Spencer Goldsmith is a financial advisor with Bearing Point Capital, holding Series 65 and Series 63 designations and bringing 16 years of industry experience. His prior experience includes roles at U.S. Bancorp Investments and Hector Turf. In addition to his advisory work, he provides consulting services as a paid consultant. Bearing Point Capital, LLC offers personalized financial planning and discretionary investment management to individuals, family offices, trusts, estates, private foundations, and corporate entities. The firm employs a comprehensive, client-specific planning process and uses a broad mix of investment instruments, combining fundamental and technical analysis to tailor 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.

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.

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.

Bethany Evans is a CFP® professional at Blue Ocean Capital with experience spanning her roles since 2010 in tax preparation and accounting. She serves as president of Meyers, Evans, & Feagans, P.A., a CPA firm where she dedicates part of her time to tax return review, primarily during tax season. Evans has been with Blue Ocean Capital and its affiliated CPA asset management group since 2022. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses, offering discretionary portfolio management, financial planning, family office services, and integrated tax and accounting engagements through a five-advisor team.

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.

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.

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 nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Regal Investment Advisors, Regulus Financial Group, The Prudential Insurance Company of America, and WESTERN SOUTHERN Life. Outside of his advisory work, he is a partner at H&R Insurance and Financial Services LLC, focusing on 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 across more than 1,200 clients through a multi-advisor team, providing comprehensive financial planning and discretionary portfolio management with 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 at Landolt Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oberweis Securities, Inc. and LaSalle St Securities LLC prior to joining Landolt Securities in 2020. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, and corporations, managing $137.8 million in regulatory assets as of March 2026. The firm emphasizes fundamental analysis with a focus on small-cap growth stocks and offers both discretionary and non-discretionary portfolio management, along with 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.

Borja De La Fuente is a financial advisor at Noesis Capital Management Corp in Boca Raton, FL. He holds a Series 65 credential and has one year of industry experience. Prior to joining Noesis Capital Management, he was a full-time student for several years. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, foundations, and business entities, serving both high-net-worth and non-HNW households, including foreign clients. The firm employs a research-driven, fundamental equity approach focusing on companies with durable competitive advantages and offers customized portfolio management with moderate diversification.

Everett Youngberg is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Lebenthal Global Advisors in 2020, he worked at Avenir Private Advisors, Kovack Securities, and Capital Guardian Wealth Management. He is also a registered tax preparer and serves as a FINRA arbitrator. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized portfolio management and financial planning through a multi-advisor team managing approximately $820 million in assets.

Jacques Sonnier is a financial advisor at FMSA with two years of industry experience. He holds a Series 65 designation and is based in Delray Beach, Florida. Prior to his advisory role, he has been a student since 2009. 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 provides discretionary portfolio management and comprehensive financial planning, following a fundamental, research-driven investment approach focused on company financials and SEC filings.

Jonathan Schiripo is a financial advisor with Alpha Zero LLC in Boca Raton, FL, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Belpointe Asset Management, LLC, The Kornerstone Group, and TCW Global. Outside of advisory work, he is involved as an agent for athletes and serves as a boxing manager, media commentator, and promoter. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, utilizing both fundamental and cyclical analysis alongside modern portfolio theory. The firm offers access to alternative investments and private placements and typically seeks discretionary trading authority to implement its strategies.