Zachary Wolfson

Stuart Chamberlin Jr. is a financial advisor with three decades of experience in the financial services industry. He is currently registered as an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisor, where he has served clients since 2020. He is also the owner of Chamberlin Financial Inc., an insurance agency he founded in 2013, through which he offers fixed and life insurance products. Stuart holds the Chartered Financial Consultant (ChFC®) and Certified Fund Specialist (CFS®) designations. He is currently licensed as a Series 65 Investment Advisor Representative and maintains active Life, Health, and Annuity insurance licenses. His previous securities registrations include Series 7, Series 63, and Series 24 (Securities Principal). Sound Income Strategies manages approximately $4.5 billion in assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis alongside equity review and offers discretionary asset management, financial planning, and insurance planning through affiliated channels.

Kevin Dziubela is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corp. Outside of his advisory role, he owns Tempus Wealth Management, a financial services business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

David A. Lurch is the principal of David Lurch LLC, an independent advisory firm based in Ft. Lauderdale, FL. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including prior roles at UBS Financial Services, Merrill, and Morgan Stanley. He serves on the board of directors for the Miami Yacht Club. David Lurch LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes documented client profiles and a blend of analytical techniques in its investment process, offering discretionary portfolio management and comprehensive financial planning tailored to client goals, tax considerations, and risk tolerance.

Matthew Hinkle is a CFP® professional with one year of experience at Hinkle Financial Services LLC. He has been a partner at Hinkle, Rhine & Root LLC, an accounting firm, since 2022 and previously worked at Hinkle, Richter & Rhine LLP for 14 years. Hinkle Financial Services LLC provides referral and advisory services by placing clients with third-party money managers and offering comprehensive financial planning and hourly consultations. The firm does not manage client portfolios directly but emphasizes selecting external registered managers and focuses on solicitor arrangements and hourly planning engagements.

Bruce Konners is the sole advisor at Envision Asset Management, Inc., an independent firm based in Plantation, Florida. He holds the CFA® designation and Series 66 license, with 17 years of industry experience. His prior experience includes roles at Cathy Pareto & Associates Inc. and Bluekey Personal Wealth Planning. Outside of his advisory work, he is involved as a director and volunteer with the University of Florida Hillel. Envision Asset Management serves individual, corporate, and institutional clients, offering portfolio management and financial planning through a boutique, one-advisor model. The firm combines traditional asset-based arrangements with a subscription-style engagement and supplements client communication with periodicals and newsletters.

Hugh Moore is the principal advisor at Moore Financial Planning Advisors, LLC in Davie, FL, with 17 years of industry experience. He holds a Series 65 designation and has previously worked at Harmonies of Hope. Outside of financial advising, he serves as the CEO and insurance agent of Interactive Financial Network, Inc., an insurance services business he has led since 1993, and also provides tax preparation and advisory services through IFN Business & Tax Services, LLC. Moore Financial Planning Advisors, LLC is an independent, fee-based firm serving primarily individual clients with financial planning, cash-flow management, qualified plan consulting, and portfolio management. The firm employs a meeting-driven client process and uses fundamental, technical, and cyclical analysis to guide investment decisions, offering both discretionary and non-discretionary management, including use of the Betterment for Advisors platform and referrals to third-party managers.