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.

Javier Diaz is a CFP® professional with three years of industry experience. He is the founder and sole advisor at Accessible Financial Planning LLC, where he has worked since 2024. His prior experience includes roles as an independent contractor and positions at Accessible Financial Planning, Inc. and Connemara Group, LLC. Accessible Financial Planning LLC is a state-registered investment adviser that offers investment management and financial planning services to individuals and high-net-worth clients. The firm combines passive portfolio construction with fundamental analysis and provides educational seminars, due diligence on third-party advisers, and flexible planning engagements.

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.

Thomas Robinson is a CFP® and CFA® with seven years of experience in the financial industry. He is a principal at Robinson Global Investment Management LLC, a firm he has been with since 2020. Robinson also serves as the Department Chair and teaches Portfolio Management at the College for Financial Planning, dedicating up to 25% of his workweek to these academic responsibilities. Robinson Global Investment Management LLC primarily manages pooled vehicles and institutional assets while offering discretionary portfolio management, financial planning, and consulting to a range of clients, including individual investors. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to build diversified portfolios and utilizes a variety of investment vehicles tailored to client objectives and risk tolerance.

Cheryl Fineman is a financial advisor with Dhody Investment Group, holding Series 63 and Series 66 licenses and with 27 years of industry experience. Her prior work includes roles at Raymond James & Associates and LPS Capital LLC. Dhody Investment Group serves individuals, high-net-worth clients, families, trusts, estates, and businesses, managing approximately $341 million across 22 clients. The firm offers customized investment management and financial planning, combining fundamental and technical analysis with an internal due-diligence process to develop strategic asset allocations aligned with client goals and risk tolerances.

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.

Zvika Feldman is a financial advisor with 19 years of industry experience, currently affiliated with 1818 Private Client Group, LLC. He holds a Series 66 designation and previously worked for Bank Leumi USA and Leumi Investment Services for 14 years. In addition to his advisory role, Feldman is involved as a business developer for Ari Financial Group, an insurance agency. 1818 Private Client Group, LLC is an SEC-registered firm serving high-net-worth individuals through discretionary and non-discretionary portfolio management. The firm manages approximately $115 million across 22 client relationships and utilizes a range of investment strategies including derivatives and currency hedging, tailored to each client’s risk profile.

Bilay Ozgun is a financial advisor at 1818 Private Client Group, LLC in Aventura, FL, holding a Series 66 designation with four years of industry experience. Prior to joining 1818 Private Client Group, he worked with firms including Miura Investment Advisors, Israel Discount Bank of New York, and Bank Leumi USA. He maintains active licenses as a real estate sales associate and mortgage loan originator but has not engaged in related business activities. 1818 Private Client Group, LLC is an SEC-registered advisory firm serving high-net-worth individuals through discretionary and non-discretionary portfolio management and advisory services. The firm employs a range of investment strategies incorporating equities, fixed income, private funds, and derivatives, with a focus on documenting client risk tolerances and providing tailored hedging services.

Kevin Hoffmann is a financial advisor with Horowitz & Company, Inc. in Fort Lauderdale, FL. He holds a Series 65 designation and has been with the firm since 2008. Hoffmann is a partner and owner of TriggerCharts, LLC, a business focused on developing and selling trading indicators. Horowitz & Company serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a multi-strategy investment approach that includes aggressive managed-growth, goal-based allocations, and macro-driven global models, with the use of margin and short positions in certain strategies.

Stuart Brisgel is a financial advisor at B1 Financial with 15 years of industry experience. He holds Series 63 and 66 licenses and has worked at firms including Morgan Stanley and Cumulare Asset Management. Outside of his advisory role, he is involved in several non-investment-related businesses, including ownership of Enviro Wood Cutlery, The Glove Store, To Your Door Dental, and The Rant Network, and serves as a board vice president for the Winston Tower 400 Condo Association. B1 Financial serves individual clients, high-net-worth households, and corporate and employee benefit plan clients, offering financial planning, discretionary portfolio management, and ERISA fiduciary services. The firm uses a diverse range of investment instruments and conducts regular portfolio reviews to manage customized client accounts.

