Dalton Helvey is a financial advisor at 1977 Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at Wall Wealth Management and VFG Associates, LLC. Outside of his advisory role, he is involved with Lionkey Capital, LLC as a hedge fund manager focusing on portfolio management, fund formation, and capital raising. 1977 Wealth, LLC serves individuals, families, small business owners, pension and profit-sharing plans, trusts, endowments, estates, and charitable organizations by offering personalized financial planning and discretionary investment management. The firm provides family office services and pension consulting, combining fundamental and technical research with active portfolio management across a broad investment universe.

Jaime Dashevschi is a financial advisor with Valley Financial Management, Inc. in Aventura, FL, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His work history includes roles at Leumi Investment Services Inc and Bank Leumi USA, where he spent roughly two decades before joining Valley Financial Management in 2022. Valley Financial Management operates its advisory service as Valley Digital Investor, serving individual and high-net-worth clients through an online platform that provides discretionary portfolio management and automated implementation of model ETF portfolios based on client profiles.

Francis Claro is a CFA® charterholder with 14 years of experience in the investment industry. He has been with Contrast Capital Management, LLC since 2012. He serves as the managing member of Contrast Capital Fund Manager, LLC, which acts as the general partner to Contrast Capital Fund, LLC. Contrast Capital Management provides discretionary investment management and advisory services to institutional investors, high-net-worth individuals, trusts, estates, businesses, pooled vehicles, and municipal entities. The firm primarily constructs global equity portfolios using a screening and factor-ranking process combined with fundamental research, and it employs various strategies including leverage, hedging, and options, supported by third-party artificial intelligence tools.

Jacob Hadida is a financial advisor at Zorea Capital LP with the Series 65 designation. He has experience working at Zorea Capital LP since 2024 and a background that includes roles in banking, education, and entrepreneurship, including operating Lluvia Records LLC from 2017 to 2022. Zorea Capital LP manages approximately $50 million for individual and family clients through discretionary and non-discretionary portfolio management focused on a fundamental, research-driven, long-term value investment approach. The firm emphasizes a concentrated portfolio of core holdings and incorporates derivatives and leverage for risk management and downside protection.

Raquel Teich is a financial advisor at Lifespan Financial Strategies, Inc. with three years of industry experience. She holds the ChFC® designation and Series 65 license. Her work history includes roles at Elizabeth Blau + Associates and academic experience at Cornell University and the University of Pennsylvania. Lifespan Financial Strategies serves individuals, trusts, estates, retirement plans, and business entities by providing financial planning, portfolio management, and tax-preparation services. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.

James Estep's journey is a testament to service and dedication. Beginning his career as a firefighter in 1996, James developed a passion for financial planning through his involvement with his pension plan. Transitioning into a financial advisor, he focuses on serving first responders such as firefighters and police officers in Florida, leveraging his expertise in defined benefit plans to offer experienced guidance. As a retired Battalion Chief with the Miramar Fire Department and Trustee on the pension fund for Miramar Firefighters, James remains deeply committed to his community. In 2010, he co-founded an independent firm, prioritizing conflict-free advice and client trust. James's commitment to excellence led him to become a CERTIFIED FINANCIAL PLANNER® professional in 2012, further solidifying his dedication to his clients' financial well-being. His unique perspective as a firefighter and CFP® professional sets him apart in the industry, helping to ensure his clients receive personalized, trustworthy guidance. With a focus on word-of-mouth referrals, James continues to empower individuals and families to achieve their financial goals, offering comprehensive support tailored to their needs.

Amir Arazi is an advisor at Pinetree Advisors Corp. with Series 63 and Series 65 credentials. He has been with Pinetree Advisors since 2014 and was previously with Focus Investment Advisor, LLC from 2012 to 2019. In addition to his advisory role, he works as an insurance agent. Pinetree Advisors Corp. provides discretionary portfolio management and financial consulting primarily to individuals and high-net-worth clients, offering a broad range of investment options and sub-advisory services. The firm manages accounts under written discretionary authority and is notable for its role as adviser to an offshore private fund, the Pinetree Alternative Credit Fund.

Sripadh Sriraman is a financial advisor at Contrast Capital Management, LLC with 9 years of industry experience. He holds the Series 65 designation and has been with Contrast Capital Management since 2015. Contrast Capital Management provides discretionary investment management and advisory services to institutional investors, high-net-worth individuals, trusts, estates, businesses, pooled investment vehicles, and municipal entities. The firm focuses on global equity portfolios using a screening and factor-ranking process combined with fundamental research, employing various instruments and artificial intelligence tools to support portfolio management and risk monitoring.

Leonardo Nunez is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. He is a principal at Everest Financial Advisors, LLC, where he has worked since 2010. In addition to his advisory role, Nunez serves with the City of Miramar Fire Department, a position he has held since 1995. Everest Financial Advisors serves a diverse client base including individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $61 million in discretionary assets, offering investment management, financial planning, retirement plan consulting, and tax preparation services, with a focus on portfolio suitability and educational programming.

