James Underwood is a financial advisor at Aspen Creek Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 credential and has worked at several firms including Virtue Capital Management and Tyler Wealth Management. Outside of his advisory role, he serves as president and independent insurance agent at J.D. Underwood Insurance Strategies, Inc. and coordinates marketing for estate planning through LegacyLock, LLC. Aspen Creek Wealth Management serves individuals, high-net-worth clients, business owners, and retirement plans, offering discretionary portfolio management, financial planning, and consulting. The firm uses a mix of fundamental, technical, and cyclical analysis, provides access to structured and alternative investments, and supervises third-party managers and OCIO arrangements.

Kathleen Grace is a CFP® with 24 years of experience in financial advising. She currently works at Fiduciary Family Office, LLC and previously spent 11 years at Goldman Sachs Personal Financial Management. Outside of advising, she is the owner of Excelsior Capital Holdings, LLC, and is involved in writing and promoting a book. Fiduciary Family Office provides financial planning, family office, and investment management services primarily to high-net-worth individuals and entities. The firm uses a multi-strategy, globally diversified investment approach and focuses on larger, consolidated client relationships with substantial planning engagements.

Willard Schoch is a financial advisor with Benchmark Financial Wealth Advisors LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Benchmark, he worked at North American Management Corporation for six years and has served as an uncompensated board member of the Presidential Estates Property Owners Association. Benchmark Financial Wealth Advisors LLC serves individuals, families, small businesses, and employer-sponsored retirement plans, providing financial planning, wealth guidance, and portfolio management. The firm employs a client-specific investment process using independent managers and various investment platforms, and offers wealth governance services including family governance support and consolidated reporting.

Janyl Smith is a financial advisor at Singer Wealth Advisors LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and its Private Bank. Outside of her advisory role, she manages a content creation business focused on motherhood through Ask Mommy LLC. Singer Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals, corporations, and pension and profit-sharing plans, providing comprehensive financial planning and portfolio management. The firm also supports other registered investment advisers and offers access to a broad array of alternative investments.

Thomas Hands is a financial advisor at Dawson James Asset Management, Inc. with 41 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Dawson James Securities, Inc. since 2004. Dawson James Asset Management provides discretionary and non-discretionary investment management and consulting services to corporations, retirement and pension plans, trusts, and other institutional clients. The firm focuses on strategic asset allocation using a combination of actively managed mutual funds, index and exchange-traded funds, selective equity exposure, and fundamental security analysis, and also offers pension consulting services including investment policy statement preparation and participant education.

Roy Rosner is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Singer Wealth Advisors LLC since 2018 and previously operated Futureproof Finances LLC, where he was the sole owner and employee. From time to time, he may offer clients advice or products through his outside business activities. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension plans, including high-net-worth clients. The firm offers comprehensive financial planning and portfolio management, as well as advisory services to other RIAs, combining fundamental analysis with tactical strategies and access to a diverse range of investment options.

Nina Sukholenko is a CFP® professional with four years of industry experience, currently serving as an advisor at F&V Capital Management, L.L.C. in Boca Raton, FL. She has been with F&V Capital Management since 2014. F&V Capital Management provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, and corporate clients, including high-net-worth individuals. The firm also manages a Luxembourg-based mutual fund and uses a combination of fundamental, quantitative, qualitative, and technical analysis to implement both long- and short-term investment strategies.

Ezequiel Roson is a financial advisor at Epic Advisory Services Corp with three years of industry experience. He holds a Series 66 designation and has worked at Asset Managers Agente de Valores since 2023 and Capital Markets Argentina SA since 2006, where he assists in account openings and report creation. Roson provides investment advice to both foreign clients through Epic Advisory Services and local clients in Uruguay. Epic Advisory Services Corp offers asset and portfolio management to individuals, corporations, institutions, and other entities through customized discretionary and non-discretionary portfolios. The firm combines third-party macroeconomic research with internal due diligence to manage a diversified range of investments, including equities, fixed income, options, derivatives, and alternatives.

Charles Landry is a financial advisor with Singer Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation and three years of industry experience. He is also the owner and manager of CLFinancial LLC, through which he operates as an insurance agent, providing insurance products and services to clients. Prior to his current roles, his background includes positions at Singer Wealth Advisors and teaching roles at Florida State University and Florida Atlantic University. Singer Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers comprehensive financial planning, portfolio management, and access to alternative investments, utilizing fundamental analysis combined with tactical strategies to manage portfolios and accounts.

Evan Mc Leod is a CFA® charterholder with three years of industry experience. He currently works at Singer Wealth Advisors LLC and has previously held roles at RWA Advisors, Krause Capital, Inc., and New York Community Bank. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and access to alternative investments, using a combination of fundamental analysis and tactical strategies to manage client portfolios.

