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.

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.

Alexandra Demosthenes is a CFP® professional with 14 years of industry experience, currently serving at Boca Wealth Advisors and Boca Wealth CPAs, LLC in Boca Raton, FL. She has worked in both financial advisory and accounting roles, including preparing tax returns and conducting tax research at Boca Wealth CPAs. Boca Wealth Advisors is a fee-only firm that provides wealth management and financial planning services to high-net-worth individuals, trusts, foundations, and retirement plans. The firm employs an academic-based investment approach using diversified portfolios of low-cost mutual funds, ETFs, and fixed income securities, while integrating tax and estate planning through its affiliation with an in-house accounting practice.

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.

Thomas Heierli is a financial advisor at Global Wealth Management, L.C. with 17 years of experience at the firm and over 31 years in the industry. He holds a Series 65 designation and is also a managing partner and member of the investment committee at Wealth Management Group AG, a Swiss advisory firm serving non-U.S. clients. Global Wealth Management, L.C. provides discretionary and non-discretionary portfolio management and investment advisory services to individuals, families, trusts, and other entities. The firm focuses on customized portfolio construction with a global diversification approach, incorporating a range of investment strategies and instruments including derivatives to meet clients’ objectives.

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.

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.

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.

David Kranz is a CFP® and holds a Series 66 license, with 17 years of experience in the financial industry. He currently leads Reshape Wealth, where he has worked since 2017, and previously held roles at Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, he is involved in business consulting through initiatives such as Initiative Partners, LLC, and serves as managing director for consulting with private companies. Reshape Wealth serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing portfolio management, financial planning, retirement plan consulting, and alternative investment recommendations. The firm employs a client-specific, multi-method analytical approach and utilizes subadvisors and third-party managers, operating as a solo practitioner model supported by external resources and technology.

Timothy Moy is a financial advisor with Aventura Capital Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Aventura Capital Management and its affiliated entities since 2007. In addition to his advisory role, Moy serves as Co-Portfolio Manager of FlexMark Strategic Partners, LLC. 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 blend of fundamental security analysis and asset allocation combined with long-term, short-term, and trading strategies, offering both discretionary and non-discretionary investment supervisory services.

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.

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.

Christopher Nalley is a CFP®-certified financial advisor with 20 years of industry experience. He is currently a managing principal at Scale Consulting Group, LLC, where he provides executive coaching, consulting, and financial planning to small and midsize business owners and professionals. Mr. Nalley has held prior roles at Variant Trading Institutional Group and Private Advisor Group, and he also manages a family-related investment vehicle through EPN Limited Partnership. He is affiliated with CS Advisors Inc., where he has worked since 2020. CS Advisors Inc. offers wealth planning and investment management to individuals, high-net-worth clients, business owners, and institutional plan sponsors. The firm employs a long-term strategic asset allocation approach enhanced by tactical overlays using derivatives and options, and it provides pension consulting and ERISA advisory services.

Valerie Lasher Adelman is a CFP® with 28 years of experience in the financial services industry. She is currently with William Howard & Co. Financial Advisors, Inc. and has prior experience at Financial Asset Management Corp and Chestnut Financial, LLC. In addition to her advisory work, she serves as a Certified Divorce Financial Analyst through her consulting firm, VLA Financial Services, LLC, providing financial advice related to divorce proceedings. William Howard & Co. Financial Advisors serves high-net-worth individuals, trusts, and institutional clients, offering discretionary portfolio management and a range of financial planning services. The firm follows a documented six-step investment process focused on asset allocation and fundamental analysis, with regular client reporting and reviews.

Johan Rossi is a financial advisor at Great Wealth Investments with seven years of industry experience. He holds a Series 66 designation and has worked in various roles including business consulting and insurance agency ownership. Outside of his advisory work, Rossi operates consulting practices serving furniture companies and clients in the financial technology space. Great Wealth Investments provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm utilizes equity and ETF-based strategies along with selected alternative instruments, employing a combination of fundamental, technical, and modern portfolio theory tools in its investment approach.