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.

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.

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.

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.

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 with Kutztown University. Fifth Set Private Wealth Management LLC is an SEC-registered independent advisory firm serving individuals, including high-net-worth clients, corporations, and other entities. The firm employs an investment approach based on modern portfolio theory and the efficient market hypothesis, favoring diversified asset-class allocations and customized portfolios reviewed regularly.

Eric Nagel is a financial advisor at Maverick Thomas Capital with five years of industry experience. He holds the Series 66 designation and has previous experience at OneAmerica Securities and American United Life. In addition to advisory work, he is involved in non-variable insurance sales including fixed life, fixed annuities, health, and property and casualty insurance. Maverick Thomas Capital provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm focuses on long-term trading strategies using various analysis methods and typically implements client-specific model allocations documented in written Investment Policy Statements.

William Bulmer is a CFP®-certified financial advisor with 32 years of industry experience. He currently works with Progressive Financial Planning Services Inc. and has prior experience at LPL Financial and Cadaret, Grant & Co., Inc. Bulmer is based in Boca Raton, FL. Progressive Financial Planning Services Inc. provides financial planning and investment advice primarily to individual clients, including both high-net-worth and non-high-net-worth individuals, with an emphasis on consultative planning through written financial plans rather than discretionary asset management.

Adam Coons is a financial advisor at Outwing Private Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Management, Axxcess Wealth Management, and Daniel Investment Associates. Outside of his advisory role, he is also licensed as an insurance agent, selling accident, health, life, and variable insurance products. Outwing Private Wealth Management provides fee-based investment advisory services, financial planning, and family office solutions to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $333 million in assets using a tactical allocation strategy that combines fundamental analysis with custom portfolio construction across various investment instruments.

Pau Delgado Rodriguez is a financial advisor at CS Advisors Inc. with five years of industry experience. He holds a Series 65 designation and has worked at CS Advisors since 2017. Outside of his advisory role, he has been involved with B Elite Soccer Academy since 2017. CS Advisors provides wealth planning and investment management services to individuals, high-net-worth clients, business owners, and institutional plan sponsors. The firm employs a long-term strategic asset allocation approach enhanced by tactical overlays using ETFs, options, and derivatives, serving approximately 97 clients with $118 million in discretionary assets under management.

John Naccarelli is a financial advisor with Total Alignment Wealth Advisors, LLC in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He is the founder and CEO of Sky Nurses, a medical and non-medical escort and transport company, where he focuses on financial management and business strategy. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals through comprehensive financial planning and family office services, emphasizing planning and oversight rather than discretionary portfolio management. The firm coordinates with outside portfolio managers and provides clients with written financial plans and prioritized action lists.