Ian Auerbach is a financial advisor with Meadowbrook Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Meadowbrook Advisors and Purshe Kaplan Sterling Investments in 2025, he worked at RBC Capital Markets for 16 years. Outside of his advisory role, Mr. Auerbach is the sole owner of a construction company focused on personal real estate development in Colombia. Meadowbrook Advisors provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, managing portfolios with ETFs, mutual funds, individual securities, and other instruments, and serves 147 clients through a three-advisor team.

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.

Alexandra Demosthenes is a CFP® professional with 14 years of industry experience, currently serving at Boca Wealth Advisors and Boca Wealth CPAs, LLC in Boca Raton, FL. She has worked in both financial advisory and accounting roles, including preparing tax returns and conducting tax research at Boca Wealth CPAs. Boca Wealth Advisors is a fee-only firm that provides wealth management and financial planning services to high-net-worth individuals, trusts, foundations, and retirement plans. The firm employs an academic-based investment approach using diversified portfolios of low-cost mutual funds, ETFs, and fixed income securities, while integrating tax and estate planning through its affiliation with an in-house accounting practice.

William Wadsworth is a financial advisor at Its Asset Management, L.P. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including PTS Asset Management and Wadsworth Investment Co., Inc. He is also a trustee of the Wadsworth Family Foundation, where he reviews donation requests. Its Asset Management provides model-based portfolio management services to individuals, corporations, pension plans, charitable organizations, and other advisors. The firm manages approximately $282.8 million in discretionary assets across about 773 client accounts, employing a Disciplined Active Portfolio Management framework that combines asset allocation ranges, fund selection, and monthly reallocations.

Lorianne Cordoba is an advisor with Red Reef Advisors LLC, holding Series 63 and Series 65 licenses. She has been with Red Reef Advisors since 2023 and also works as a licensed realtor involved in residential sales and leases. Red Reef Advisors serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, and business entities. The firm offers portfolio management, financial planning, and retirement plan consulting, using a blend of analytical methods and a broad investment mandate that includes complex and alternative products.

Thomas Heierli is a financial advisor at Global Wealth Management, L.C. with 16 years of industry experience. He holds a Series 65 credential and has served as a managing partner and member of the investment committee at Wealth Management Group AG in Switzerland since 1996. Global Wealth Management, L.C. offers discretionary and non-discretionary portfolio management services to individuals, families, trusts, and various business entities. The firm focuses on customized portfolios with a global diversification approach, incorporating fundamental and technical analysis and utilizing a range of instruments including foreign securities, ETFs, REITs, and derivatives to meet diverse client objectives.

Allen Forrest is a financial advisor at FR Financial Advisors LLC with 21 years of industry experience. He holds the PFS™ designation and Series 66 license. Forrest is also a partner in the accounting firm Forrest Robinson, PLLC. FR Financial Advisors manages discretionary portfolios for individuals, retirement plans, trusts, and small businesses, utilizing a long-term, asset-allocation approach with passive mutual funds and ETFs, alongside conservative fixed-income holdings. The firm integrates investment management with financial planning and insurance product sales, supported by its affiliation with an accounting practice and a licensed insurance agency.

David Kranz is a CFP® with 17 years of experience in the financial services industry. He currently serves as the sole advisor at Reshape Wealth and has held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved in business consulting through Reshape, LLC and serves as managing director of Initiative Partners, LLC, a business development consulting firm. Reshape Wealth provides portfolio management, financial planning, retirement-plan consulting, and third-party manager selection for individual and high-net-worth clients. The firm uses a combination of fundamental, technical, top-down, and bottom-up analyses to construct portfolios tailored to clients’ objectives and risk tolerance.

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.

Marisol Andreoni is a financial advisor at Utopia Wealth Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Citigroup Global Markets, Inc. from 2012 to 2022. Andreoni is also licensed as an insurance agent. Utopia Wealth Management serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, with a focus on business owners and corporate executives. The firm offers holistic financial planning, discretionary portfolio management, and estate-planning document facilitation through a third-party platform, employing a mix of fundamental, technical, and modern-portfolio theory analyses to tailor investment strategies.

