Mahesh Bhuta is the managing member of Bhuta Wealth Management, LLC in Coral Springs, Florida, holding a Series 65 designation with 14 years of industry experience. He has led Bhuta Wealth Management since 2011 and also operates as an independent insurance agent, offering life insurance, long-term care, and fixed and indexed annuities. Bhuta Wealth Management primarily serves individual and high-net-worth clients, providing customized portfolio management and financial planning. The firm emphasizes tailored investment programs, non-discretionary account management, and incorporates a range of strategies including long- and short-term trading and options writing.

Scott Zuckerman is a financial advisor at Manhattan Wealth Management Group with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at LPL Financial and Bang Promotions, Ltd. Outside of advising, he is the author of a financial planning book titled "Don't Be A Financial Disaster" and the creator of Financial Fitness Passport, an AI-driven financial education software platform. Manhattan Wealth Management Group is an SEC-registered investment adviser serving individuals, trusts, estates, plan sponsors, and business entities. The firm provides portfolio management, comprehensive financial planning, and workplace retirement-plan services, employing a modern portfolio theory-based approach with strategic asset allocation and a mix of internally managed and third-party investments.

Michael Schmidt is a CFA® charterholder with eight years of industry experience. He is currently the sole advisor at Avalon, where he has worked since 2025. Prior to joining Avalon, he worked at JS Family for two years and spent thirteen years at Seacoast Bank. Avalon provides investment management and comprehensive wealth management services to individual, institutional, and corporate clients. The firm employs a rules-based, relative-strength investment approach using algorithmic selection, monthly rebalancing, and options overlays across a range of model portfolios.

Stephen Finley is a financial advisor with Courtesy Investment Advisory Services LLC, holding a Series 65 designation and 18 years of industry experience. He has been associated with JM & A Group since 1988. Courtesy Investment Advisory Services LLC advises retail automotive dealerships and related businesses on investing cash held for business purposes, particularly insurance-related reserves. The firm focuses on referring clients to third-party registered investment advisers for cash management and investment services tailored to dealer clients’ insurance and regulatory requirements.

Cory Davis is a financial advisor at IMZ Advisory Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Investacorp Advisory Services and Securities America Advisors. Outside of his advisory role, Davis serves as president of the Cornerstone Study Group, a biannual forum for advisors focused on continuing education and strategy discussion. IMZ Advisory Inc. provides fee-based, discretionary portfolio management to individuals, retirement plans, trusts, and institutional clients. The firm employs a tactical allocation strategy based on fundamental analysis and offers specialized ERISA 3(38) fiduciary services alongside its retail advisory work.

Laura Walsh is a CFP® professional at Lifespan Financial Strategies, Inc. in Weston, FL, with 29 years of industry experience. She worked at LPL Financial for 11 years before returning to Lifespan Financial Strategies, where she has been since 1997. She is also licensed to sell non-variable insurance in Florida. 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 through the AssetMark platform.

Robert Oden is a financial advisor with Strategic Asset Management Group Advisors, holding a Series 63 designation and over 40 years of industry experience. He has worked at Lincoln Investment since 2012 and has been with Strategic Asset Management Group Advisors since 2005. Outside of his advisory work, he is involved in real estate investment. Strategic Asset Management Group Advisors provides portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as institutional clients such as trusts, estates, and pension plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering both discretionary wrap-fee and non-discretionary advisory services.

Daniel Cauceglia is a financial advisor at Aventura Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved with multiple related entities including Aventura Insurance Services, Aventura Securities, and Aventura Holdings since 2006. He is also the managing member of FlexMark Strategic Partners, LLC, an affiliated investment partnership. Aventura Capital Management provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a combination of fundamental security analysis and asset allocation along with varied investment strategies, offering both discretionary and non-discretionary services across multiple asset classes.

Johanna Lobdell is a CFP® with 30 years of industry experience, currently serving as an advisor at Fusco Financial Services Inc. She has worked with Osaic Wealth, Inc. and Securities America, Inc. prior to her long tenure at Fusco Financial Services. Outside of her advisory role, Lobdell is active in the Rotary Club of Fort Lauderdale, participating in scholarship committees and community events, and serves as secretary for the Rotary 1090 Foundation board. Fusco Financial Services advises individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers financial planning and discretionary portfolio management, primarily using mutual funds and ETFs to create diversified asset allocations with ongoing monitoring and a blend of analytical approaches.

Mikhail Kamrotov is a financial advisor at Ex Cathedra LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Sberbank and HSE University. Ex Cathedra LLC is an investment manager specializing in quantitative, automated trading strategies for qualified and accredited investors. The firm uses proprietary mathematical and statistical models across various liquid instruments and offers detailed monthly reporting with an owner-operated governance structure.

