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 at Stillwater Wealth Management Group LLC with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Financial Security Management, Inc and involvement with faith-based organizations such as JH Outback and Camp Impact. Outside of finance, he co-owns a parking lot striping business, Coastline Striping LLC, and participates as a speaker and leader for nonprofit faith events at JH Outback. Stillwater Wealth Management Group LLC provides discretionary portfolio management and pension consulting services primarily to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $206 million in assets and emphasizes tailored investment strategies that include dividend-paying large-cap equities, investment-grade fixed income, and the use of long-term trading, options strategies, and alternative investments when appropriate.

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® with 11 years of industry experience, currently serving as a financial advisor at 44 North Capital, LLC. She has previously worked at Bank of America, Merrill, Mass Mutual, and NFP Advisor Services. 44 North Capital manages approximately $125 million across several hundred client accounts, serving individuals, trusts, estates, retirement plan participants, and institutional clients. The firm employs a client profile-driven approach with continuous discretionary portfolio management that integrates fundamental, macroeconomic, and technical analysis using both active and passive strategies.

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.

Jennifer Sheffler is a CFP® with six years of industry experience, currently serving as a financial advisor at Marchand Faries Financial Management, Inc. since 2020. Prior to this, she worked for three years at Automotive Management Services, Inc. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The firm constructs customized portfolios using fundamental analysis and coordinates with clients’ legal and tax professionals to integrate estate and tax considerations into investment decisions.

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.

Sean Meunier is a financial advisor at Holden Family Office, LLC with a Series 65 designation and two years of industry experience. He is also the managing member and general partner of Holden Capital, LLC, a private fund based in North Palm Beach, FL. Prior to his current roles, he worked at Chimera Corporation, Trainerspace, and Lynn University. Holden Family Office provides discretionary and non-discretionary investment management to individuals, trusts, family offices, charitable organizations, and corporations. The firm offers customized portfolio management, family office and governance services, consolidated reporting, and business advisory work, including mergers and acquisitions advice and market research.

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.

Ross Udine is a financial advisor at Udine Wealth Management Inc. with a Series 65 credential and five years of industry experience. His prior work includes positions at Stifel, JW Asset Management, Imperium Capital, and Mercury Capital Advisors. Udine Wealth Management provides discretionary investment management to individuals, high net worth clients, trusts, and estates through customized portfolios of equities, ETFs, and fixed-income instruments. The firm uses a combination of fundamental analysis, technical charting, and cyclical investing to construct diversified portfolios aligned with clients’ risk profiles.

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.

Richard Blumenfeld is a financial advisor at Stillwater Wealth Management Group LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Blumenfeld has been with Stillwater Wealth Management Group since 2020. Stillwater Wealth Management Group provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, and business entities. The firm emphasizes tailored investment strategies that include dividend-paying large-cap equities, investment-grade fixed income, and may incorporate alternative investments and options strategies.

Vedant Mimani is a financial advisor at Fortuna Investors LLC with 12 years of industry experience. He has been with Fortuna Investors since 2014 and previously worked as a self-employed advisor for three years. Outside of his advisory role, Mimani serves as Vice President and Treasurer of FOSPE Inc, a charitable foundation supporting local elementary school initiatives. Fortuna Investors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and corporate clients. The firm employs a quantitative investment approach centered on modern portfolio theory, dynamic asset allocation, and long-term trading, with portfolios primarily constructed using exchange-traded funds.

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.

Thomas Quealy is a financial advisor at Aureum Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TFG Financial Advisors, LLC since 2025, following a 35-year tenure at Nottingham Advisors Inc. Aureum Wealth Management is an SEC-registered advisory firm managing approximately $154 million for several hundred clients, including high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm provides tailored financial planning and portfolio management services, emphasizing asset allocation and ongoing monitoring, and incorporates third-party managers and alternative investments through the iCapital network.