Thomas Robinson is a CFP® and CFA® with seven years of experience in the financial industry. He is a principal at Robinson Global Investment Management LLC, a firm he has been with since 2020. Robinson also serves as the Department Chair and teaches Portfolio Management at the College for Financial Planning, dedicating up to 25% of his workweek to these academic responsibilities. Robinson Global Investment Management LLC primarily manages pooled vehicles and institutional assets while offering discretionary portfolio management, financial planning, and consulting to a range of clients, including individual investors. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to build diversified portfolios and utilizes a variety of investment vehicles tailored to client objectives and risk tolerance.

Michelle Blouin is a financial advisor at Route 20 Private Wealth Inc. with three years of industry experience. She holds a Series 65 designation and has worked at several related firms, including Fortitude Advisory Group and Randstad. Route 20 Private Wealth Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages client portfolios using a variety of strategies and serves as subadviser to an exchange-traded fund, distinguishing itself with its operational roles in pooled investment vehicles.

Kevin Hoffmann is a financial advisor with Horowitz & Company, Inc. in Fort Lauderdale, FL. He holds a Series 65 designation and has been with the firm since 2008. Hoffmann is a partner and owner of TriggerCharts, LLC, a business focused on developing and selling trading indicators. Horowitz & Company serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a multi-strategy investment approach that includes aggressive managed-growth, goal-based allocations, and macro-driven global models, with the use of margin and short positions in certain strategies.

Mahesh Bhuta is the managing member of Bhuta Wealth Management, LLC in Coral Springs, Florida, holding a Series 65 designation with 14 years of industry experience. He has led Bhuta Wealth Management since 2011 and also operates as an independent insurance agent, offering life insurance, long-term care, and fixed and indexed annuities. Bhuta Wealth Management primarily serves individual and high-net-worth clients, providing customized portfolio management and financial planning. The firm emphasizes tailored investment programs, non-discretionary account management, and incorporates a range of strategies including long- and short-term trading and options writing.

Stephen Finley is a financial advisor with Courtesy Investment Advisory Services LLC, holding a Series 65 designation and 18 years of industry experience. He has been associated with JM & A Group since 1988. Courtesy Investment Advisory Services LLC advises retail automotive dealerships and related businesses on investing cash held for business purposes, particularly insurance-related reserves. The firm focuses on referring clients to third-party registered investment advisers for cash management and investment services tailored to dealer clients’ insurance and regulatory requirements.

Laura Walsh is a CFP® professional at Lifespan Financial Strategies, Inc. in Weston, FL, with 29 years of industry experience. She worked at LPL Financial for 11 years before returning to Lifespan Financial Strategies, where she has been since 1997. She is also licensed to sell non-variable insurance in Florida. Lifespan Financial Strategies provides financial planning, portfolio management, and tax-preparation services to individuals, trusts, estates, retirement plans, and business entities. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers through the AssetMark platform.

Robert Oden is a financial advisor with Strategic Asset Management Group Advisors, holding a Series 63 designation and over 40 years of industry experience. He has worked at Lincoln Investment since 2012 and has been with Strategic Asset Management Group Advisors since 2005. Outside of his advisory work, he is involved in real estate investment. Strategic Asset Management Group Advisors provides portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as institutional clients such as trusts, estates, and pension plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering both discretionary wrap-fee and non-discretionary advisory services.

Johanna Lobdell is a CFP® with 30 years of industry experience, currently serving as an advisor at Fusco Financial Services Inc. She has worked with Osaic Wealth, Inc. and Securities America, Inc. prior to her long tenure at Fusco Financial Services. Outside of her advisory role, Lobdell is active in the Rotary Club of Fort Lauderdale, participating in scholarship committees and community events, and serves as secretary for the Rotary 1090 Foundation board. Fusco Financial Services advises individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers financial planning and discretionary portfolio management, primarily using mutual funds and ETFs to create diversified asset allocations with ongoing monitoring and a blend of analytical approaches.

Mikhail Kamrotov is a financial advisor at Ex Cathedra LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Sberbank and HSE University. Ex Cathedra LLC is an investment manager specializing in quantitative, automated trading strategies for qualified and accredited investors. The firm uses proprietary mathematical and statistical models across various liquid instruments and offers detailed monthly reporting with an owner-operated governance structure.

Ian Auerbach is a financial advisor with Meadowbrook Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Meadowbrook Advisors and Purshe Kaplan Sterling Investments in 2025, he worked at RBC Capital Markets for 16 years. Outside of his advisory role, Mr. Auerbach is the sole owner of a construction company focused on personal real estate development in Colombia. Meadowbrook Advisors provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, managing portfolios with ETFs, mutual funds, individual securities, and other instruments, and serves 147 clients through a three-advisor team.

