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.

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.

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.

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.

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.

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.

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.

Alan Miller is a CFA® charterholder and the sole advisor at Cumulare Asset Management, LLC, with 10 years of industry experience. He has served as managing member and Chief Compliance Officer of Miller Ockham Asset Management, a private non-registered investment adviser, since 2015. Cumulare Asset Management provides financial planning, ERISA fiduciary services, and discretionary portfolio management for individuals, high-net-worth clients, and business entities. The firm employs customized portfolios based on asset allocation combined with fundamental and technical analysis and offers a dividend-focused “Power One” total-return strategy emphasizing investment-grade preferred securities.

Henry Smith is a financial advisor with Spencer Smith Asset Management, Inc. in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes a six-year tenure at Merrill and over a decade at Spencer Smith Asset Management across multiple periods. Spencer Smith Asset Management is a fee-only registered investment adviser serving individuals and various organizational clients, including family offices, foundations, corporations, trusts, and retirement plan sponsors. The firm uses model allocations guided by an Investment Policy Statement, incorporating modern portfolio theory and tactical asset allocation, with a notable focus on pension and profit-sharing plan clients and ERISA-related accounts.

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.

Juan Hernandez Quijano is a financial advisor at Prym Advisors LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Areti Capital Advisors, LLC, Areti International Bank, Cygnus Advisors, LLC, Solidus Securities, LevelX, and Morgan Stanley. Outside his advisory role, he serves as an operations analyst at Areti International Bank. Areti Capital Advisors, LLC provides discretionary and non-discretionary investment management and advisory services to high net worth and ultra-high net worth individuals, trusts, estates, charitable organizations, corporations, foreign investment consultants, and institutional clients. The firm employs fundamental, quantitative, and technical analysis within modern portfolio theory, managing portfolios on a personalized basis with ongoing monitoring and annual reviews.

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.

Michael Tavel is a financial advisor with Tavel Insurance & Financial Services, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Charter Advisory Corporation and LPL Financial LLC before founding his current firm. His business activities include selling a range of insurance products, such as fixed annuities, life insurance, disability, and Medicare supplements. Tavel Insurance & Financial Services provides investment advisory services and insurance products to individual and high-net-worth clients. The firm refers clients to third-party investment advisers for portfolio management while maintaining an active insurance brokerage, with a focus on recommending and monitoring external managers rather than managing client assets directly.

Robert O’Toole is a CFP® professional with 28 years of industry experience. He is the principal advisor at Personal Wealth Planning, LLC in Hollywood, FL, where he has worked since 2009. Prior to focusing exclusively on wealth planning, he was employed at Arrow Asphalt & Engineering, Inc. for over two decades. Personal Wealth Planning serves individual long-term investors by providing discretionary portfolio management and comprehensive financial advisory services, including estate, tax, and retirement planning. The firm emphasizes asset allocation and modern portfolio theory, offering tailored strategies and periodic public educational seminars on financial planning topics.

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.

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.

Alexander Bailey is a financial advisor at Brickstone Advisors in Fort Lauderdale, FL, holding a Series 66 license with two years of industry experience. His work history includes roles at Harvest Small Business Finance and various financial services firms. Outside of advising, he serves as a director of the QualCare Foundation, a nonprofit supporting senior citizens. Brickstone Advisors serves individual clients and employer-sponsored retirement plan sponsors, providing asset management, financial planning, and retirement-plan consulting. The firm employs a long-term, discretionary investment approach based on fundamental and technical analysis, Modern Portfolio Theory, and offers specialized fiduciary services for retirement plans.

Thomas Noonan is the sole advisor at Thomas R. Noonan, Inc. in Ft. Lauderdale, FL, with 55 years of industry experience. He holds a Series 63 designation and has been active in his own advisory firm since 1994. Outside of financial advising, he has engaged in public speaking on business topics since 1994. Thomas R. Noonan, Inc. provides investment advisory and portfolio management services to individual and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers tailored investment strategies, primarily managing non-discretionary assets, and delivers services through managed accounts and consulting engagements.