With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.

Jason Kirsch is a CFP® with 10 years of industry experience and serves as the sole advisor at Grow Planning, LLC. His prior work includes roles at Raymond James Financial Services and contributions to financial media outlets such as Forbes and Seeking Alpha. Outside of his advisory work, Kirsch is involved in creative ventures including producing a feature-length film and leading a virtual reality studio specializing in immersive experiences. Grow Planning, LLC is an independent advisory firm that primarily serves individual clients through non-discretionary investment management and comprehensive financial planning. The firm emphasizes largely passive, low-cost portfolios complemented by fundamental and technical analysis, and also provides retirement plan consulting and financial education workshops.

David A. Lurch is a financial advisor with David Lurch LLC in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and with 17 years of industry experience. Prior to founding his own firm in 2024, he worked at UBS Financial Services Inc. for 11 years. He serves on the board of directors for the Miami Yacht Club, a nonprofit organization. David Lurch LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a blend of fundamental, quantitative, technical, and charting analyses within a modern portfolio theory framework, employing both long-term and active trading strategies across a variety of investment products.

Matthew Hinkle is a CFP® affiliated with Hinkle Financial Services LLC and has been in the financial industry since 2022. He is also a partner at Hinkle, Rhine & Root LLC, an accounting firm. Hinkle Financial Services LLC provides referral and advisory services by connecting clients with third-party money managers and offering comprehensive financial planning and hourly consultations. The firm focuses on selecting external advisers rather than managing client portfolios directly and maintains an affiliation with an accounting practice that may provide additional services to clients.

Bruce Konners is the sole advisor at Envision Asset Management, Inc., an independent firm based in Plantation, Florida. He holds the CFA® designation and Series 66 license, with 17 years of industry experience. His prior experience includes roles at Cathy Pareto & Associates Inc. and Bluekey Personal Wealth Planning. Outside of his advisory work, he is involved as a director and volunteer with the University of Florida Hillel. Envision Asset Management serves individual, corporate, and institutional clients, offering portfolio management and financial planning through a boutique, one-advisor model. The firm combines traditional asset-based arrangements with a subscription-style engagement and supplements client communication with periodicals and newsletters.

Hugh Moore is the principal advisor at Moore Financial Planning Advisors, LLC in Davie, FL, with 17 years of industry experience. He holds a Series 65 designation and has previously worked at Harmonies of Hope. Outside of financial advising, he serves as the CEO and insurance agent of Interactive Financial Network, Inc., an insurance services business he has led since 1993, and also provides tax preparation and advisory services through IFN Business & Tax Services, LLC. Moore Financial Planning Advisors, LLC is an independent, fee-based firm serving primarily individual clients with financial planning, cash-flow management, qualified plan consulting, and portfolio management. The firm employs a meeting-driven client process and uses fundamental, technical, and cyclical analysis to guide investment decisions, offering both discretionary and non-discretionary management, including use of the Betterment for Advisors platform and referrals to third-party managers.

Sean Leder is the principal of TSL Investment Management, LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has managed Leder Holdings, LLC since 2011 and Leder Realty & Management, Inc. since 1995, where he serves as president and director, providing real estate advice and management services. Through these entities, he also manages privately held real estate investments and related management activities. TSL Investment Management offers discretionary portfolio management and investment supervisory services to individual, high-net-worth, and certain corporate clients. The firm emphasizes fundamental analysis and customizes asset allocation based on client risk tolerance, tax situation, and time horizon, including private real estate projects managed through affiliated brokerage and management entities.

George Simon is the sole advisor at European Family Office Institute LLC, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has worked at his current firm since 2014 and previously at Celadon Financial Group LLC. In addition to financial advising, he practices law based on a Hungarian law degree, providing legal counsel to individuals and corporations in various jurisdictions. European Family Office Institute LLC offers investment management and modular financial planning services to a diverse client base, including individuals, high-net-worth clients, businesses, trusts, and foundations. The firm focuses on customized asset allocation and employs both fundamental and technical analysis while managing accounts on a non-discretionary basis.

Eileen Mouly is a CFP® with 40 years of experience in financial advisory services. She is the principal and sole advisor at Mouly Financial Management, Inc., where she has worked since 1991. Her prior experience includes roles at Singer Xenos Securities Corp and Supreme Alliance LLC. In addition to her advisory work, she is a licensed insurance agent and a certified public accountant. Mouly Financial Management provides tailored investment management and financial consulting to individuals, high net worth clients, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm emphasizes client-specific asset allocation and diversification, managing accounts primarily on a non-discretionary basis with approval required for transactions.

Charles Arnold is the sole advisor at Ideas in Finance, an independent registered investment advisor based in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He is also a managing member of Armada Hedge LLC, which serves as the general partner of a hedge fund, Armada Absolute Returns L.P. Ideas in Finance provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment approach combines long-term strategies with active trading, including the use of options, margin, and derivatives within separately managed accounts.

