Timothy Moy is a financial advisor with Aventura Capital Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Aventura Capital Management and its affiliated entities since 2007. In addition to his advisory role, Moy serves as Co-Portfolio Manager of FlexMark Strategic Partners, LLC. Aventura Capital Management provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a blend of fundamental security analysis and asset allocation combined with long-term, short-term, and trading strategies, offering both discretionary and non-discretionary investment supervisory services.

James Mcdonald is a financial advisor with Wise Wealth Management, LLC in Ft. Lauderdale, FL, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Wise Wealth Management in 2018, he worked at Householder Group Estate & Retirement Specialists and LPL Financial, LLC from 2015 to 2018. Wise Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, trusts, estates, privately held businesses, and select retirement plans. The firm employs customized, globally diversified asset-allocation strategies implemented across various securities and manages portfolios predominantly on a discretionary basis with ongoing monitoring and regular reviews.

Marisol Andreoni is a financial advisor at Utopia Wealth Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Citigroup Global Markets, Inc. from 2012 to 2022. Andreoni is also licensed as an insurance agent. Utopia Wealth Management serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, with a focus on business owners and corporate executives. The firm offers holistic financial planning, discretionary portfolio management, and estate-planning document facilitation through a third-party platform, employing a mix of fundamental, technical, and modern-portfolio theory analyses to tailor investment strategies.

Olaf Herr is a financial advisor at Global Wealth Management, L.C. with Series 65 credentials and two years of industry experience. He also serves as a partner and client relationship manager at NHP Asset Management AG, a family office and asset management firm based in Zurich, Switzerland, where he acts as a client adviser and risk manager for non-U.S. clients. Global Wealth Management, L.C. offers discretionary and non-discretionary portfolio management and investment advisory services to individuals, families, trusts, and business entities. The firm’s investment approach focuses on global diversification and international opportunities, utilizing both fundamental and technical analysis to implement tailored strategies that may include foreign securities, ETFs, REITs, and derivative instruments.

Christopher Nalley is a CFP® professional with 19 years of industry experience, currently serving at CS Advisors Inc. He has held roles at Variant Trading Institutional Group and Private Advisor Group, among others. In addition to his advisory work, Mr. Nalley owns Scale Consulting Group, LLC, where he provides executive coaching and financial planning services to small and midsize independent business owners and professionals. CS Advisors offers comprehensive wealth planning and investment management to individuals, high-net-worth clients, business owners, and institutional plan sponsors. The firm employs a long-term strategic asset allocation approach with tactical overlays using derivatives and options, serving about 97 clients with approximately $118 million in discretionary assets.

Valerie Lasher Adelman is a CFP® with 28 years of experience in the financial services industry. She is currently with William Howard & Co. Financial Advisors, Inc. and has prior experience at Financial Asset Management Corp and Chestnut Financial, LLC. In addition to her advisory work, she serves as a Certified Divorce Financial Analyst through her consulting firm, VLA Financial Services, LLC, providing financial advice related to divorce proceedings. William Howard & Co. Financial Advisors serves high-net-worth individuals, trusts, and institutional clients, offering discretionary portfolio management and a range of financial planning services. The firm follows a documented six-step investment process focused on asset allocation and fundamental analysis, with regular client reporting and reviews.

Johan Rossi is a financial advisor at Great Wealth Investments with seven years of industry experience. He holds a Series 66 designation and has prior experience at Planner Securities LLC, Gentem Capital LLC, and Tempur-Sealy International. Outside of his advisory role, Rossi owns consulting firms that provide services to furniture companies and clients in the financial technology sector. Great Wealth Investments provides advisory and financial planning services to individuals, trusts, estates, and business entities, managing approximately $15.6 million across 51 client relationships. The firm tailors investment decisions to client goals using a mix of fundamental and technical analysis, modern portfolio theory, and tax-aware strategies such as direct indexing.

Sandeep Sharma is a CFA® charterholder with 12 years of industry experience, currently serving at Syntax Research, Inc. in Boca Raton, FL. He has been with Syntax Research since 2002. Syntax Research provides model portfolio design, model licensing, and discretionary portfolio management services to family offices, institutions, financial advisers, and individual clients. The firm combines proprietary fundamental global macro research with multi-factor quantitative risk models to construct risk-targeted portfolios primarily using ETFs and U.S.-listed equities.

