Shirley Polidori

Aaron Wade is a Series 65-licensed financial advisor with 14 years of industry experience. He is the principal of Osprey Money Management, LLC and also owns A.M. Wade, LLC, an entity established for tax purposes. Osprey Money Management provides written financial planning and assists clients in selecting third-party investment advisers. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, focusing on long-term investment approaches tailored to clients’ risk tolerance and time horizon without directly managing client assets.

Magid Baina is a financial advisor at Haron Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has been with Haron Capital since 2021. In addition to his advisory role, he operates as a nutritional consultant through his self-employed business. Haron Capital Management provides discretionary portfolio management and investment advice primarily to high-net-worth, accredited individuals. The firm employs a value-oriented, dividend-growth strategy combined with a range of analytical techniques and offers performance-based compensation arrangements, managing approximately $52 million for a select client base.

Joshua Haron is a financial advisor with Haron Capital Management, LLC in Cape Canaveral, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. Prior to founding Haron Capital Management in 2018, he worked at Bank of America and Merrill Lynch from 2012 to 2018. Haron Capital Management provides discretionary portfolio management and investment advice primarily to high-net-worth, accredited individuals. The firm employs a value-oriented, dividend-growth investment approach and uses a range of instruments, including leveraged ETFs, crypto assets, and NFTs, while offering performance-based compensation arrangements uncommon among its peers.

Colin Symons is a CFA® charterholder with 26 years of experience in the financial industry. He is currently with Lloyd Financial Group LLC, where he has worked since 2025. Prior to this, he was with Symons Capital Management, Inc. for 24 years and also spent time at Strategic Wealth Partners, Ltd. from 2021 to 2023. Lloyd Financial Group LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm employs a fundamental analysis approach with a long-term orientation, using low-cost mutual funds, ETFs, and, when appropriate, individual securities, while acting as a fiduciary and overseeing client portfolios with tailored strategies.

Matthew Miller is a financial advisor with Impact Partnership Wealth, LLC, holding Series 65 and Series 66 credentials and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Edward Jones. Outside of his advisory work, he is involved in insurance sales and education through Honor Insurance Group, where he assists clients and conducts insurance seminars. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management supported by a combination of third-party strategists and adviser-managed models.

Tracey Higginbotham is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 30 years of industry experience. She has been with Latitude Advisors and GWN Securities Inc. since 2009 and also leads Higginbotham Companies, Inc., a tax and accounting practice. Outside of her advisory role, she serves as president of Higginbotham Financial Services, Inc., which provides investment and insurance services, and is involved in multiple family business ventures including accounting, insurance, and notary services. Latitude Advisors serves individual and business clients with financial planning, discretionary portfolio management, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client accounts on a discretionary basis and integrating third-party model recommendations under its oversight.