Laura Walsh is a CFP® professional with 30 years of industry experience. She is currently with Lifespan Financial Strategies, Inc., where she has worked for a total of nearly 30 years, including an 11-year tenure at LPL Financial. Outside of her advisory role, she holds a Florida insurance license and sells non-variable insurance products. 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 assets on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.

Robert Oden is a financial advisor with Strategic Asset Management Group Advisors, holding a Series 63 designation and over 40 years of industry experience. He has worked at Lincoln Investment since 2012 and has been with Strategic Asset Management Group Advisors since 2005. Outside of his advisory work, he is involved in real estate investment. Strategic Asset Management Group Advisors provides portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as institutional clients such as trusts, estates, and pension plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering both discretionary wrap-fee and non-discretionary advisory services.

Mikhail Kamrotov is a financial advisor at Ex Cathedra LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Sberbank and HSE University. Ex Cathedra LLC is an investment manager specializing in quantitative, automated trading strategies for qualified and accredited investors. The firm uses proprietary mathematical and statistical models across various liquid instruments and offers detailed monthly reporting with an owner-operated governance structure.

Stephen Taylor is a CFP® professional with 19 years of experience in financial advising. He is currently with Merited Wealth, LLC, where he has worked since 2019, following roles at Taylormade Investments and Cambridge Investment Research. In addition to his financial advisory work, he maintains a legal practice focused on estate planning and provides expert witness testimony in litigation. Merited Wealth, LLC offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate retirement plans. The firm emphasizes long-term investment strategies using equities, mutual funds, and ETFs, and utilizes third-party platforms to consolidate and monitor household 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 22 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 advisory work, he is president of Deliberate Pondering Inc., a non-investment-related entity. 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 a goals-based investment process focused on diversification across equities, ETFs, bonds, and other liquid instruments.

Elisabet Ramos is a financial advisor at Amida Wealth Advisors, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including United Planners' Financial Services of America and CETERA Advisor Networks. In addition to her advisory role, she is the founder and manager of Amida Lifestyle, LLC, an event planning business, and Amida Business Management, LLC, which provides business consulting services. Amida Wealth Advisors is a small, supported firm serving individuals, trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis with long-term investment strategies and offers comprehensive financial planning, coaching, and portfolio management through third-party sub-advisers.

Vivian Tu is a financial advisor at Ask Dolly with a Series 63 designation and two years of industry experience. She previously worked at JPMorgan Securities LLC and BuzzFeed. Outside of advising, she is involved with Your Rich BFF Media, a financial-education multimedia business. Ask Dolly offers AI-supported, non-discretionary financial advice through a website and app, focusing on retirement planning, money management, savings, and financial education for U.S. residents. The platform provides personalized recommendations based on client inputs and allows clients to access CFPs for tailored guidance without managing assets or executing trades.

Radiel Dominguez is a financial advisor at SMAART LLC with seven years of industry experience. He holds a Series 65 designation and has served as founder and Chief Executive Manager of a fixed-benefit insurance agency. Prior to his current role, he was involved with Complete Hydroponics LLC for six years. SMAART LLC provides holistic financial planning, investment guidance, tax planning and preparation, and small-business accounting and bookkeeping for middle-income individuals, families, and small businesses. The firm integrates tax and accounting services with advisory offerings and maintains insurance licensure to offer fixed insurance products, delivering advice through retainer agreements tailored to clients’ tax situations, cash flow, and risk tolerance.

James Mcdonald is a financial advisor with Wise Wealth Management, LLC in Ft. Lauderdale, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Householder Group Estate & Retirement Specialists, LPL Financial, Cetera Wealth Services, Vicus Capital, Walnut Street Securities, and Nathan & Lewis Securities. Wise Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, trusts, estates, privately held businesses, and certain retirement plans. The firm emphasizes customized, globally diversified asset-allocation strategies tailored to client risk tolerance, timeframe, and tax situations, managing portfolios predominantly on a discretionary basis without relying on model portfolios or performance-based fees.