms including Ohio National Financial Services, Primerica Advisors, and Ash Brokerage. Outside of advising, she is a part-time piano instructor at a family-owned music academy, owns AP Rabbit Hole LLC where she assists clients with business management and marketing, and is a licensed Florida real estate sales associate. AP Financial Contingency Group Inc provides portfolio management, financial planning, and subadvisory services primarily focused on insurance products and annuities. The firm emphasizes client education, uses modern portfolio theory, and manages most assets on a non-discretionary basis with regular reporting.

Anatoly Iofe is a financial advisor with Icebridge Financial Group in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at UBS Financial Services and Northwestern Mutual. Outside of advisory services, he is involved in business management and consulting, as well as insurance sales. Icebridge Financial Group is an independent registered investment adviser serving high-net-worth individuals, families, corporations, and institutional clients. The firm offers tailored private wealth management, comprehensive financial planning, and family-office style consulting, with discretionary portfolio management utilizing a range of investment instruments and third-party managers.

Joseph Hage is a financial advisor with Financial Trust Asset Management Chartered in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Citigroup, Cetera Investment Advisers, and BB&T Investments. He is also part owner of Financial Trust Research Partners, LLC, where he conducts and reviews investment research. Financial Trust Asset Management serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers, offering discretionary portfolio management, financial planning, OCIO services, and sub-advisory/model licensing. The firm employs a blend of quantitative, fundamental, and technical analysis through proprietary models and indexes, and its setup includes unique features such as affiliated research and distribution arrangements that extend its proprietary strategies to third-party platforms.

Andrew Dennis is a financial advisor at Comprehensive Wealth Solutions, LLC in Boca Raton, FL, with 13 years of industry experience. He holds the Series 65 designation and has been with Comprehensive Wealth Solutions since 2013. Comprehensive Wealth Solutions serves individual investors, retirement plans, trusts, estates, and business entities by providing financial planning, discretionary portfolio management, and third-party adviser selection. The firm emphasizes asset allocation and third-party portfolio managers, offering ongoing portfolio monitoring and implementation tailored to client objectives, and maintains an affiliation with accounting professionals to provide integrated investment and tax services.

George Landa is a financial advisor with ProAthlete Wealth Management LLC in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at Peak Brokerage Services, National Asset Management, and National Securities Corporation. He also owns ProAthlete Business Management, which provides non-investment business and personal financial guidance to clients. ProAthlete Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and business entities. The firm combines fundamental and technical analysis with both in-house and third-party managers, integrating concierge and business-management services tailored primarily to professional athletes and other high-net-worth individuals.