Mary Hersey is a financial advisor with Lifespan Financial Strategies, Inc. in Weston, Florida, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Edward Jones for six years before joining Lifespan in 2020. Lifespan Financial Strategies provides advisory services to individuals, trusts, estates, retirement plans, and business entities, offering financial planning, portfolio management, and tax-preparation services. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.

William Wadsworth is a financial advisor at Its Asset Management, L.P. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including PTS Asset Management and Wadsworth Investment Co., Inc. He is also a trustee of the Wadsworth Family Foundation, where he reviews donation requests. Its Asset Management provides model-based portfolio management services to individuals, corporations, pension plans, charitable organizations, and other advisors. The firm manages approximately $282.8 million in discretionary assets across about 773 client accounts, employing a Disciplined Active Portfolio Management framework that combines asset allocation ranges, fund selection, and monthly reallocations.

Thomas Heierli is a financial advisor at Global Wealth Management, L.C. with 16 years of industry experience. He holds a Series 65 credential and has served as a managing partner and member of the investment committee at Wealth Management Group AG in Switzerland since 1996. Global Wealth Management, L.C. offers discretionary and non-discretionary portfolio management services to individuals, families, trusts, and various business entities. The firm focuses on customized portfolios with a global diversification approach, incorporating fundamental and technical analysis and utilizing a range of instruments including foreign securities, ETFs, REITs, and derivatives to meet diverse client objectives.

Allen Forrest is a financial advisor at FR Financial Advisors LLC with 21 years of industry experience. He holds the PFS™ designation and Series 66 license. Forrest is also a partner in the accounting firm Forrest Robinson, PLLC. FR Financial Advisors manages discretionary portfolios for individuals, retirement plans, trusts, and small businesses, utilizing a long-term, asset-allocation approach with passive mutual funds and ETFs, alongside conservative fixed-income holdings. The firm integrates investment management with financial planning and insurance product sales, supported by its affiliation with an accounting practice and a licensed insurance agency.

James Mcdonald is a financial advisor with Wise Wealth Management, LLC in Ft. Lauderdale, FL, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Wise Wealth Management in 2018, he worked at Householder Group Estate & Retirement Specialists and LPL Financial, LLC from 2015 to 2018. Wise Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, trusts, estates, privately held businesses, and select retirement plans. The firm employs customized, globally diversified asset-allocation strategies implemented across various securities and manages portfolios predominantly on a discretionary basis with ongoing monitoring and regular reviews.

Marisol Andreoni is a financial advisor at Utopia Wealth Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Citigroup Global Markets, Inc. from 2012 to 2022. Andreoni is also licensed as an insurance agent. Utopia Wealth Management serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, with a focus on business owners and corporate executives. The firm offers holistic financial planning, discretionary portfolio management, and estate-planning document facilitation through a third-party platform, employing a mix of fundamental, technical, and modern-portfolio theory analyses to tailor investment strategies.

Olaf Herr is a financial advisor at Global Wealth Management, L.C. with Series 65 credentials and two years of industry experience. He also serves as a partner and client relationship manager at NHP Asset Management AG, a family office and asset management firm based in Zurich, Switzerland, where he acts as a client adviser and risk manager for non-U.S. clients. Global Wealth Management, L.C. offers discretionary and non-discretionary portfolio management and investment advisory services to individuals, families, trusts, and business entities. The firm’s investment approach focuses on global diversification and international opportunities, utilizing both fundamental and technical analysis to implement tailored strategies that may include foreign securities, ETFs, REITs, and derivative instruments.

Jeremy Brinkmeier is a financial advisor at Common Cents Wealth Management, LLC with 16 years of industry experience. He holds the Series 65 credential and has been with Common Cents Wealth Management since 2009. Common Cents Wealth Management provides ongoing portfolio management to individuals, high-net-worth individuals, and small businesses. The firm offers a passive, index-based investment approach focused on diversified portfolios of ETFs and indexed mutual funds, guided by Modern Portfolio Theory and tailored Investment Policy Statements.

Elizabeth Barrett is a Certified Financial Planner (CFP®) with 28 years of industry experience. She has been with Sterling Wealth Advisors, Inc. since 1996. Sterling Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary investment management and comprehensive financial planning on a fee-only basis. The firm focuses on customized portfolio management using no-load mutual funds, ETFs, fixed income, and U.S. government securities, maintaining a concentrated client roster and managing over $200 million in assets.

Andrew Horowitz is a CFP® with over 32 years of experience in the financial industry. He is principal at Horowitz & Company, Inc., where he has worked since 1991, and is also a partner and owner of TriggerCharts, LLC, a firm developing trading indicators. Outside of his advisory roles, Horowitz hosts an investment-focused podcast and has authored books and articles on general investment topics. Horowitz & Company serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $145 million in discretionary assets. The firm employs a blend of quantitative, fundamental, and technical analysis across multiple strategies, including aggressive managed-growth approaches that utilize margin and short positions.