Mark Bassett

Eva Valentine is a financial advisor at Stirlingshire Investments with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including The Prudential Insurance Company of America, Ameriprise Financial Services Inc, and JP Turner & Co Capital Management LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑HNW and high‑net‑worth clients. The firm employs a range of investment approaches, including quantitative, fundamental, and technical analysis, and offers access to diverse investment types through model strategies available on the Advyzon marketplace.

Joshua Haron is a financial advisor at Haron Capital Management, LLC, an independent firm he has led since 2018. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including six years at Bank of America and Merrill. Haron Capital Management provides discretionary portfolio management and retirement-plan rollover advice to high-net-worth, accredited investors. The firm employs a value-oriented, dividend-growth strategy with a concentrated portfolio approach and incorporates fundamental, behavioral, and technical analyses, alongside specialized offerings such as exposure to crypto assets and performance-based fee arrangements.

Scott Jackson is the sole advisor at Jackson Private Wealth Management, Inc. in Cocoa, Florida, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Edward Jones since 2009 and established his own firm in 2012. Jackson is also a licensed insurance agent, though he has not actively written insurance applications. Jackson Private Wealth Management serves individual clients, including high-net-worth households, as well as businesses, charities, and pension clients. The firm offers discretionary portfolio management and financial planning, constructing portfolios tailored to clients’ circumstances and referring to other managers for alternative investments outside its core expertise.

Rita Medaglio Barrera is the sole advisor at Bmr Global Wealth Management Group, Inc. in Melbourne, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. She has been with the firm since 2008. In addition to her advisory role, she is an independent insurance agent specializing in Medicare supplement and Medicare Advantage plans for seniors. Bmr Global Wealth Management Group, Inc. is an independent firm providing portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach with globally diversified, passive investments and is notable for its niche divorce financial-planning practice.

Luke McCarty is a CFP® and Series 66-registered financial advisor with 12 years of industry experience. He founded McCarty Wealth in 2024 after previously working at McPherson Financial Group, World Equity Group, Prostatis Fin, Umb, and Financial Solutions of Raymond James. He is also the owner and a licensed insurance agent with McCarty Wealth Insurance Services LLC. McCarty Wealth provides portfolio management and financial planning services to individual and high-net-worth clients, combining a variety of investment types and strategies including options and alternative investments. The firm integrates insurance product offerings through its affiliated insurance services entity.

Adam Rall is a CFP® professional with four years of industry experience, currently serving as an advisor at Rall Capital Management, Inc. in Rockledge, FL. He has been with the firm since 2013. Rall Capital Management provides wealth management and comprehensive financial planning services to individual clients, including high-net-worth households. The firm employs an investment approach based on Modern Portfolio Theory, focusing on diversified, tax-conscious portfolios managed primarily on a long-term, discretionary basis.