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 at firms including I-Bankers Direct, Newbridge Securities Corporation, and Mass Mutual Investors Services. In addition to his advisory role, Levin operates a sole proprietorship offering fixed insurance products. IBD Wealth Management provides investment advisory and portfolio management services primarily to special purpose vehicles and a select group of institutional, corporate, and individual clients. The firm employs a combination of fundamental and technical analysis to tailor strategies across equities, options, fixed income, and other securities according to client objectives and risk tolerance.

Matthew Klocke is the sole advisor at Klocke Capital Group, LLC in Palm Beach, FL, holding Series 63 and Series 65 designations with 21 years of industry experience. He has led Klocke Capital Group since its founding in 2009. Klocke Capital Group provides investment supervisory and portfolio management services mainly to individual and high-net-worth clients, including separately managed accounts and retirement plans. The firm uses both fundamental and technical analysis and employs a range of strategies such as options-writing and margin transactions, often with discretionary authority to manage client portfolios.

Gregory Savidge is a financial advisor with Capital Asset Management Group, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial LLC since 2025 and has been with Capital Asset Management Group since 2017. Prior to that, he was affiliated with Next Financial Group Inc. for over two decades and has operated as a sole proprietor since 2001. Capital Asset Management Group, Inc. provides discretionary asset management and financial planning services to individuals, high net worth clients, and trusts. The firm employs a combination of fundamental and technical analysis to manage portfolios and sponsors a wrap fee program, offering clients discretionary trading authority and the ability to impose written restrictions on their accounts.

Dana Barnes is a financial advisor with CEG Wealth Partners, LLC, holding a Series 65 designation and newly entering the advisory industry. Barnes has been CEO of Concord Equity Group, LLC since 1994, overseeing operations related to industrial real estate and golf course ownership through several affiliated companies. CEG Wealth Partners, LLC serves individual clients across various life stages, offering financial planning, coaching, and investment recommendations without taking custody of client assets or exercising discretionary trading authority. The firm’s investment approach focuses on passive, buy-and-hold strategies using low-cost, index-tracking ETFs, with tailored portfolios and periodic rebalancing.

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.

Oleksii Savchyk is the principal of Orange Street Fund Advisors LLC and holds a Series 65 designation. He has experience in real estate brokerage through his roles at Florida Dominion and Broward Properties Inc. since 2000 and 2010, respectively. Orange Street Fund Advisors LLC provides discretionary asset management to high-net-worth individuals and business development companies, focusing on fundamental analysis and a long-term investment strategy tailored to each client’s financial situation and risk tolerance.

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.

Alan Jardeleza is the sole advisor at Alan & Company, LLC in West Palm Beach, FL, holding Series 63 and 65 designations with 25 years of industry experience. His prior roles include positions at Lyons Wealth Management, Bank of America, and Merrill. He is also associated with Lyons Wealth Management as a wealth advisor. Alan & Company, LLC provides discretionary asset and portfolio management services primarily to individual investors, including high-net-worth and accredited clients. The firm emphasizes ongoing, individualized portfolio management tailored to each client’s goals, time horizon, and risk tolerance.

Jackson Leigh Allen is a financial advisor at Saber Asset Management with a Series 65 designation and no prior industry experience before joining the firm. He previously worked at Hood River Capital from 2022 to 2025 and was a student from 2015 to 2022. Saber Asset Management, established in May 2025, provides discretionary portfolio management and standalone financial planning services. The firm primarily serves individuals and high-net-worth clients, employing a fundamental analysis and long-term trading approach focused mainly on equities, along with mutual funds, ETFs, fixed income, TIPS, and non-U.S. securities.

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.

Joseph Dirnfeld is the sole advisor at ALES29 Advisors, Inc., an independent firm based in West Palm Beach, FL. He holds a Series 65 designation and has eight years of industry experience, leading his firm since 2018. Prior to founding ALES29 Advisors, he has been self-employed since 1998. ALES29 Advisors provides discretionary portfolio management services to individual and high-net-worth clients, focusing on equities and fixed income. The firm employs a long-term, fundamental value approach supplemented by quantitative and technical analysis, managing approximately $39.7 million across a small client base without formal account minimums.

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.

Dennis Gelfand is a CFP® professional with 11 years of financial advisory experience. He is the sole advisor at Plan Ahead Advisors and has concurrently worked as an employee and shareholder at the CPA firm Hough, Gelfand & Associates since 2003. Plan Ahead Advisors provides financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates, using fundamental analysis to develop individualized strategies aligned with each client’s risk tolerance and time horizon. The firm also coordinates with other professionals and may direct clients to third-party money managers as part of its services.

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.

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.

Robert Young is the principal and sole advisor at Young Financial Services in West Palm Beach, FL, holding Series 63 and Series 66 licenses with 26 years of industry experience. He previously worked at Next Financial Group Inc and has been operating Young Financial Services since 2016. In addition to his advisory role, he is a licensed insurance agent specializing in fixed annuities, life/health, and long-term care insurance. Young Financial Services serves individual investors, including high-net-worth clients, and qualified retirement plans by offering discretionary asset management and ERISA plan services. The firm sponsors a wrap-fee program and provides pension consulting, investment policy development, and participant education, managing portfolios based on client-specific policies and risk tolerances.

Anthony Azrak is the managing member of Fresh Lake Wealth Management LLC, an independent investment advisory firm based in Boynton Beach, FL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Outside of his advisory work, he also manages Annie's Transportation LLC, a transportation company he has been involved with since 2014. Fresh Lake Wealth Management provides discretionary investment supervisory services to individual clients, employing a multi-method investment approach that includes charting, fundamental, technical, and cyclical analysis. The firm manages a broad range of investments and uses strategies such as long-term holdings, short-term trading, short sales, and options writing.

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.