Juan Hernandez Quijano is a financial advisor at Prym Advisors LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Areti Capital Advisors, LLC, Areti International Bank, Cygnus Advisors, LLC, Solidus Securities, LevelX, and Morgan Stanley. Outside his advisory role, he serves as an operations analyst at Areti International Bank. Areti Capital Advisors, LLC provides discretionary and non-discretionary investment management and advisory services to high net worth and ultra-high net worth individuals, trusts, estates, charitable organizations, corporations, foreign investment consultants, and institutional clients. The firm employs fundamental, quantitative, and technical analysis within modern portfolio theory, managing portfolios on a personalized basis with ongoing monitoring and annual reviews.

Mitchell Goldstein is the principal advisor at Kalorama Wealth Strategies, LLC in Oakland Park, FL. He holds the CFP® and CFA® designations and has 22 years of industry experience. Prior to founding Kalorama Wealth Strategies in 2009, he worked at Medallion Advisory Services, LLC, and Guardian Life. Kalorama Wealth Strategies, LLC is a small independent registered investment adviser that provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a long-term, buy-and-hold investment approach centered on asset allocation and fundamental analysis, primarily using no-load, low-cost mutual funds and ETFs.

John Ruark is a CFP® professional with 11 years of industry experience, operating Patuxent Financial Planning, LLC since 1996. He is based in Pompano Beach, FL, and runs a single-advisor practice. Patuxent Financial Planning, LLC is a fee-only, state-registered investment advisor serving individuals, families, and trusts. The firm employs a fundamental, long-term buy/hold/monitor strategy focused on asset allocation, managing accounts on a non-discretionary basis and providing ongoing supervision through formal reviews.

Charles Stoll is a financial advisor at Winning Points Advisors, L.L.C. with 35 years of industry experience. He holds a Series 63 designation and has been with Winning Points Advisors since 1990. Outside of his advisory work, he is involved in publishing through Fortune Press. Winning Points Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and investment companies. The firm manages portfolios using a combination of fundamental and charting analysis, option strategies, and customizes financial planning through both modular advice and a macro-economic, graphical approach. It also serves as adviser to its own family of mutual funds.

Michael Tavel is a financial advisor with Tavel Insurance & Financial Services, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Charter Advisory Corporation and LPL Financial LLC before founding his current firm. His business activities include selling a range of insurance products, such as fixed annuities, life insurance, disability, and Medicare supplements. Tavel Insurance & Financial Services provides investment advisory services and insurance products to individual and high-net-worth clients. The firm refers clients to third-party investment advisers for portfolio management while maintaining an active insurance brokerage, with a focus on recommending and monitoring external managers rather than managing client assets directly.

Steven Busch is the sole advisor at Everglades Resources, Inc., holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Everglades Resources since 1997 and previously worked with Everglades Game Technologies LLC and Southpaw Investments LLC. Everglades Resources, Inc. is an independent advisory firm providing discretionary portfolio management primarily for individual and retirement accounts, as well as pooled-investment vehicles. The firm employs a fundamental value research approach focused on long-term, concentrated investments in small- and micro-cap equities and ETFs, with occasional use of covered-call option strategies.

Max Granofsky is the sole advisor at Granofsky Investment Advisory LLC in Delray Beach, FL. He holds a Series 65 designation and has been with the firm since its founding in 2026. In addition to his advisory role, Granofsky serves as president of Arbor Residential LLC, a property management company he has led since 2015. Granofsky Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth investors, trusts, estates, and business owners. The firm utilizes modern portfolio theory and cyclical analysis to guide asset allocation and security selection, conducts quarterly account reviews, and may include options strategies in its programs.

James Deweese Jr. is a Series 65-licensed financial advisor at Candor Strategic Partners LLC with one year of industry experience. Prior to joining Candor, he has held ownership roles in various non-investment businesses, including passive ownership in several state-licensed marijuana companies and a marketing firm. Candor Strategic Partners LLC is a state-registered investment adviser serving family offices, corporations, and institutional clients with discretionary and non-discretionary portfolio management. The firm uses diversified portfolios constructed with mutual funds, ETFs, and outside managers, applying a blend of fundamental, technical, cyclical, and charting analyses, and provides ongoing financial planning and periodic client reporting.

Alexander Bailey is a financial advisor at Brickstone Advisors in Fort Lauderdale, FL, holding a Series 66 license with two years of industry experience. His work history includes roles at Harvest Small Business Finance and various financial services firms. Outside of advising, he serves as a director of the QualCare Foundation, a nonprofit supporting senior citizens. Brickstone Advisors serves individual clients and employer-sponsored retirement plan sponsors, providing asset management, financial planning, and retirement-plan consulting. The firm employs a long-term, discretionary investment approach based on fundamental and technical analysis, Modern Portfolio Theory, and offers specialized fiduciary services for retirement plans.

Thomas Noonan is the sole advisor at Thomas R. Noonan, Inc. in Ft. Lauderdale, FL, with 55 years of industry experience. He holds a Series 63 designation and has been active in his own advisory firm since 1994. Outside of financial advising, he has engaged in public speaking on business topics since 1994. Thomas R. Noonan, Inc. provides investment advisory and portfolio management services to individual and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers tailored investment strategies, primarily managing non-discretionary assets, and delivers services through managed accounts and consulting engagements.

