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.

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.

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.

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.

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 licenses and bringing 29 years of industry experience. He has previously worked at Peak Brokerage Services, National Asset Management, and National Securities Corporation, and he is the owner of ProAthlete Business Management, which provides non-investment-related services including budgeting guidance and business management support. ProAthlete Wealth Management LLC provides discretionary portfolio management, financial planning, and concierge services primarily to professional athletes and clients with complex personal and lifestyle needs. The firm combines fundamental and technical analysis with strategic and tactical asset allocation, often utilizing third-party managers for security-level decisions while maintaining overall allocation control.

John Devaney is a financial advisor at RWA Advisors with eight years of industry experience. He holds a Series 66 designation and has previously worked at PFS Investments Inc., Edward Jones, and Primerica Financial Services. In addition to his advisory role, he has been involved in the sale of loan products and home security and automation services through affiliated companies. RWA Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, consulting, and retirement plan advisory services. The firm manages client assets on an individualized basis, provides Investment Policy Statements, and performs ongoing reviews and rebalancing, often using third-party money managers and custodians.

Scott Zuckerman is a financial advisor with Manhattan Wealth Management Group in Boca Raton, FL. He holds the ChFC® designation and Series 66 license and has 20 years of industry experience. Prior to joining Manhattan Wealth Management Group, he worked at LPL Financial for 13 years and has held roles in insurance and financial services. Zuckerman is also an author of a financial planning book titled "Don't Be A Financial Disaster" and is the creator of a FinTech software platform focused on AI-driven financial education and guidance. Manhattan Wealth Management Group is an SEC-registered investment adviser that provides portfolio management, comprehensive financial planning, and workplace retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm’s investment approach is based on modern portfolio theory, utilizing strategic asset allocation, periodic rebalancing, and a mix of internally managed positions and third-party managers.

Michael Schmidt is a CFA® charterholder with eight years of industry experience. He is currently the sole advisor at Avalon, where he has worked since 2025. Prior to joining Avalon, he worked at JS Family for two years and spent thirteen years at Seacoast Bank. Avalon provides investment management and comprehensive wealth management services to individual, institutional, and corporate clients. The firm employs a rules-based, relative-strength investment approach using algorithmic selection, monthly rebalancing, and options overlays across a range of model portfolios.

Daniel Cauceglia is a financial advisor at Aventura Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved with multiple related entities including Aventura Insurance Services, Aventura Securities, and Aventura Holdings since 2006. He is also the managing member of FlexMark Strategic Partners, LLC, an affiliated investment partnership. Aventura Capital Management provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a combination of fundamental security analysis and asset allocation along with varied investment strategies, offering both discretionary and non-discretionary services across multiple asset classes.

Kathryn Schwartz is a financial advisor at Pawleys Investment Advisors, LLC with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Pawleys since 2010. Pawleys Investment Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach is primarily long-term, combining fundamental and technical analysis with customized asset allocation and portfolio construction, and it sponsors two Reg D private pooled equity funds offered to accredited investors.

Lorianne Cordoba is an advisor with Red Reef Advisors LLC, holding Series 63 and Series 65 licenses. She has been with Red Reef Advisors since 2023 and also works as a licensed realtor involved in residential sales and leases. Red Reef Advisors serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, and business entities. The firm offers portfolio management, financial planning, and retirement plan consulting, using a blend of analytical methods and a broad investment mandate that includes complex and alternative products.

Austin Gardner is an advisor at Aaron Brask Capital with a Series 65 credential and no prior industry experience. His work background includes roles at Broward Health, Broward College, John Costello CPA, and ABB Optical. Aaron Brask Capital is a single-advisor registered investment adviser offering discretionary portfolio management and project-based financial planning for individual and high-net-worth clients. The firm’s investment approach combines top-down macroeconomic analysis with security-level evaluation to create customized portfolios, emphasizing individual securities and employing ETFs, mutual funds, and options as needed.

Aleco Savvas is a financial advisor at S2 Capital Management with two years of industry experience. He holds a Series 65 designation and has previously worked at QP Wealth Management and Sight and Sounds, LLC. He serves on advisory committees and boards for multiple investment-related funds, including Leon Capital Group and Superba. S2 Capital Management provides investment and wealth management services to individuals, families, trusts, estates, and corporations. The firm employs a goals-based, core-and-satellite investment approach emphasizing asset allocation across ETFs, equities, fixed income, and alternatives, and offers discretionary portfolio management alongside project-based financial planning services.

Daniel Pikula is a financial advisor with Money Manager Inc. in Wellington, FL, holding Series 66 and Series 63 licenses and over 30 years of industry experience. He has been with Money Manager Inc. since 2015 and also holds management roles with WSU Pullman, LLC and Florida Investment Exchange. Money Manager Inc. is a small SEC-registered investment adviser offering discretionary and non-discretionary portfolio management to individuals, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis with various investment strategies tailored to client objectives and regularly monitors third-party money managers and alternative investments.

Alyssa Clark is a financial advisor at Walton Rahal CPAs PLLC in Boca Raton, FL, holding a Series 65 credential with seven years of industry experience. She has been with Walton Rahal CPAs PLLC and its predecessor firms since 2013. Walton Rahal CPAs PLLC is a certified public accounting firm that provides investment management and financial planning services to individuals, retirement accounts, trusts, estates, charitable organizations, and small businesses. The firm uses a fee-only approach, integrating tax planning and trust/estate services with investment advice, primarily employing passively managed index funds and ETFs.