Bradley Hurston is a Series 65 licensed advisor at Krusen Capital Management, LLC with three years of industry experience. He previously worked at First Republic Bank and First Horizon Advisors, accumulating over 17 years of experience before joining Krusen Capital Management. Outside of his advisory role, he is a member of Clear Global LLC, a real estate holding company. Krusen Capital Management advises Qualified Purchasers and high-net-worth clients, including pension plans and pooled investment vehicles. The firm emphasizes private and hedge fund investments, combining fundamental and quantitative analysis with manager due diligence and ongoing monitoring.

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.

Alana Collins is a CFP® professional with six years of experience, currently serving as the sole advisor at Aljen Asset Management LLC. Her background includes roles in education and retail prior to joining Aljen Asset Management. Aljen Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, foundations, and small businesses. The firm uses a combination of fundamental and technical analysis with modern portfolio theory to create diversified portfolios, employing a range of investment vehicles and offering both discretionary and non-discretionary management.

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.

Jason Calderwood is a financial advisor with Valley Financial Management, Inc. in West Palm Beach, FL. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including prior roles at Prudential Insurance Company of America, PNC Investments, and TD Private Client Wealth LLC. He serves as power of attorney for his mother in a fiduciary capacity. Valley Financial Management operates as Valley Digital Investor, providing individual and high-net-worth clients with discretionary portfolio management through an online platform that implements model ETF portfolios based on client profiles and automates rebalancing. The firm is a wholly owned subsidiary of Valley National Bank and offers its services exclusively through a wrap-fee program.

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.

Corey Crawford is a financial advisor at Boggess Asset Management with two years of industry experience. He holds a Series 65 designation and has been affiliated with Alluvium House since 2016. Boggess Asset Management is a quantitative investment manager serving qualified investors, family offices, and charitable foundations with systematic, factor-based strategies that incorporate machine learning, AI-driven models, and fundamental valuation techniques. The firm offers discretionary portfolio management across multiple institutional-style funds and provides a unique Portfolio Analysis service billed on an hourly basis.

Nathan Amos is a financial advisor with Davis Private Wealth, LLC in Royal Palm Beach, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at Ameriprise and Thrivent Financial. Outside of advising, he is co-owner of Agape Handcrafted Goods, a business producing tallow moisturizers and other cosmetic products. Davis Private Wealth, LLC provides advisory services primarily to individuals, high-net-worth clients, and certain retirement plans. The firm offers discretionary portfolio management, financial planning, and sub-advisory investment management, typically using long-term trading strategies across multiple asset classes and incorporating formal investment policy statements.

Baltazar Moreno Fuentes is a financial advisor at Moreno Capital with a Series 65 designation and two years of industry experience. He has held positions at Herbert Capital Management and operated his own entity, Baltazar Moreno LLC, prior to joining Moreno Capital. Moreno Capital provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting for individuals, high-net-worth clients, and small businesses. The firm employs fundamental, technical, and cyclical analysis in its investment approach and manages a concentrated client base with approximately $41.6 million in assets under management.

Jack Monahan is a financial advisor at Elevation Wealth Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Elevation Wealth Partners, he worked at Empire Merchants and Clare Rose. Elevation Wealth Partners provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and employer-sponsored plans. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs, with additional use of individual stocks, bonds, and alternative investments as appropriate.

Alejandro Riquezes is the sole advisor at Windmills Capital Inc. in Delray Beach, FL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Windmills Capital since 2009. Outside of his advisory role, he is the Co-Founder and CEO of Wind2share, a social referral network aimed at connecting people and companies to facilitate business opportunities. Windmills Capital is a boutique investment adviser serving individuals and select institutional clients with fee-based portfolio management. The firm employs a tactical allocation approach to manage risk and performance, trading a diverse range of instruments and offering access to third-party money managers and risk management platforms.

Mark Macleod is a financial advisor at RM Financial Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RM Financial Services since 2007, alongside roles at Next Financial Group Inc. and Purshe Kaplan Sterling Investments. Outside of financial advising, he is the owner and CPA of Bookkeeping Plus Inc., an accounting and tax preparation business. RM Financial Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and pension plans. The firm focuses on fiduciary, long-term investment strategies combining fundamental and technical analysis, and offers unique pension consulting and ERISA-related services.

