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.

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 Oden is a financial advisor at Strategic Asset Management Group Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Strategic Asset Management Group Advisors since 2013. Outside of his advisory role, he is a member of 556 Holdings, LLC and serves as vice president of SAM Operations, LLC, a holding company managing business-related expenses. Strategic Asset Management Group Advisors provides portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as institutional clients such as trusts, estates, and pension plans. The firm employs a blend of fundamental, technical, charting, and cyclical analysis, focusing on long-term management while allowing for short-term trading when appropriate.

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.

Jacob Ivey is a financial advisor at Strategic Asset Management Group Advisors with 13 years of industry experience. He holds a Series 66 designation and has been with Strategic Asset Management Group Advisors and Lincoln Investment Planning since 2013. Strategic Asset Management Group Advisors provides portfolio management and advisory services to individuals and institutional clients, with a focus on high-net-worth households. The firm manages approximately $416 million in assets across about 124 client relationships and offers a firm-sponsored wrap-fee program alongside discretionary and non-discretionary portfolio management tailored to individual investment objectives.

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.

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.

Kristof Lewicki is a financial advisor with Kris Lewicki & Associates, LLC in Coral Springs, FL. He holds the CFP®, ChFC®, and Series 63 designations and has 29 years of industry experience. His prior work includes a five-year tenure at Emerald Asset Advisors, LLC. Kris Lewicki & Associates, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning. The firm employs a strategic wealth management approach that combines fundamental and quantitative analysis to construct diversified portfolios, offering services such as tactical allocations, alternative instruments, and management of variable annuity sub-accounts.

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 designations and 38 years of industry experience. He has been with StateTrust Investments since 2002. He also serves as a director of Statetrust International Holding Company. Statetrust Capital, LLC provides portfolio management and investment advisory services to a diverse client base, including individual U.S. and non-U.S. clients, high-net-worth individuals, personal holding companies, and institutions. The firm combines internally managed portfolios with selected external managers and offers equity and fixed-income management along with a sponsored wrap-fee program.

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.

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.

Maxime Jean Louis is a financial advisor at Prosperitus Wealth Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Avenir Private Advisors and Kovack Securities. He also serves as Vice President of the Young Haitian Doctors Network, Inc., where he collaborates on strategic planning and financial sustainability. Prosperitus Wealth Advisors provides comprehensive financial planning and portfolio management to mass-affluent and high-net-worth individuals, business owners, and executives. The firm employs a structured planning process and integrates multiple analytical approaches to investment decisions, offering a broad range of services including estate and tax planning, insurance, and specialized corporate-capital solutions.

Bradley Katte is a financial advisor at IMZ Advisory Inc. with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Concorde Asset Management, Concorde Investment Services, Northflow Strategies, and Northwestern Mutual. Prior to his advisory career, he held roles at Piggly Wiggly Midwest, Blue Harbor Resort, and Cedar Grove Belgium School District. IMZ Advisory Inc. provides fee-based, discretionary portfolio management to individuals, retirement plans, trusts, and institutional clients. The firm employs a tactical allocation strategy based on fundamental analysis and offers customized portfolios with ongoing monitoring, emphasizing ERISA 3(38) fiduciary implementation and participant-level advice for qualified plans.