Spencer Goldsmith is a financial advisor at Bearing360 Wealth with 16 years of industry experience. His prior roles include positions at Bearing Point Capital, 44 North Capital Management, Hector Turf, U.S. Bancorp Investments, U.S. Bank, and Merrill. He also works as a consultant outside his advisory role. Bearing360 Wealth serves individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and corporate entities. The firm provides personalized financial planning and discretionary investment management using a diverse range of securities and investment vehicles, applying a client-centered process that incorporates fundamental and technical analysis.

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, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at 2M Wealth Management LLC, Purshe Kaplan Sterling Investments, Paradigm Financial Partners, and Mass Mutual Life Insurance Company among others. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm integrates fundamental and cyclical analysis with modern portfolio theory and manages portfolios using a variety of trading strategies, including discretionary authority and options, while also facilitating 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.

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 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 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.

Michael Edelman is a CFP® with 39 years of experience in the financial industry. He is affiliated with Baron Silver Stevens Financial Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Royal Alliance Associates, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Fortitude Advisory Group, and Kestra Investment Services. Outside of his advisory work, he serves 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, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a fundamentally long-term investment approach and offers customizable portfolio management through advisory platforms, third-party manager integration, and both discretionary and non-discretionary 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, Series 65, and Series 66 licenses and 14 years of industry experience. He has worked with firms including Epic Capital Securities, Asset Managers S.A. Agente de Valores, LATIN SECURITIES ARGENTINA S.A., and Wells Fargo Clearing. He maintains involvement with LATIN SECURITIES ARGENTINA S.A. as an independent agent. Epic Advisory Services Corp. provides investment management to individuals, corporations, and other entities through both discretionary and non-discretionary advisory arrangements. The firm constructs customized portfolios using third-party macroeconomic research and in-house due diligence, implementing strategies that may include options, derivatives, and leverage, and benefits from cross-border capabilities through its affiliations within the Latin Securities Group.

Eric Lutton is a CFA® charterholder with 15 years of industry experience, currently serving at Proverbi Capital Advisors, LLC. Prior to joining Proverbi in 2026, he spent 11 years with Sound Income Strategies, LLC. Proverbi Capital Advisors provides discretionary asset management and financial planning services primarily to individual clients and charitable organizations. The firm employs fundamental and cyclical analysis across various investment strategies and serves a client base that mainly consists of non–high-net-worth individuals.

Russell Thompson is a financial advisor at Fmsa with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Regal Investment Advisors, Regulus Financial Group, and The Prudential Insurance Company of America. Outside of his advisory role, he is a partner at H&R Insurance and Financial Services LLC, which provides commercial liability and property insurance. Fmsa is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million for over 1,200 clients through a multi-advisor team, offering comprehensive financial planning and discretionary portfolio management based on a fundamental, research-driven investment approach.

Filipp Kourenkov is a financial advisor with Baron Silver Stevens Financial Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Baron Silver Stevens since 2007 and also has a longstanding affiliation with Royal Alliance Associates, Inc. Kourenkov serves as a portfolio strategist within the firm, assisting with economic and portfolio analysis. Baron Silver Stevens 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 through its Vision2020 Wealth Management platform and offers both discretionary and non-discretionary management with ongoing monitoring and annual reviews.

Brian Staubus is a financial advisor with Landolt Securities, Inc. in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes positions at Oberweis Securities, Inc. and LaSalle St Securities LLC. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm focuses on fundamental analysis with an emphasis on small-cap growth stocks and offers both discretionary and non-discretionary portfolio management, as well as access to third-party asset management programs.

Nicholas Ventura Jr. is a financial advisor with Ventura Wealth Management in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Ventura Wealth Management since 2010 and was previously with American Portfolios Financial Services, Inc. He serves as treasurer and board member for two child welfare nonprofits, Children’s Homes Society of NJ and PEI Kids Lawrenceville. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a model-based investment approach with a focus on asset allocation and risk control, managing portfolios through a variety of securities and regularly monitoring and rebalancing them.