David J Siegel

Stacey Stark is the founder, CEO, and Chief Compliance Officer of Aurelia Capital Advisors, Inc., an independent registered investment adviser serving clients in Florida and New York. Stacey works with women, families, professionals, and business owners who want thoughtful, personalized investment management and a clearer understanding of their financial lives. Her approach is grounded in listening first, understanding each client’s priorities and concerns, and building an investment strategy aligned with their objectives, risk tolerance, and long-term needs. She founded Aurelia to provide a more personal and transparent alternative to one-size-fits-all investment management. As a business owner and mother of two, Stacey understands that financial decisions rarely exist in isolation from career changes, family responsibilities, divorce, retirement, and other major life transitions. Stacey holds the FINRA Series 7, 66, 24, and 99 registrations. Through Aurelia, she provides fiduciary investment advisory services without commissions, emphasizing clear communication, personal attention, and an ongoing relationship with each client.

Terry Martine II is an Investment Adviser Representative affiliated with Signal Advisors Wealth, LLC, an SEC-registered investment adviser. Through Family Retirement Services, a DBA of Martine Financial, he helps Florida Retirement System (FRS) members—including educators, firefighters, police officers, school administrators, and other public employees—understand Pension Plan, Investment Plan, and DROP decisions. His work includes retirement income planning, wealth management, Social Security, Medicare and IRMAA planning, 403(b), 457, and 401(k) rollovers, insurance, and legacy planning. Based in Lake Worth, Florida, Terry serves clients in South Florida and nationwide where properly registered or licensed. Family Retirement Services is not affiliated with FRS or any government agency.

I’m Tim Lyons, a fourth generation Floridian and independent financial advisor in Palm Beach Gardens, FL. I’ve spent nearly 19 years helping families and small business owners plan with clarity. I started in real estate, moved into risk management, and ran my own insurance agency, where I worked with more than 200 small businesses and 400 families. From 2019 to 2024 I led a full service advisory practice at Edward Jones, then went independent and founded Lyons Resources. I listen first and build the plan before I recommend anything. I give every family the advice I’d give my own. I’m a husband, a father of four, and I mentor young adults.

Mark Burger is the principal of Balanced Wealth Strategies LLC and holds a Series 65 credential with one year of experience in investment advisory. He is also the sole owner of Mark J. Burger P.A., a Florida-based accounting firm providing tax and advisory services since 1995. Additionally, he is a managing member and part-owner of GuidePoint PEO LLC, an AI-focused company involved in web-based marketing for professional employer organizations. Balanced Wealth Strategies provides portfolio management services through wrap-fee programs arranged with broker-dealer wealth managers, emphasizing a passive, preservation-oriented investment approach using diversified vehicles such as ETFs and mutual funds. The firm serves clients by advising on asset allocation and reviewing performance while leaving trade execution and discretionary authority to the selected wealth managers.

Neal Mac Lean is a financial advisor at Graysbrook Private Wealth with a Series 65 designation and 18 years of industry experience. He worked at TD Waterhouse Canada Inc. for 17 years before joining Graysbrook Private Wealth in 2026. Graysbrook Investment Partners provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, with plans to serve institutional clients as well. The firm employs a tactical allocation strategy based on fundamental analysis and custom portfolio construction, using a variety of securities and trading approaches tailored to client objectives and risk tolerance.

Laongdao Suppasettawat is a financial advisor with TAK Advisory in Juno Beach, FL, holding CFP® and Series 66 designations and 17 years of industry experience. She has been with TAK Advisory since 2013 and is also a partner in CAT Properties LLC. Suppasettawat regularly conducts public seminars on investment, estate, and financial planning and serves on the boards of the University of Southern Maine Alumni Association and the World Affairs Council of Maine. TAK Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, trustees, and conservators. The firm’s approach includes tailored asset allocation, diversification, and periodic rebalancing, utilizing both fundamental and technical analysis and a range of strategies, while managing costs and tax consequences.