Olaf Herr is a financial advisor at Global Wealth Management, L.C. with Series 65 credentials and two years of industry experience. He also serves as a partner and client relationship manager at NHP Asset Management AG, a family office and asset management firm based in Zurich, Switzerland, where he acts as a client adviser and risk manager for non-U.S. clients. Global Wealth Management, L.C. offers discretionary and non-discretionary portfolio management and investment advisory services to individuals, families, trusts, and business entities. The firm’s investment approach focuses on global diversification and international opportunities, utilizing both fundamental and technical analysis to implement tailored strategies that may include foreign securities, ETFs, REITs, and derivative instruments.

Johan Rossi is a financial advisor at Great Wealth Investments with seven years of industry experience. He holds a Series 66 designation and has prior experience at Planner Securities LLC, Gentem Capital LLC, and Tempur-Sealy International. Outside of his advisory role, Rossi owns consulting firms that provide services to furniture companies and clients in the financial technology sector. Great Wealth Investments provides advisory and financial planning services to individuals, trusts, estates, and business entities, managing approximately $15.6 million across 51 client relationships. The firm tailors investment decisions to client goals using a mix of fundamental and technical analysis, modern portfolio theory, and tax-aware strategies such as direct indexing.

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.

Sandeep Sharma is a CFA® charterholder with 12 years of industry experience, currently serving at Syntax Research, Inc. in Boca Raton, FL. He has been with Syntax Research since 2002. Syntax Research provides model portfolio design, model licensing, and discretionary portfolio management services to family offices, institutions, financial advisers, and individual clients. The firm combines proprietary fundamental global macro research with multi-factor quantitative risk models to construct risk-targeted portfolios primarily using ETFs and U.S.-listed equities.

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.

Dennie Ceelen is a CFP® with 24 years of industry experience, currently serving at Noble Capital Management, Inc. He has been associated with Noble International Investments Inc. since 2002. Ceelen works full time in the affiliated broker-dealer, Noble Capital Markets. Noble Capital Management, Inc. provides discretionary portfolio management and retirement planning primarily for individual and high-net-worth clients. The firm employs a model-based, ETF-focused investment approach with dynamic asset allocation strategies implemented through a sponsored wrap-fee program.

Andrew Waxman is a CFP® professional with 19 years of industry experience, operating at Waxman Financial in Parkland, FL. He has worked as a sole proprietor insurance agent since 2014 and is affiliated with Jeffrey B. Waxman, Inc. Outside of advising, he continues his insurance agency work in West Palm Beach. Waxman Financial provides investment management and financial planning primarily for high-net-worth individuals, including small business owners, self-employed professionals, and corporate executives. The firm employs a bottoms-up, fundamental research approach to build diversified portfolios tailored to clients’ documented financial plans and requires a current Personal Financial Plan before accepting clients for asset management.

Dan Barker is a Series 65-licensed financial advisor with Veridos Capital LLC in Tamarac, FL, where he has worked since 2026. He has prior experience at AVIA Wealth Advisors, Stonebridge Financial Group, and Infosys, among other firms, spanning roles since 2016. Veridos Capital LLC provides discretionary portfolio management and serves as general partner and investment manager for private partnership funds. The firm offers financial planning, retirement-plan advisory services, and manages pooled investment vehicles using a research-driven, active management approach that includes ERISA fiduciary services.

Arthur Canter is a CFP® professional with 27 years of industry experience. He has been with Boca Wealth Advisors, LLC since 1998 and also operates Boca Wealth CPAs, LLC, which provides tax return preparation and accounting services. Prior to that, he worked under his own CPA practice from 1985 to 2024. Boca Wealth Advisors is a fee-only investment advisory firm serving high-net-worth individuals, trusts, foundations, and company retirement plans, typically requiring a $1 million account minimum. The firm employs an academic-based investment approach using diversified portfolios of low-cost mutual funds, ETFs, and fixed income securities, offering integrated wealth management that includes retirement, estate, and tax planning.