Javier Levy is a financial advisor at Valley Financial Management, Inc. with 16 years of industry experience. He has held roles at Bank Leumi USA and Leumi Investment Services Inc. before joining Valley Financial Management and affiliated entities in 2022. Outside of his advisory work, he serves as a partner and general manager of RPTV Group 1, LLC, an investment vehicle involved in a bankruptcy proceeding related to a crowdfunding fund. Valley Financial Management operates its advisory services through the Valley Digital Investor platform, providing online, discretionary portfolio management and automated ETF model portfolio implementation for individual and high-net-worth clients. The firm is a wholly owned subsidiary of Valley National Bank and offers portfolio management through a wrap-fee program with an exclusively electronic client interface.

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 financial advisor at BMH Capital Management LLC with a Series 65 credential and four years of industry experience. He is the sole proprietor of Merkava Capital LLC and has previously worked at Merkava Capital Inc. and Inversiones 2FB CA. BMH Capital Management provides portfolio management services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm manages a limited number of accounts with approximately $10 million in discretionary assets, using a combination of technical analysis, trading strategies, and options to tailor investment programs that include equities, fixed income, ETFs, and non-U.S. securities.

Nick Korzhenevsky is a financial advisor at Ex Cathedra LLC with two years of industry experience. He holds a Series 65 designation and has worked previously with Extended Travel, Sberbank of Russia, and operated Korzhenevsky Consultancy. Ex Cathedra LLC manages quantitative, automated trading strategies for qualified and accredited investors across multiple asset classes, including equities, debt securities, futures, and derivatives. The firm utilizes proprietary mathematical and statistical models with an emphasis on market-neutral speculative strategies and provides detailed monthly reporting on trades and outcomes.

Alexander Bublick is a financial advisor at Coral Wealth Management, LLC in Miami, FL, with three years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Stifel, Nicolaus & Company, Inc., Morgan Stanley, and the Development Corporation for Israel. Coral Wealth Management serves individuals, charitable organizations, and corporations, offering discretionary portfolio management, financial planning, pension consulting, and Health Savings Account advisory services. The firm uses a model-based investment approach with ETFs and fundamental analysis, managing approximately $124 million in client assets.

Allan Babaian is a financial advisor at Vantage Wealth Management LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Joseph Stone Capital, LLC, and VCS Ventures. Babaian is also president of several hedge fund entities, including Babaiian & Co., LP and Babaiian Management Company. Vantage Wealth Management provides portfolio management and advisory services primarily to high-net-worth individuals and businesses, including trusts, corporations, and nonprofit organizations. The firm employs an analytical, goals-based investment process focused on diversification across equities, ETFs, bonds, and other liquid instruments.

Michael Taylor is a financial advisor at Seren Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Massachusetts Mutual Life Insurance Company. Seren Wealth Advisors serves individual and high-net-worth clients, as well as small business retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a goal-driven investment process documented with investment policy statements and combines fundamental and technical analysis to tailor solutions to client objectives.

Matias Manzo is a financial advisor at Bondwire with 10 years of industry experience. He holds a Series 65 designation and has worked at Caribbean & Latin American Securities LLC since 2015. Bondwire provides discretionary and non-discretionary asset management and refers clients to third-party money managers for individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm focuses on fundamental analysis and portfolio customization, serving a substantial number of non-U.S. clients and utilizing a range of investment instruments, including derivatives and margin strategies.

Martin Rosenthal is a CFP® professional with 14 years of industry experience. He has served at Common Cents Wealth Management, LLC since 2011. The firm provides ongoing portfolio management to individuals, high-net-worth clients, and small businesses, focusing on a passive, index-based investment approach. Common Cents Wealth Management uses diversified portfolios of ETFs and indexed mutual funds, guided by Modern Portfolio Theory and long-term investment horizons.

Amrish Bhuta is a financial advisor at Bhuta Wealth Management, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Bhuta Wealth Management since 2017, following two years at Wealthscope Consulting LLC. Bhuta Wealth Management primarily serves individual and high-net-worth clients, offering customized portfolio management and financial planning. The firm emphasizes tailored investment programs based on clients’ goals and risk tolerance, managing accounts on a non-discretionary basis and incorporating a range of strategies including long- and short-term trading and options writing.

Lenny Kisin is the owner and sole advisor at Applied Capital, an independent registered investment adviser based in Hollywood, FL. He holds a Series 65 designation and has 22 years of industry experience, having led Applied Capital since 2009. Applied Capital provides discretionary investment management to individual and high-net-worth clients, managing approximately $133 million in assets. The firm focuses on established, dividend-paying companies with growing payouts and uses a range of securities including stocks, bonds, ETFs, mutual funds, and options to meet client objectives, employing margin and derivatives strategies for certain accounts.

