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.

John Thompson is a financial advisor with JW Thompson Investments LLC, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with JW Thompson Investments LLC and LPL Financial LLC since 2013. Thompson provides investment advisory services through his independent firm, which he started in 1999. JW Thompson Investments LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses by offering portfolio management, limited financial consulting, and retirement-plan consulting. The firm manages both discretionary and non-discretionary accounts for approximately 130 clients, employing a portfolio construction approach that incorporates fundamental, technical, charting, and cyclical analyses tailored to clients’ tax situations, income needs, and risk tolerance.

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.

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.

Joshua Helman is a financial advisor at SmartPlan Investing with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Financial Planning Counselors, Inc. since 2007. In addition to his advisory work, Helman practices emergency medicine as an independent contractor physician. SmartPlan Investing serves individual investors, pension and profit-sharing plans, and business clients by providing financial coaching, planning, and investor education workshops. The firm employs academic investing principles and collaborates with Matson Money for portfolio management, emphasizing client coaching and regular portfolio reviews.

John Ainlay IV is a financial advisor with Stillwater Wealth Management Group LLC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Financial Security Management, Inc. and JH Outback, where he also serves as a speaker and leader for faith-based events. Additionally, he is co-owner of Coastline Striping LLC, a parking lot striping service. Stillwater Wealth Management Group LLC provides portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages accounts using a mix of fundamental, technical, and charting analysis across various asset classes, including traditional and specialized investment instruments.

Cory Lyon is a financial advisor at Aureum Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at TFG Financial Advisors, LLC, The Fuoco Group, and Hewins Financial Advisors, LLC. Aureum Wealth Management is an SEC-registered firm managing approximately $154 million for several hundred clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers tailored financial planning and portfolio management, incorporating fundamental, technical, and cyclical analysis alongside third-party managers and alternative investments through the iCapital network.

Ricky Rhodes is a CFP® and Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Grey Rhodes Advisors, LLC, where he has worked since 2020, and is also the owner and CPA of Rhodes to Wealth, Inc., providing financial planning and accounting assistance primarily to litigants in divorce proceedings. Rhodes previously worked at Raymond James Financial Services Advisors, Inc. from 2010 to 2021. Grey Rhodes Advisors serves individual clients, including high-net-worth individuals, and pension and retirement plan fiduciaries. The firm offers portfolio management, financial planning, and pension consulting, employing an investment approach that combines independent research, fundamental analysis, and technical factors, with both discretionary and non-discretionary account management.

Alexandra Forest is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at 44 North Capital, LLC and has previously been associated with firms including Bank of America, Merrill, and Mass Mutual. 44 North Capital manages approximately $125 million across several hundred client accounts, serving individuals, trusts, estates, retirement plans, and institutional clients. The firm employs a discretionary investment management approach that integrates fundamental, macroeconomic, and technical analysis across multiple asset classes with ongoing portfolio monitoring and integrated financial planning.

Renee Post is a CFP® with 25 years of industry experience, currently serving at Asset Planning Corporation in West Palm Beach, FL. She has worked with Financial Planning Investment Group and Cambridge Investment Research, Inc. throughout her career. In addition to her advisory role, she is involved with Mac & Post LLC, a firm offering non-advisory concierge services. Asset Planning Corporation primarily serves individual clients, including high-net-worth and non-high-net-worth households, as well as retirement plans and other entities. The firm provides personalized financial planning, discretionary portfolio management, and advisory services, employing customized asset allocation and ongoing portfolio monitoring to align investments with client objectives and risk tolerance.

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.

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.

Jennifer Sheffler is a CFP® with six years of industry experience, currently serving as a financial advisor at Marchand Faries Financial Management, Inc. since 2020. Prior to this, she worked for three years at Automotive Management Services, Inc. Marchand Faries Financial Management provides discretionary investment management and comprehensive wealth-planning services to individual and high-net-worth clients. The firm constructs customized portfolios using fundamental analysis and coordinates with clients’ legal and tax professionals to integrate estate and tax considerations into investment decisions.

Michael Wall is a financial advisor with U.S. Private Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior experience includes roles at Wall Financial Group, Inc., Wall Private Wealth, LLC, and Wall Lassiter & Co, PA. Outside of advisory work, he owns Michael D. Wall, LLC, through which he authors books, hosts educational podcasts, and provides motivational and coaching services; he is also CEO of the nonprofit Go Live with Purpose, Inc. U.S. Private Wealth, LLC offers personalized financial planning and discretionary investment management to individuals, families, and high-net-worth clients, including pension consulting and family office services for households with $25 million or more in investable assets. The firm employs an active management approach that combines fundamental and technical analysis and provides ongoing financial planning without additional fees.

Elliott Collins is a CFP® professional with 41 years of industry experience. He is the principal of Aljen Asset Management LLC, where he has worked since 2003, and previously was with Purshe Kaplan Sterling Investments for 18 years. In addition to his advisory role, he is also an independent insurance agent. 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 alongside modern portfolio theory to manage diversified portfolios and offers both discretionary and non-discretionary services.

Carl Domino is the principal of Carl Domino Inc. in West Palm Beach, FL, holding a Series 65 designation with 25 years of industry experience. He founded Carl Domino Inc. in 2004 and also owns a family law practice established in 1987. 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 and combines bottom-up fundamental research with top-down macro and sector analysis.

Sean Meunier is a financial advisor at Holden Family Office, LLC with a Series 65 designation and two years of industry experience. He is also the managing member and general partner of Holden Capital, LLC, a private fund based in North Palm Beach, FL. Prior to his current roles, he worked at Chimera Corporation, Trainerspace, and Lynn University. Holden Family Office provides discretionary and non-discretionary investment management to individuals, trusts, family offices, charitable organizations, and corporations. The firm offers customized portfolio management, family office and governance services, consolidated reporting, and business advisory work, including mergers and acquisitions advice and market research.

Charles Krusen is a financial advisor at Krusen Capital Management, LLC with 9 years of industry experience. He has been involved with Krusen Capital Management since 2009 and the Krusen Family Office since 1986. Krusen serves as Managing Member and General Partner of the LionHedge Platform Fund Limited Partnership, a pooled investment vehicle. Krusen Capital Management advises Qualified Purchasers and high-net-worth individuals, as well as pension plans, trusts, corporations, and pooled investment vehicles. The firm focuses on private funds and hedge funds, providing discretionary management for pooled funds and primarily non-discretionary advisory services for clients investing in third-party funds.

Michael Agnello is a CFP® with 34 years of industry experience, currently serving as President of Agnello Financial Group, Inc. He previously worked at FSC Securities Corporation for 30 years before joining Osaic Wealth, Inc. in 2023. Agnello is also active in nonprofit leadership as the 1st Vice President and Board Member of The Beach Club in Palm Beach. 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 emphasizing strategic asset allocation with core-and-satellite portfolios, primarily using no-load mutual funds and ETFs.

David Gordon is a Series 65-licensed advisor with 13 years of industry experience, currently serving at Gordon Asset Management LLC since 2008. He is based in West Palm Beach, FL, and is one of two advisors at the firm. Gordon Asset Management advises high-net-worth and individual investors and acts as adviser to private pooled investment vehicles known as the Gordon Funds. The firm provides discretionary portfolio management, goals-based financial planning, and access to various private investment opportunities, emphasizing long-term growth with diversified portfolios that include mutual funds, ETFs, direct securities, and private funds.