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.

Michael Landa is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with ProAthlete Wealth Management LLC and has previously worked with ProAthlete Financial Group and American Heritage Boca/Delrey. Landa is also affiliated with New York University. ProAthlete Wealth Management provides discretionary portfolio management, financial planning, consulting, and concierge services primarily to high-net-worth individuals and business entities, with a focus on professional athletes. The firm employs a combined fundamental and technical investment approach and integrates business-management support alongside traditional advisory services.

Stacey Beverley is a financial advisor at Compass Financial Group, Inc. with five years of industry experience. She holds the Series 65 designation and has been with Compass Financial Group since 2020. Compass Financial Group, Inc. provides discretionary portfolio management, financial planning, and family office consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a global macro–oriented, multi-strategy asset allocation process that includes equities, fixed income, currencies, commodities, and alternative investments, incorporating tactical shifts and downside-protection techniques as outlined in written Investment Policy Statements.

Mara Schainuck is a financial advisor with Allied Private Wealth in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been affiliated with Morgan Stanley and its related entities since 2007. Schainuck is also the author of a forthcoming book titled *The Stockbroker*. Allied Private Wealth serves primarily individual and high-net-worth clients as well as employee benefit plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach that includes fundamental and technical analysis, portfolio theory, and various trading strategies, supported by custodial platforms from Fidelity and Schwab.

Elvis Rodriguez is a ChFC® credentialed financial advisor with 27 years of industry experience. He currently works at Sky Alpha Asset Advisors and previously spent nine years at Newvbridge Securities Corporation. Outside of advisory roles, he holds a position as president of Sandryel Financial Holdings and operates an insurance agency focused on fixed insurance products. Sky Alpha Asset Advisors serves individual and high-net-worth clients as well as employee benefit plans, offering discretionary portfolio management, financial planning, pension consulting, and advisory guidance on alternative and private equity investments. The firm employs a range of investment strategies from long-term allocation to active trading and provides ERISA-focused plan consulting alongside participant education.

Blair Shein is a CFP®, CFA®, and Series 65 professional with 22 years of industry experience. He is currently with Compass Financial Group, Inc. and has taught as an instructor for the Chartered Financial Analyst review program at Florida Atlantic University. His work history includes over three decades at Compass Financial Group and a significant academic role at Florida Atlantic University. Compass Financial Group, Inc. provides discretionary portfolio management, financial planning, and family office consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a global macro–oriented, multi-strategy asset allocation process that integrates equities, fixed income, currencies, commodities, and alternative investments.

Dominic Linsalata Jr. is a financial advisor at Dawson James Asset Management, Inc. with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Newbridge Securities from 2016 to 2019. Linsalata is also a managing member of Sixth Borough Capital Management LLC, a private investment fund. Dawson James Asset Management provides investment management and advisory services primarily for pooled and institutional clients, pension and profit-sharing plans, and occasionally individuals and retirement accounts. The firm employs strategic asset allocation using actively managed mutual funds, index funds, ETFs, and selective equity positions, and it also offers pension consulting and participant education services.

Roger Kalina is a financial advisor at Benchmark Financial Wealth Advisors LLC with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked with various Benchmark Financial entities since 2005, including roles in insurance and business management. Outside of advisory work, he is involved in several real estate partnerships. Benchmark Financial Wealth Advisors LLC provides wealth guidance, financial planning, and portfolio management to individuals, families, small businesses, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $721.7 million in discretionary assets and employs a multi-manager investment approach combined with third-party platform solutions and an internal investment committee.

Bradford Smith is a CFA® charterholder currently with FMSA, bringing experience from several prior roles including Northwestern Mutual, Sierra Global Management, and Wilmington Trust. He also provides insurance-related services as part of his comprehensive financial planning. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management across a broad range of securities and products.

Robin Reji is a financial advisor at Star Wealth Advisors with a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Brokerage Services and Merrill. Star Wealth Advisors, founded in 2024, provides discretionary investment and portfolio management primarily through wrap-fee programs, serving individuals, trusts, estates, and corporations. The firm employs a relationship-oriented, long-term approach using fundamental analysis and diversified investments, with discretionary authority over portfolio decisions and manager oversight.

