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.

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.

Clinton Steinhoff is a financial advisor with Optima Capital Management, holding Series 65 and Series 66 registrations and bringing six years of industry experience. His prior roles include positions at Data Axle and Morgan Stanley. Optima Capital Management serves individuals, families, and businesses with wealth management, financial planning, portfolio management, and retirement plan advisory services. The firm uses a goals-based, process-driven approach and manages discretionary portfolios employing a range of strategies including institutional managers, ETFs, and both quantitative and fundamental analysis.

Michael Shatsky is a financial advisor at Sky Alpha Asset Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citigroup Global Markets, Morgan Stanley, Morgan Stanley Private Bank, and Oppenheimer & Co. since 1994. He has been with Sky Alpha Asset Advisors since 2018. Sky Alpha Asset Advisors provides discretionary portfolio management, standalone financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm employs a combination of custom and model portfolio strategies, utilizing various trading techniques and conducting regular portfolio reviews to adapt to client needs.

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.

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.

Eric Nagel is a financial advisor at Maverick Thomas Capital with five years of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities and American United Life. His other business activities include non-variable insurance sales covering fixed life, fixed annuities, health, and property and casualty insurance. Maverick Thomas Capital provides discretionary portfolio management and comprehensive financial planning for individual and high-net-worth investors, employing multiple analytic methods and offering tailored portfolios that integrate tax, estate, retirement, and education planning.

William Bulmer is a financial advisor at Progressive Financial Planning Services Inc. with 32 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. His prior experience includes roles at Cadaret, Grant & Co., Inc. and LPL Financial. Progressive Financial Planning Services provides financial planning and investment advice primarily to individual clients, including both high-net-worth and non-high-net-worth individuals, focusing on consultative planning without discretionary management. The firm delivers advice through consultations and written plans, with clients retaining decision-making authority and custodianship of assets.

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.

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.

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.

William Gruntler is a Series 65-licensed advisor with 25 years of industry experience. He is currently with Asset Protection Group in Sunrise, FL, where he has worked since 2012. Prior to this, he held roles at National Gold Consultants, Inc. and Royalty One Holdings, Inc. Gruntler is also president of Asset Protection Group and is involved in the sale of precious metals as part of his investment-related activities. Asset Protection Group provides investment advice to individual clients, including both high-net-worth and non-HNW households, through discretionary asset management, financial planning, and consulting. The firm employs third-party sub-advisors for portfolio management and offers client seminars and workshops on investment topics.

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.

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.

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.