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.

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.

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.

Dan Barker is a financial advisor at Veridos Capital LLC with one year of industry experience. He holds the Series 65 designation and previously worked at AVIA Wealth Advisors, Stonebridge Financial Group, and Infosys in various capacities. Veridos Capital LLC provides discretionary portfolio management for individual and high-net-worth clients and serves as general partner and investment manager for two private partnership funds. The firm uses a research-driven investment approach combining fundamental and technical analysis and offers comprehensive financial planning and retirement-plan advisory services, including ERISA 3(21) consulting and 3(38) asset management.

Sherwood Forman is a financial advisor at Lifespan Financial Strategies, Inc. in Weston, FL, holding a Series 65 license with nine years of industry experience. His prior work includes three years at LPL Financial LLC. He dedicates a small portion of his time to selling non-variable insurance in Florida. Lifespan Financial Strategies provides advisory services to individuals, trusts, estates, retirement plans, and business entities, focusing on financial planning, portfolio management, and tax preparation. The firm primarily manages client portfolios on a non-discretionary basis, utilizing 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. Her career includes roles at Leumi Investment Services Inc and Bank Leumi USA. Valley Financial Management, operating as Valley Digital Investor, serves individual and high-net-worth clients through an online platform that offers discretionary portfolio management and automated implementation of model ETF portfolios based on client information and risk profiles.

Victoria Manzano is a financial advisor with BMH Capital Management LLC, holding Series 66 and Series 65 credentials and 17 years of industry experience. Her prior roles include positions at Allaria Securities LLC, Merkava Capital, and Beta Capital Securities LLC. She has been with BMH Capital Management since 2020. BMH Capital Management LLC provides portfolio management services to individuals, high-net-worth clients, and business entities, tailoring investment strategies to client goals and risk tolerance. The firm employs a combination of technical analysis, trading strategies, and options alongside a diverse range of securities, with a notable international client focus.

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 holds the Series 63 and Series 65 credentials and has previously worked at Bank Leumi USA and Leumi Investment Services Inc. outside of his advisory role, he is a partner and general manager of RPTV Group 1, LLC, an investment vehicle related to a bankrupt real estate crowdfunding fund. Valley Financial Management operates an online platform called Valley Digital Investor that provides discretionary portfolio management and automated implementation of model ETF portfolios for individual and high-net-worth clients. The firm manages client portfolios based on information such as age, goals, and risk tolerance and is a wholly owned subsidiary of Valley National Bank.

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 Series 65 registered advisor at BMH Capital Management LLC with four years of industry experience. He is also the sole proprietor of Merkava Capital LLC. Federico's prior work includes roles at Merkava Capital Inc and Inversiones 2FB CA. BMH Capital Management LLC serves individuals, high-net-worth clients, and business entities with tailored portfolio management services that incorporate technical analysis, options strategies, and investments across equities, mutual funds, ETFs, fixed income, and international securities. The firm emphasizes a more international orientation than typical supported advisers and offers both discretionary and non-discretionary services.

Nick Korzhenevsky is a financial advisor at Ex Cathedra LLC with two years of industry experience. He holds a Series 65 designation and has worked previously with Extended Travel, Sberbank of Russia, and operated Korzhenevsky Consultancy. Ex Cathedra LLC manages quantitative, automated trading strategies for qualified and accredited investors across multiple asset classes, including equities, debt securities, futures, and derivatives. The firm utilizes proprietary mathematical and statistical models with an emphasis on market-neutral speculative strategies and provides detailed monthly reporting on trades and outcomes.

Alexander Bublick is a financial advisor at Coral Wealth Management, LLC in Miami, FL, holding Series 63 and Series 65 credentials with three years of industry experience. His career includes positions at Stifel, Nicolaus & Company, Morgan Stanley, and Valley Financial Management, among others. Coral Wealth Management serves individuals, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, pension consulting, and Health Savings Account advisory services. The firm employs a model-based investment approach using firm-designed portfolios tailored to client risk tolerance and objectives, primarily utilizing ETFs alongside fundamental analysis and both long- and short-term strategies.

Allan Babaian is a financial advisor at Vantage Wealth Management LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Joseph Stone Capital, LLC, and VCS Ventures. Babaian is also president of several hedge fund entities, including Babaiian & Co., LP and Babaiian Management Company. Vantage Wealth Management provides portfolio management and advisory services primarily to high-net-worth individuals and businesses, including trusts, corporations, and nonprofit organizations. The firm employs an analytical, goals-based investment process focused on diversification across equities, ETFs, bonds, and other liquid instruments.

Michael Taylor is a financial advisor at Seren Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Massachusetts Mutual Life Insurance Company. Seren Wealth Advisors serves individual and high-net-worth clients, as well as small business retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a goal-driven investment process documented with investment policy statements and combines fundamental and technical analysis to tailor solutions to client objectives.

Matias Manzo is a financial advisor at Bondwire with 10 years of industry experience. He holds a Series 65 designation and has worked at Caribbean & Latin American Securities LLC since 2015. Bondwire provides discretionary and non-discretionary asset management and refers clients to third-party money managers for individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm focuses on fundamental analysis and portfolio customization, serving a substantial number of non-U.S. clients and utilizing a range of investment instruments, including derivatives and margin strategies.

David Hofer is a financial advisor with Trusttree Financial LLC and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has previously worked at firms including Janney Montgomery Scott and Citigroup Global Markets. Outside of his advisory role, he serves as chairman of the Steven C. Bardan Charitable Foundation, a nonprofit organization based in Davie, FL. Trusttree Financial LLC serves individuals, trusts, foundations, and small institutions, managing approximately $78 million across about 150 client relationships. The firm provides discretionary portfolio management and comprehensive financial planning, employing a mix of passive and active investment strategies tailored to each client’s policy statement.