John Sessa is a CFA® charterholder and holds a Series 65 license, with two years of industry experience. He is currently with Financial Trust Asset Management Chartered in Boca Raton, FL, where he has worked since 2022. His prior roles include positions at Marcus & Millichap and CoinCentral.com. Financial Trust Asset Management is an SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers. The firm provides discretionary portfolio management, financial planning, OCIO services, and sub-advisory/model licensing, employing a blend of quantitative, fundamental, and technical analysis implemented through proprietary models and indexes.

Ted Parkhill is a financial advisor with Incline Investment Advisors, LLC in Boca Raton, FL, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has held roles at NewArc Investments, Inc. and has been involved with various entities under the Incline umbrella since 2009. Outside of his advisory role, he is CEO of Incline Management LLC, a firm specializing in systematic trading, and president of Parkhill Financial LLC, a consulting practice. Incline Investment Advisors provides discretionary portfolio management and integrated financial planning primarily to individual and high-net-worth clients. The firm’s investment approach combines systematic quantitative models, technical trend signals, and value-oriented stock selection to build risk-managed allocations across multiple asset classes, implementing proprietary strategies on a mainly discretionary basis.

Arie Eitani is a financial advisor at URS Advisory with a Series 65 credential and one year of industry experience. Prior to joining URS Advisory, he worked at Fidelity Investments and has a background that includes roles outside of finance. He was a full-time student for sixteen years. URS Advisory serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm uses a fee-based model and combines fundamental and technical analysis with ongoing portfolio management, overseeing more than $200 million in client assets.

Nicole Olczak is a financial advisor at Maverick Thomas Capital with three years of industry experience. She holds the Series 66 designation and has previous work experience at OneAmerica Securities, Inc., EngieStyle, and CNC Services. In addition to her advisory role, she is involved in non-variable insurance sales. Maverick Thomas Capital is a registered investment adviser serving individual clients, including high-net-worth individuals, with portfolio management and financial planning. The firm employs a long-term trading approach based on various analysis methodologies and typically manages client-specific model allocations across mutual funds, fixed income, equities, ETFs, annuities, and select non-U.S. securities.

Ericka Herrera is a financial advisor at One Wealth Investors with seven years of industry experience. She holds a Series 65 designation and has worked at firms including Singer Wealth Advisors LLC and MML Investors Services, LLC. One Wealth Investors provides investment advisory and financial planning services 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 through third-party relationships.

Frederick Lane is a financial advisor at Lane Generational LLC in Palm Beach, FL, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. from 2014 to 2020. Lane also serves as a non-compensated trustee of charitable and family trusts. Lane Generational advises individual and high-net-worth clients, offering discretionary investment management, model-based concentrated equity strategies, and financial planning. The firm’s approach is long-term and conviction-driven, incorporating fundamental analysis and allowing customized allocations, including a digital-assets advisory service focused on Bitcoin for qualified investors.

Andrew Bodner is a CFP® with 38 years of industry experience, currently serving as President of Double Diamond Investment Group, LLC. He has worked at APW Capital, Inc. and Double Diamond Investment Group since 2010. Double Diamond Investment Group provides discretionary investment management and advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing approximately $56 million in client assets. The firm employs proprietary portfolio models across taxable and tax-deferred strategies and emphasizes ongoing client communication and periodic portfolio reviews.

Daniel Reich is a financial advisor with Banyan Global Investment Advisors, LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Banyan Global Investment Advisors since 2012 and previously worked at Fortis Capital Advisors, LLC. Banyan Global Investment Advisors provides discretionary asset management primarily to individuals, trusts, retirement accounts, and partnerships with at least $1 million in investable assets. The firm focuses on customized municipal bond portfolios held to maturity, supplemented by yield-producing instruments and employs third-party sub-advisors and separately managed accounts, while facilitating higher-risk market access activities for qualified clients.

Irwin Zagoria is a financial advisor at IMZ Advisory Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Investacorp Advisory Services, Inc. and Securities America. Zagoria serves as a board member for a condominium association. IMZ Advisory Inc. offers fee-based, discretionary portfolio management to individuals, retirement plans, trusts, and institutional clients. The firm employs a tactical allocation strategy with a focus on long-term holdings and provides ERISA 3(38) fiduciary services and participant-level advice for qualified retirement plans.

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.

Jesse Cordoba is a CFP® with 29 years of industry experience, currently serving as an advisor at Red Reef Advisors LLC since 2015. He has also been self-employed since 2013. Based in Boca Raton, FL, Mr. Cordoba holds a Series 63 license. Red Reef Advisors serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, and business entities. The firm offers portfolio management, financial planning, and retirement plan consulting utilizing a diverse investment approach that incorporates fundamental, technical, quantitative, and modern portfolio theory analyses, along with a broad range of strategies and alternative investments.

Helen Semus is a CFP® and holds a Series 66 license, with 16 years of experience in financial advisory. She is the founder and sole advisor at Semus Wealth Partners, LLC and has previously worked at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. Semus Wealth Partners, LLC is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management, financial planning, and wealth advisory services to individuals, families, trusts, foundations, businesses, and retirement plans. The firm customizes portfolios based on client-specific factors and manages approximately $215 million in assets across about 205 client relationships.

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.

Christian Russo is a financial advisor at IMZ Advisory Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses with five years of industry experience. Before joining IMZ Advisory in 2021, he worked at Hemenway Trust Company for six years. IMZ Advisory serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides fee-based, discretionary portfolio management and retirement plan consulting, employing a tactical asset allocation strategy with a focus on both long-term buy-and-hold and active adjustments during unusual market conditions.

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.

Michael Shatsky is a financial advisor with Sky Alpha Asset Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Sky Alpha Asset Advisors since 2018 and concurrently with Oppenheimer & Co. Inc. since 2017, following a two-year tenure at Morgan Stanley Private Bank. Sky Alpha Asset Advisors serves individual and high-net-worth clients as well as employee benefit plans, offering discretionary portfolio management, financial planning, pension consulting, and advisory guidance on alternative and private equity investments. The firm employs a client-focused intake process to develop customized or model-based portfolios and utilizes a range of investment approaches, including long-term allocation, fundamental analysis, short-term trading, and derivatives, while maintaining suitability reviews and risk monitoring.

Jordan Linn is a financial advisor at One Wealth Investors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Argentus Advisors and several One Wealth entities. Linn is also a licensed insurance broker involved in insurance brokerage activities. 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 customized private equity and hedge fund portfolios for wealthier clients.