Valerie Lasher Adelman is a CFP® with 28 years of experience in the financial services industry. She is currently with William Howard & Co. Financial Advisors, Inc. and has prior experience at Financial Asset Management Corp and Chestnut Financial, LLC. In addition to her advisory work, she serves as a Certified Divorce Financial Analyst through her consulting firm, VLA Financial Services, LLC, providing financial advice related to divorce proceedings. William Howard & Co. Financial Advisors serves high-net-worth individuals, trusts, and institutional clients, offering discretionary portfolio management and a range of financial planning services. The firm follows a documented six-step investment process focused on asset allocation and fundamental analysis, with regular client reporting and reviews.

Reeya Patel is a financial advisor at URS Advisory in Jupiter, FL, holding a Series 65 credential. She has experience working with multiple firms since 2022, including Charles Schwab & Co., Inc., AGW Capital Advisors, and Koss Olinger. Prior to entering the industry, Patel spent 11 years in full-time education and was involved with the Gator Junior Golf Association for two years. URS Advisory serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm employs a fee-based model and offers tailored investment programs that incorporate various analytical tools, managing over $200 million in client assets with a small team.

Elliott Collins is a CFP® professional with 41 years of industry experience. He is the principal of Aljen Asset Management LLC, where he has worked since 2003, and previously was with Purshe Kaplan Sterling Investments for 18 years. In addition to his advisory role, he is also an independent insurance agent. 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 alongside modern portfolio theory to manage diversified portfolios and offers both discretionary and non-discretionary services.

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.

Carl Domino is the principal of Carl Domino Inc. in West Palm Beach, FL, holding a Series 65 designation with 25 years of industry experience. He founded Carl Domino Inc. in 2004 and also owns a family law practice established in 1987. Carl Domino Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, pensions, and other entities. The firm employs a large-cap value equity strategy focused on dividend-paying stocks and combines bottom-up fundamental research with top-down macro and sector analysis.

Charles Krusen is a financial advisor at Krusen Capital Management, LLC with 9 years of industry experience. He has been involved with Krusen Capital Management since 2009 and the Krusen Family Office since 1986. Krusen serves as Managing Member and General Partner of the LionHedge Platform Fund Limited Partnership, a pooled investment vehicle. Krusen Capital Management advises Qualified Purchasers and high-net-worth individuals, as well as pension plans, trusts, corporations, and pooled investment vehicles. The firm focuses on private funds and hedge funds, providing discretionary management for pooled funds and primarily non-discretionary advisory services for clients investing in third-party funds.

Michael Agnello is a CFP® with 34 years of industry experience, currently serving as President of Agnello Financial Group, Inc. He previously worked at FSC Securities Corporation for 30 years before joining Osaic Wealth, Inc. in 2023. Agnello is also active in nonprofit leadership as the 1st Vice President and Board Member of The Beach Club in Palm Beach. Agnello Financial Group, Inc. provides investment advisory, monitoring, and modular financial planning services to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a client-driven, non-discretionary investment approach emphasizing strategic asset allocation with core-and-satellite portfolios, primarily using no-load mutual funds and ETFs.

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.

David Gordon is a Series 65-licensed advisor with 13 years of industry experience, currently serving at Gordon Asset Management LLC since 2008. He is based in West Palm Beach, FL, and is one of two advisors at the firm. Gordon Asset Management advises high-net-worth and individual investors and acts as adviser to private pooled investment vehicles known as the Gordon Funds. The firm provides discretionary portfolio management, goals-based financial planning, and access to various private investment opportunities, emphasizing long-term growth with diversified portfolios that include mutual funds, ETFs, direct securities, and private funds.

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.

Joshua Davis is a CFP® professional with 13 years of industry experience. He has worked at Davis Private Wealth, LLC since 2017 and previously spent six years at Castle Wealth Management. He serves on the board of the Financial Planning Association of South Florida and owns Find My CPA, LLC, an online member business directory for CPAs. Davis Private Wealth, LLC provides advisory services primarily to individuals, high-net-worth individuals, and certain retirement plans. The firm offers discretionary portfolio management, financial planning, and sub-advisory investment management, implementing long-term trading strategies with a focus on risk tolerance and regularly conducting account reviews.

Daniel Brooks is a financial advisor with Brooks Financial Advisory Group, Inc. in Lake Worth, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with the firm, formerly known as Sherr Investment, since 2000. Outside of his advisory role, he works as an independent insurance agent selling life insurance, annuities, and other insurance products, and also provides tax preparation services. Brooks Financial Advisory Group serves a primarily individual client base, including both non-high-net-worth and high-net-worth households, as well as some pension/profit-sharing plans and a charitable account. The firm offers financial planning and portfolio management, with a notable focus on non-discretionary asset management and integration of insurance brokerage and tax services.

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.

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.

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 has worked at Sky Alpha Asset Advisors LLC, Oppenheimer & Co. Inc., and Morgan Stanley Private Bank. Allied Private Wealth serves primarily individual and high-net-worth clients, as well as employee benefit plans, offering services including discretionary portfolio management, financial planning, pension consulting, and advisory input on alternative investments. The firm employs a broad investment approach that incorporates fundamental and technical analysis, modern portfolio theory, and various trading strategies, supported by custodial platforms from Fidelity and Schwab.

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.