Andrea Bruno is a financial advisor at Aventura Private Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Andrea joined Aventura Private Wealth in 2024 after roles at Insigneo Advisory Services LLC and Insigneo Securities LLC. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, high-net-worth clients, families, trusts, charitable organizations, foundations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions.

Jeremy Brinkmeier is a financial advisor at Common Cents Wealth Management, LLC with 16 years of industry experience. He holds the Series 65 credential and has been with Common Cents Wealth Management since 2009. Common Cents Wealth Management provides ongoing portfolio management to individuals, high-net-worth individuals, and small businesses. The firm offers a passive, index-based investment approach focused on diversified portfolios of ETFs and indexed mutual funds, guided by Modern Portfolio Theory and tailored Investment Policy Statements.

Sanjan Dhody is an advisor at Dhody Investment Group with 30 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes roles at LPS Capital LLC, Blue Investment Management LLC, Raymond James & Associates, and Deutsche Bank Securities Inc. Outside of his advisory work, he serves as a director on the audit committee of Jaws Hurricane Acquisitions Corp and advises the board of Refill It. Dhody Investment Group serves high-net-worth individuals, families, trusts, estates, and businesses, managing approximately $341 million across 22 clients with a team of three advisors. The firm offers customized investment management, non-discretionary portfolio construction, and financial planning, utilizing a combination of fundamental and technical analysis along with internal due diligence to design strategic asset allocations tailored to client goals and risk profiles.

Alexander Kondeas is a CFP® and CFA® professional with seven years of industry experience. He has been with Fierce Financial Group LLC since 2018 and previously worked at Winston-Salem State University for twelve years. Fierce Financial Group is a small, advisor-supported registered investment adviser that serves primarily high-net-worth individuals, families, and trusts with customized investment management across active, passive, and hybrid strategies. The firm emphasizes individualized service through tailored investment policy statements and low-cost implementation using individual securities and ETFs.

Andrew Horowitz is a CFP® with over 32 years of experience in the financial industry. He is principal at Horowitz & Company, Inc., where he has worked since 1991, and is also a partner and owner of TriggerCharts, LLC, a firm developing trading indicators. Outside of his advisory roles, Horowitz hosts an investment-focused podcast and has authored books and articles on general investment topics. Horowitz & Company serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans, managing approximately $145 million in discretionary assets. The firm employs a blend of quantitative, fundamental, and technical analysis across multiple strategies, including aggressive managed-growth approaches that utilize margin and short positions.

Matthew Saul is a CFP® and ChFC® with 17 years of industry experience. He is the principal of Saul Wealth Advisors, LLC in Miami, FL, and previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Outside of his advisory role, he consults with entrepreneurs on exit planning as a Certified Exit Planning Advisor. Saul Wealth Advisors, LLC is an SEC-registered investment adviser that provides portfolio management, managed account programs, and financial planning services primarily to individual and high-net-worth clients. The firm tailors investment recommendations to client goals and risk tolerance, offering both discretionary and non-discretionary mandates and employs a distinctive approach that includes selection and supervision of outside sub-advisers and hourly billing for certain financial planning engagements.

Sherwood Forman is a financial advisor at Lifespan Financial Strategies, Inc. in Weston, FL, holding a Series 65 license with nine years of industry experience. His prior work includes three years at LPL Financial LLC. He dedicates a small portion of his time to selling non-variable insurance in Florida. Lifespan Financial Strategies provides advisory services to individuals, trusts, estates, retirement plans, and business entities, focusing on financial planning, portfolio management, and tax preparation. The firm primarily manages client portfolios on a non-discretionary basis, utilizing third-party money managers and model portfolios through the AssetMark platform.

Varda Tal is a financial advisor at Valley Financial Management, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes roles at Leumi Investment Services Inc and Bank Leumi USA. Valley Financial Management, operating as Valley Digital Investor, serves individual and high-net-worth clients through an online platform that offers discretionary portfolio management and automated implementation of model ETF portfolios based on client information and risk profiles.

Ileana Cohn is a financial advisor at Dhody Investment Group with 16 years of industry experience and holds a Series 66 designation. She previously worked at Raymond James Financial Services and related entities from 2016 to 2022, and concurrently at Blue Investment Group and LPS Capital LLC since 2022. Dhody Investment Group serves individuals, high-net-worth clients, families, trusts, estates, and businesses, managing approximately $341 million across 22 clients with a team of three advisors. The firm offers customized investment management, non-discretionary portfolio construction, and financial planning, utilizing a combination of fundamental and technical analysis alongside an internal due-diligence process.

Jesus Arteaga is a CFP® professional with 25 years of industry experience. He is currently with Merited Wealth, LLC, where he has worked since 2023, following prior roles at Money Concepts Capital Corp. and Invest Financial Corp. He is also a partner in Heritage Financial Group LLC, which provides employee benefits and insurance services. Merited Wealth, LLC offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, entrepreneurs, executives, and corporate clients. The firm employs primarily long-term investment strategies using equities, mutual funds, and ETFs, supported by third-party platforms and comprehensive account consolidation tools.

