Stephen Taylor is a CFP® with 19 years of industry experience, currently serving as an advisor at Merited Wealth, LLC. His background includes roles at Stephen A. Taylor Wealth Management and Taylormade Investments, as well as ongoing legal work since 2001 as an attorney specializing in estate planning. He also provides expert witness testimony related to litigation matters. Merited Wealth offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate retirement plans. The firm employs primarily long-term investment strategies with tactical reallocations, utilizing third-party platforms and client portals to consolidate and monitor financial data.

Mary Hersey is a financial advisor with Lifespan Financial Strategies, Inc. in Weston, Florida, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Edward Jones for six years before joining Lifespan in 2020. Lifespan Financial Strategies provides advisory services to individuals, trusts, estates, retirement plans, and business entities, offering financial planning, portfolio management, and tax-preparation services. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.

Raj Raghani is a financial advisor at Vantage Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Joseph Stone Capital, National Securities Corp, and VCS Venture Securities. Outside of his advisory work, he is president of Deliberate Pondering Inc., a non-investment-related corporation. Vantage Wealth Management LLC provides portfolio management and advisory services primarily to high-net-worth individuals and businesses, including trusts, corporations, and nonprofit organizations. The firm uses an analytical, goals-based investment process focused on diversification across equities, ETFs, bonds, and other liquid instruments.

Radiel Dominguez is a Series 65-licensed financial advisor with six years of industry experience. He is the founder of SMAART LLC, where he has worked since 2018. Prior to this, he was involved with Complete Hydroponics LLC for six years. Dominguez also manages a fixed-benefit insurance agency offering property and casualty products. SMAART LLC provides comprehensive financial planning, investment guidance, tax planning and preparation, and small-business accounting services primarily for middle-income individuals, families, and small businesses. The firm integrates tax and accounting capabilities with advisory services and offers tailored investment advice using a mix of no-load mutual funds, government bonds, CDs, corporate bonds, and selective equities.

James Mcdonald is a financial advisor with Wise Wealth Management, LLC in Ft. Lauderdale, FL, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Wise Wealth Management in 2018, he worked at Householder Group Estate & Retirement Specialists and LPL Financial, LLC from 2015 to 2018. Wise Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, trusts, estates, privately held businesses, and select retirement plans. The firm employs customized, globally diversified asset-allocation strategies implemented across various securities and manages portfolios predominantly on a discretionary basis with ongoing monitoring and regular reviews.

Andrea Bruno is a financial advisor at Aventura Private Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Andrea joined Aventura Private Wealth in 2024 after roles at Insigneo Advisory Services LLC and Insigneo Securities LLC. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, high-net-worth clients, families, trusts, charitable organizations, foundations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions.

Jeremy Brinkmeier is a financial advisor at Common Cents Wealth Management, LLC with 16 years of industry experience. He holds the Series 65 credential and has been with Common Cents Wealth Management since 2009. Common Cents Wealth Management provides ongoing portfolio management to individuals, high-net-worth individuals, and small businesses. The firm offers a passive, index-based investment approach focused on diversified portfolios of ETFs and indexed mutual funds, guided by Modern Portfolio Theory and tailored Investment Policy Statements.

Elizabeth Barrett is a Certified Financial Planner (CFP®) with 28 years of industry experience. She has been with Sterling Wealth Advisors, Inc. since 1996. Sterling Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary investment management and comprehensive financial planning on a fee-only basis. The firm focuses on customized portfolio management using no-load mutual funds, ETFs, fixed income, and U.S. government securities, maintaining a concentrated client roster and managing over $200 million in assets.

Andrew Horowitz is a CFP® with over 32 years of experience in the financial industry. He is principal at Horowitz & Company, Inc., where he has worked since 1991, and is also a partner and owner of TriggerCharts, LLC, a firm developing trading indicators. Outside of his advisory roles, Horowitz hosts an investment-focused podcast and has authored books and articles on general investment topics. Horowitz & Company serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $145 million in discretionary assets. The firm employs a blend of quantitative, fundamental, and technical analysis across multiple strategies, including aggressive managed-growth approaches that utilize margin and short positions.

Sherwood Forman is a financial advisor at Lifespan Financial Strategies, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial LLC for three years. Forman is also licensed to sell non-variable insurance in Florida, dedicating a small portion of his time to this activity. Lifespan Financial Strategies provides financial planning, portfolio management, and tax-preparation services to individuals, trusts, estates, retirement plans, and business entities. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.

Varda Tal is a financial advisor at Valley Financial Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Leumi Investment Services Inc and Bank Leumi USA. Outside of her advisory role, she is a member of Vtal Property LLC. Valley Financial Management operates under the Valley Digital Investor platform, providing online discretionary portfolio management and automated ETF model implementations for individual and high-net-worth clients who use Valley National Bank accounts. The firm employs a rules-based approach to portfolio selection and rebalancing based on client profiles and market conditions.

