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.

With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.

Terry Martine II is an Investment Adviser Representative affiliated with Signal Advisors Wealth, LLC, an SEC-registered investment adviser. Through Family Retirement Services, a DBA of Martine Financial, he helps Florida Retirement System (FRS) members—including educators, firefighters, police officers, school administrators, and other public employees—understand Pension Plan, Investment Plan, and DROP decisions. His work includes retirement income planning, wealth management, Social Security, Medicare and IRMAA planning, 403(b), 457, and 401(k) rollovers, insurance, and legacy planning. Based in Lake Worth, Florida, Terry serves clients in South Florida and nationwide where properly registered or licensed. Family Retirement Services is not affiliated with FRS or any government agency.

Jason Kirsch is a CFP® with 10 years of industry experience and serves as the sole advisor at Grow Planning, LLC. His prior work includes roles at Raymond James Financial Services and contributions to financial media outlets such as Forbes and Seeking Alpha. Outside of his advisory work, Kirsch is involved in creative ventures including producing a feature-length film and leading a virtual reality studio specializing in immersive experiences. Grow Planning, LLC is an independent advisory firm that primarily serves individual clients through non-discretionary investment management and comprehensive financial planning. The firm emphasizes largely passive, low-cost portfolios complemented by fundamental and technical analysis, and also provides retirement plan consulting and financial education workshops.

Ryan Jacobs is the sole advisor at Jacobs Investment Management, LLC, holding a Series 65 credential with two years of industry experience. He has been managing Jacobs Investment Management since 2022 and has prior work experience at The Gardens of Boca Raton and Millard West High School. Jacobs is also the managing partner of Jacobs Fund I, LP, a private investment limited partnership focused on opportunistic and value-oriented investments. Jacobs Investment Management provides discretionary portfolio management exclusively through private pooled investment vehicles. The firm focuses on equities and fixed-income securities, using fundamental analysis and a long-term trading approach to implement its strategies.

Steven Schneider is a financial advisor with Leslie Gale Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with Leslie Gale Advisors since 2013. Outside of his advisory role, he serves as a board member for Hands In 4 Youth of NY/NJ, a youth development nonprofit, and is an executive officer and senior advisor at PivotalPath Inc., a technology research firm. Leslie Gale Advisors provides discretionary portfolio management primarily to U.S. individual clients and their tax-qualified accounts, using a quantitative investment process with proprietary models to tailor portfolios according to client risk profiles. The firm manages both actively and passively managed programs across equities, fixed income, and alternative allocations.

Sean Leder is the principal of TSL Investment Management, LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has managed Leder Holdings, LLC since 2011 and Leder Realty & Management, Inc. since 1995, where he serves as president and director, providing real estate advice and management services. Through these entities, he also manages privately held real estate investments and related management activities. TSL Investment Management offers discretionary portfolio management and investment supervisory services to individual, high-net-worth, and certain corporate clients. The firm emphasizes fundamental analysis and customizes asset allocation based on client risk tolerance, tax situation, and time horizon, including private real estate projects managed through affiliated brokerage and management entities.

George Simon is the sole advisor at European Family Office Institute LLC with 36 years of industry experience. He holds Series 63 and Series 65 registrations and has led the firm since 2014. In addition to his advisory role, Simon works as an independent lawyer advising individuals and corporations on legal matters in various jurisdictions. European Family Office Institute LLC provides investment management and modular financial planning services to individuals, high-net-worth clients, businesses, trusts, estates, retirement plans, endowments, and foundations. The firm offers customized portfolios built using fundamental and technical analysis, managing accounts on a non-discretionary basis with client-imposed selection limitations.

Charles Arnold is the sole advisor at Ideas in Finance, an independent registered investment advisor based in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He is also a managing member of Armada Hedge LLC, which serves as the general partner of a hedge fund, Armada Absolute Returns L.P. Ideas in Finance provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s investment approach combines long-term strategies with active trading, including the use of options, margin, and derivatives within separately managed accounts.

Eric Sikes is a financial advisor with Sikes Financial Services, LLC in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been operating as a sole proprietor since 2019 and was previously associated with LPL Financial LLC. Sikes also engages in insurance services as an insurance agent within his firm. Sikes Financial Services, LLC offers non-discretionary portfolio management and financial planning primarily to individual clients, combining fundamental, technical, charting, and cyclical analysis to develop client-specific strategies. The firm provides ongoing portfolio monitoring and tailored financial plans while allowing clients to impose investment restrictions and approving trades on a case-by-case basis.

Lior Rusinek is the sole advisor at 147th Group LLC in Boca Raton, FL, holding Series 63, 65, and 66 licenses with 38 years of industry experience. He has led 147th Group since 2016 and previously worked with MSH Capital Advisors, LLC, and M.S. Howells & Co. from 2016 to 2020. 147th Group provides discretionary portfolio management and investment oversight to individuals, high-net-worth clients, and retirement accounts. The firm uses a combination of fundamental, quantitative, technical, and charting analysis focused on long-term trading, with portfolio strategies aligned to each client’s goals and risk tolerance.

