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.

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 Series 65 registered advisor with four years of industry experience. He is currently associated with Financial Trust Asset Management Chartered and also serves as a tax manager at Hueston & Company CPA, LLC. His work history includes roles in investment research, insurance services, and accounting firms. Financial Trust Asset Management is an SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm offers discretionary portfolio management, financial planning, OCIO services, and sub-advisory/model licensing, employing a blend of quantitative, fundamental, and technical analysis with proprietary models and tactical overlays.

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 in Royal Palm Beach, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at Ameriprise and Thrivent Financial. Outside of advising, he is co-owner of Agape Handcrafted Goods, a business producing tallow moisturizers and other cosmetic products. Davis Private Wealth, LLC provides advisory services primarily to individuals, high-net-worth clients, and certain retirement plans. The firm offers discretionary portfolio management, financial planning, and sub-advisory investment management, typically using long-term trading strategies across multiple asset classes and incorporating formal investment policy statements.

Julia Lembcke is a financial advisor at URS Advisory with 11 years of industry experience. She holds the CFP®, ChFC®, and Series 65 designations. Prior to joining URS Advisory, she worked at Gradient Securities, LLC. Outside of her advisory role, she is involved with JEL ENTERPRISES INC dba URS Insurance, where she acts as an insurance agent. URS Advisory serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm employs a fee-based model and integrates a variety of analytical tools and sub-advisors to tailor investment programs according to each client's goals and risk tolerance.

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.

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.

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 at Kutztown University. Fifth Set Private Wealth Management LLC is an independent advisory firm serving individuals, including high-net-worth clients, corporations, and business entities. The firm employs an investment approach rooted in modern portfolio theory and the efficient market hypothesis, focusing on diversified asset-class allocations and customized portfolios aligned with clients’ risk profiles.

Eric Nagel is a financial advisor at Maverick Thomas Capital with five years of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities and American United Life. His other business activities include non-variable insurance sales covering fixed life, fixed annuities, health, and property and casualty insurance. Maverick Thomas Capital provides discretionary portfolio management and comprehensive financial planning for individual and high-net-worth investors, employing multiple analytic methods and offering tailored portfolios that integrate tax, estate, retirement, and education planning.

William Bulmer is a financial advisor at Progressive Financial Planning Services Inc. with 32 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. His prior experience includes roles at Cadaret, Grant & Co., Inc. and LPL Financial. Progressive Financial Planning Services provides financial planning and investment advice primarily to individual clients, including both high-net-worth and non-high-net-worth individuals, focusing on consultative planning without discretionary management. The firm delivers advice through consultations and written plans, with clients retaining decision-making authority and custodianship of assets.

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.