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.

Patrick Sandner is a financial advisor with Landing Financial Group, Inc. He holds a Series 65 designation and has nine years of industry experience. Sandner has worked at Landing Financial Group since 2022 and previously spent five years with AE Wealth Management, LLC. He is also the president of Florida Adult Education, Inc., which offers educational classes on health and wealth. Landing Financial Group, Inc. provides asset management, financial planning, and retirement-plan advisory services, focusing primarily on non-discretionary assets. The firm employs a variety of analytical approaches and offers plan clients services including investment policy documentation, monitoring, and participant education.

Megan Kelly is a financial advisor at Fifth Set Private Wealth Management LLC with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at The Vanguard Group, Federmann Financial Advisors, and Kutztown University. Fifth Set Private Wealth Management LLC is an independent advisory firm serving individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs a modern portfolio theory-based approach, focusing on diversified asset-class allocations and customized portfolios, and manages approximately $160 million in assets.

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.

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.

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 with Retirement Capital Advisors and holds a Series 65 license. He has 20 years of industry experience, including roles at Brookstone and NTB Advisers. He is also the managing member of Educated Wealth Center LLC, which offers insurance and investment advisory services. Retirement Capital Advisors provides portfolio management and financial planning to individual and high-net-worth clients, using a long-term, modern portfolio theory approach with discretionary authority to manage diversified portfolios.

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 financial advisor with Gw Asena Pty Ltd in West Palm Beach, FL, holding a Series 65 credential and three years of industry experience. He has worked at Gw Asena Pty Ltd since 2022 and is also associated with Asena Advisors LLC since 2010. Outside of advisory work, he serves as president or managing member of multiple holding companies involved in corporate filings. Gw Asena Pty Ltd provides financial planning and portfolio management services to individuals, businesses, and institutional clients, offering a range of related services including retirement consulting, estate planning, tax advice, and company restructuring. The firm serves a diverse client base that includes high net worth individuals and institutional counterparts, employing various investment approaches tailored to client goals and risk tolerance.

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.

James Knetsch is a financial advisor at Landing Financial Group, Inc. in North Palm Beach, FL, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include work at Pero Family Farms, V&V Supremo, and Del Monte Foods, as well as a brief retirement period before joining his current firm. Landing Financial Group, Inc. provides asset management, financial planning, and retirement-plan advisory services, focusing primarily on non-discretionary assets and acting as a limited-scope ERISA 3(21) fiduciary. The firm tailors investment programs to clients' goals using a combination of fundamental and technical analysis and supports plan clients with investment policy documentation and participant education.

Serge Berger is a Series 65-licensed financial advisor with Blue Marlin Advisors, LLC, based in Wellington, FL, and has three years of industry experience. He is also the CEO of Blue Oak Advisors LLC, a financial publishing firm that distributes investment and trading ideas through newsletters. Blue Marlin Advisors serves individual clients by providing discretionary investment management and ongoing financial planning through a subscription model. The firm employs a primarily passive, asset-allocation investment approach using index funds and ETFs, supplemented by tactical strategies including derivatives and options.

Katarzyna Marczyk is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. She is currently with Anchor Wealth Management Group LLC and previously worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Marczyk also maintains a licensed insurance practice specializing in life, disability, health, and long-term care insurance, and operates a consulting management company. Anchor Wealth Management Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business owners. The firm tailors investment programs to client objectives and risk tolerance, using fundamental analysis and an open-architecture platform, and manages approximately $205 million in discretionary assets for about 200 clients.