Sergio Mariaca is a CFP® with 23 years of industry experience and is a principal at Mariaca Wealth Management, LLC, where he has worked since 2009. Prior to that, he was an independent agent for over two decades. Mariaca Wealth Management provides discretionary investment management and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored portfolio management using proprietary model asset-allocation portfolios and emphasizes global diversification and academic-driven asset-class exposures, frequently incorporating Dimensional Fund Advisors (DFA) funds.

Joseph Turnes is a financial advisor at StateTrust Capital, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Statetrust Investments, Inc. since 2002. His business activities include senior leadership roles across several affiliated entities within the StateTrust group. StateTrust Capital, LLC provides portfolio management and investment advisory services to a diverse client base including individual and high-net-worth clients, personal holding companies, and institutions in the U.S. and internationally. The firm combines internally managed portfolios with selected external managers and employs quantitative and laddered fixed-income strategies, managing approximately $93.7 million in discretionary assets.

Megan Kelly is a financial advisor at Fifth Set Private Wealth Management LLC with Series 65 and Series 63 credentials and two years of industry experience. Her prior work includes roles at The Vanguard Group, Inc. and Federmann Financial Advisors, Inc., as well as academic and foundation positions at Kutztown University. Fifth Set Private Wealth Management LLC is an independent advisory firm serving individuals, including high-net-worth clients, corporations, and business entities. The firm employs an investment approach rooted in modern portfolio theory and the efficient market hypothesis, focusing on diversified asset-class allocations and customized portfolios aligned with clients’ risk profiles.

Edward Holt Jr. is a financial advisor at Global Trust Wealth Management LLC with 19 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is a tax partner at the accounting firm Nowlen, Holt & Miner P.A., where he has worked since 2003. Global Trust Wealth Management LLC provides investment management, tax planning, estate planning, and retirement plan consulting for individuals, trusts, corporations, and employer-sponsored retirement plans. The firm emphasizes diversification, asset allocation, and tax-efficient strategies, serving a client base that includes both individual and high-net-worth clients.

Andrew Little is a financial advisor at ISGAM US LLC with over two years of industry experience. He holds a Series 65 designation and has worked with ISGAM AG since 2018, where he serves as a Business Development Manager, Financial Planner, and Partner. He is also the sole shareholder and director of Global Private Client Solutions Sarl, a consultancy firm that connects high-net-worth clients with service providers. ISGAM US LLC provides discretionary asset management and financial planning primarily to individual clients and families, including high-net-worth individuals. The firm employs a strategic, quality-oriented investment approach focused on global and U.S. equities, fixed income, and alternative assets, incorporating model portfolios from a related foreign sub-adviser while maintaining sole discretion and custody.

Adam Coons is a financial advisor at Outwing Private Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Management, Axxcess Wealth Management, and Daniel Investment Associates. Outside of his advisory role, he is also licensed as an insurance agent, selling accident, health, life, and variable insurance products. Outwing Private Wealth Management provides fee-based investment advisory services, financial planning, and family office solutions to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $333 million in assets using a tactical allocation strategy that combines fundamental analysis with custom portfolio construction across various investment instruments.

Pau Delgado Rodriguez is a financial advisor at CS Advisors Inc. with five years of industry experience. He holds a Series 65 designation and has worked at CS Advisors since 2017. Outside of his advisory role, he has been involved with B Elite Soccer Academy since 2017. CS Advisors provides wealth planning and investment management services to individuals, high-net-worth clients, business owners, and institutional plan sponsors. The firm employs a long-term strategic asset allocation approach enhanced by tactical overlays using ETFs, options, and derivatives, serving approximately 97 clients with $118 million in discretionary assets under management.

John Naccarelli is a financial advisor with Total Alignment Wealth Advisors, LLC in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He is the founder and CEO of Sky Nurses, a medical and non-medical escort and transport company, where he focuses on financial management and business strategy. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals through comprehensive financial planning and family office services, emphasizing planning and oversight rather than discretionary portfolio management. The firm coordinates with outside portfolio managers and provides clients with written financial plans and prioritized action lists.