Dean Ringdahl is a CFP®-certified financial advisor with 42 years of industry experience. He is currently with Agnello Financial Group, Inc. in West Palm Beach, FL, having previously worked at FSC Securities Corporation and Osaic Wealth, Inc. Agnello Financial Group, Inc. provides investment advisory, monitoring, and modular financial planning services to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a client-driven, non-discretionary investment approach focused on strategic asset allocation and portfolio optimization, using no-load mutual funds and ETFs.

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.

John Thompson is a financial advisor with JW Thompson Investments LLC, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with JW Thompson Investments LLC and LPL Financial LLC since 2013. Thompson provides investment advisory services through his independent firm, which he started in 1999. JW Thompson Investments LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses by offering portfolio management, limited financial consulting, and retirement-plan consulting. The firm manages both discretionary and non-discretionary accounts for approximately 130 clients, employing a portfolio construction approach that incorporates fundamental, technical, charting, and cyclical analyses tailored to clients’ tax situations, income needs, and risk tolerance.

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.

Daniel Pikula is a financial advisor with Money Manager Inc. in Wellington, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. His work history includes roles at Emerson Equity LLC, Revere Securities LLC, and Florida Investment Exchange. Outside of advisory services, he is involved in real estate finance as a managing member of WSU Pullman, LLC. Money Manager Inc. is an SEC-registered investment adviser providing 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 customized allocations and employs a variety of trading strategies tailored to client objectives.

Charles Heekin is a financial advisor with Millennial Wealth Advisors in Delray Beach, FL, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Millennial Wealth Advisors since 2014. Millennial Wealth Advisors serves individual and high-net-worth clients, businesses, retirement plans, and charitable organizations with financial planning, investment consultation, and customized portfolio management. The firm uses a combination of fundamental, technical, and statistical analysis to build personalized portfolios and primarily manages assets on a non-discretionary basis, emphasizing documented client objectives and approval before implementing changes.

Renee Post is a CFP® with 25 years of industry experience, currently serving at Asset Planning Corporation in West Palm Beach, FL. She has worked with Financial Planning Investment Group and Cambridge Investment Research, Inc. throughout her career. In addition to her advisory role, she is involved with Mac & Post LLC, a firm offering non-advisory concierge services. Asset Planning Corporation primarily serves individual clients, including high-net-worth and non-high-net-worth households, as well as retirement plans and other entities. The firm provides personalized financial planning, discretionary portfolio management, and advisory services, employing customized asset allocation and ongoing portfolio monitoring to align investments with client objectives and risk tolerance.

Ryan Shore is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently with Global Trust Wealth Management LLC and also works as a CPA at Nowlen, Holt & Miner, P.A., an accounting firm in West Palm Beach, FL. Shore has been associated with Nowlen, Holt & Miner since 2011 and with Global Trust Asset Management since 2013. Global Trust Wealth Management LLC provides investment management, tax planning, estate planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored retirement plans. The firm emphasizes diversification, asset allocation, and tax-efficient strategies, and is notable for its affiliation with a public accounting firm that supports shared resources and reciprocal client referrals.

Kilburn Sherman is a financial advisor at Maclendon Wealth Management, LLC with the PFS™ designation and 2 years of industry experience. He has been managing private equity investments as Managing Director at SJO Worldwide LLC since 2012. Maclendon Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of strategic rebalancing and tactical overlays guided by fundamental, technical, and cyclical analysis to construct individualized risk profiles and tailored portfolio solutions.

Carol Sherr is a financial advisor with Brooks Financial Advisory Group, Inc. in Lake Worth, FL. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. She has been with Brooks Financial Advisory Group (formerly Sherr Investment) since 1999. Outside of her advisory role, she works as an independent insurance agent selling life insurance, annuities, and other insurance products, and is involved in tax preparation. Brooks Financial Advisory Group serves primarily individual clients, including both non-high-net-worth and high-net-worth households, as well as some pension/profit-sharing plans and a charitable account. The firm provides financial planning and portfolio management with a primarily non-discretionary approach, combining traditional investment services with insurance brokerage activities.

Elliott Collins is a CFP® professional with 41 years of industry experience. He is the principal of Aljen Asset Management LLC, where he has worked since 2003, and previously was with Purshe Kaplan Sterling Investments for 18 years. In addition to his advisory role, he is also an independent insurance agent. Aljen Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, foundations, and small businesses. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to manage diversified portfolios and offers both discretionary and non-discretionary services.

