Irwin Zagoria is a financial advisor at IMZ Advisory Inc. with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Investacorp Advisory Services, Inc. and Securities America. Zagoria serves as a board member for a condominium association. IMZ Advisory Inc. offers fee-based, discretionary portfolio management to individuals, retirement plans, trusts, and institutional clients. The firm employs a tactical allocation strategy with a focus on long-term holdings and provides ERISA 3(38) fiduciary services and participant-level advice for qualified retirement plans.

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.

Christian Urbina is a CFP® and CFA® charterholder with 19 years of industry experience. He has worked at Prosperitus Wealth Advisors since 2020 and previously held roles at Avenir Private Advisors, Kovack Securities, and Capital Guardian Wealth Management. Urbina serves on the Board of Directors for the Financial Planning Association, where he helps oversee pro-bono financial planning initiatives for the community. Prosperitus Wealth Advisors is a team-based firm serving mass-affluent and high-net-worth individuals, business owners, and executives. The firm offers comprehensive financial planning and portfolio management, employing a structured planning process and a mix of behavioral, fundamental, technical, and cyclical analysis to guide investment decisions.

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.

Joe Cantu is a financial advisor with Cantu Tactical Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with the firm, formerly known as Cantu Pension, since 2012. Outside of his advisory role, Joe serves as a boat captain on weekends and is a licensed insurance agent in Florida. Cantu Tactical Wealth Management serves individual investors, trusts, small businesses, and retirement plans through fee-only portfolio management, retirement planning, plan consulting, and investment education. The firm employs a Global Tactical Asset Allocation approach with a momentum-driven methodology, focusing on non-high-net-worth clients and combining separately managed accounts with retirement plan services.

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 Series 65 registered advisor with four years of industry experience. He is currently associated with Financial Trust Asset Management Chartered and also serves as a tax manager at Hueston & Company CPA, LLC. His work history includes roles in investment research, insurance services, and accounting firms. Financial Trust Asset Management is an SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm offers discretionary portfolio management, financial planning, OCIO services, and sub-advisory/model licensing, employing a blend of quantitative, fundamental, and technical analysis with proprietary models and tactical overlays.

Eric W Inn is a financial advisor with Heller Private Wealth, holding a Series 66 designation and five years of industry experience. Before joining Heller Private Wealth in 2023, he held positions at Bank of America, Merrill, and Morgan Stanley. He also played college basketball at the University of Miami. Heller Private Wealth LLC provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client objectives and risk tolerance, using a variety of instruments and maintaining a high assets-per-client profile.

Thomas Crowell is a financial advisor at Kraken Adviser LLC with a Series 65 designation. He has professional experience with companies including Payward, Inc. and Hillsboro Aero Academy LLC. Crowell has been with Kraken Adviser since 2025. Kraken Adviser LLC provides web- and mobile-based investment advisory services focused on individual clients using both crypto trading and securities brokerage accounts. The firm offers thematic ETF and equity Bundles managed by an Investment Committee and an AI-driven Portfolio Agent that delivers personalized portfolio recommendations with discretionary trading authority.

Kenneth Fusco is a Series 63 licensed advisor with over 53 years of industry experience. He has been associated with Fusco Financial Services Inc. since 1981 and previously worked at Securities America, Inc. for 24 years. Fusco Financial Services advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides financial planning and discretionary portfolio management, primarily using diversified allocations of mutual funds and ETFs, with assets custodied through Fidelity/NFS.

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.

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.

Clinton Steinhoff is a financial advisor at Optima Capital Management in Fort Lauderdale, FL, with six years of industry experience. He holds Series 65 and Series 66 designations and has prior work experience at Morgan Stanley and Data Axle. Optima Capital Management advises individuals, families, and businesses on wealth management, financial planning, and portfolio management, including retirement plan advisory services. The firm employs a goals-based, process-driven approach and utilizes a range of investment strategies, including traditional equities, fixed income, ETFs, and sub-adviser services.

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.

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.