Thomas Longman is a financial advisor at Longman Wealthcare Management, LLC in Miami, FL, with 25 years of industry experience. He holds a Series 65 designation and has operated his own accounting firm, Thomas J. Longman C.P.A., P.A., since 1994, where he serves as president and CPA, dedicating approximately half of his time to this business. Longman Wealthcare Management is an independent, state-registered advisory firm serving individuals, business owners, trusts, and corporate pension and profit-sharing plans. The firm focuses on discretionary investment management, comprehensive financial planning, and retirement consulting, integrating tax-aware strategies and leveraging its affiliation with an accounting practice to offer tax, pension, and actuarial services.

William Gruntler is a financial advisor with Asset Protection Group in Sunrise, FL, holding a Series 65 designation and bringing 24 years of industry experience. He has worked at National Gold Consultants, Inc. since 2020 and has been associated with Asset Protection Group in various capacities since 1992. Outside of advisory work, he is involved in the sale of precious metals through National Gold Consultants. Asset Protection Group provides investment advice primarily to individual clients, including both high-net-worth and non-high-net-worth households, using discretionary asset management, financial planning, and consulting. The firm employs a documented process that incorporates fundamental, technical, and cyclical analysis and works with third-party sub-advisors to implement client strategies.

Gustavo Rojas Green is a financial advisor at Bondwire with nine years of industry experience. He holds a Series 65 designation and has worked with firms including Ultra Valorem Sicav, Inversiones RG2 2017 CA, Caribbean & Latin American Securities, LLC, and Prozuma WMG. 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 serves a notable proportion of non-U.S. clients and holdings in foreign issues, employing fundamental analysis and a range of investment instruments including derivatives and borrowing strategies.

Patrick Simon is a financial advisor at Aventura Private Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and JP Morgan Chase. Outside of his advisory role, Simon serves as secretary on the Yorker Condominium Board Volunteers in Miami. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, families, trusts, charitable organizations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions, and it conducts regular portfolio reviews integrating model outputs with advisor judgment.

Paul Turadilok is a financial advisor with Trusttree Financial LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. His career includes roles at HSBC Bank USA and Capstone Mortgage Lending, where he currently works as a mortgage loan originator. Outside of financial services, he is the owner and founder of Mosca Spirits Inc., a spirits brand. Trusttree Financial LLC serves individuals, trusts, foundations, and small institutions with discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies tailored to each client’s policy statement and manages approximately $78 million across about 150 client relationships.

Oren Arazi is a financial advisor at Pinetree Advisors Corp. with 13 years of industry experience. He holds the Series 66 and Series 65 credentials and has been with Pinetree Advisors since 2014. Outside of his advisory role, he is a licensed independent insurance agent and is involved with a sports counseling business owned by his wife. Pinetree Advisors Corp. provides discretionary portfolio management and financial consulting primarily to individuals and high-net-worth clients, managing a range of investments with an emphasis on fundamental analysis and long-term strategies. The firm is also notable for advising the Pinetree Alternative Credit Fund, a private pooled vehicle organized offshore.

Raymond Rodriguez is a financial advisor at Private Group Wealth Management, LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials with 52 years of industry experience. He has been with Private Group Wealth Management since 2005 and previously worked at Aragon Value Partners, LLC from 2016 to 2019. Private Group Wealth Management serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, managing approximately $32 million across about 60 accounts. The firm uses model asset allocation portfolios and offers continuous supervisory services, combining charting, fundamental and technical analysis, and a range of trading strategies.

Cody Shoop is a financial advisor at Sulzberger Capital Advisors, Inc. with two years of industry experience. His prior work includes roles at the University of Miami, Educational Employees Credit Union, and seven years of service in the U.S. Army. Outside of advising, he owns an independent Etsy business focused on designing and selling lab coats. Sulzberger Capital Advisors is a small, owner-led firm managing approximately $117 million for around 90 clients, including individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a fundamental, long-term buy-and-hold investment approach with discretionary portfolio management and offers financial planning services using third-party software at no extra charge.

Justin Heller is a financial advisor at Heller Private Wealth with 9 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Heller Private Wealth, he worked at Bank of America and Merrill for seven years. Outside of his advisory work, he is involved in a family venture owning race horses through Blu Boy Racing Stables LLC. Heller Private Wealth provides discretionary portfolio management and financial advice to a small client base of individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored asset allocation and continuous portfolio supervision, employing a variety of investment strategies to meet client objectives.

Len Rittberg is a CFA® charterholder based in Ft. Lauderdale, FL, with three years of industry experience. He currently works at Greybox Investments, where he has been since 2023. Prior to this, he spent six years at Exos Financial and nine years at Adelante Capital Management. Greybox Investments provides fee-only portfolio management primarily to individual and high-net-worth clients, charitable organizations, other registered investment advisers, and corporations. The firm employs a quantitative, multi-factor investment approach focused on scalable, model-driven portfolio construction and distribution to other advisers, emphasizing discretionary wealth management through separately managed and unified managed accounts.

Eugene Sulzberger is a CFP® with 20 years of industry experience and has been with Sulzberger Capital Advisors, Inc. in Miami, FL since 2014. He holds a Series 66 license and serves as a director of Sulzberger Enterprises, Inc., a non-investment related business. Sulzberger Capital Advisors is an owner-led firm managing approximately $117 million for about 90 clients, including individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a fundamental analysis approach combined with a long-term buy-and-hold strategy, providing discretionary portfolio management and financial planning services using third-party software at no additional charge.