Nathan Amos is a financial advisor with Davis Private Wealth, LLC, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Davis Private Wealth, he worked at Ameriprise and Thrivent Financial. Outside of his advisory role, he co-owns Agape Handcrafted Goods, a cosmetic products business based in Boca Raton, FL. 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, using long-term trading strategies tailored to client risk tolerances and incorporating advanced service providers with artificial intelligence components.

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.

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 with Kutztown University. Fifth Set Private Wealth Management LLC is an SEC-registered independent advisory firm serving individuals, including high-net-worth clients, corporations, and other entities. The firm employs an investment approach based on modern portfolio theory and the efficient market hypothesis, favoring diversified asset-class allocations and customized portfolios reviewed regularly.

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.

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.

David Lewinter is a ChFC® with 15 years of industry experience. He has been the managing member of Lewinter Wealth Advisors, LLC since 2010 and was self-employed from 2008 to 2020. The firm advises individuals, high-net-worth clients, business owners, trusts, estates, and endowments, offering discretionary portfolio management, financial planning, and recommendations for third-party advisers and web-based retirement platforms. It emphasizes a long-term, fundamentals-based investment approach centered on asset allocation, diversification, and portfolios constructed around written Investment Policy Statements with regular monitoring.

John Convery is a financial advisor at Retirement Capital Advisors with 19 years of industry experience. He holds a Series 65 designation and has worked at firms including Brookstone and NTB Advisers. He is also the managing member of Educated Wealth Center, LLC, where he provides leadership and oversight of operations. Retirement Capital Advisors serves individual and high-net-worth clients by offering discretionary and non-discretionary portfolio management and retirement-account fiduciary advice. The firm’s investment approach is based on modern portfolio theory and tailored to each client’s risk tolerance and time horizon, with ongoing portfolio monitoring across a range of asset classes.

Robert Radoccia is a financial advisor with The Capital Group Fiduciary Advisors, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Ausdal Financial Partners, Inc. and various entities within The Capital Group since 1995. In addition to his advisory work, he has been involved in insurance sales since 1995, dedicating limited time to this activity. The Capital Group Fiduciary Advisors serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and pension consulting. The firm offers advice across a wide range of investments and typically delivers tailored discretionary management, often utilizing third-party model portfolios or sub-advisers.

Pablo Cavanagh is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently a portfolio manager at Keating Investment Counselors Inc and has been involved with LVR Research, LLC since 2015. Keating Investment Counselors provides discretionary and non-discretionary portfolio management and advisory consulting primarily for individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans. The firm follows a long-term growth-at-a-reasonable-price investment philosophy that combines fundamental analysis with selective charting and focuses on dividend-paying large- and mid-cap stocks, with occasional small- and micro-cap selections.

Jeremy Office is a CFP® and ChFC® with 24 years of industry experience. He is a principal and financial advisor at Maclendon Wealth Management, LLC, where he has worked since 2011. Prior to that, he spent time at Comprehensive Asset Management & Servicing, Inc. He is also involved as a member in a private equity investment entity and serves as a trustee overseeing accounts and coordinating tax, legal, and accounting matters. Maclendon Wealth Management, LLC provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes asset allocation through strategic rebalancing and a tactical overlay based on multiple analyses, managing portfolios with individualized risk profiles.

Edward Zuraw Jr. is a financial advisor at Zuraw Financial with 15 years of industry experience and holds a Series 66 designation. He has served in various roles since 2010, including positions at Lightpoint Capital Investments LLC and Lightpoint Capital Management LLC. In addition to his advisory work, he is involved in a tax accounting and consulting practice through Edward A. Zuraw & Company. Zuraw Financial provides discretionary portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, corporations, and charitable entities. The firm develops written Investment Policy Statements and manages portfolios directly or through vetted sub-advisors, employing fundamental and technical analysis alongside a range of investment strategies.

William Johnston is a financial advisor at ISGAM US LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Mercer Consulting and Chubb Life Insurance. Johnston is also involved with Aktivolabs in a concurrent role. ISGAM US LLC provides discretionary asset management and financial planning services to individual clients and families, including high-net-worth individuals. The firm emphasizes strategic asset allocation and long-term equity selection, managing approximately $66 million across about 50 client relationships.

David Brask is a Series 65-licensed financial advisor with 15 years of industry experience. He is the sole advisor at Aaron Brask Capital and has held an adjunct academic position at the University of Florida since 2018. In addition to his advisory role, he is licensed to offer insurance products to clients. Aaron Brask Capital is a single-advisor registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and project-based financial planning. The firm employs a proprietary, research-driven investment process that integrates macroeconomic analysis and security-level evaluation to build customized portfolios, primarily focused on individual securities and incorporating ETFs, mutual funds, and options as appropriate.

Peter Harper is a Series 65 licensed financial advisor with GW Asena Pty Ltd, based in West Palm Beach, FL, with three years of industry experience. He has been associated with GW Asena Pty Ltd since 2022 and has also served as CEO and founder of Asena Advisors LLC since 2010. Outside of investment advisory, he holds leadership roles in holding companies Asena Holdings, LLC and Drifting Ventures, LLC. GW Asena Pty Ltd is an SEC-registered investment adviser serving high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using both passive and active strategies, offering a range of financial planning, tax, retirement, and consulting services.

David Boggess is a financial advisor at Boggess Asset Management with a Series 65 credential and three years of industry experience. He has worked at Boggess Asset Management since 2021 and previously at Boggess Advisory Group and Axos Technologies Inc. Boggess Asset Management is a quantitative investment manager serving qualified and accredited investors, family offices, and charitable foundations. The firm employs systematic, factor-based strategies that integrate machine learning and fundamental valuation techniques across multiple institutional-style funds.