Boris Grishchenko is a financial advisor at Suntax Advisors LLC with a Series 65 credential and no prior industry experience. Before joining Suntax Advisors, he worked at Rosneft Oil Company for eight years and has been involved with Suntax Consulting, LLC, a tax consulting company where he is a partner. Suntax Advisors provides investment management and fee-based financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses Modern Portfolio Theory and focused asset allocation with an emphasis on index funds and global diversification, and it integrates tax and accounting services alongside investment management.

Scott Hudson is the sole advisor at S.H. Capital Management Corp. in Boca Raton, FL. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Hudson has been with S.H. Capital Management since 2007. S.H. Capital Management provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, and corporate entities. The firm customizes advisory programs without imposing account minimums and employs a combination of fundamental and cyclical analysis with both long-term and short-term strategies.

Karamat Qadri is a financial advisor at Atlas Capital Advisory LLC with three years of industry experience. He holds a Series 65 designation and has worked at Atlas Capital Advisory since 2022. Prior to his current role, he held positions at ADT Security Services, MD Now, Touchsuite, and Medical Capital Resources, and was affiliated with Florida Atlantic University from 2012 to 2018. Atlas Capital Advisory LLC provides tailored investment management and financial planning services to individuals, including high-net-worth clients, as well as accounts managed through third-party managers. The firm emphasizes strategic asset allocation using primarily passive investment vehicles while allowing tactical adjustments and employs third-party manager selection and oversight, serving both retail and institutional clients.

Perry Bean is a financial advisor at Bishop Capital Advisors LLC in Boca Raton, FL, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Gallacher Capital Management. In addition to his advisory role, he is licensed as an independent insurance agent. Bishop Capital Advisors provides discretionary wealth management and financial planning primarily to high-net-worth individuals and family office clients. The firm employs both fundamental and technical analysis and offers a wide range of investment instruments, including performance-based fee arrangements for qualified clients.

Jack Roath is a financial advisor at Roath Capital Advisory with Series 63 and Series 65 credentials. He has one year of industry experience and previously held positions at Dimensional Fund Advisors, Park Avenue Securities, Guardian Life Insurance Company, and State Street Corporation. Roath Capital Advisory is a state-registered investment adviser serving individuals, trusts, estates, businesses, and charitable organizations. The firm provides written financial planning and investment management tailored to clients' capital purposes, emphasizing long-term accumulation through individually constructed portfolios rather than model allocations.

Harlan Freeman is a CFP®, CFA®, and Series 65 credentialed financial advisor with 10 years of industry experience. He is the sole advisor at BrightPath Financial, Inc. and previously worked at Trinity Financial Advisors LLC from 2017 to 2021. BrightPath Financial, Inc. is a fee-only registered investment adviser serving individuals and families, including business executives, professionals, and retirees. The firm provides comprehensive financial planning and investment management, emphasizing customized portfolios that use academically supported strategies with a tilt toward passive management and selective active management in specific asset classes.

Philippe Khouri is a financial advisor with Pip Capital & Consulting, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Pip Capital & Consulting since 2016. Pip Capital & Consulting provides discretionary investment management primarily to individuals, high-net-worth clients, trusts, and estates, along with operational consulting services for the hospitality and casino gaming industry. The firm employs an active, technically driven approach focused on growth and value equities and uses options strategies such as covered-call writing and cash-covered put selling to generate income and manage portfolio risk.

Alissa Krasner Maizes, CERTIFIED FINANCIAL PLANNER®, is the Founder of Amplify My Wealth, a licensed attorney, fee-only fiduciary financial advisor, and winner of the 14th Annual Plutus Awards for Best Financial Advisor Financial Literacy Content Creator, providing financial advice to the clients of her firm, Amplify My Wealth, and pro bono advice to clients of the nonprofit Savvy Ladies. Alissa tailors her advice and plans to women [and their families] with a six-figure household income, net worth, or both, as well as to young adults embarking on their financial journey. As a fiduciary, Alissa places your needs at the forefront, equipping you with the knowledge and guidance to overcome wealth-building barriers and achieve financial confidence so you can live the life you desire. Empowering yourself with a trusted partner, advice, plan, and guidance for implementing your plan will ensure you achieve the life you want sooner than you imagine.

James Mackey Jr. is a Series 65 licensed financial advisor with HNW Synergy Advisors, LLC in Delray Beach, FL, where he has worked since 2018. He has seven years of industry experience and also serves as Managing Director and Managing Member of AAA Hosts, LLC, a vacation rentals and event promotion company. HNW Synergy Advisors serves affluent and institutional clients by providing customized financial planning and investment consultation, focusing on recommending and overseeing third-party investment managers rather than directly managing portfolios. The firm employs a blend of fundamental, technical, and cyclical investment analysis and offers educational seminars on topics such as retirement and estate planning.