Jeff Realejo is a CFP® certificant and Series 66 licensee with nine years of industry experience. He has worked at Heritage Investment Group, Inc. since 2017 and previously spent one year at Tobias Financial Advisors, Inc. Outside of financial advising, he is a director and vice president of Realejo 4 MA, Inc., which operates a franchise of Aroma Joe Coffee House. Heritage Investment Group is a fee-only, SEC-registered advisory firm that provides discretionary investment management, financial planning, and wealth-transfer and tax-aware services primarily to individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm employs an evidence-based investment approach focused on broadly diversified portfolios and risk control, supplemented by selected third-party sub-advisers.

Cheryl Deknatel is a CFP® professional with 19 years of experience in the financial industry. She has been with Noesis Capital Management Corp since 2012. Outside of her advisory role, she serves as a director of Denton & Haskins, a family music publishing company, a position she has held since 1999. Noesis Capital Management provides wealth management and financial planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW clients, as well as foreign clients. The firm employs a research-driven, fundamental equity approach and offers customized portfolio management with moderate sector diversification.

Joseph Williams Jr. is a CFP® and ChFC® with 55 years of experience in financial services. He is currently with Coquina Private Wealth Advisors and has held positions at Raymond James Financial Services and his own firm, Williams Financial Services, which he has owned since 1978. Outside of advising, he holds a minority ownership in an entity that operates a golf course. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm implements client-specific investment policies using both fundamental and technical analysis and engages sub-advisers where appropriate, offering a range of planning services including retirement, estate, insurance, and tax-related planning.

Margaret Blackman is a Series 65-licensed financial advisor at Horizon Investment Services, LLC, with 17 years of industry experience. She has been with Horizon since 2009. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm uses a proprietary quantitative stock-rating system alongside fundamental research to guide investment decisions, offering a range of strategies including equity, income, and socially/faith-based approaches.

James Underwood is a financial advisor with Aspen Creek Wealth Management, LLC, holding a Series 65 credential and 16 years of industry experience. His prior roles include positions at Virtue Capital Management, Tyler Wealth Management, and his own firms, J.D. Underwood Wealth Management, Inc. and J.D. Underwood Insurance Strategies, Inc. Outside of investment advising, he is involved in marketing and sales of insurance and 403(b) products, and assists clients with online estate planning through a separate business activity. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and uses mutual funds, ETFs, equities, fixed income, and third-party managers in its portfolio implementations.

Kathleen Grace is a CFP® with 24 years of experience in financial advising. She currently works at Fiduciary Family Office, LLC and previously spent 11 years at Goldman Sachs Personal Financial Management. Outside of advising, she is the owner of Excelsior Capital Holdings, LLC, and is involved in writing and promoting a book. Fiduciary Family Office provides financial planning, family office, and investment management services primarily to high-net-worth individuals and entities. The firm uses a multi-strategy, globally diversified investment approach and focuses on larger, consolidated client relationships with substantial planning engagements.

Willard Schoch is a Series 65-licensed financial advisor with Benchmark Financial Wealth Advisors LLC in Boca Raton, FL, bringing four years of industry experience. Prior to joining Benchmark, he worked at North American Management Corporation for six years and served as an uncompensated board member of the Presidential Estates Property Owners Association. Benchmark Financial Wealth Advisors LLC provides wealth guidance, financial planning, and portfolio management to individuals, families, small businesses, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $721.7 million in discretionary assets and employs a multi-manager approach combined with outsourced execution and reporting to deliver customized investment solutions.

Janyl Smith is a financial advisor at Singer Wealth Advisors LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and its Private Bank. Outside of her advisory role, she manages a content creation business focused on motherhood through Ask Mommy LLC. Singer Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals, corporations, and pension and profit-sharing plans, providing comprehensive financial planning and portfolio management. The firm also supports other registered investment advisers and offers access to a broad array of alternative investments.

Thomas Hands is a financial advisor at Dawson James Asset Management, Inc. with 41 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Dawson James Securities, Inc. since 2004. Dawson James Asset Management provides discretionary and non-discretionary investment management and consulting services to corporations, retirement and pension plans, trusts, and other institutional clients. The firm focuses on strategic asset allocation using a combination of actively managed mutual funds, index and exchange-traded funds, selective equity exposure, and fundamental security analysis, and also offers pension consulting services including investment policy statement preparation and participant education.