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.

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.

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®-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.

Sandeep Sharma is a CFA® charterholder with 12 years of industry experience, currently serving at Syntax Research, Inc. in Boca Raton, FL. He has been with Syntax Research since 2002. Syntax Research provides model portfolio design, model licensing, and discretionary portfolio management services to family offices, institutions, financial advisers, and individual clients. The firm combines proprietary fundamental global macro research with multi-factor quantitative risk models to construct risk-targeted portfolios primarily using ETFs and U.S.-listed equities.

Reeya Patel is a Series 65-licensed financial advisor at URS Advisory with one year of industry experience. Prior to joining URS Advisory, she held positions at AGW Capital Advisors, Charles Schwab & Co., Inc., and Koss Olinger. Outside of her advisory work, she was involved with the Gator Junior Golf Association for two years. URS Advisory serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning services, including special-needs planning. The firm tailors investment programs to client goals and risk tolerance, employs third-party sub-advisors when appropriate, and manages over $200 million in client assets.

Dennie Ceelen is a CFP® with 24 years of industry experience, currently serving at Noble Capital Management, Inc. He has been associated with Noble International Investments Inc. since 2002. Ceelen works full time in the affiliated broker-dealer, Noble Capital Markets. Noble Capital Management, Inc. provides discretionary portfolio management and retirement planning primarily for individual and high-net-worth clients. The firm employs a model-based, ETF-focused investment approach with dynamic asset allocation strategies implemented through a sponsored wrap-fee program.

Rui Falcon is a CFA® charterholder with 17 years of industry experience. He has been with Princeton Asset Management, LLC since 2008 and previously worked at Princeton Investment Management, LLC from 2021 to 2025. Falcon served as president of the Chinese Association of Science, Education and Culture of South Florida Inc. from 2023 to 2025. Princeton Asset Management provides discretionary portfolio management primarily for institutional clients and high-net-worth individuals. The firm offers separately managed accounts with strategies emphasizing fixed income security selection, ESG integration, and opportunistic credit investments.

Paul Babij is a CFA® charterholder with 28 years of industry experience. He is a principal at Sundial Wealth LLC, where he has worked since 2022, and has prior experience at firms including Bunkport Capital LLC and Norfolk Markets, LLC. Outside of his advisory role, he is involved with Sundial Real Estate Partners, a commercial real estate venture entity, and Sundial Studios, which invests in privately owned small and medium-sized businesses. Sundial Wealth LLC manages approximately $125.8 million for around 58 clients, primarily high and ultra-high net worth individuals, trusts, and family offices. The firm employs a goals-based, all-weather investment approach combining tactical and passive strategies across multiple asset classes and may utilize third-party sub-advisors, direct indexing, and alternative strategies in client portfolios.

Arthur Canter is a CFP® professional with 27 years of industry experience. He has been with Boca Wealth Advisors, LLC since 1998 and also operates Boca Wealth CPAs, LLC, which provides tax return preparation and accounting services. Prior to that, he worked under his own CPA practice from 1985 to 2024. Boca Wealth Advisors is a fee-only investment advisory firm serving high-net-worth individuals, trusts, foundations, and company retirement plans, typically requiring a $1 million account minimum. The firm employs an academic-based investment approach using diversified portfolios of low-cost mutual funds, ETFs, and fixed income securities, offering integrated wealth management that includes retirement, estate, and tax planning.

Marco Vidal is a financial advisor at Sundial Wealth LLC in Delray Beach, FL, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles in education and retail, such as positions at Alachua County Public Schools and Boca Raton High School. Sundial Wealth LLC manages approximately $125.8 million primarily for individuals, high and ultra-high net worth clients, trusts, and family offices. The firm employs a goals-based, “all-weather” investment approach combining tactical and passive exposures across multiple asset classes, with discretionary management, financial planning, and consulting services.