Alex Lee is a financial advisor at Allied Private Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Sky Alpha Asset Advisors LLC, Oppenheimer & Co. Inc., and Morgan Stanley in various roles from 2014 to 2024. Allied Private Wealth advises high-net-worth individuals, businesses, and institutional investors with discretionary portfolio management, financial planning, pension consulting, and alternative investment advisory services. The firm employs an analytical investment approach incorporating technical and fundamental analysis and manages approximately $225 million in assets across custom and model portfolios.

Joshua Geib is a financial advisor at Zuraw Financial with 17 years of industry experience. He holds the PFS™ designation and Series 66 license. Prior to his current role, he worked at Lightpoint Capital Management LLC from 2015 to 2021. Outside of his advisory work, he is a managing member of Edward A. Zuraw & Company, an accounting and tax consulting firm. Zuraw Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, corporations, and various institutional clients. The firm develops written Investment Policy Statements with clients and employs a combination of direct management and third-party sub-advisors, using fundamental and technical analysis in portfolio construction.

Ehsan Bassam is a financial advisor at Bassam Wealth Management, LLC in Palm Beach, FL, with 17 years of industry experience. He previously worked at Bank of America and Merrill Lynch Pierce, Fenner & Smith Incorporated from 2011 to 2024. He holds a Series 66 designation and is also a licensed insurance professional. Bassam Wealth Management provides investment advisory and comprehensive wealth management services to high-net-worth individuals, trusts, estates, businesses, and retirement plans. The firm manages diversified portfolios using fundamental analysis with a long-term orientation, offering both discretionary and non-discretionary account management.

John Calmes is a CFP®-certified financial advisor with 22 years of industry experience. He is affiliated with Cambridge Investment Research Advisors and Insight Financial Advisors, where he has worked since 2014. He also holds licenses as a life and health insurance agent. Cambridge Investment Research Advisors serves a diverse clientele including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Robert Monahan is a CFP® with 37 years of industry experience, currently serving as an Investment Advisor Representative at Elevation Wealth Partners LLC. His prior experience includes roles at Morgan Stanley, Merrill, and Bank of America. He is also registered as a Registered Representative with Purshe Kaplan Sterling Investments, where he provides insurance advice. Elevation Wealth Partners LLC offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm emphasizes a long-term, diversified investment approach using low-cost mutual funds and ETFs alongside individual securities, with ongoing portfolio monitoring and client reviews.

Arthur Gordon is a financial advisor with Gordon Asset Management LLC in West Palm Beach, FL. He holds a Series 65 designation and has 13 years of industry experience. Gordon has worked at Gordon Asset Management since 1997. Gordon Asset Management advises high-net-worth and individual investors and serves as adviser to private pooled investment vehicles known as the Gordon Funds. The firm focuses on long-term growth with diversified portfolios that include mutual funds, ETFs, direct securities, and private funds, often allocating to private equity, real estate, and hedge-fund style strategies.

Frederick Joyce, Jr. is a financial advisor at Money Manager Inc. with 41 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with firms including Emerson Equity LLC, ACA Global, Managed Account Services, and Independent Portfolio Consultants. Outside of advising, he is managing member of Safe Harbour Consulting Services LLC, providing business development consulting. Money Manager Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, businesses, and retirement plans with discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental and technical analysis and may employ long- and short-term trading, margin, and options strategies tailored to client objectives.

Steven Sherman is a financial advisor at CS Advisors Inc. in Boca Raton, FL, holding a Series 66 designation with 24 years of industry experience. He has worked at CS Advisors since 2002 and is also involved in managing MRIF Management LLC and Mango Bay Property and Investments Inc. outside of his advisory role. CS Advisors provides comprehensive wealth planning and investment management services to individuals, high-net-worth clients, business owners, and institutional plan sponsors. The firm manages approximately $118 million in discretionary assets and employs a long-term strategic asset allocation approach that incorporates derivatives and custom options strategies as part of its tactical framework.

John Entenberg is a financial advisor with Allied Private Wealth in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Allied Private Wealth primarily serves individual and high-net-worth clients, as well as employee benefit plans, offering discretionary portfolio management, financial planning, pension consulting, and advisory services on alternative and private equity investments. The firm uses a broad investment approach that includes fundamental and technical analysis, portfolio theory, and various trading strategies, supported by custodial platforms from Fidelity and Schwab.

John Browning is a financial advisor with Guardian Rock Wealth Investment Management, Inc. in Palm Springs, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Marc J. Lane & Company, Hennion & Walsh, and Nuveen Investments. He is also an independent insurance agent specializing in life and health insurance. Guardian Rock provides investment management and financial planning services to individuals, trusts, retirement plans, and charitable organizations, serving both high-net-worth and non-HNW clients. The firm employs its proprietary Advocacy Investing® strategy, combining fundamental analysis with values-based and governance screens to create customized, diversified portfolios tailored to clients’ risk tolerance and objectives.

