Marco Vidal is a financial advisor at Sundial Wealth LLC in Delray Beach, FL, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles in education and retail, such as positions at Alachua County Public Schools and Boca Raton High School. Sundial Wealth LLC manages approximately $125.8 million primarily for individuals, high and ultra-high net worth clients, trusts, and family offices. The firm employs a goals-based, “all-weather” investment approach combining tactical and passive exposures across multiple asset classes, with discretionary management, financial planning, and consulting services.

Nickolas Alleva is a financial advisor with Sutter Capital Partners, LLC in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at New York Life for nine years before joining Sutter Securities and Sutter Capital Partners. Sutter Capital Partners provides investment management and advisory services and operates a sales-and-marketing practice representing third-party investment managers. The firm focuses on manager selection and due diligence, offering mostly non-discretionary investment advisory services along with financial planning and consulting.

Adam Falcon is a CFA® charterholder with 11 years of industry experience. He is a financial advisor at Princeton Asset Management, LLC, where he has worked since 2009, and previously worked at Princeton Investment Management, LLC. Outside of his advisory role, he serves as a registered agent for Simoes/Azevedo Ranch, LLC. Princeton Asset Management, LLC provides discretionary portfolio management primarily to institutional clients and high-net-worth individuals, including family offices, foundations, and retirement plans. The firm offers separately managed accounts with strategies that integrate ESG frameworks, utilize margin and short positions, and conduct alternative manager due diligence.

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.

Gary Dennis is a CFA® and PFS™ credentialed advisor with 23 years of industry experience. He has been with Comprehensive Wealth Solutions, LLC since 2004. Outside of his advisory role, he is also involved in insurance sales as a sole proprietor. Comprehensive Wealth Solutions provides financial planning and discretionary portfolio management services to individuals, retirement plans, trusts, and other entities. The firm focuses on asset allocation and third-party manager selection, monitoring portfolios with ongoing rebalancing and offering fiduciary rollover advice when applicable.

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® professional with 16 years of industry experience, currently serving at FR Financial Advisors LLC since 2016. Prior to this, she worked for six years at Securian Financial Services, Inc. She is also a licensed insurance agent involved in the sale of fixed life, disability, long-term care, health and group benefits, and fixed annuities. FR Financial Advisors LLC offers investment management, retirement-plan advisory, financial planning, and consulting services to individuals, trusts, small businesses, and participant-directed retirement plans. The firm employs a passive, asset-class oriented investment approach with diversified portfolios, and has an affiliation with an accounting firm for coordinated tax and accounting services.

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.

Debra Schatzki is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at BPP Wealth Solutions, LLC. She has worked at Mutual Securities, Inc. since 2015 and has been with BPP Wealth Solutions since 2013. Outside of her advisory role, she is the author of the book *Chaos to Joy* and serves as Board President of the Greater Middlesex/Somerset County Estate Planning Council. BPP Wealth Solutions provides financial planning and investment management services to individuals, trusts, pension plans, and charitable organizations. The firm emphasizes asset allocation, diversification, and volatility management, often using independent managers to tailor portfolios according to clients’ risk tolerances and needs.

Alec Musa is a financial advisor with One Wealth Investors and holds a Series 65 credential. He has been with One Wealth Investors since 2025 and has experience operating insurance-related businesses since 2022. Outside of advisory work, he is involved in managing his own insurance brokerage and a residential real estate business. One Wealth Investors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, integrating asset management with estate, tax, insurance, and philanthropic planning. The firm employs a goal-driven, long-term investment approach and offers access to private investment opportunities and customized portfolios for wealthier clients.

Francisco Penafiel is a financial advisor with Noble Capital Management, Inc. based in Boca Raton, FL. He holds Series 63, 65, and 66 licenses and has 24 years of industry experience, all with Noble Capital Markets, Inc. He also teaches virtually at Saint Kolbe University outside of his advisory role. Noble Capital Management, Inc. provides discretionary portfolio management and retirement planning primarily for individual and high-net-worth clients. The firm uses a model-based, ETF-focused investment approach with dynamic asset allocation driven by relative-strength analysis and daily market assessments.

Michael Godfrey is a CFP® with 27 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Cadaret, Grant & Co., Inc. and Progressive Financial Planning Services Inc. He maintains involvement with Progressive Financial Planning Services Inc., a registered investment advisor hybrid. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform accommodating customized advisory and brokerage needs.

Alex Lee is a financial advisor at Allied Private Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Sky Alpha Asset Advisors LLC, Oppenheimer & Co. Inc., and Morgan Stanley in various roles from 2014 to 2024. Allied Private Wealth advises high-net-worth individuals, businesses, and institutional investors with discretionary portfolio management, financial planning, pension consulting, and alternative investment advisory services. The firm employs an analytical investment approach incorporating technical and fundamental analysis and manages approximately $225 million in assets across custom and model portfolios.

Simon Kauppila is a financial advisor at S2 Capital Management with one year of industry experience. He holds the Series 65 designation and previously worked at QP Wealth Management, LLC. Prior to his advisory career, he was employed at Hampton Racket and spent time at Marquette High School and Brandeis University. S2 Capital Management offers investment and wealth management, as well as financial consulting services to individuals, families, trusts, estates, corporations, and other investment firms. The firm employs a goals-based investment approach with a core-and-satellite portfolio construction, integrating financial planning in its higher service tiers and providing a fixed-fee planning option.

Richard Ehrlich is a financial advisor with Secure Wealth, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Secure Wealth since 2017 and has prior experience with Howard Capital Management, Wealth Watch Advisors, and Retirement Wealth Advisors. Ehrlich is also the owner and president of Ehrlich Financial Group, where he independently sells life insurance and annuities. Secure Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and tailored financial plans. The firm specializes in managing structured-note portfolios using a combination of fundamental and technical analysis and modern portfolio theory, and it supervises over 200 client accounts with discretionary assets under management in the low hundreds of millions.

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.

Donald Nelson is a financial advisor at Sundial Wealth LLC in Delray Beach, FL, holding Series 65 and Series 63 licenses with four years of industry experience. He previously worked at AWB Capital LLC for five years and at JPMorgan Chase Bank and its affiliated entities from 2017 to 2021. Sundial Wealth LLC manages approximately $125.8 million for about 58 clients, focusing on individuals, high and ultra-high net worth clients, trusts, and family offices. The firm employs a goals-based, “all-weather” investment approach that integrates tactical and passive strategies across multiple asset classes, utilizing fundamental, technical, quantitative, and macro analysis to construct and rebalance portfolios.

Joshua Geib is a financial advisor at Zuraw Financial with 17 years of industry experience. He holds the PFS™ designation and Series 66 license. Prior to his current role, he worked at Lightpoint Capital Management LLC from 2015 to 2021. Outside of his advisory work, he is a managing member of Edward A. Zuraw & Company, an accounting and tax consulting firm. Zuraw Financial provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, corporations, and various institutional clients. The firm develops written Investment Policy Statements with clients and employs a combination of direct management and third-party sub-advisors, using fundamental and technical analysis in portfolio construction.

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.

Steven Sherman is a financial advisor at CS Advisors Inc. in Boca Raton, FL, holding a Series 66 designation with 24 years of industry experience. He has worked at CS Advisors since 2002 and is also involved in managing MRIF Management LLC and Mango Bay Property and Investments Inc. outside of his advisory role. CS Advisors provides comprehensive wealth planning and investment management services to individuals, high-net-worth clients, business owners, and institutional plan sponsors. The firm manages approximately $118 million in discretionary assets and employs a long-term strategic asset allocation approach that incorporates derivatives and custom options strategies as part of its tactical framework.