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 at 1818 Private Client Group, LLC with 18 years of industry experience. He holds the Series 66 credential and previously worked for Bank Leumi USA and Leumi Investment Services for 14 years. Feldman is also a business developer for Ari Financial Group, an insurance agency, in addition to his advisory role. 1818 Private Client Group, LLC is an SEC-registered advisory firm serving high-net-worth individuals with discretionary and non-discretionary portfolio management and assets-under-advisement services. The firm utilizes a variety of investment techniques and instruments, including equities, fixed income, and derivatives, with a focus on tailored risk management documented in Investment Policy Statements.

Bilay Ozgun is a financial advisor at 1818 Private Client Group, LLC in Aventura, FL, holding a Series 66 license with three years of industry experience. His prior experience includes roles at Miura Investment Advisors, Israel Discount Bank of New York, and Bank Leumi USA. Ozgun maintains active real estate sales associate and mortgage loan originator licenses, though he does not currently engage in these 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 assets-under-advisement services. The firm employs fundamental, quantitative, technical, and portfolio-construction techniques, with a notable focus on derivative strategies and tailored currency hedging consistent with client investment policy statements.

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 in Aventura, FL, holding Series 63 and Series 66 designations with 15 years of industry experience. He has worked with B1 Financial since 2022 and previously spent six years at Cumulare Asset Management. Outside of his advisory work, Brisgel serves as vice president on the Winston Tower 400 Condo Association board and owns multiple small businesses, including Enviro Wood Cutlery and The Glove Store. B1 Financial serves individual clients, high-net-worth households, and corporate employee benefit plans, providing financial planning, discretionary portfolio management, and ERISA fiduciary services. The firm uses a mix of asset allocation, fundamental and technical analysis, and manages customized portfolios with a range of investment instruments, conducting regular client reviews.

Laura Walsh is a CFP® professional at Lifespan Financial Strategies, Inc. in Weston, FL, with 29 years of industry experience. She worked at LPL Financial for 11 years before returning to Lifespan Financial Strategies, where she has been since 1997. She is also licensed to sell non-variable insurance in Florida. 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 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® 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.

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 and has been involved with Your Rich BFF Media since 2022. Ask Dolly provides online investment and financial advisory services to U.S. residents, offering financial education, general planning, and non-discretionary investment recommendations through its website and mobile app. The firm combines an AI-driven model with client inputs to deliver personalized advice and offers optional access to CFPs for tailored guidance.

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.