Elizabeth Barrett is a Certified Financial Planner (CFP®) with 28 years of industry experience. She has been with Sterling Wealth Advisors, Inc. since 1996. Sterling Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary investment management and comprehensive financial planning on a fee-only basis. The firm focuses on customized portfolio management using no-load mutual funds, ETFs, fixed income, and U.S. government securities, maintaining a concentrated client roster and managing over $200 million in assets.

Reeya Patel is a financial advisor at URS Advisory in Jupiter, FL, holding a Series 65 credential. She has experience working with multiple firms since 2022, including Charles Schwab & Co., Inc., AGW Capital Advisors, and Koss Olinger. Prior to entering the industry, Patel spent 11 years in full-time education and was involved with the Gator Junior Golf Association for two years. URS Advisory serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm employs a fee-based model and offers tailored investment programs that incorporate various analytical tools, managing over $200 million in client assets with a small team.

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.

Dennie Ceelen is a CFP® with 24 years of industry experience, currently serving at Noble Capital Management, Inc. He has been associated with Noble International Investments Inc. since 2002. Ceelen works full time in the affiliated broker-dealer, Noble Capital Markets. Noble Capital Management, Inc. provides discretionary portfolio management and retirement planning primarily for individual and high-net-worth clients. The firm employs a model-based, ETF-focused investment approach with dynamic asset allocation strategies implemented through a sponsored wrap-fee program.

Andrew Waxman is a CFP® professional with 19 years of industry experience, operating at Waxman Financial in Parkland, FL. He has worked as a sole proprietor insurance agent since 2014 and is affiliated with Jeffrey B. Waxman, Inc. Outside of advising, he continues his insurance agency work in West Palm Beach. Waxman Financial provides investment management and financial planning primarily for high-net-worth individuals, including small business owners, self-employed professionals, and corporate executives. The firm employs a bottoms-up, fundamental research approach to build diversified portfolios tailored to clients’ documented financial plans and requires a current Personal Financial Plan before accepting clients for asset management.

Rui Falcon is a CFA® charterholder with 17 years of industry experience. He has been with Princeton Asset Management, LLC since 2008 and previously worked at Princeton Investment Management, LLC from 2021 to 2025. Falcon served as president of the Chinese Association of Science, Education and Culture of South Florida Inc. from 2023 to 2025. Princeton Asset Management provides discretionary portfolio management primarily for institutional clients and high-net-worth individuals. The firm offers separately managed accounts with strategies emphasizing fixed income security selection, ESG integration, and opportunistic credit investments.

Dan Barker is a Series 65-licensed financial advisor with Veridos Capital LLC in Tamarac, FL, where he has worked since 2026. He has prior experience at AVIA Wealth Advisors, Stonebridge Financial Group, and Infosys, among other firms, spanning roles since 2016. Veridos Capital LLC provides discretionary portfolio management and serves as general partner and investment manager for private partnership funds. The firm offers financial planning, retirement-plan advisory services, and manages pooled investment vehicles using a research-driven, active management approach that includes ERISA fiduciary services.

Arthur Canter is a CFP® professional with 27 years of industry experience. He has been with Boca Wealth Advisors, LLC since 1998 and also operates Boca Wealth CPAs, LLC, which provides tax return preparation and accounting services. Prior to that, he worked under his own CPA practice from 1985 to 2024. Boca Wealth Advisors is a fee-only investment advisory firm serving high-net-worth individuals, trusts, foundations, and company retirement plans, typically requiring a $1 million account minimum. The firm employs an academic-based investment approach using diversified portfolios of low-cost mutual funds, ETFs, and fixed income securities, offering integrated wealth management that includes retirement, estate, and tax planning.

Sherwood Forman is a financial advisor at Lifespan Financial Strategies, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial LLC for three years. Forman is also licensed to sell non-variable insurance in Florida, dedicating a small portion of his time to this activity. Lifespan Financial Strategies provides financial planning, portfolio management, and tax-preparation services to individuals, trusts, estates, retirement plans, and business entities. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.

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.