Brian Peterson is a CFP® and ChFC® affiliated with Stillpoint Wealth, an independent firm based in Delray Beach, FL. He has one year of industry experience and has been involved with Human Rights Watch since 2014. Stillpoint Wealth, LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and families with portfolio management, financial planning, and educational seminars. The firm emphasizes asset allocation and Modern Portfolio Theory, using passive funds, ETFs, and individual securities, and offers planning services ranging from ongoing relationships to limited-scope projects, including specialized philanthropic planning and family governance.

Jordan Barletta is a CFP® professional with 15 years of experience, currently serving as the sole advisor at Kasmat Risk Management, LLC. He has been with the firm since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also an insurance agent specializing in commercial property and casualty as well as employee benefits insurance. Kasmat Risk Management is an independent, state-registered investment adviser providing portfolio management and financial planning services to both individual and institutional clients. The firm employs a strategic asset allocation approach combining passive index funds and selective active managers, offering non-discretionary portfolio management alongside fixed-fee and hourly planning options.

Timothy Shealy is the sole advisor at Shealy Wealth Advisory LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He previously worked at LPL Financial for 26 years before founding his current firm in 2020. Outside of advisory services, he is a partner overseeing the financials of a preschool through A.I.M. Academy. Shealy Wealth Advisory provides discretionary portfolio management and financial planning to individual clients, including retail and high-net-worth households. The firm employs modern portfolio theory and a long-term trading approach, offering access to a broad range of investments through LPL Financial’s advisory programs.

Robert Mazuelos is a financial advisor with Mazuelos & Company Wealth Management in Fort Lauderdale, FL. He holds a Series 65 designation and has eight years of industry experience. His prior work includes five years at Winston & Company, Inc., and a three-year retirement period before founding his current firm. Mazuelos & Company Wealth Management serves individuals, high-net-worth clients, trusts, and small businesses, including corporate clients. The firm offers discretionary portfolio management alongside complimentary financial planning, using model portfolios developed through third-party software and fundamental analysis, with an emphasis on long-term holdings.

Scot Bennett is a Series 65-licensed financial advisor with 24 years of industry experience. He is the principal of SAB Group Financial, P.A., an independent firm based in Tamarac, Florida, where he has worked since 2004. In addition to his advisory role, Bennett serves as president of an accounting firm, SAB Group, P.A. SAB Group Financial, P.A. provides portfolio management and trustee services primarily to individuals, retirement and pension plans, and trusts. The firm’s investment approach incorporates fundamental analysis from third-party newsletters and technical analysis for trade timing, with both discretionary and non-discretionary authority used in client accounts. Its affiliation with an accounting firm offering tax and audit services is a notable feature of the firm’s operations.

Andrea Puerta Carreno is a financial advisor at AP Financial Contingency Group Inc with 10 years of industry experience. She holds a Series 65 credential and has worked at firms including Ohio National Financial Services and Primerica. Outside of financial advising, she is a part-time piano instructor at a family-owned music academy and owns AP Rabbit Hole LLC, a business focused on managing and marketing client businesses. AP Financial Contingency Group Inc provides portfolio management, financial planning, and subadvisory services primarily focused on insurance products and uses modern portfolio theory with a long-term trading orientation. The firm emphasizes client education and typically manages assets on a non-discretionary basis for a small client roster.

Anatoly Iofe is a financial advisor with Icebridge Financial Group in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at UBS Financial Services and Northwestern Mutual. Outside of advisory services, he is involved in business management and consulting, as well as insurance sales. Icebridge Financial Group is an independent registered investment adviser serving high-net-worth individuals, families, corporations, and institutional clients. The firm offers tailored private wealth management, comprehensive financial planning, and family-office style consulting, with discretionary portfolio management utilizing a range of investment instruments and third-party managers.

Joseph Hage is a financial advisor with Financial Trust Asset Management Chartered in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Citigroup, Cetera Investment Advisers, and BB&T Investments. He is also part owner of Financial Trust Research Partners, LLC, where he conducts and reviews investment research. Financial Trust Asset Management serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers, offering discretionary portfolio management, financial planning, OCIO services, and sub-advisory/model licensing. The firm employs a blend of quantitative, fundamental, and technical analysis through proprietary models and indexes, and its setup includes unique features such as affiliated research and distribution arrangements that extend its proprietary strategies to third-party platforms.

Andrew Dennis is a financial advisor at Comprehensive Wealth Solutions, LLC in Boca Raton, FL, with 13 years of industry experience. He holds the Series 65 designation and has been with Comprehensive Wealth Solutions since 2013. Comprehensive Wealth Solutions serves individual investors, retirement plans, trusts, estates, and business entities by providing financial planning, discretionary portfolio management, and third-party adviser selection. The firm emphasizes asset allocation and third-party portfolio managers, offering ongoing portfolio monitoring and implementation tailored to client objectives, and maintains an affiliation with accounting professionals to provide integrated investment and tax services.

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.