Zachary Longman is a financial advisor at Longman WealthCare Management, LLC in Miami, FL, holding a Series 65 credential with one year of industry experience. He previously worked at Baker Tilly Advisory Group LLC, Berkowitz Pollack Brant Advisors + CPAs, Ernst & Young, and RSM US LLP. In addition to his advisory role, he is involved with Thomas J Longman CPA, PA. Longman WealthCare Management is an independent advisory firm serving individuals, business owners, trusts, and corporate pension and profit-sharing plans. The firm focuses on discretionary investment management, financial planning, and retirement consulting, integrating tax-aware strategies and utilizing SEI’s asset allocation program alongside third-party managers.

Victoria Manzano is a financial advisor with BMH Capital Management LLC, holding Series 66 and Series 65 credentials and 17 years of industry experience. Her prior roles include positions at Allaria Securities LLC, Merkava Capital, and Beta Capital Securities LLC. She has been with BMH Capital Management since 2020. BMH Capital Management LLC provides portfolio management services to individuals, high-net-worth clients, and business entities, tailoring investment strategies to client goals and risk tolerance. The firm employs a combination of technical analysis, trading strategies, and options alongside a diverse range of securities, with a notable international client focus.

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.

Leticia Santiago is a financial advisor at Fortis Private Wealth Advisors, LLC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Insigneo Advisory Services and Insigneo Securities LLC. Outside of her advisory role, she is a managing member of Vertical Integrations LLC, a real estate consulting business. Fortis Private Wealth Advisors provides discretionary investment management and financial advice to high-net-worth individuals, family offices, corporations, and insurance companies. The firm combines macroeconomic analysis with third-party research to create customized portfolios, employing a primarily long-term buy-and-hold strategy while permitting short-term transactions and borrowing when appropriate.

Shmuel Maya is a financial advisor at Aventura Private Wealth, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Chase Bank N.A. and J.P. Morgan Securities LLC. He is also the owner of Aventura Private Insurance, LLC, where he is involved in insurance product sales. Aventura Private Wealth provides portfolio management, investment analysis, and incidental financial planning to individuals, families, trusts, charitable organizations, foundations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions while conducting regular portfolio reviews.

Mauro Ferman is a financial advisor at Abacus Capital Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at CV Advisors and Safra Asset Management. Abacus Capital Advisors provides discretionary portfolio management to individuals, trusts, estates, businesses, and employee benefit plans, as well as customized advisory services and model portfolios for other investment managers. The firm’s investment approach focuses on tactical asset allocation using bonds, equities, ETFs, and short positions, with unique offerings that include performance-based fee structures and institutional client relationships.

Javier Levy is a financial advisor at Valley Financial Management, Inc. with 16 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Bank Leumi USA and Leumi Investment Services Inc. outside of his advisory role, he is a partner and general manager of RPTV Group 1, LLC, an investment vehicle related to a bankrupt real estate crowdfunding fund. Valley Financial Management operates an online platform called Valley Digital Investor that provides discretionary portfolio management and automated implementation of model ETF portfolios for individual and high-net-worth clients. The firm manages client portfolios based on information such as age, goals, and risk tolerance and is a wholly owned subsidiary of Valley National Bank.

Daniele Ghiotti is a CFP® and CFA® charterholder with 21 years of industry experience. He has been with Vesta Wealth Management, LLC since 2013 and is the sole advisor at the firm. Outside of his advisory role, Mr. Ghiotti is a licensed insurance agent who provides insurance analysis and product recommendations to clients. Vesta Wealth Management offers financial planning, consulting, and discretionary investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm uses fundamental and cyclical analysis to implement proprietary model portfolios focused on risk-adjusted growth, income, and asset protection.

Matthew Kisin is a CFA® charterholder currently with Applied Capital in Hollywood, FL. He has been with Applied Capital since 2023 and previously worked at Ernst & Young LLP from 2022 to 2023. His background includes four years at Tulane University and four years at Highland Park High School. Applied Capital is a solo registered investment adviser that provides discretionary investment management to individual and high-net-worth clients. The firm focuses on dividend-paying companies with increasing payouts and employs a range of investment strategies including stocks, bonds, ETFs, options, and derivatives.

Federico Brandt Cordovez is a Series 65 registered advisor at BMH Capital Management LLC with four years of industry experience. He is also the sole proprietor of Merkava Capital LLC. Federico's prior work includes roles at Merkava Capital Inc and Inversiones 2FB CA. BMH Capital Management LLC serves individuals, high-net-worth clients, and business entities with tailored portfolio management services that incorporate technical analysis, options strategies, and investments across equities, mutual funds, ETFs, fixed income, and international securities. The firm emphasizes a more international orientation than typical supported advisers and offers both discretionary and non-discretionary services.