Christian Ramos is a financial advisor at Mar Wealth Management Services, LLC with five years of industry experience. He holds a Series 65 designation and serves as a board member of a charitable foundation, as well as co-trustee of multiple trust accounts and an inherited IRA managed by the firm. Mar Wealth Management Services, LLC provides investment supervisory services and financial planning to individual clients, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers ongoing portfolio monitoring, typically under discretionary authority.

Michael Godfrey is a CFP® with 27 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Cadaret, Grant & Co., Inc. and Progressive Financial Planning Services Inc. He maintains involvement with Progressive Financial Planning Services Inc., a registered investment advisor hybrid. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform accommodating customized advisory and brokerage needs.

Alex Lee is a financial advisor at Allied Private Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Sky Alpha Asset Advisors LLC, Oppenheimer & Co. Inc., and Morgan Stanley in various roles from 2014 to 2024. Allied Private Wealth advises high-net-worth individuals, businesses, and institutional investors with discretionary portfolio management, financial planning, pension consulting, and alternative investment advisory services. The firm employs an analytical investment approach incorporating technical and fundamental analysis and manages approximately $225 million in assets across custom and model portfolios.

Simon Kauppila is a financial advisor at S2 Capital Management with one year of industry experience. He holds the Series 65 designation and previously worked at QP Wealth Management, LLC. Prior to his advisory career, he was employed at Hampton Racket and spent time at Marquette High School and Brandeis University. S2 Capital Management offers investment and wealth management, as well as financial consulting services to individuals, families, trusts, estates, corporations, and other investment firms. The firm employs a goals-based investment approach with a core-and-satellite portfolio construction, integrating financial planning in its higher service tiers and providing a fixed-fee planning option.

Donald Nelson is a financial advisor at Sundial Wealth LLC in Delray Beach, FL, holding Series 65 and Series 63 licenses with four years of industry experience. He previously worked at AWB Capital LLC for five years and at JPMorgan Chase Bank and its affiliated entities from 2017 to 2021. Sundial Wealth LLC manages approximately $125.8 million for about 58 clients, focusing on individuals, high and ultra-high net worth clients, trusts, and family offices. The firm employs a goals-based, “all-weather” investment approach that integrates tactical and passive strategies across multiple asset classes, utilizing fundamental, technical, quantitative, and macro analysis to construct and rebalance portfolios.

Joshua Geib is a financial advisor at Zuraw Financial with 17 years of industry experience. He holds the PFS™ designation and Series 66 license. Prior to his current role, he worked at Lightpoint Capital Management LLC from 2015 to 2021. Outside of his advisory work, he is a managing member of Edward A. Zuraw & Company, an accounting and tax consulting firm. Zuraw Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, corporations, and various institutional clients. The firm develops written Investment Policy Statements with clients and employs a combination of direct management and third-party sub-advisors, using fundamental and technical analysis in portfolio construction.

Ehsan Bassam is a financial advisor at Bassam Wealth Management, LLC in Palm Beach, FL, with 17 years of industry experience. He previously worked at Bank of America and Merrill Lynch Pierce, Fenner & Smith Incorporated from 2011 to 2024. He holds a Series 66 designation and is also a licensed insurance professional. Bassam Wealth Management provides investment advisory and comprehensive wealth management services to high-net-worth individuals, trusts, estates, businesses, and retirement plans. The firm manages diversified portfolios using fundamental analysis with a long-term orientation, offering both discretionary and non-discretionary account management.

John Calmes is a CFP®-certified financial advisor with 22 years of industry experience. He is affiliated with Cambridge Investment Research Advisors and Insight Financial Advisors, where he has worked since 2014. He also holds licenses as a life and health insurance agent. Cambridge Investment Research Advisors serves a diverse clientele including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Frederick Joyce, Jr. is a financial advisor at Money Manager Inc. with 41 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with firms including Emerson Equity LLC, ACA Global, Managed Account Services, and Independent Portfolio Consultants. Outside of advising, he is managing member of Safe Harbour Consulting Services LLC, providing business development consulting. Money Manager Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, businesses, and retirement plans with discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental and technical analysis and may employ long- and short-term trading, margin, and options strategies tailored to client objectives.

Steven Sherman is a financial advisor at CS Advisors Inc. in Boca Raton, FL, holding a Series 66 designation with 24 years of industry experience. He has worked at CS Advisors since 2002 and is also involved in managing MRIF Management LLC and Mango Bay Property and Investments Inc. outside of his advisory role. CS Advisors provides comprehensive wealth planning and investment management services to individuals, high-net-worth clients, business owners, and institutional plan sponsors. The firm manages approximately $118 million in discretionary assets and employs a long-term strategic asset allocation approach that incorporates derivatives and custom options strategies as part of its tactical framework.

