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 has been with Statetrust Investments, Inc. since 2002. Turnes holds Series 63 and Series 65 licenses and serves as chairman and overall supervisor for several affiliated entities within the Statetrust group. Statetrust Capital, LLC provides portfolio management and advisory services to individuals, personal holding companies, and institutional clients, managing approximately $93.65 million across 143 accounts. The firm combines internally managed portfolios with third-party managers, employing quantitative equity selection and laddered fixed-income strategies, and supports both discretionary and non-discretionary arrangements.

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.

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.

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.

David Lewinter is a ChFC® with 15 years of industry experience. He has been the managing member of Lewinter Wealth Advisors, LLC since 2010 and was self-employed from 2008 to 2020. The firm advises individuals, high-net-worth clients, business owners, trusts, estates, and endowments, offering discretionary portfolio management, financial planning, and recommendations for third-party advisers and web-based retirement platforms. It emphasizes a long-term, fundamentals-based investment approach centered on asset allocation, diversification, and portfolios constructed around written Investment Policy Statements with regular monitoring.

James Lloyd is a financial advisor with QP Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments. He also serves as a board member for Superba, an alternative investment firm, where he consults on fund management and observes investment committee meetings. QP Wealth Management serves individuals, trusts, estates, corporations, and brokerage customers, managing approximately $405 million for about 115 clients. The firm offers financial planning, investment consulting, and portfolio management, with a focus on tailored portfolios and a predominance of non-discretionary assets.

Arno Mayer is a CFP® and CFA® with 39 years of industry experience. He is currently with Financial Trust Asset Management Chartered in Delray Beach, FL, where he has worked since 1995, including a recent role at FT Insurance Services, LLC. Mayer is also CEO and majority shareholder of Financial Trust Research Partners, LLC, a firm focused on investment research. Financial Trust Asset Management Chartered manages approximately $115 million for individuals, high-net-worth clients, and institutional plans, offering discretionary portfolio management, model licensing, and retirement plan consulting. The firm employs a multidisciplinary investment process that integrates quantitative, fundamental, and technical analysis across proprietary models and collaborates with affiliated CPA and insurance entities for tax and insurance services.

Michael Rosenthal is a financial advisor at Formulate Financial LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Bleakley Financial Group, LLC and Advisory Services Network, LLC. Formulate Financial, LLC is an independent registered investment adviser offering discretionary portfolio management and retirement-plan fiduciary services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a predominantly bottom-up investment approach focused on customized asset allocation and income strategies, combining individual wealth management with ERISA plan roles.

Pablo Cavanagh is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently a portfolio manager at Keating Investment Counselors Inc and has been involved with LVR Research, LLC since 2015. Keating Investment Counselors provides discretionary and non-discretionary portfolio management and advisory consulting primarily for individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans. The firm follows a long-term growth-at-a-reasonable-price investment philosophy that combines fundamental analysis with selective charting and focuses on dividend-paying large- and mid-cap stocks, with occasional small- and micro-cap selections.

Jeremy Office is a CFP® and ChFC® with 24 years of industry experience. He is a principal and financial advisor at Maclendon Wealth Management, LLC, where he has worked since 2011. Prior to that, he spent time at Comprehensive Asset Management & Servicing, Inc. He is also involved as a member in a private equity investment entity and serves as a trustee overseeing accounts and coordinating tax, legal, and accounting matters. Maclendon Wealth Management, LLC provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes asset allocation through strategic rebalancing and a tactical overlay based on multiple analyses, managing portfolios with individualized risk profiles.

Jose Maya is a financial advisor with Statetrust Capital, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with StateTrust Investments since 2002. Maya also serves as a director of Statetrust International Holding Company. Statetrust Capital, LLC provides portfolio management and advisory services to individuals, personal holding companies, and institutional clients, including high-net-worth and non-U.S. clients. The firm employs a combination of internally managed strategies and third-party managers, focusing on quantitative equity selection and laddered fixed-income portfolios, supported by a two-advisor structure.

Edward Zuraw Jr. is a financial advisor at Zuraw Financial with 15 years of industry experience and holds a Series 66 designation. He has served in various roles since 2010, including positions at Lightpoint Capital Investments LLC and Lightpoint Capital Management LLC. In addition to his advisory work, he is involved in a tax accounting and consulting practice through Edward A. Zuraw & Company. Zuraw Financial provides discretionary portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, corporations, and charitable entities. The firm develops written Investment Policy Statements and manages portfolios directly or through vetted sub-advisors, employing fundamental and technical analysis alongside a range of investment strategies.

Juan Lopez is a financial advisor at Aventura Capital Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has been affiliated with Aventura Securities LLC since 2013. Outside of his advisory role, he is involved with Ace Business Solutions, providing bookkeeping services, and works as an Uber driver. Aventura Capital Management offers investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as institutional and household entities. The firm employs a combination of fundamental security analysis and asset allocation alongside various strategies, including options and active fund selection, to manage client portfolios.

William Johnston is a financial advisor at ISGAM US LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Mercer Consulting and Chubb Life Insurance. Johnston is also involved with Aktivolabs in a concurrent role. ISGAM US LLC provides discretionary asset management and financial planning services to individual clients and families, including high-net-worth individuals. The firm emphasizes strategic asset allocation and long-term equity selection, managing approximately $66 million across about 50 client relationships.

Robin Shulman is a CFA® charterholder with 13 years of industry experience. He has worked at Cottonwood Asset Management LLC since 2025 and previously held roles at RobArt, LLC, MBSC Securities Corp, and Insight Investment. Outside of his advisory career, he is involved with RobArt, LLC, a business he has been part of since 2017. Cottonwood Asset Management advises individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm combines fundamental and sector analysis with disciplined asset allocation and uses strategies such as options and derivatives within separately managed accounts, supported by an affiliated accounting practice and professionals holding CPA and CFA credentials.