Jesus Arteaga is a CFP® professional with 25 years of industry experience. He is currently with Merited Wealth, LLC, where he has worked since 2023, following prior roles at Money Concepts Capital Corp. and Invest Financial Corp. He is also a partner in Heritage Financial Group LLC, which provides employee benefits and insurance services. Merited Wealth, LLC offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate clients. The firm employs primarily long-term investment strategies using equities, mutual funds, and ETFs, supported by third-party platforms and comprehensive account consolidation tools.

Zachary Longman is a financial advisor at Longman WealthCare Management, LLC in Miami, FL, holding a Series 65 credential with one year of industry experience. He previously worked at Baker Tilly Advisory Group LLC, Berkowitz Pollack Brant Advisors + CPAs, Ernst & Young, and RSM US LLP. In addition to his advisory role, he is involved with Thomas J Longman CPA, PA. Longman WealthCare Management is an independent advisory firm serving individuals, business owners, trusts, and corporate pension and profit-sharing plans. The firm focuses on discretionary investment management, financial planning, and retirement consulting, integrating tax-aware strategies and utilizing SEI’s asset allocation program alongside third-party managers.

Victoria Manzano is a financial advisor with BMH Capital Management LLC, holding Series 65 and Series 66 licenses and 17 years of industry experience. Her prior work includes roles at Allaria Securities LLC, Merkava Capital, and Beta Capital Securities LLC. BMH Capital Management serves individual and corporate clients, including high-net-worth individuals, with discretionary portfolio management focused on equities, fixed income, ETFs, and non-U.S. securities. The firm combines technical analysis with short- and long-term trading strategies and options, maintaining an international orientation and tailoring investment programs to client objectives and risk tolerances.

Wyatt Gruntler is a financial advisor at Asset Protection Group with two years of industry experience. He holds a Series 65 designation and has worked at Capital Appreciation, Inc. since 2021, where he also engages in insurance sales as a licensed agent. Prior to his advisory career, he worked at Dr. PhoneFix for six years and was a full-time student for eight years. Asset Protection Group provides investment advice primarily to individual clients, including high-net-worth and non-HNW households, through discretionary asset management, financial planning, and consulting. The firm uses a documented process involving goal assessment and multiple analytical methods and implements client programs largely via third-party sub-advisors and money managers.

Shmuel Maya is a financial advisor at Aventura Private Wealth, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Chase Bank N.A. and J.P. Morgan Securities LLC. He is also the owner of Aventura Private Insurance, LLC, where he is involved in insurance product sales. Aventura Private Wealth provides portfolio management, investment analysis, and incidental financial planning to individuals, families, trusts, charitable organizations, foundations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions while conducting regular portfolio reviews.

Mauro Ferman is a financial advisor at Abacus Capital Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at CV Advisors and Safra Asset Management. Abacus Capital Advisors provides discretionary portfolio management to individuals, trusts, estates, businesses, and employee benefit plans, as well as customized advisory services and model portfolios for other investment managers. The firm’s investment approach focuses on tactical asset allocation using bonds, equities, ETFs, and short positions, with unique offerings that include performance-based fee structures and institutional client relationships.

Javier Levy is a financial advisor at Valley Financial Management, Inc. with 16 years of industry experience. He has held roles at Bank Leumi USA and Leumi Investment Services Inc. before joining Valley Financial Management and affiliated entities in 2022. Outside of his advisory work, he serves as a partner and general manager of RPTV Group 1, LLC, an investment vehicle involved in a bankruptcy proceeding related to a crowdfunding fund. Valley Financial Management operates its advisory services through the Valley Digital Investor platform, providing online, discretionary portfolio management and automated ETF model portfolio implementation for individual and high-net-worth clients. The firm is a wholly owned subsidiary of Valley National Bank and offers portfolio management through a wrap-fee program with an exclusively electronic client interface.

Matthew Kisin is a CFA® charterholder currently with Applied Capital in Hollywood, FL. He has been with Applied Capital since 2023 and previously worked at Ernst & Young LLP from 2022 to 2023. His background includes four years at Tulane University and four years at Highland Park High School. Applied Capital is a solo registered investment adviser that provides discretionary investment management to individual and high-net-worth clients. The firm focuses on dividend-paying companies with increasing payouts and employs a range of investment strategies including stocks, bonds, ETFs, options, and derivatives.

Federico Brandt Cordovez is a financial advisor at BMH Capital Management LLC with a Series 65 credential and four years of industry experience. He is the sole proprietor of Merkava Capital LLC and has previously worked at Merkava Capital Inc. and Inversiones 2FB CA. BMH Capital Management provides portfolio management services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm manages a limited number of accounts with approximately $10 million in discretionary assets, using a combination of technical analysis, trading strategies, and options to tailor investment programs that include equities, fixed income, ETFs, and non-U.S. securities.