Gerald Morlitz

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.

Ryan Jacobs is the sole advisor at Jacobs Investment Management, LLC, holding a Series 65 credential with two years of industry experience. He has been managing Jacobs Investment Management since 2022 and has prior work experience at The Gardens of Boca Raton and Millard West High School. Jacobs is also the managing partner of Jacobs Fund I, LP, a private investment limited partnership focused on opportunistic and value-oriented investments. Jacobs Investment Management provides discretionary portfolio management exclusively through private pooled investment vehicles. The firm focuses on equities and fixed-income securities, using fundamental analysis and a long-term trading approach to implement its strategies.

Steven Schneider is a financial advisor with Leslie Gale Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with Leslie Gale Advisors since 2013. Outside of his advisory role, he serves as a board member for Hands In 4 Youth of NY/NJ, a youth development nonprofit, and is an executive officer and senior advisor at PivotalPath Inc., a technology research firm. Leslie Gale Advisors provides discretionary portfolio management primarily to U.S. individual clients and their tax-qualified accounts, using a quantitative investment process with proprietary models to tailor portfolios according to client risk profiles. The firm manages both actively and passively managed programs across equities, fixed income, and alternative allocations.

Karamat Qadri is a financial advisor at Atlas Capital Advisory LLC with three years of industry experience. He holds a Series 65 designation and has worked at Atlas Capital Advisory since 2022. Prior to his current role, he held positions at ADT Security Services, MD Now, Touchsuite, and Medical Capital Resources, and was affiliated with Florida Atlantic University from 2012 to 2018. Atlas Capital Advisory LLC provides tailored investment management and financial planning services to individuals, including high-net-worth clients, as well as accounts managed through third-party managers. The firm emphasizes strategic asset allocation using primarily passive investment vehicles while allowing tactical adjustments and employs third-party manager selection and oversight, serving both retail and institutional clients.

Kamran Fotouhi is a CFA® charterholder and financial advisor at KFI Advisors with five years of industry experience. He has also served as a Managing Director at JS Held since 2014, where he focuses on data analysis, expert testimony, litigation support, and regulatory compliance consulting in the financial services sector. KFI Advisors provides portfolio management and related advisory services to individual clients, offering individualized management and occasionally entering into performance-based fee arrangements.