Trishul Patel

Stacey Stark is a financial advisor at Aurelia Capital Advisors, Inc. with 23 years of industry experience. She holds a Series 66 designation and has worked primarily at R.M. Stark & Co., Inc. and Stark Financial Advisers prior to joining Aurelia Capital Advisors. Aurelia Capital Advisors, Inc. provides discretionary portfolio management to a range of clients including individuals, families, trusts, and corporations. The firm combines fundamental and technical analysis with quantitative models to create customized investment strategies and typically manages accounts on a discretionary basis.

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.

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.

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.

Charles Farrar is the principal advisor at Farrar Wealth Management, LLC in North Palm Beach, FL, with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stifel, Nicolaus & Company, Incorporated for 10 years before founding his independent firm in 2017. Farrar Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, and small businesses, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of technical and fundamental analysis, long- and short-term trading, option strategies, and margin trading to implement tailored investment strategies.