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.

Reeya Patel is a Series 65-licensed financial advisor at URS Advisory with one year of industry experience. Prior to joining URS Advisory, she held positions at AGW Capital Advisors, Charles Schwab & Co., Inc., and Koss Olinger. Outside of her advisory work, she was involved with the Gator Junior Golf Association for two years. URS Advisory serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning services, including special-needs planning. The firm tailors investment programs to client goals and risk tolerance, employs third-party sub-advisors when appropriate, and manages over $200 million in client assets.

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.

Rui Falcon is a CFA® charterholder with 17 years of industry experience. He has been with Princeton Asset Management, LLC since 2008 and previously worked at Princeton Investment Management, LLC from 2021 to 2025. Falcon served as president of the Chinese Association of Science, Education and Culture of South Florida Inc. from 2023 to 2025. Princeton Asset Management provides discretionary portfolio management primarily for institutional clients and high-net-worth individuals. The firm offers separately managed accounts with strategies emphasizing fixed income security selection, ESG integration, and opportunistic credit investments.

Paul Babij is a CFA® charterholder with 28 years of industry experience. He is a principal at Sundial Wealth LLC, where he has worked since 2022, and has prior experience at firms including Bunkport Capital LLC and Norfolk Markets, LLC. Outside of his advisory role, he is involved with Sundial Real Estate Partners, a commercial real estate venture entity, and Sundial Studios, which invests in privately owned small and medium-sized businesses. Sundial Wealth LLC manages approximately $125.8 million for around 58 clients, primarily high and ultra-high net worth individuals, trusts, and family offices. The firm employs a goals-based, all-weather investment approach combining tactical and passive strategies across multiple asset classes and may utilize third-party sub-advisors, direct indexing, and alternative strategies in client portfolios.

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.

Marco Vidal is a financial advisor at Sundial Wealth LLC in Delray Beach, FL, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles in education and retail, such as positions at Alachua County Public Schools and Boca Raton High School. Sundial Wealth LLC manages approximately $125.8 million primarily for individuals, high and ultra-high net worth clients, trusts, and family offices. The firm employs a goals-based, “all-weather” investment approach combining tactical and passive exposures across multiple asset classes, with discretionary management, financial planning, and consulting services.

Nickolas Alleva is a financial advisor with Sutter Capital Partners, LLC in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at New York Life for nine years before joining Sutter Securities and Sutter Capital Partners. Sutter Capital Partners provides investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm focuses on manager selection and due diligence, offering mostly non-discretionary investment advisory services along with financial planning and consulting.

Adam Falcon is a CFA® charterholder with 11 years of industry experience. He is a financial advisor at Princeton Asset Management, LLC, where he has worked since 2009, and previously worked at Princeton Investment Management, LLC. Outside of his advisory role, he serves as a registered agent for Simoes/Azevedo Ranch, LLC. Princeton Asset Management, LLC provides discretionary portfolio management primarily to institutional clients and high-net-worth individuals, including family offices, foundations, and retirement plans. The firm offers separately managed accounts with strategies that integrate ESG frameworks, utilize margin and short positions, and conduct alternative manager due diligence.

Daniel Brooks is a financial advisor with Brooks Financial Advisory Group, Inc. in Lake Worth, FL, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has worked at Brooks Financial Advisory Group, including its predecessor Sherr Investment, since 2000. Outside of advisory services, he is an independent insurance agent involved in selling life insurance, annuities, and other insurance products, and also engages in tax preparation. Brooks Financial Advisory Group serves primarily individual clients, ranging from non-high-net-worth to high-net-worth households, as well as a few pension and charitable accounts. The firm focuses on financial planning and portfolio management with mostly non-discretionary assets, combining advisory services with insurance brokerage activities.

Gary Dennis is a CFA® and PFS™ credentialed advisor with 23 years of industry experience. He has been with Comprehensive Wealth Solutions, LLC since 2004. Outside of his advisory role, he is also involved in insurance sales as a sole proprietor. Comprehensive Wealth Solutions provides financial planning and discretionary portfolio management services to individuals, retirement plans, trusts, and other entities. The firm focuses on asset allocation and third-party manager selection, monitoring portfolios with ongoing rebalancing and offering fiduciary rollover advice when applicable.

Beverly Provost is a CFP® and holds a Series 66 license, with 15 years of experience in the financial services industry. She has been with FR Financial Advisors LLC since 2016. In addition to her advisory role, she is also a licensed insurance agent specializing in fixed life, disability, long-term care, health, group benefits, and fixed annuities. FR Financial Advisors LLC manages discretionary portfolios for individuals, qualified retirement plans, trusts, and small businesses. The firm employs a long-term, asset-allocation strategy using passively managed mutual funds and ETFs, and offers financial planning, retirement plan consulting, and insurance product sales.

Debra Schatzki is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at BPP Wealth Solutions, LLC. She has worked at Mutual Securities, Inc. since 2015 and has been with BPP Wealth Solutions since 2013. Outside of her advisory role, she is the author of the book *Chaos to Joy* and serves as Board President of the Greater Middlesex/Somerset County Estate Planning Council. BPP Wealth Solutions provides financial planning and investment management services to individuals, trusts, pension plans, and charitable organizations. The firm emphasizes asset allocation, diversification, and volatility management, often using independent managers to tailor portfolios according to clients’ risk tolerances and needs.

Alec Musa is a financial advisor with One Wealth Investors and holds a Series 65 credential. He has been with One Wealth Investors since 2025 and has experience operating insurance-related businesses since 2022. Outside of advisory work, he is involved in managing his own insurance brokerage and a residential real estate business. One Wealth Investors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, integrating asset management with estate, tax, insurance, and philanthropic planning. The firm employs a goal-driven, long-term investment approach and offers access to private investment opportunities and customized portfolios for wealthier clients.

Francisco Penafiel is a financial advisor with Noble Capital Management, Inc. based in Boca Raton, FL. He holds Series 63, 65, and 66 licenses and has 24 years of industry experience, all with Noble Capital Markets, Inc. He also teaches virtually at Saint Kolbe University outside of his advisory role. Noble Capital Management, Inc. provides discretionary portfolio management and retirement planning primarily for individual and high-net-worth clients. The firm uses a model-based, ETF-focused investment approach with dynamic asset allocation driven by relative-strength analysis and daily market assessments.

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.

Richard Ehrlich is a financial advisor with Secure Wealth, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Secure Wealth since 2017 and has prior experience with Howard Capital Management, Wealth Watch Advisors, and Retirement Wealth Advisors. Ehrlich is also the owner and president of Ehrlich Financial Group, where he independently sells life insurance and annuities. Secure Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and tailored financial plans. The firm specializes in managing structured-note portfolios using a combination of fundamental and technical analysis and modern portfolio theory, and it supervises over 200 client accounts with discretionary assets under management in the low hundreds of millions.