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.

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 Series 65-licensed financial advisor with Veridos Capital LLC in Tamarac, FL, where he has worked since 2026. He has prior experience at AVIA Wealth Advisors, Stonebridge Financial Group, and Infosys, among other firms, spanning roles since 2016. Veridos Capital LLC provides discretionary portfolio management and serves as general partner and investment manager for private partnership funds. The firm offers financial planning, retirement-plan advisory services, and manages pooled investment vehicles using a research-driven, active management approach that includes ERISA fiduciary services.

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.

Sherwood Forman is a financial advisor at Lifespan Financial Strategies, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial LLC for three years. Forman is also licensed to sell non-variable insurance in Florida, dedicating a small portion of his time to this activity. Lifespan Financial Strategies provides financial planning, portfolio management, and tax-preparation services to individuals, trusts, estates, retirement plans, and business entities. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.

Wyatt Gruntler is a financial advisor at Asset Protection Group with two years of industry experience. He holds a Series 65 designation and has worked at Capital Appreciation, Inc. since 2021, where he also engages in insurance sales as a licensed agent. Prior to his advisory career, he worked at Dr. PhoneFix for six years and was a full-time student for eight years. Asset Protection Group provides investment advice primarily to individual clients, including high-net-worth and non-HNW households, through discretionary asset management, financial planning, and consulting. The firm uses a documented process involving goal assessment and multiple analytical methods and implements client programs largely via third-party sub-advisors and money managers.

Alex Fouquet is a financial advisor with Prosperitus Wealth Advisors in Coral Springs, FL, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Bank United, City National Bank, Sogebank, and Citigroup Global Markets. He is also involved with AF Financial Services Consulting, LLC, a business related to financial services consulting. Prosperitus Wealth Advisors serves mass-affluent and high-net-worth individuals, business owners, and executives with comprehensive financial planning and portfolio management. The firm employs a structured planning process and a mix of analytical approaches, offering a broad range of services including estate and tax planning, retirement income strategies, and specialized corporate-capital services.

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.

Frank Pugliese is a financial advisor with Personal Financial Profiles Inc. holding Series 63 and Series 65 designations and over 50 years of industry experience. He has worked at Personal Financial Profiles Inc. since 1992, with prior roles at APW Capital, Inc. and currently serves as Chairman-Emeritus of Personal Financial Profiles Inc. He is also involved with Chatham Hills Homeowners Association. Personal Financial Profiles Inc. is an SEC-registered investment adviser managing approximately $335 million across 228 client accounts, serving individuals and pension and profit-sharing plans. The firm provides discretionary portfolio management through managed-account programs and offers separate financial planning services, using a blend of behavioral, fundamental, and technical analysis with multiple investment strategies.

Mauro Ferman is a financial advisor at Abacus Capital Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at CV Advisors and Safra Asset Management. Abacus Capital Advisors provides discretionary portfolio management to individuals, trusts, estates, businesses, and employee benefit plans, as well as customized advisory services and model portfolios for other investment managers. The firm’s investment approach focuses on tactical asset allocation using bonds, equities, ETFs, and short positions, with unique offerings that include performance-based fee structures and institutional client relationships.

Jay Shein is a CFP® professional with 33 years of industry experience, currently serving at Compass Financial Group, Inc. He has a long tenure with the firm, interrupted by a 23-year period at the Wharton School of Business. Shein is also an author of books and publications for CCH, a Wolters Kluwer business, and receives royalties from these works. Compass Financial Group, Inc. provides wealth management, financial planning, and family office services to high-net-worth individuals and institutional clients. The firm employs a global macro-oriented, multi-strategy asset allocation approach emphasizing wealth preservation, with distinctive family office consulting capabilities and the use of alternative and absolute-return strategies.

Matthew Kisin is a CFA® charterholder currently with Applied Capital in Hollywood, FL. He has been with Applied Capital since 2023 and previously worked at Ernst & Young LLP from 2022 to 2023. His background includes four years at Tulane University and four years at Highland Park High School. Applied Capital is a solo registered investment adviser that provides discretionary investment management to individual and high-net-worth clients. The firm focuses on dividend-paying companies with increasing payouts and employs a range of investment strategies including stocks, bonds, ETFs, options, and derivatives.

Jeffrey Waxman is a CFP® professional with 23 years of experience in financial advising. He has been with Waxman Financial since 1999 and also works as a sole proprietor insurance agent. The firm provides investment management and financial planning primarily for high-net-worth individuals, including small business owners, self-employed professionals, and corporate executives. Waxman Financial uses a bottoms-up, fundamental research process to build globally diversified portfolios tailored to client objectives documented in Personal Financial Plans, which are required before accepting clients for asset management.

Nick Korzhenevsky is a financial advisor at Ex Cathedra LLC with two years of industry experience. He holds a Series 65 designation and has worked previously with Extended Travel, Sberbank of Russia, and operated Korzhenevsky Consultancy. Ex Cathedra LLC manages quantitative, automated trading strategies for qualified and accredited investors across multiple asset classes, including equities, debt securities, futures, and derivatives. The firm utilizes proprietary mathematical and statistical models with an emphasis on market-neutral speculative strategies and provides detailed monthly reporting on trades and outcomes.

Michael Taylor is a financial advisor at Seren Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Massachusetts Mutual Life Insurance Company. Seren Wealth Advisors serves individual and high-net-worth clients, as well as small business retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a goal-driven investment process documented with investment policy statements and combines fundamental and technical analysis to tailor solutions to client objectives.

Matias Manzo is a financial advisor at Bondwire with 10 years of industry experience. He holds a Series 65 designation and has worked at Caribbean & Latin American Securities LLC since 2015. Bondwire provides discretionary and non-discretionary asset management and refers clients to third-party money managers for individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm focuses on fundamental analysis and portfolio customization, serving a substantial number of non-U.S. clients and utilizing a range of investment instruments, including derivatives and margin strategies.

Martin Rosenthal is a CFP® professional with 14 years of industry experience. He has served at Common Cents Wealth Management, LLC since 2011. The firm provides ongoing portfolio management to individuals, high-net-worth clients, and small businesses, focusing on a passive, index-based investment approach. Common Cents Wealth Management uses diversified portfolios of ETFs and indexed mutual funds, guided by Modern Portfolio Theory and long-term investment horizons.

Amrish Bhuta is a financial advisor at Bhuta Wealth Management, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Bhuta Wealth Management since 2017, following two years at Wealthscope Consulting LLC. Bhuta Wealth Management primarily serves individual and high-net-worth clients, offering customized portfolio management and financial planning. The firm emphasizes tailored investment programs based on clients’ goals and risk tolerance, managing accounts on a non-discretionary basis and incorporating a range of strategies including long- and short-term trading and options writing.

David Norris is a CFA® charterholder with 16 years of industry experience. He has been with Ladd Capital Management LLC since 2009. Ladd Capital Management is a fee-only investment management firm serving individuals and institutional clients such as trusts, pension plans, banks, and charitable organizations. The firm tailors asset mixes based on client objectives and uses a combination of fundamental, technical, and cyclical analysis, excluding leveraged or inverse ETFs from client portfolios.

Nicholas Chiricosta is a CFP® professional with seven years of industry experience. He has worked at Utopia Wealth Management, LLC since 2018 and previously at BMO Wealth Management from 2015 to 2019. Utopia Wealth Management serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, focusing on business owners and corporate executives. The firm offers holistic financial planning, discretionary portfolio management, and estate-planning facilitation through a third-party platform, employing a combination of fundamental, technical, and modern-portfolio theory analyses to tailor client portfolios.