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 financial advisor at URS Advisory with 11 years of industry experience. She holds the CFP®, ChFC®, and Series 65 designations. Prior to joining URS Advisory, she worked at Gradient Securities, LLC. Outside of her advisory role, she is involved with JEL ENTERPRISES INC dba URS Insurance, where she acts as an insurance agent. URS Advisory serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm employs a fee-based model and integrates a variety of analytical tools and sub-advisors to tailor investment programs according to each client's goals and risk tolerance.

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.

Alejandro Riquezes is the sole advisor at Windmills Capital Inc. in Delray Beach, FL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Windmills Capital since 2009. Outside of his advisory role, he is the Co-Founder and CEO of Wind2share, a social referral network aimed at connecting people and companies to facilitate business opportunities. Windmills Capital is a boutique investment adviser serving individuals and select institutional clients with fee-based portfolio management. The firm employs a tactical allocation approach to manage risk and performance, trading a diverse range of instruments and offering access to third-party money managers and risk management platforms.

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.

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 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 CFP® professional with 32 years of experience in the financial services industry. He is currently with LPL Financial and has been associated with Progressive Financial Planning Services Inc. since 2013. His prior experience includes 12 years at Cadaret, Grant & Co., Inc. Progressive Financial Planning Services, Inc. offers financial planning and investment advice mainly to individual clients, including both high-net-worth and non-high-net-worth individuals, as well as corporate clients. The firm emphasizes consultative planning and provides advice through consultations and written plans, with clients maintaining control over their 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.

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.

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.

James Lloyd is a financial advisor with QP Wealth Management, LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley, Purshe Kaplan Sterling Investments, and Wells Fargo Clearing. He serves as a board member for Superba, an alternative investment firm, where he consults on fund management and participates in investment committee meetings. QP Wealth Management serves individuals, trusts, estates, and corporations, managing approximately $405 million in client assets. The firm provides financial planning, investment consulting, and portfolio management with an approach that emphasizes client risk tolerance and goals, utilizing a mix of ETFs, equities, fixed income, covered-call overlays, and alternative investments, with a distinctive focus on non-discretionary asset management.

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.