Ross Udine is a financial advisor at Udine Wealth Management Inc. with a Series 65 credential and five years of industry experience. His prior work includes positions at Stifel, JW Asset Management, Imperium Capital, and Mercury Capital Advisors. Udine Wealth Management provides discretionary investment management to individuals, high net worth clients, trusts, and estates through customized portfolios of equities, ETFs, and fixed-income instruments. The firm uses a combination of fundamental analysis, technical charting, and cyclical investing to construct diversified portfolios aligned with clients’ risk profiles.

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.

Richard Blumenfeld is a financial advisor at Stillwater Wealth Management Group LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Blumenfeld has been with Stillwater Wealth Management Group since 2020. Stillwater Wealth Management Group provides investment advisory and pension consulting services to individuals, pension and profit-sharing plans, and business entities, focusing on tailored portfolio management through Investment Policy Statements. The firm employs a blended investment approach utilizing dividend-paying large-cap equities, fixed income, ETFs, REITs, annuities, and alternative holdings, with an emphasis on long-term total return and growth.

Vedant Mimani is a financial advisor at Fortuna Investors LLC with 12 years of industry experience. He has been with Fortuna Investors since 2014 and previously worked as a self-employed advisor for three years. Outside of his advisory role, Mimani serves as Vice President and Treasurer of FOSPE Inc, a charitable foundation supporting local elementary school initiatives. Fortuna Investors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and corporate clients. The firm employs a quantitative investment approach centered on modern portfolio theory, dynamic asset allocation, and long-term trading, with portfolios primarily constructed using exchange-traded funds.

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.

Thomas Quealy is a financial advisor at Aureum Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TFG Financial Advisors, LLC since 2025, following a 35-year tenure at Nottingham Advisors Inc. Aureum Wealth Management is an SEC-registered advisory firm managing approximately $154 million for several hundred clients, including high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm provides tailored financial planning and portfolio management services, emphasizing asset allocation and ongoing monitoring, and incorporates third-party managers and alternative investments through the iCapital network.

Ehsan Bassam is a financial advisor at Bassam Wealth Management, LLC in Palm Beach, FL, with 17 years of industry experience. He previously worked at Bank of America and Merrill Lynch Pierce, Fenner & Smith Incorporated from 2011 to 2024. He holds a Series 66 designation and is also a licensed insurance professional. Bassam Wealth Management provides investment advisory and comprehensive wealth management services to high-net-worth individuals, trusts, estates, businesses, and retirement plans. The firm manages diversified portfolios using fundamental analysis with a long-term orientation, offering both discretionary and non-discretionary account management.

Robert Monahan is a CFP® with 36 years of industry experience. He is currently with Elevation Wealth Partners LLC and has previously worked at Bank of America and Merrill. Monahan holds Series 63 and Series 65 licenses. Elevation Wealth Partners LLC provides discretionary investment management and financial planning services to individuals, families, trusts, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach utilizing mutual funds, ETFs, individual securities, and alternatives, with ongoing portfolio monitoring and client reviews.

Gregory Adams is a financial advisor at Optimist Capital with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at Ameritas Investment Corp, Alpha Wealth Strategies LLC, and Lowry Capital Management Corporation. Optimist Capital is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and small- to medium-sized business pension plans. The firm combines fundamental security selection with portfolio-level composites and custom Investment Policy Statements, focusing on listed equities, investment-grade fixed income, and listed equity options, with a practice of regular portfolio review and client reporting.

Arthur Gordon is a financial advisor with Gordon Asset Management LLC in West Palm Beach, FL. He holds a Series 65 designation and has 13 years of industry experience. Gordon has worked at Gordon Asset Management since 1997. Gordon Asset Management advises high-net-worth and individual investors and serves as adviser to private pooled investment vehicles known as the Gordon Funds. The firm focuses on long-term growth with diversified portfolios that include mutual funds, ETFs, direct securities, and private funds, often allocating to private equity, real estate, and hedge-fund style strategies.

Frederick Joyce, Jr. is a financial advisor at Money Manager Inc. with 41 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with firms including Emerson Equity LLC, ACA Global, Managed Account Services, and Independent Portfolio Consultants. Outside of advising, he is managing member of Safe Harbour Consulting Services LLC, providing business development consulting. Money Manager Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, businesses, and retirement plans with discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental and technical analysis and may employ long- and short-term trading, margin, and options strategies tailored to client objectives.

