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.

David Norris is a CFA® charterholder with 16 years of industry experience. He has been with Ladd Capital Management LLC since 2009. Ladd Capital Management is a fee-only investment management firm serving individuals and institutional clients such as trusts, pension plans, banks, and charitable organizations. The firm tailors asset mixes based on client objectives and uses a combination of fundamental, technical, and cyclical analysis, excluding leveraged or inverse ETFs from client portfolios.

Nicholas Chiricosta is a CFP® professional with seven years of industry experience. He has worked at Utopia Wealth Management, LLC since 2018 and previously at BMO Wealth Management from 2015 to 2019. Utopia Wealth Management serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, focusing on business owners and corporate executives. The firm offers holistic financial planning, discretionary portfolio management, and estate-planning facilitation through a third-party platform, employing a combination of fundamental, technical, and modern-portfolio theory analyses to tailor client portfolios.

Lenny Kisin is the owner and sole advisor at Applied Capital, an independent registered investment adviser based in Hollywood, FL. He holds a Series 65 designation and has 22 years of industry experience, having led Applied Capital since 2009. Applied Capital provides discretionary investment management to individual and high-net-worth clients, managing approximately $133 million in assets. The firm focuses on established, dividend-paying companies with growing payouts and uses a range of securities including stocks, bonds, ETFs, mutual funds, and options to meet client objectives, employing margin and derivatives strategies for certain accounts.

Debbie Hernandez is a financial advisor at Robinson Global Investment Management LLC with a Series 65 credential and four years of industry experience. She has been with Robinson Global since 2020 and previously worked as a homemaker for 13 years. Robinson Global Investment Management LLC manages pooled vehicles and institutional assets while also providing discretionary portfolio management, financial planning, and consulting services to a range of clients, including individuals across various wealth levels. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis to build diversified portfolios and incorporates derivatives and alternative investments when appropriate.

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.

Christian Urbina is a CFP® and CFA® charterholder with 19 years of industry experience. He has worked at Prosperitus Wealth Advisors since 2020 and previously held roles at Avenir Private Advisors, Kovack Securities, and Capital Guardian Wealth Management. Urbina serves on the Board of Directors for the Financial Planning Association, where he helps oversee pro-bono financial planning initiatives for the community. Prosperitus Wealth Advisors is a team-based firm serving mass-affluent and high-net-worth individuals, business owners, and executives. The firm offers comprehensive financial planning and portfolio management, employing a structured planning process and a mix of behavioral, fundamental, technical, and cyclical analysis to guide investment decisions.

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.

Joe Cantu is a financial advisor with Cantu Tactical Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with the firm, formerly known as Cantu Pension, since 2012. Outside of his advisory role, Joe serves as a boat captain on weekends and is a licensed insurance agent in Florida. Cantu Tactical Wealth Management serves individual investors, trusts, small businesses, and retirement plans through fee-only portfolio management, retirement planning, plan consulting, and investment education. The firm employs a Global Tactical Asset Allocation approach with a momentum-driven methodology, focusing on non-high-net-worth clients and combining separately managed accounts with retirement plan services.

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.

Eric W Inn is a financial advisor at Heller Private Wealth with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Morgan Stanley. Inn played for the University of Miami Men's Basketball team during his college years. Heller Private Wealth provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small, high-balance client base. The firm employs tailored asset-allocation models and continuous portfolio supervision, using a combination of fundamental and technical analysis across various investment strategies.

Thomas Crowell is a financial advisor at Kraken Adviser LLC with a Series 65 designation. He has professional experience with companies including Payward, Inc. and Hillsboro Aero Academy LLC. Crowell has been with Kraken Adviser since 2025. Kraken Adviser LLC provides web- and mobile-based investment advisory services focused on individual clients using both crypto trading and securities brokerage accounts. The firm offers thematic ETF and equity Bundles managed by an Investment Committee and an AI-driven Portfolio Agent that delivers personalized portfolio recommendations with discretionary trading authority.

Kenneth Fusco is a Series 63 licensed advisor with over 53 years of industry experience. He has been associated with Fusco Financial Services Inc. since 1981 and previously worked at Securities America, Inc. for 24 years. Fusco Financial Services advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides financial planning and discretionary portfolio management, primarily using diversified allocations of mutual funds and ETFs, with assets custodied through Fidelity/NFS.

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.

Travis Lewicki is a financial advisor at Kris Lewicki & Associates, LLC with six years of industry experience. He holds a Series 65 designation and has worked at the firm since 2019, with prior experience at ADT LLC and Riverland Staffins Solutions, LLC. Outside of advising, he manages Marian Lewicki Group, LLC, a business entity handling operational costs for his business services. Kris Lewicki & Associates, LLC is a fee-only registered investment adviser serving primarily individual clients, including high-net-worth households, through discretionary portfolio management and comprehensive financial planning. The firm employs a strategic wealth management process combining fundamental and quantitative analysis to construct diversified portfolios and offers specialized services such as management of variable annuity sub-accounts.

Paul Zoch is a CFP® with 23 years of industry experience, currently serving as an advisor at Prosperitus Wealth Advisors since 2020. His prior roles include positions at Avenir Private Advisors, Capital Guardian Wealth Management, and Wells Fargo Advisors. Outside of advising, he is involved in life insurance sales, tax preparation, and business software consulting. Prosperitus Wealth Advisors provides comprehensive financial planning and portfolio management primarily for mass-affluent and high-net-worth individuals, business owners, executives, and retirees. The firm employs a structured planning process and combines behavioral, fundamental, technical, and cyclical analysis to support long-term and shorter-term investment strategies, offering a broad range of wealth management and specialized corporate-capital services.

Clinton Steinhoff is a financial advisor at Optima Capital Management with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Data Axle and Morgan Stanley. Optima Capital Management serves individuals, families, and businesses with wealth management, financial planning, and retirement plan advisory services. The firm employs a goals-based, process-driven approach and manages portfolios using institutional resources across various investment strategies.

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.