Debbie Hernandez is a financial advisor at Robinson Global Investment Management LLC with a Series 65 credential and four years of industry experience. She has been with Robinson Global since 2020 and previously worked as a homemaker for 13 years. Robinson Global Investment Management LLC manages pooled vehicles and institutional assets while also providing discretionary portfolio management, financial planning, and consulting services to a range of clients, including individuals across various wealth levels. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to build diversified portfolios and incorporates derivatives and alternative investments when appropriate.

Jon Paul Espinoza is a financial advisor at B1 Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Espinoza joined B1 Financial in 2026 and also has a concurrent role at Truvent Capital, LLC. B1 Financial serves individual clients, including high-net-worth households, as well as corporate and employee benefit plan clients. The firm offers financial planning, discretionary portfolio management, and ERISA fiduciary services, utilizing a range of investment instruments and conducting regular portfolio reviews.

Christian Urbina is a CFP® and CFA® charterholder with 19 years of industry experience. He has worked at Prosperitus Wealth Advisors since 2020 and previously held roles at Avenir Private Advisors, Kovack Securities, and Capital Guardian Wealth Management. Urbina serves on the Board of Directors for the Financial Planning Association, where he helps oversee pro-bono financial planning initiatives for the community. Prosperitus Wealth Advisors is a team-based firm serving mass-affluent and high-net-worth individuals, business owners, and executives. The firm offers comprehensive financial planning and portfolio management, employing a structured planning process and a mix of behavioral, fundamental, technical, and cyclical analysis to guide investment decisions.

Joe Cantu is a financial advisor with Cantu Tactical Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with the firm, formerly known as Cantu Pension, since 2012. Outside of his advisory role, Joe serves as a boat captain on weekends and is a licensed insurance agent in Florida. Cantu Tactical Wealth Management serves individual investors, trusts, small businesses, and retirement plans through fee-only portfolio management, retirement planning, plan consulting, and investment education. The firm employs a Global Tactical Asset Allocation approach with a momentum-driven methodology, focusing on non-high-net-worth clients and combining separately managed accounts with retirement plan services.

Javier Henriquez is a financial advisor with Alius Capital Partners holding a Series 65 designation. He has experience at multiple firms, including Henre Capital and Aria Development Group, and has worked in various roles since 2014. Alius Capital Partners provides advisory, consulting, and management services focused on real estate-related and alternative investment products for institutional and sophisticated investors. The firm supports platforms and pooled investment vehicles through services such as product sourcing, due diligence, structuring, and ongoing monitoring.

Eric W Inn is a financial advisor at Heller Private Wealth with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Morgan Stanley. Inn played for the University of Miami Men's Basketball team during his college years. Heller Private Wealth provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small, high-balance client base. The firm employs tailored asset-allocation models and continuous portfolio supervision, using a combination of fundamental and technical analysis across various investment strategies.

Thomas Crowell is a financial advisor at Kraken Adviser LLC with a Series 65 designation. He has professional experience with companies including Payward, Inc. and Hillsboro Aero Academy LLC. Crowell has been with Kraken Adviser since 2025. Kraken Adviser LLC provides web- and mobile-based investment advisory services focused on individual clients using both crypto trading and securities brokerage accounts. The firm offers thematic ETF and equity Bundles managed by an Investment Committee and an AI-driven Portfolio Agent that delivers personalized portfolio recommendations with discretionary trading authority.

Kenneth Fusco is a Series 63 licensed advisor with over 53 years of industry experience. He has been associated with Fusco Financial Services Inc. since 1981 and previously worked at Securities America, Inc. for 24 years. Fusco Financial Services advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides financial planning and discretionary portfolio management, primarily using diversified allocations of mutual funds and ETFs, with assets custodied through Fidelity/NFS.

Travis Lewicki is a financial advisor at Kris Lewicki & Associates, LLC with six years of industry experience. He holds a Series 65 designation and has worked at the firm since 2019, with prior experience at ADT LLC and Riverland Staffins Solutions, LLC. Outside of advising, he manages Marian Lewicki Group, LLC, a business entity handling operational costs for his business services. Kris Lewicki & Associates, LLC is a fee-only registered investment adviser serving primarily individual clients, including high-net-worth households, through discretionary portfolio management and comprehensive financial planning. The firm employs a strategic wealth management process combining fundamental and quantitative analysis to construct diversified portfolios and offers specialized services such as management of variable annuity sub-accounts.