Ian Auerbach is a financial advisor with Meadowbrook Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Meadowbrook Advisors and Purshe Kaplan Sterling Investments in 2025, he worked at RBC Capital Markets for 16 years. Outside of his advisory role, Mr. Auerbach is the sole owner of a construction company focused on personal real estate development in Colombia. Meadowbrook Advisors provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, managing portfolios with ETFs, mutual funds, individual securities, and other instruments, and serves 147 clients through a three-advisor team.

Mary Hersey is a financial advisor with Lifespan Financial Strategies, Inc. in Weston, Florida, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Edward Jones for six years before joining Lifespan in 2020. Lifespan Financial Strategies provides advisory services to individuals, trusts, estates, retirement plans, and business entities, offering financial planning, portfolio management, and tax-preparation services. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.

Alexandra Demosthenes is a CFP® professional with 14 years of industry experience, currently serving at Boca Wealth Advisors and Boca Wealth CPAs, LLC in Boca Raton, FL. She has worked in both financial advisory and accounting roles, including preparing tax returns and conducting tax research at Boca Wealth CPAs. Boca Wealth Advisors is a fee-only firm that provides wealth management and financial planning services to high-net-worth individuals, trusts, foundations, and retirement plans. The firm employs an academic-based investment approach using diversified portfolios of low-cost mutual funds, ETFs, and fixed income securities, while integrating tax and estate planning through its affiliation with an in-house accounting practice.

William Wadsworth is a financial advisor at Its Asset Management, L.P. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including PTS Asset Management and Wadsworth Investment Co., Inc. He is also a trustee of the Wadsworth Family Foundation, where he reviews donation requests. Its Asset Management provides model-based portfolio management services to individuals, corporations, pension plans, charitable organizations, and other advisors. The firm manages approximately $282.8 million in discretionary assets across about 773 client accounts, employing a Disciplined Active Portfolio Management framework that combines asset allocation ranges, fund selection, and monthly reallocations.

Lorianne Cordoba is an advisor with Red Reef Advisors LLC, holding Series 63 and Series 65 licenses. She has been with Red Reef Advisors since 2023 and also works as a licensed realtor involved in residential sales and leases. Red Reef Advisors serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, and business entities. The firm offers portfolio management, financial planning, and retirement plan consulting, using a blend of analytical methods and a broad investment mandate that includes complex and alternative products.

Aleco Savvas is a financial advisor at S2 Capital Management with two years of industry experience. He holds a Series 65 designation and has previously worked at QP Wealth Management and Sight and Sounds, LLC. He serves on advisory committees and boards for multiple investment-related funds, including Leon Capital Group and Superba. S2 Capital Management provides investment and wealth management services to individuals, families, trusts, estates, and corporations. The firm employs a goals-based, core-and-satellite investment approach emphasizing asset allocation across ETFs, equities, fixed income, and alternatives, and offers discretionary portfolio management alongside project-based financial planning services.

Thomas Heierli is a financial advisor at Global Wealth Management, L.C. with 16 years of industry experience. He holds a Series 65 credential and has served as a managing partner and member of the investment committee at Wealth Management Group AG in Switzerland since 1996. Global Wealth Management, L.C. offers discretionary and non-discretionary portfolio management services to individuals, families, trusts, and various business entities. The firm focuses on customized portfolios with a global diversification approach, incorporating fundamental and technical analysis and utilizing a range of instruments including foreign securities, ETFs, REITs, and derivatives to meet diverse client objectives.

Alyssa Clark is a financial advisor at Walton Rahal CPAs PLLC in Boca Raton, FL, holding a Series 65 credential with seven years of industry experience. She has been with Walton Rahal CPAs PLLC and its predecessor firms since 2013. Walton Rahal CPAs PLLC is a certified public accounting firm that provides investment management and financial planning services to individuals, retirement accounts, trusts, estates, charitable organizations, and small businesses. The firm uses a fee-only approach, integrating tax planning and trust/estate services with investment advice, primarily employing passively managed index funds and ETFs.

Allen Forrest is a financial advisor at FR Financial Advisors LLC with 21 years of industry experience. He holds the PFS™ designation and Series 66 license. Forrest is also a partner in the accounting firm Forrest Robinson, PLLC. FR Financial Advisors manages discretionary portfolios for individuals, retirement plans, trusts, and small businesses, utilizing a long-term, asset-allocation approach with passive mutual funds and ETFs, alongside conservative fixed-income holdings. The firm integrates investment management with financial planning and insurance product sales, supported by its affiliation with an accounting practice and a licensed insurance agency.

David Kranz is a CFP® with 17 years of experience in the financial services industry. He currently serves as the sole advisor at Reshape Wealth and has held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved in business consulting through Reshape, LLC and serves as managing director of Initiative Partners, LLC, a business development consulting firm. Reshape Wealth provides portfolio management, financial planning, retirement-plan consulting, and third-party manager selection for individual and high-net-worth clients. The firm uses a combination of fundamental, technical, top-down, and bottom-up analyses to construct portfolios tailored to clients’ objectives and risk tolerance.