Peter Westerfield is the principal of Westerfield Investment Management in Boca Raton, FL, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has led Westerfield Investment Management since 2014. Outside of his advisory role, he is involved in a remodeling and sales support business. Westerfield Investment Management is a state-registered investment adviser providing discretionary portfolio management primarily for individual and high-net-worth clients. The firm employs a bottoms-up fundamental research approach supplemented by limited technical and quantitative analysis and operates with a small, owner-managed structure.

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.

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.

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.

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.

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 financial advisor with 11 years of industry experience. He is the sole advisor at Clark Financial Planning Services LLC, an independent firm he has led since 2014. The firm provides fee-only, holistic financial planning and investment advisory services, including tax preparation and retirement planning, to individuals, families, and small business owners. Clark Financial Planning Services LLC emphasizes asset allocation, low-cost index funds and ETFs, diversification, and tax-aware portfolio construction while avoiding market-timing and leveraged or inverse ETFs. The firm operates on a fixed retainer and project fee model and provides non-discretionary services where clients retain final trade consent.

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.

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 with four years of industry experience. He holds a Series 65 designation and has worked at Pfizer, Fleet Advantage, and Bayview Asset Management prior to his current role. Green Musa Capital provides portfolio management and financial planning services primarily to individual clients, as well as corporate and business entities. The firm employs a diverse investment approach that includes charting, fundamental, quantitative, and technical analysis, and it utilizes a range of instruments such as options strategies, mutual funds, equities, ETFs, and commodities.

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.

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.

Henry Smith is a financial advisor at Spencer Smith Asset Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Spencer Smith Asset Management and Greensview Wealth Management Llc. Spencer Smith Asset Management is a fee-only registered investment adviser serving individuals and organizational clients such as family offices, foundations, corporations, trusts, and retirement plan sponsors. The firm provides discretionary and non-discretionary portfolio management and investment consulting, emphasizing 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.

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.

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.