Andrew Kleinman is a financial advisor with Coastal Way Financial Group, LLC in West Palm Beach, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments and Great Point Capital, among others. Kleinman is also the Vice President of Operations at Pivot Professional Partners and serves as the in-house financial advisor for Perry CPA. Coastal Way Financial Group serves individual investors, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and investment supervisory services tailored to client goals and risk tolerance. The firm manages both individual and institutional portfolios, using a combination of fundamental and technical analysis and offering a wrap-fee program alongside its advisory services.

David Jacoby is a CFP®, CFA®, and Series 66-licensed financial advisor with 10 years of industry experience. He is the sole advisor at Remote Financial Planner, LLC, an independent firm based in Palm Beach Gardens, FL, where he has worked since 2016. Remote Financial Planner, LLC serves individual clients, families, and their trusts, including both non-high-net-worth and higher-net-worth households. The firm provides comprehensive financial planning and investment supervisory services through an ongoing advisory subscription model, with a primarily passive, index-based investment approach grounded in Modern Portfolio Theory and options for active core-satellite strategies.

Joseph Sinopoli is a financial advisor at Sinopoli & Sinopoli Financial Services, LLC with six years of industry experience. He holds a Series 65 designation and has been involved with the firm since 2001. In addition to his advisory role, he serves as vice president of Sinopoli & Sinopoli, Certified Public Accountants, P.C., an accounting practice he has been part of since 1983, where he spends the majority of his time. Sinopoli & Sinopoli Financial Services, LLC is a four-person team providing investment management, financial planning, consulting, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach using broadly diversified, passive asset-class exposure and utilizes model portfolios with discretionary management delegated to a third-party provider. Its formal affiliation with an accounting firm is a distinctive feature among similarly sized advisory teams.

Todd Schanel is a CFP® and CFA® with 20 years of industry experience. He is a principal at Core Wealth Management, Inc., where he has worked since 2012, and also serves as a Director and CPA at Schanel & Associates, PA, a full-service accounting firm. Outside of his advisory and accounting roles, Mr. Schanel manages a property through Horizon Investment Partners, LLC. Core Wealth Management, Inc. serves primarily individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory-based investment approach with diversified asset allocations and integrates financial planning tools such as Monte Carlo analysis and tax-aware strategies.

Carol Dixon is a CFP® professional with 12 years of industry experience. She has been with Your Planning Partner LLC since 2016. In addition to her advisory role, she serves as co-trustee of a private trust. Your Planning Partner LLC serves individual and institutional clients, including high-net-worth individuals and pension plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of analytical approaches and supports both discretionary and non-discretionary advisory services.

Mason Domino is a financial advisor at Carl Domino Inc. with a Series 65 credential and three years of industry experience. He has served at Carl Domino Inc. since 2022 and has also been a full-time student since 2012. 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, combining bottom-up fundamental research with top-down macro and sector analysis.

Matthew Stohlman is a financial advisor at Poinciana Advisors Group, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Poinciana Advisors Group since 2005. In addition to his advisory role, Stohlman is a CPA and owner of the accounting firm Smith, Stohlman, James & Gardere, P.A. Poinciana Advisors Group provides discretionary portfolio management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach rooted in Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers comprehensive financial consulting including tax and estate planning.

Shawn Teufel is a financial advisor with Global Trust Wealth Management LLC in West Palm Beach, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill and Morgan Stanley, totaling eight years before joining his current firm in 2025. Global Trust Wealth Management LLC provides investment management, tax, estate, and retirement planning services to individuals, trusts, corporations, and retirement plans. The firm operates on a fee-only basis and emphasizes diversified, low-cost portfolios guided by individualized investment policies.

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.

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 66 and Series 63 licenses and having 29 years of industry experience. He has worked with several firms, including Emerson Equity LLC and Revere Securities LLC. Outside of his advisory role, he is a managing member of WSU Pullman, LLC, which focuses on real estate finance. Money Manager Inc. is a small SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management for individuals, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs a range of strategies, including trading in equities, fixed income, mutual funds, ETFs, options, and alternative investments, with portfolios reviewed and rebalanced regularly.

Joshua Helman is a financial advisor at SmartPlan Investing with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Financial Planning Counselors, Inc. since 2007. In addition to his advisory work, Helman practices emergency medicine as an independent contractor physician. SmartPlan Investing serves individual investors, pension and profit-sharing plans, and business clients by providing financial coaching, planning, and investor education workshops. The firm employs academic investing principles and collaborates with Matson Money for portfolio management, emphasizing client coaching and regular portfolio reviews.

John Ainlay IV is a financial advisor with Stillwater Wealth Management Group LLC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Financial Security Management, Inc. and JH Outback, where he also serves as a speaker and leader for faith-based events. Additionally, he is co-owner of Coastline Striping LLC, a parking lot striping service. Stillwater Wealth Management Group LLC provides portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages accounts using a mix of fundamental, technical, and charting analysis across various asset classes, including traditional and specialized investment instruments.

Cory Lyon is a financial advisor at Aureum Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at TFG Financial Advisors, LLC, The Fuoco Group, and Hewins Financial Advisors, LLC. Aureum Wealth Management is an SEC-registered firm managing approximately $154 million for several hundred clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers tailored financial planning and portfolio management, incorporating fundamental, technical, and cyclical analysis alongside third-party managers and alternative investments through the iCapital network.

Ricky Rhodes is a CFP® and Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Grey Rhodes Advisors, LLC, where he has worked since 2020, and is also the owner and CPA of Rhodes to Wealth, Inc., providing financial planning and accounting assistance primarily to litigants in divorce proceedings. Rhodes previously worked at Raymond James Financial Services Advisors, Inc. from 2010 to 2021. Grey Rhodes Advisors serves individual clients, including high-net-worth individuals, and pension and retirement plan fiduciaries. The firm offers portfolio management, financial planning, and pension consulting, employing an investment approach that combines independent research, fundamental analysis, and technical factors, with both discretionary and non-discretionary account management.

Alexandra Forest is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at 44 North Capital, LLC and has previously been associated with firms including Bank of America, Merrill, and Mass Mutual. 44 North Capital manages approximately $125 million across several hundred client accounts, serving individuals, trusts, estates, retirement plans, and institutional clients. The firm employs a discretionary investment management approach that integrates fundamental, macroeconomic, and technical analysis across multiple asset classes with ongoing portfolio monitoring and integrated financial planning.

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.

Carol Sherr is an advisor at Brooks Financial Advisory Group, Inc. in Lake Worth, FL, with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Brooks Financial Advisory Group since 1999. Outside of advisory services, she is an independent insurance agent focusing on life insurance, annuities, and other insurance products, and she also provides tax preparation services. Brooks Financial Advisory Group serves a small, primarily individual client base that includes 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, mainly on a non-discretionary basis, and combines traditional planning with insurance brokerage activities.