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.

George Landa is a financial advisor with ProAthlete Wealth Management LLC in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at Peak Brokerage Services, National Asset Management, and National Securities Corporation. He also owns ProAthlete Business Management, which provides non-investment business and personal financial guidance to clients. ProAthlete Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and business entities. The firm combines fundamental and technical analysis with both in-house and third-party managers, integrating concierge and business-management services tailored primarily to professional athletes and other high-net-worth individuals.

John Devaney is a financial advisor at RWA Advisors with eight years of industry experience. He holds a Series 66 designation and has previously worked at PFS Investments Inc., Edward Jones, and Primerica Financial Services. In addition to his advisory role, he has been involved in the sale of loan products and home security and automation services through affiliated companies. RWA Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, consulting, and retirement plan advisory services. The firm manages client assets on an individualized basis, provides Investment Policy Statements, and performs ongoing reviews and rebalancing, often using third-party money managers and custodians.

Scott Zuckerman is a financial advisor at Manhattan Wealth Management Group with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at LPL Financial and Bang Promotions, Ltd. Outside of advising, he is the author of a financial planning book titled "Don't Be A Financial Disaster" and the creator of Financial Fitness Passport, an AI-driven financial education software platform. Manhattan Wealth Management Group is an SEC-registered investment adviser serving individuals, trusts, estates, plan sponsors, and business entities. The firm provides portfolio management, comprehensive financial planning, and workplace retirement-plan services, employing a modern portfolio theory-based approach with strategic asset allocation and a mix of internally managed and third-party investments.

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.

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.

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.

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.

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.

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.

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.

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® with 17 years of experience in the financial services industry. He currently serves as the sole advisor at Reshape Wealth and has held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved in business consulting through Reshape, LLC and serves as managing director of Initiative Partners, LLC, a business development consulting firm. Reshape Wealth provides portfolio management, financial planning, retirement-plan consulting, and third-party manager selection for individual and high-net-worth clients. The firm uses a combination of fundamental, technical, top-down, and bottom-up analyses to construct portfolios tailored to clients’ objectives and risk tolerance.

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.

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 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.

Christopher Nalley is a CFP® professional with 19 years of industry experience, currently serving at CS Advisors Inc. He has held roles at Variant Trading Institutional Group and Private Advisor Group, among others. In addition to his advisory work, Mr. Nalley owns Scale Consulting Group, LLC, where he provides executive coaching and financial planning services to small and midsize independent business owners and professionals. CS Advisors offers comprehensive 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 with tactical overlays using derivatives and options, serving about 97 clients with approximately $118 million in discretionary assets.