Jacquelyn Goldstick is a CFP® with 19 years of experience in the financial industry. She has been with Core Wealth Management, Inc. since 2012, where she is part of a small advisory team. Core Wealth Management, Inc. primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management, comprehensive financial planning, and company retirement plan consulting. The firm employs an investment approach based on Modern Portfolio Theory, utilizing model asset allocations and a mix of mutual funds, ETFs, fixed-income ladders, and unified managed account structures.

Jennifer Foster is a Series 65-licensed financial advisor with eight years of industry experience. She is affiliated with SmartPlan Investing and has been associated with Financial Planning Counselors Inc. since 2010. SmartPlan Investing primarily serves individual investors along with pension and profit-sharing plans and business clients, offering financial coaching, planning, and investor education workshops. The firm employs an academic investing approach using Modern Portfolio Theory and efficient-market allocation models through the Matson Money platform, emphasizing client coaching and portfolio analysis while partnering with a third-party portfolio manager for discretionary trading and rebalancing.

Larry Aft is a CFA® charterholder with 21 years of industry experience. He has been with Aft, Forsyth and Company, Inc. since 2005 and also works at Aft, Forsyth & Sober, LLC. Aft, Forsyth and Company, Inc. provides discretionary portfolio management for individual and trust clients, including high-net-worth households, tailoring portfolios to client objectives, risk tolerance, and liquidity needs. The firm employs a combination of fundamental, technical, and economic analysis across equities, fixed income, and cash, managing accounts on a discretionary basis with ongoing supervision and formal annual reviews.

Partick Quealy is a financial advisor at Aureum Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Aureum, he worked at TFG Accounting and Tax and has a background that includes roles outside finance, such as at Buffalo Aquatics and Clarence High School. Aureum Wealth Management provides financial planning, portfolio management, and pension consulting services for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis, offers access to alternative investments through third-party sub-advisers, and incorporates AI tools in its investment process.

John Browning is a financial advisor with Guardian Rock Wealth Investment Management, Inc. in Palm Springs, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Marc J. Lane & Company, Hennion & Walsh, and Nuveen Investments. He is also an independent insurance agent specializing in life and health insurance. Guardian Rock provides investment management and financial planning services to individuals, trusts, retirement plans, and charitable organizations, serving both high-net-worth and non-HNW clients. The firm employs its proprietary Advocacy Investing® strategy, combining fundamental analysis with values-based and governance screens to create customized, diversified portfolios tailored to clients’ risk tolerance and objectives.

Alexander Ruby is a financial advisor with Asset Planning Corporation, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including roles at Cambridge Investment Research, Inc. and Financial Planning Investment Group, Inc. Outside of advisory work, he is also an independent insurance agent for various companies. Asset Planning Corporation serves individual clients, retirement plans, and other entities, providing personalized financial planning, discretionary portfolio management, and advisory services. The firm emphasizes customized asset allocation and ongoing portfolio monitoring to align investments with clients’ objectives and risk tolerance.

John Patten Jr. is a financial advisor at Mar Wealth Management Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Private Client Wealth, LLC. Outside of advisory services, he is the managing member of Patvest, LLC, which provides personal and auto loans as well as real estate mortgage loans, and Patten Fiduciary Services, LLC, offering fiduciary roles such as trustee and personal representative. Mar Wealth Management Services specializes in discretionary portfolio management and financial planning for individuals, charitable organizations, and businesses. The firm combines various analytical approaches and trading strategies to tailor portfolios according to each client’s risk tolerance and time horizon.

Thomas Bartholomew is a financial advisor with Bartholomew & Company Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Bartholomew & Company, Inc. and Commonwealth Equity Services, Inc. since 1994. Outside of advisory work, he serves as a course instructor for the Massachusetts Collectors & Treasurers Association teaching statutory requirements under Massachusetts law. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and fee-for-service wealth management and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, nonprofits, municipalities, and other institutional clients. The firm uses a combination of active, passive, and core-satellite portfolio strategies and emphasizes short-term, high-grade fixed income and municipal bond investments for its institutional and high-net-worth clients.