Frank Pugliese is a financial advisor with Personal Financial Profiles Inc. holding Series 63 and Series 65 designations and over 50 years of industry experience. He has worked at Personal Financial Profiles Inc. since 1992, with prior roles at APW Capital, Inc. and currently serves as Chairman-Emeritus of Personal Financial Profiles Inc. He is also involved with Chatham Hills Homeowners Association. Personal Financial Profiles Inc. is an SEC-registered investment adviser managing approximately $335 million across 228 client accounts, serving individuals and pension and profit-sharing plans. The firm provides discretionary portfolio management through managed-account programs and offers separate financial planning services, using a blend of behavioral, fundamental, and technical analysis with multiple investment strategies.

Debra Schatzki is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at BPP Wealth Solutions, LLC. She has worked at Mutual Securities, Inc. since 2015 and has been with BPP Wealth Solutions since 2013. Outside of her advisory role, she is the author of the book *Chaos to Joy* and serves as Board President of the Greater Middlesex/Somerset County Estate Planning Council. BPP Wealth Solutions provides financial planning and investment management services to individuals, trusts, pension plans, and charitable organizations. The firm emphasizes asset allocation, diversification, and volatility management, often using independent managers to tailor portfolios according to clients’ risk tolerances and needs.

Alec Musa is a financial advisor with One Wealth Investors and holds a Series 65 credential. He has been with One Wealth Investors since 2025 and has experience operating insurance-related businesses since 2022. Outside of advisory work, he is involved in managing his own insurance brokerage and a residential real estate business. 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 private investment opportunities and customized portfolios for wealthier clients.

Francisco Penafiel is a financial advisor at Noble Capital Management, Inc. in Boca Raton, FL, holding Series 63, 65, and 66 licenses with 23 years of industry experience. He has been with Noble Capital Markets, Inc. since 2002. Outside of his advisory role, he teaches virtually at Saint Kolbe University. Noble Capital Management, Inc. provides discretionary portfolio management and retirement planning primarily to individual and high-net-worth clients using model portfolios focused on ETFs and mutual funds. The firm employs a model-based, ETF-centric investment process with dynamic asset allocation, managing approximately $10 million in client assets.

Michael Godfrey is a CFP® with 27 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Cadaret, Grant & Co., Inc. and Progressive Financial Planning Services Inc. He maintains involvement with Progressive Financial Planning Services Inc., a registered investment advisor hybrid. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform accommodating customized advisory and brokerage needs.

Mauro Ferman is a financial advisor at Abacus Capital Advisors with six years of industry experience. He holds a Series 65 designation and previously worked at CV Advisors and Safra Asset Management. Abacus Capital Advisors provides discretionary portfolio management to individuals, trusts, estates, businesses, and employee benefit plans, as well as customized advisory services and model portfolios for other investment managers. The firm’s investment approach focuses on tactical asset allocation using bonds, equities, ETFs, and short positions, with unique offerings that include performance-based fee structures and institutional client relationships.

Richard Ehrlich is a financial advisor with Secure Wealth, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Secure Wealth since 2017 and has prior experience with Howard Capital Management, Wealth Watch Advisors, and Retirement Wealth Advisors. Ehrlich is also the owner and president of Ehrlich Financial Group, where he independently sells life insurance and annuities. Secure Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and tailored financial plans. The firm specializes in managing structured-note portfolios using a combination of fundamental and technical analysis and modern portfolio theory, and it supervises over 200 client accounts with discretionary assets under management in the low hundreds of millions.

Jay Shein is a CFP® professional with 33 years of industry experience, currently serving at Compass Financial Group, Inc. He has a long tenure with the firm, interrupted by a 23-year period at the Wharton School of Business. Shein is also an author of books and publications for CCH, a Wolters Kluwer business, and receives royalties from these works. Compass Financial Group, Inc. provides wealth management, financial planning, and family office services to high-net-worth individuals and institutional clients. The firm employs a global macro-oriented, multi-strategy asset allocation approach emphasizing wealth preservation, with distinctive family office consulting capabilities and the use of alternative and absolute-return strategies.

Jeffrey Waxman is a CFP® professional with 23 years of experience in financial advising. He has been with Waxman Financial since 1999 and also works as a sole proprietor insurance agent. The firm provides investment management and financial planning primarily for high-net-worth individuals, including small business owners, self-employed professionals, and corporate executives. Waxman Financial uses a bottoms-up, fundamental research process to build globally diversified portfolios tailored to client objectives documented in Personal Financial Plans, which are required before accepting clients for asset management.

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.

Vishail Singh is a financial advisor at One Wealth Investors with eight years of industry experience and a Series 65 credential. He previously worked for nine years at Omnia Family Wealth, LLC before joining his current firm in 2025. 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 incorporating fundamental analysis and risk budgeting, and offers access to private investment opportunities and customized portfolios for wealthier clients.

Kenneth Gelinas is a Series 65-licensed financial advisor with GELINAS & COMPANY, CPA, PLLC, bringing 23 years of industry experience. He has been with GELINAS & COMPANY since 2008. Gelinas & Company is a CPA firm that offers investment advisory services alongside its accounting practice. The firm provides model portfolio management and financial consulting primarily through discretionary model asset-allocation portfolios or referrals to a third-party investment adviser.

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.

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.

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.