John Entenberg is a financial advisor with Allied Private Wealth in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Allied Private Wealth primarily serves individual and high-net-worth clients, as well as employee benefit plans, offering discretionary portfolio management, financial planning, pension consulting, and advisory services on alternative and private equity investments. The firm uses a broad investment approach that includes fundamental and technical analysis, portfolio theory, and various trading strategies, supported by custodial platforms from Fidelity and Schwab.

John Browning is a financial advisor with Guardian Rock Wealth Investment Management, Inc. in Palm Springs, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Marc J. Lane & Company, Hennion & Walsh, and Nuveen Investments. He is also an independent insurance agent specializing in life and health insurance. Guardian Rock provides investment management and financial planning services to individuals, trusts, retirement plans, and charitable organizations, serving both high-net-worth and non-HNW clients. The firm employs its proprietary Advocacy Investing® strategy, combining fundamental analysis with values-based and governance screens to create customized, diversified portfolios tailored to clients’ risk tolerance and objectives.

John Patten Jr. is a financial advisor at Mar Wealth Management Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Private Client Wealth, LLC. Outside of advisory services, he is the managing member of Patvest, LLC, which provides personal and auto loans as well as real estate mortgage loans, and Patten Fiduciary Services, LLC, offering fiduciary roles such as trustee and personal representative. Mar Wealth Management Services specializes in discretionary portfolio management and financial planning for individuals, charitable organizations, and businesses. The firm combines various analytical approaches and trading strategies to tailor portfolios according to each client’s risk tolerance and time horizon.

John Sessa is a CFA® charterholder and holds a Series 65 license, with two years of industry experience. He is currently with Financial Trust Asset Management Chartered in Boca Raton, FL, where he has worked since 2022. His prior roles include positions at Marcus & Millichap and CoinCentral.com. Financial Trust Asset Management is an SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers. The firm provides discretionary portfolio management, financial planning, OCIO services, and sub-advisory/model licensing, employing a blend of quantitative, fundamental, and technical analysis implemented through proprietary models and indexes.

Maricela Ramos is a CFP® professional with 20 years of industry experience, currently serving at Mar Wealth Management Services, LLC since 2012. She holds the Series 66 designation and is based in Loxahatchee, Florida. Outside of advisory work, she is a partial owner of EXE Vending Services, LLC, where she assists with operations. Mar Wealth Management Services, LLC provides investment supervisory services and financial planning to individuals, charitable organizations, and businesses. The firm employs a diverse investment approach combining fundamental, technical, charting, and cyclical analysis, with ongoing portfolio monitoring and implementation typically conducted under discretionary authority.

Arie Eitani is a financial advisor at URS Advisory with a Series 65 credential and one year of industry experience. Prior to joining URS Advisory, he worked at Fidelity Investments and has a background that includes roles outside of finance. He was a full-time student for sixteen years. URS Advisory serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm uses a fee-based model and combines fundamental and technical analysis with ongoing portfolio management, overseeing more than $200 million in client assets.

Nicole Olczak is a financial advisor at Maverick Thomas Capital with three years of industry experience. She holds a Series 66 designation and has worked previously at OneAmerica Securities, Inc. and EngieStyle. Olczak is also involved in non-variable insurance sales, including fixed life and fixed annuity products. Maverick Thomas Capital provides discretionary portfolio management and comprehensive financial planning for individual investors, including high-net-worth clients. The firm employs a mix of fundamental, technical, quantitative, cyclical, and charting analyses to create tailored portfolios and integrates retirement, tax, estate, and education planning into its services.

Frederick Lane is a financial advisor at Lane Generational LLC in Palm Beach, FL, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. from 2014 to 2020. Lane also serves as a non-compensated trustee of charitable and family trusts. Lane Generational advises individual and high-net-worth clients, offering discretionary investment management, model-based concentrated equity strategies, and financial planning. The firm’s approach is long-term and conviction-driven, incorporating fundamental analysis and allowing customized allocations, including a digital-assets advisory service focused on Bitcoin for qualified investors.

Andrew Bodner is a CFP® with 38 years of industry experience, currently serving as President of Double Diamond Investment Group, LLC. He has worked at APW Capital, Inc. and Double Diamond Investment Group since 2010. Double Diamond Investment Group provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing approximately $56 million in client assets. The firm employs proprietary portfolio models across taxable and tax-deferred strategies and emphasizes ongoing client communication and periodic portfolio reviews.

Merrill Dennis is a financial advisor at Comprehensive Wealth Solutions, LLC with 20 years of industry experience. He holds the Series 65 designation and has been with the firm since 2006. Comprehensive Wealth Solutions serves individual investors, including high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm provides financial planning, discretionary portfolio management, and selects third-party advisers, emphasizing asset allocation and third-party manager oversight tailored to each client's objectives.