Merrill Dennis is a financial advisor at Comprehensive Wealth Solutions, LLC with 20 years of industry experience. He holds the Series 65 designation and has been with the firm since 2006. Comprehensive Wealth Solutions serves individual investors, including high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm provides financial planning, discretionary portfolio management, and selects third-party advisers, emphasizing asset allocation and third-party manager oversight tailored to each client's objectives.

Anthony Hueston IV is a CFP® and holds a Series 65 license with four years of industry experience. He is currently affiliated with Financial Trust Asset Management Chartered and is also a tax manager at Hueston & Company CPA, LLC. His background includes roles in accounting and financial services across multiple related entities. Financial Trust Asset Management is an SEC-registered adviser serving individuals, pension plans, charitable organizations, and corporations with discretionary portfolio management, financial planning, and OCIO services. The firm employs a multi-faceted investment approach using proprietary models and tactical overlays, and collaborates with affiliated CPA and insurance firms.

Corey Crawford is a financial advisor at Boggess Asset Management with two years of industry experience. He holds a Series 65 designation and has been affiliated with Alluvium House since 2016. Boggess Asset Management is a quantitative investment manager serving qualified investors, family offices, and charitable foundations with systematic, factor-based strategies that incorporate machine learning, AI-driven models, and fundamental valuation techniques. The firm offers discretionary portfolio management across multiple institutional-style funds and provides a unique Portfolio Analysis service billed on an hourly basis.

Nathan Amos is a financial advisor with Davis Private Wealth, LLC, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Davis Private Wealth, he worked at Ameriprise and Thrivent Financial. Outside of his advisory role, he co-owns Agape Handcrafted Goods, a cosmetic products business based in Boca Raton, FL. 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, using long-term trading strategies tailored to client risk tolerances and incorporating advanced service providers with artificial intelligence components.

Julia Lembcke is a CFP® and ChFC® with 11 years of industry experience. She has been with URS Advisory since 2017 and previously worked at Gradient Securities, LLC and Gradient Advisors, LLC. Outside of her advisory role, she is involved with JEL Enterprises Inc., operating as an insurance agent through URS Insurance. URS Advisory serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm uses a tailored investment approach combining quantitative and fundamental analysis, supports ongoing discretionary trading, and works with third-party sub-advisors.

Robert Walton is a Series 65-licensed financial advisor with 25 years of industry experience. He is currently with Walton Rahal CPAs PLLC, where he has worked since 2017, following a 36-year tenure at Walton & Company. Walton Rahal CPAs PLLC is a certified public accounting firm that provides investment management and financial planning services primarily to individuals, retirement accounts, trusts, estates, charitable organizations, and small businesses. The firm combines traditional CPA services with investment advisory activities, focusing on passive investment strategies and integrating tax and accounting considerations into its advice.

Alejandro Riquezes is the sole advisor at Windmills Capital Inc. in Delray Beach, FL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Windmills Capital since 2009. Outside of his advisory role, he is the Co-Founder and CEO of Wind2share, a social referral network aimed at connecting people and companies to facilitate business opportunities. Windmills Capital is a boutique investment adviser serving individuals and select institutional clients with fee-based portfolio management. The firm employs a tactical allocation approach to manage risk and performance, trading a diverse range of instruments and offering access to third-party money managers and risk management platforms.

Robert Rubin is a financial advisor at RWA Advisors with over 40 years of industry experience. He holds the ChFC® and Series 63 designations and has been managing RWA Advisors since 2008. Prior to this, he has been associated with The Leaders Group Inc since 2012. Outside of his advisory work, Rubin serves on the Board of Trustees at Florida Atlantic University and is an equity partner and board member of an entertainment startup. RWA Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm manages client assets on an individualized basis, offers both discretionary and non-discretionary management, and provides ongoing account monitoring and periodic rebalancing.

Mark Macleod is a financial advisor at RM Financial Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RM Financial Services since 2007, alongside roles at Next Financial Group Inc. and Purshe Kaplan Sterling Investments. Outside of financial advising, he is the owner and CPA of Bookkeeping Plus Inc., an accounting and tax preparation business. RM Financial Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and pension plans. The firm focuses on fiduciary, long-term investment strategies combining fundamental and technical analysis, and offers unique pension consulting and ERISA-related services.

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.

Joseph Turnes is a financial advisor at StateTrust Capital, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Statetrust Investments, Inc. since 2002. His business activities include senior leadership roles across several affiliated entities within the StateTrust group. StateTrust Capital, LLC provides portfolio management and investment advisory services to a diverse client base including individual and high-net-worth clients, personal holding companies, and institutions in the U.S. and internationally. The firm combines internally managed portfolios with selected external managers and employs quantitative and laddered fixed-income strategies, managing approximately $93.7 million in discretionary assets.

Megan Kelly is a financial advisor at Fifth Set Private Wealth Management LLC with Series 65 and Series 63 credentials and two years of industry experience. Her prior work includes roles at The Vanguard Group, Inc. and Federmann Financial Advisors, Inc., as well as academic and foundation positions with Kutztown University. Fifth Set Private Wealth Management LLC is an SEC-registered independent advisory firm serving individuals, including high-net-worth clients, corporations, and other entities. The firm employs an investment approach based on modern portfolio theory and the efficient market hypothesis, favoring diversified asset-class allocations and customized portfolios reviewed regularly.

Eric Nagel is a financial advisor at Maverick Thomas Capital with five years of industry experience. He holds the Series 66 designation and has previous experience at OneAmerica Securities and American United Life. In addition to advisory work, he is involved in non-variable insurance sales including fixed life, fixed annuities, health, and property and casualty insurance. Maverick Thomas Capital provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm focuses on long-term trading strategies using various analysis methods and typically implements client-specific model allocations documented in written Investment Policy Statements.

William Bulmer is a CFP®-certified financial advisor with 32 years of industry experience. He currently works with Progressive Financial Planning Services Inc. and has prior experience at LPL Financial and Cadaret, Grant & Co., Inc. Bulmer is based in Boca Raton, FL. Progressive Financial Planning Services Inc. provides financial planning and investment advice primarily to individual clients, including both high-net-worth and non-high-net-worth individuals, with an emphasis on consultative planning through written financial plans rather than discretionary asset management.

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.

Pau Delgado Rodriguez is a financial advisor at CS Advisors Inc. with five years of industry experience. He holds a Series 65 designation and has worked at CS Advisors since 2017. Outside of his advisory role, he has been involved with B Elite Soccer Academy since 2017. CS Advisors provides wealth planning and investment management services to individuals, high-net-worth clients, business owners, and institutional plan sponsors. The firm employs a long-term strategic asset allocation approach enhanced by tactical overlays using ETFs, options, and derivatives, serving approximately 97 clients with $118 million in discretionary assets under management.

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.

James Lloyd is a financial advisor with QP Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments. He also serves as a board member for Superba, an alternative investment firm, where he consults on fund management and observes investment committee meetings. QP Wealth Management serves individuals, trusts, estates, corporations, and brokerage customers, managing approximately $405 million for about 115 clients. The firm offers financial planning, investment consulting, and portfolio management, with a focus on tailored portfolios and a predominance of non-discretionary assets.