Jubin Keyvan is a CFP® professional with 33 years of experience in the financial services industry. He is the president of Profitable Financial Strategies and has held roles at American Portfolios Financial Services and OSAIC. Keyvan also serves as a board member and treasurer for the South Florida Financial Planning Association chapter. Profitable Financial Strategies provides customized financial planning, quantitative analysis, and investment consulting to a small client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a range of services focused on tailored financial plans without discretionary portfolio management, and operates as a licensed insurance agency alongside its advisory activities.

Eric Sikes is the principal advisor at Sikes Financial Services, LLC in Boca Raton, FL, with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial LLC and MSI Financial Services, Inc. Outside of advisory services, he is involved in business development activities related to his sole proprietorship. Sikes Financial Services provides non-discretionary portfolio management and financial planning to individual clients, emphasizing tailored strategies and client approval for trades. The firm also offers insurance products through an affiliated business and delivers ongoing portfolio monitoring with quarterly reviews.

Zachary Wolfson is a financial advisor with Wolfson Private Wealth, LLC in Ft. Lauderdale, FL. He holds a Series 66 designation and has seven years of industry experience. Prior to founding his independent practice in 2021, he worked at Edward Jones for three years and has experience in real estate through roles at K Co Realty and MoPat Properties. Wolfson Private Wealth provides discretionary portfolio management, financial planning, and consulting services to individuals and small businesses. The firm employs a variety of investment strategies across a broad range of asset types, including traditional securities, real estate, private placements, structured products, and derivatives, typically managing accounts on a tailored, discretionary basis.

Jyote Patel is a Series 65-licensed financial advisor with nine years of industry experience, currently practicing at Harbor Wealth Management in Fort Lauderdale, FL. Prior to founding Harbor Wealth Management in 2016, Patel has operated Create A Bela Life Coaching since 2013, offering well-being and empowerment life coaching services. Harbor Wealth Management provides investment management services to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm employs an asset-class allocation strategy with long-term, low-turnover portfolios, utilizing Buckingham’s Structured Investing Advantage program and Dimensional Fund Advisors sub-advised funds, while managing client assets primarily on a non-discretionary basis.

Lior Rusinek is a financial advisor at 147th Group LLC in Boca Raton, FL, with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with 147th Group since 2016. Prior to this, he worked at MSH Capital Advisors, LLC and M.S. Howells & Co. from 2016 to 2020. 147th Group provides discretionary portfolio management primarily to individuals, high-net-worth clients, and retirement accounts, emphasizing dividend and growth equities alongside mutual funds, ETFs, fixed-income securities, and Treasury-inflation-protected bonds. The firm manages roughly $30 million and develops individualized Investment Policy Statements for each client.

Boris Grishchenko is a financial advisor at Suntax Advisors LLC with a Series 65 credential and no prior industry experience. Before joining Suntax Advisors, he worked at Rosneft Oil Company for eight years and has been involved with Suntax Consulting, LLC, a tax consulting company where he is a partner. Suntax Advisors provides investment management and fee-based financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses Modern Portfolio Theory and focused asset allocation with an emphasis on index funds and global diversification, and it integrates tax and accounting services alongside investment management.

Sherman Steele is the sole advisor at Steele Asset Management, an independent firm based in Fort Lauderdale, FL. He holds a Series 65 designation and has 20 years of industry experience, having operated his firm since 1995. Steele Asset Management is a fee-based advisory firm managing approximately $45.4 million in assets. The firm offers discretionary asset management, hourly financial planning, and advisory services primarily for individuals, trusts, estates, and pension and profit-sharing plans, with a focus on one-on-one client consultations and portfolio management under discretionary authority.

Ryan Wolpert is the sole advisor at Gateway Capital Management in Parkland, FL, holding a Series 65 license with 15 years of industry experience. He has worked at Lopez Levi Lowenstein Glinsky P.A. and operated Wolpert & Associates, P.A. for over a decade. In addition to his advisory work, Wolpert maintains a separate accounting practice and is a Certified Public Accountant. Gateway Capital Management is an independent registered investment adviser providing discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs multiple analytical methods and offers tailored investment solutions with regular account reviews.

Scott Hudson is the sole advisor at S.H. Capital Management Corp. in Boca Raton, FL. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Hudson has been with S.H. Capital Management since 2007. S.H. Capital Management provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, and corporate entities. The firm customizes advisory programs without imposing account minimums and employs a combination of fundamental and cyclical analysis with both long-term and short-term strategies.

Perry Bean is a financial advisor at Bishop Capital Advisors LLC in Boca Raton, FL, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Gallacher Capital Management. In addition to his advisory role, he is licensed as an independent insurance agent. Bishop Capital Advisors provides discretionary wealth management and financial planning primarily to high-net-worth individuals and family office clients. The firm employs both fundamental and technical analysis and offers a wide range of investment instruments, including performance-based fee arrangements for qualified clients.