Daniel Segal is a financial advisor at Amerant Investments, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at BackEnd Resolve, Benchmark Financial Wealth Advisory LLC, American Portfolios Financial Services, Inc., and he has been involved with Illuminating Solutions LLC for over a decade. Amerant Investments, Inc. provides discretionary and non-discretionary portfolio management and separately managed account services primarily to affluent and high-net-worth individuals, personal investment companies, IRAs, and trusts. The firm uses model portfolios, third-party portfolio managers, and a global, multi-asset diversification approach, and it is a wholly owned subsidiary of Amerant Bank, N.A.

Anthony Leone is a financial advisor at Alpha Zero LLC with 11 years of industry experience. He holds the Series 65 and Series 63 designations. His prior roles include positions at firms such as 2M Wealth Management LLC, Purshe Kaplan Sterling Investments, Mass Mutual, and Barnum Financial Group. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, offering portfolio management and financial plans. The firm uses fundamental and cyclical analysis alongside modern portfolio theory to construct portfolios, including the use of long- and short-term trading strategies, margin, and options when appropriate.

David Sutherland is a financial advisor at Singer Wealth Advisors LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and in educational roles at the University of California, Los Angeles, as well as various schools from 2005 to 2019. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension plans. The firm offers comprehensive financial planning and portfolio management, using a combination of fundamental analysis and tactical strategies, and provides advisory services to other registered investment advisers.

Christian Long is a financial advisor at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Advisors Asset Management, Inc., Boca Ice, and Ace The Text, Inc. Benchmark Financial Wealth Advisors LLC serves individuals, families, small businesses, and employer-sponsored retirement plans, providing financial planning, wealth guidance, and portfolio management. The firm manages approximately $766 million in assets for around 361 clients and uses a documented, client-specific investment process with independent managers, mutual funds, ETFs, and manager-based platforms.

Mauricio Ibarra is a financial advisor at Epic Advisory Services Corp with nine years of industry experience. He holds a Series 66 designation and previously worked at BB&T Securities. Outside of his advisory role, he serves as a coach for Boca United, a youth soccer organization. Epic Advisory Services Corp. manages investments for individuals, including high-net-worth clients, as well as corporations and other entities, offering both discretionary and non-discretionary advisory services. The firm employs customized portfolio construction based on third-party macroeconomic research and in-house due diligence, with capabilities that include options, derivatives, and leverage strategies.

Vivienne Schleu is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at National Wealth Management Group since 2015 and has been with LPL Financial since 2008. Outside of advisory roles, Schleu is involved in a family-owned Florida land development business and co-owns a tax preparation and accounting service. National Wealth Management Group offers fee-based investment advisory and financial planning primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to client needs and integrates services with accounting through a formal affiliation.

Maurice Clarke is a financial advisor at FMSA with a Series 65 license and no prior industry experience. Before joining FMSA, he worked at Health Compass Consulting, focusing on employee benefits consulting and management, and has held roles as an insurance advisor providing life insurance solutions and handling property and casualty claims. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a research-driven investment approach centered on company financials and SEC filings, offering discretionary portfolio management and comprehensive financial planning across a wide range of securities and products.

Sandra Dalton is a financial advisor with Atlas Private Wealth Advisors in Delray Beach, FL, holding the ChFC® designation and a Series 63 license. She has 29 years of industry experience, including prior roles at Ameriprise Financial Services and LPL Financial. Dalton is also a partner in OCD Properties, LLC, which manages accounting for property expenses and profits. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses with discretionary and non-discretionary portfolio management and financial planning. The firm employs tailored investment strategies using LPL Financial‑sponsored platforms and combines asset allocation with fundamental, technical, and cyclical analysis.

Steven Freed is a financial advisor with Vision Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Vision Investment Advisors since 2010 and previously worked at Tax Advisors of Palm Beach Inc. Mr. Freed is also president of Atlas Capital, LLC, a real estate investment company. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors. The firm’s investment approach includes large-cap, growth-oriented equity selection supported by fundamental and technical analysis, income enhancement strategies, and option-based leveraged strategies for clients with higher risk tolerance.

Tabitha Meyerer is a CFP® with 23 years of industry experience, currently serving as an advisor at Fiduciary Family Office, LLC since 2023. She spent 11 years at Goldman Sachs Personal Financial Management prior to her current role. Fiduciary Family Office provides wealth management, financial planning, and family office services to high-net-worth individuals, trusts, estates, and foundations. The firm manages client portfolios on a discretionary basis using a multi-strategy, global asset-allocation approach that includes ETFs, individual equities, fixed income, options, alternative investments, and third-party independent managers.