Ivan Rosa

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.

Jacob Levine is a financial advisor with Trout Capital Management, LLC in Jupiter, FL. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles at Merrill, Bank of America, Merit Financial Group, Camden Capital, and Trillium Management. Trout Capital Management is an independent, state-registered investment adviser providing portfolio management and financial planning services to individuals, trusts, retirement plans, and small businesses. The firm employs tailored investment strategies focused on asset allocation, fundamental and risk/return analysis, and offers both discretionary and non-discretionary account arrangements.

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.

Steven Spalding is the sole advisor at Spalding, Steven, located in Palm Beach Gardens, FL. He holds a Series 65 designation and has four years of industry experience. In addition to his advisory role, he is the managing partner of Crossing Gaps LLC, a boutique marketing and data science consultancy he has operated since 2008. Spalding, Steven provides financial planning and consulting services to individuals, retirement and benefit plans, trusts, business entities, and high-net-worth clients. The firm’s investment approach combines fundamental and trend analysis with sector and macroeconomic views, delivering non-discretionary advice without maintaining custody of client assets.