Scott Worley is a financial advisor at Castle Wealth Management with nine years of industry experience. He holds a Series 65 designation and has also worked as a licensed general contractor and real estate broker through his management and leadership roles at Northstar Building Management and Northstar Homes Realty. Castle Wealth Management provides customized wealth management and financial planning services primarily to high-net-worth and individual clients. The firm offers a range of services including investment supervisory services, comprehensive financial planning, and tax-aware portfolio management, utilizing a diversified, research-driven investment approach that incorporates client-specific factors.

Ira Materetsky is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor and president at Materetsky Financial Group. His career includes extensive tenure at Royal Alliance Associates, INC., spanning over two decades. Outside of investment advising, he owns and operates a tax preparation business. Materetsky Financial Group serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering investment management primarily on a non-discretionary basis through a wrap-fee program. The firm emphasizes mutual fund and ETF allocations, client consent for transactions, and retirement plan consulting with participant education.

James Underwood is a financial advisor with Aspen Creek Wealth Management, LLC, holding a Series 65 credential and 16 years of industry experience. His prior roles include positions at Virtue Capital Management, Tyler Wealth Management, and his own firms, J.D. Underwood Wealth Management, Inc. and J.D. Underwood Insurance Strategies, Inc. Outside of investment advising, he is involved in marketing and sales of insurance and 403(b) products, and assists clients with online estate planning through a separate business activity. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and uses mutual funds, ETFs, equities, fixed income, and third-party managers in its portfolio implementations.

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 Series 65-licensed financial advisor with Benchmark Financial Wealth Advisors LLC in Boca Raton, FL, bringing four years of industry experience. Prior to joining Benchmark, he worked at North American Management Corporation for six years and served as an uncompensated board member of the Presidential Estates Property Owners Association. Benchmark Financial Wealth Advisors LLC provides wealth guidance, financial planning, and portfolio management to individuals, families, small businesses, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $721.7 million in discretionary assets and employs a multi-manager approach combined with outsourced execution and reporting to deliver customized investment solutions.

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.

Matthew Kaszel is a CFA® charterholder working with Castle Wealth Management in Boynton Beach, FL. He has 14 years of industry experience, including positions at Lester Asset Management and Heward Investment Management. Kaszel has been with Castle Wealth Management since 2026. Castle Wealth Management provides customized wealth management and financial planning services primarily to high-net-worth and non-high-net-worth individuals, families, businesses, trusts, and charitable entities. The firm offers both discretionary and non-discretionary portfolio management, using modern portfolio theory to construct diversified portfolios and maintains a process for private alternative investments.

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.

Iroland Garcia is a financial advisor at Absolute Capital Management, LLC with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Absolute Capital Management since 2018. Prior to this, he worked at Atlantic Insurance Brokerage and Wholehan Marketing. Absolute Capital Management provides discretionary investment management and account supervisory services primarily to individual investors, including both non-high-net-worth and high-net-worth clients. The firm offers model portfolios and programs that allocate among various securities based on risk profiles and market analysis, and it also serves as adviser to multiple proprietary mutual funds and retirement plan accounts.

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.

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.