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.

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 17 years of experience at the firm and over 31 years in the industry. He holds a Series 65 designation and is also a managing partner and member of the investment committee at Wealth Management Group AG, a Swiss advisory firm serving non-U.S. clients. Global Wealth Management, L.C. provides discretionary and non-discretionary portfolio management and investment advisory services to individuals, families, trusts, and other entities. The firm focuses on customized portfolio construction with a global diversification approach, incorporating a range of investment strategies and instruments including derivatives to meet clients’ 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® and holds a Series 66 license, with 17 years of experience in the financial industry. He currently leads Reshape Wealth, where he has worked since 2017, and previously held roles at Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, he is involved in business consulting through initiatives such as Initiative Partners, LLC, and serves as managing director for consulting with private companies. Reshape Wealth serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing portfolio management, financial planning, retirement plan consulting, and alternative investment recommendations. The firm employs a client-specific, multi-method analytical approach and utilizes subadvisors and third-party managers, operating as a solo practitioner model supported by external resources and technology.

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.

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 worked in various roles including business consulting and insurance agency ownership. Outside of his advisory work, Rossi operates consulting practices serving furniture companies and clients in the financial technology space. Great Wealth Investments provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, and business entities. The firm utilizes equity and ETF-based strategies along with selected alternative instruments, employing a combination of fundamental, technical, and modern portfolio theory tools in its investment approach.

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.

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 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.

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.