Carl Domino is the principal of Carl Domino Inc. in West Palm Beach, FL, holding a Series 65 designation with 25 years of industry experience. He founded Carl Domino Inc. in 2004 and also owns a family law practice established in 1987. Carl Domino Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, pensions, and other entities. The firm employs a large-cap value equity strategy focused on dividend-paying stocks and combines bottom-up fundamental research with top-down macro and sector analysis.

Charles Krusen is a financial advisor at Krusen Capital Management, LLC with 9 years of industry experience. He has been involved with Krusen Capital Management since 2009 and the Krusen Family Office since 1986. Krusen serves as Managing Member and General Partner of the LionHedge Platform Fund Limited Partnership, a pooled investment vehicle. Krusen Capital Management advises Qualified Purchasers and high-net-worth individuals, as well as pension plans, trusts, corporations, and pooled investment vehicles. The firm focuses on private funds and hedge funds, providing discretionary management for pooled funds and primarily non-discretionary advisory services for clients investing in third-party funds.

Michael Agnello is a CFP® with 34 years of industry experience, currently serving as President of Agnello Financial Group, Inc. He previously worked at FSC Securities Corporation for 30 years before joining Osaic Wealth, Inc. in 2023. Agnello is also active in nonprofit leadership as the 1st Vice President and Board Member of The Beach Club in Palm Beach. Agnello Financial Group, Inc. provides investment advisory, monitoring, and modular financial planning services to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a client-driven, non-discretionary investment approach emphasizing strategic asset allocation with core-and-satellite portfolios, primarily using no-load mutual funds and ETFs.

David Gordon is a Series 65-licensed advisor with 13 years of industry experience, currently serving at Gordon Asset Management LLC since 2008. He is based in West Palm Beach, FL, and is one of two advisors at the firm. Gordon Asset Management advises high-net-worth and individual investors and acts as adviser to private pooled investment vehicles known as the Gordon Funds. The firm provides discretionary portfolio management, goals-based financial planning, and access to various private investment opportunities, emphasizing long-term growth with diversified portfolios that include mutual funds, ETFs, direct securities, and private funds.

Nickolas Alleva is a financial advisor with Sutter Capital Partners, LLC in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at New York Life for nine years before joining Sutter Securities and Sutter Capital Partners. Sutter Capital Partners provides investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm focuses on manager selection and due diligence, offering mostly non-discretionary investment advisory services along with financial planning and consulting.

Joshua Davis is a CFP® professional with 13 years of industry experience. He has worked at Davis Private Wealth, LLC since 2017 and previously spent six years at Castle Wealth Management. He serves on the board of the Financial Planning Association of South Florida and owns Find My CPA, LLC, an online member business directory for CPAs. Davis Private Wealth, LLC provides advisory services primarily to individuals, high-net-worth individuals, and certain retirement plans. The firm offers discretionary portfolio management, financial planning, and sub-advisory investment management, implementing long-term trading strategies with a focus on risk tolerance and regularly conducting account reviews.

Daniel Brooks is a financial advisor with Brooks Financial Advisory Group, Inc. in Lake Worth, FL, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has worked at Brooks Financial Advisory Group, including its predecessor Sherr Investment, since 2000. Outside of advisory services, he is an independent insurance agent involved in selling life insurance, annuities, and other insurance products, and also engages in tax preparation. Brooks Financial Advisory Group serves primarily individual clients, ranging from non-high-net-worth to high-net-worth households, as well as a few pension and charitable accounts. The firm focuses on financial planning and portfolio management with mostly non-discretionary assets, combining advisory services with insurance brokerage activities.

Christian Ramos is a financial advisor at Mar Wealth Management Services, LLC with five years of industry experience. He holds a Series 65 designation and serves as a board member of a charitable foundation, as well as co-trustee of multiple trust accounts and an inherited IRA managed by the firm. Mar Wealth Management Services, LLC provides investment supervisory services and financial planning to individual clients, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers ongoing portfolio monitoring, typically under discretionary authority.

Joshua Geib is a financial advisor at Zuraw Financial with 17 years of industry experience. He holds the PFS™ designation and Series 66 license. Prior to his current role, he worked at Lightpoint Capital Management LLC from 2015 to 2021. Outside of his advisory work, he is a managing member of Edward A. Zuraw & Company, an accounting and tax consulting firm. Zuraw Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, corporations, and various institutional clients. The firm develops written Investment Policy Statements with clients and employs a combination of direct management and third-party sub-advisors, using fundamental and technical analysis in portfolio construction.