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 with Alpha Zero LLC in Boca Raton, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at 2M Wealth Management LLC, Purshe Kaplan Sterling Investments, Paradigm Financial Partners, and Mass Mutual. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental and cyclical analysis along with modern portfolio theory to construct portfolios, offering both discretionary trading and access to alternative investments and private placements.

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.

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 licenses and bringing 30 years of industry experience. She has been with National Wealth Management Group since 2015 and also has a longstanding affiliation with LPL Financial since 2008. Outside of her advisory roles, she is president and part owner of Galleon Bay, a Florida land development company, and co-owner of Alpina Tax & Accounting Services, where she provides tax preparation and business advice. National Wealth Management Group offers fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client, utilizing a range of strategies and securities across multiple program platforms and account structures.

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 at Atlas Private Wealth Advisors in Delray Beach, FL, with 28 years of industry experience. She holds the ChFC® and Series 63 designations and has worked previously at Ameriprise Financial Services, Inc. from 2006 to 2017. Outside of her advisory work, she is a partner in OCD Properties, LLC, an entity involved in accounting for property expenses and profits. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets across a 13-advisor team and offers portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

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.

David Teas is a CFP® and CFA® with 14 years of industry experience. He has been with Heritage Investment Group, Inc. since 2011. Heritage Investment Group is an SEC-registered, fee-only advisory firm serving individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm employs an evidence-based investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, and it offers financial planning, wealth-transfer, and trust-related services.

Michael Edelman is a CFP® professional with 38 years of industry experience, currently serving at Baron Silver Stevens Financial Advisors, LLC. He has held roles at Royal Alliance Associates, INC. and Fidelity, among others, since 2015. Outside of his advisory work, he acts as power of attorney for his mother, assisting with her financial and medical affairs. Baron Silver Stevens Financial Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of portfolio management strategies, including separately managed accounts and model portfolios, with both discretionary and non-discretionary management options.

Eric Diton is a financial advisor at The Wealth Alliance, LLC with 40 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he helps plan and organize an annual golf outing for the Songs of Love Foundation, a charitable organization. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, equities, bonds, and alternative investments, and employs both internal management and third-party platforms to meet client objectives.

Barry Giske is a financial advisor at Fairport Advisors, Inc. in Boca Raton, FL, with 21 years of industry experience. He has been with Fairport Advisors since 2011 and is a co-founder and 50% shareholder of Divorced Gals LLC, a divorce financial planning firm unrelated to his investment work. Giske holds Series 63 and Series 65 licenses. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pension, and business accounts. The firm utilizes a combination of strategic and tactical asset allocation supported by proprietary algorithms, technical and quantitative analysis, and artificial intelligence tools.

Marcelo Sanchez is a financial advisor with Epic Advisory Services Corp, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. He has worked at Epic Advisory Services since 2021 and has prior experience with Asset Managers S.A. Agente de Valores and Capital Markets Argentina SA. Marcelo maintains ongoing roles in investment-related activities across firms in Argentina and Uruguay. Epic Advisory Services Corp provides investment management to individuals, corporations, and other entities, with a focus on customized portfolios that incorporate both discretionary and non-discretionary advisory arrangements. The firm utilizes third-party macroeconomic research alongside in-house due diligence and offers strategies involving options, derivatives, and leverage, supported by a notable cross-border operational structure through affiliated entities.