Alexander Ruby is a financial advisor with Asset Planning Corporation, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including roles at Cambridge Investment Research, Inc. and Financial Planning Investment Group, Inc. Outside of advisory work, he is also an independent insurance agent for various companies. Asset Planning Corporation serves individual clients, retirement plans, and other entities, providing personalized financial planning, discretionary portfolio management, and advisory services. The firm emphasizes customized asset allocation and ongoing portfolio monitoring to align investments with clients’ objectives and risk tolerance.

John Patten Jr. is a financial advisor at Mar Wealth Management Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Private Client Wealth, LLC. Outside of advisory services, he is the managing member of Patvest, LLC, which provides personal and auto loans as well as real estate mortgage loans, and Patten Fiduciary Services, LLC, offering fiduciary roles such as trustee and personal representative. Mar Wealth Management Services specializes in discretionary portfolio management and financial planning for individuals, charitable organizations, and businesses. The firm combines various analytical approaches and trading strategies to tailor portfolios according to each client’s risk tolerance and time horizon.

Bradley Hurston is a Series 65 licensed advisor at Krusen Capital Management, LLC with three years of industry experience. He previously worked at First Republic Bank and First Horizon Advisors, accumulating over 17 years of experience before joining Krusen Capital Management. Outside of his advisory role, he is a member of Clear Global LLC, a real estate holding company. Krusen Capital Management advises Qualified Purchasers and high-net-worth clients, including pension plans and pooled investment vehicles. The firm emphasizes private and hedge fund investments, combining fundamental and quantitative analysis with manager due diligence and ongoing monitoring.

Maricela Ramos is a CFP® professional with 20 years of industry experience, currently serving at Mar Wealth Management Services, LLC since 2012. She holds the Series 66 designation and is based in Loxahatchee, Florida. Outside of advisory work, she is a partial owner of EXE Vending Services, LLC, where she assists with operations. Mar Wealth Management Services, LLC provides investment supervisory services and financial planning to individuals, charitable organizations, and businesses. The firm employs a diverse investment approach combining fundamental, technical, charting, and cyclical analysis, with ongoing portfolio monitoring and implementation typically conducted under discretionary authority.

Alana Collins is a CFP® professional with six years of experience, currently serving as the sole advisor at Aljen Asset Management LLC. Her background includes roles in education and retail prior to joining Aljen Asset Management. 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 with modern portfolio theory to create diversified portfolios, employing a range of investment vehicles and offering both discretionary and non-discretionary management.

Frederick Lane is a financial advisor at Lane Generational LLC in Palm Beach, FL, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. from 2014 to 2020. Lane also serves as a non-compensated trustee of charitable and family trusts. Lane Generational advises individual and high-net-worth clients, offering discretionary investment management, model-based concentrated equity strategies, and financial planning. The firm’s approach is long-term and conviction-driven, incorporating fundamental analysis and allowing customized allocations, including a digital-assets advisory service focused on Bitcoin for qualified investors.

Andrew Bodner is a CFP® with 38 years of industry experience, currently serving as President of Double Diamond Investment Group, LLC. He has worked at APW Capital, Inc. and Double Diamond Investment Group since 2010. Double Diamond Investment Group provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing approximately $56 million in client assets. The firm employs proprietary portfolio models across taxable and tax-deferred strategies and emphasizes ongoing client communication and periodic portfolio reviews.

Corey Crawford is a financial advisor at Boggess Asset Management with two years of industry experience. He holds a Series 65 designation and has been affiliated with Alluvium House since 2016. Boggess Asset Management is a quantitative investment manager serving qualified investors, family offices, and charitable foundations with systematic, factor-based strategies that incorporate machine learning, AI-driven models, and fundamental valuation techniques. The firm offers discretionary portfolio management across multiple institutional-style funds and provides a unique Portfolio Analysis service billed on an hourly basis.

Nathan Amos is a financial advisor with Davis Private Wealth, LLC in Royal Palm Beach, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at Ameriprise and Thrivent Financial. Outside of advising, he is co-owner of Agape Handcrafted Goods, a business producing tallow moisturizers and other cosmetic products. Davis Private Wealth, LLC provides advisory services primarily to individuals, high-net-worth clients, and certain retirement plans. The firm offers discretionary portfolio management, financial planning, and sub-advisory investment management, typically using long-term trading strategies across multiple asset classes and incorporating formal investment policy statements.

Baltazar Moreno Fuentes is a financial advisor at Moreno Capital with a Series 65 designation and two years of industry experience. He has held positions at Herbert Capital Management and operated his own entity, Baltazar Moreno LLC, prior to joining Moreno Capital. Moreno Capital provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting for individuals, high-net-worth clients, and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment approach and manages a concentrated client base with approximately $41.6 million in assets under management.