Devin Rountree is a financial advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL. He holds a Series 66 designation and has 17 years of industry experience, including positions at Merrill, Wells Fargo Clearing, and Bank of America. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients, managing approximately $722.8 million in discretionary assets. The firm employs a value-oriented, primarily long-term investment approach and offers discretionary asset management through wrap-fee programs, holistic financial planning, and educational workshops.

Samuel Taylor is a financial advisor with Heritage Investment Group, Inc. in Pompano Beach, FL, where he has worked for 29 years. He holds 25 years of industry experience. Taylor is also a manager of Heritage Trust Protector Services, LLC, a trust protector business affiliated with his firm. Heritage Investment Group is a 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 broadly diversified portfolios, disciplined rebalancing, and risk control, supplemented by selected third-party sub-advisers and trust-related services through an affiliated trust-protector entity.

James Debevec II is a CFA® charterholder with two years of industry experience. He is currently a financial advisor at Neil Jesani Wealth Management and Neil Jesani Advisors Inc. Prior to this, he worked for 14 West and Absolute Value Capital Management. Outside of investment advising, he is associated with a tax and accounting business under Neil Jesani Advisors Inc. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, providing fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, incorporating fundamental, technical, and cyclical analysis to adjust risk and opportunity.

Leonard Tomson is a CFP® with 15 years of experience in the financial services industry. He is currently with Palm Wealth Partners and has held prior roles at Dominion Investor Services, Eaton Financial Holdings, Equitable Advisors, and Axa Advisors. Tomson is also an owner of Tomson Wealth, LLC, which manages business operations and acquisitions related to Palm Wealth Partners. Palm Wealth Partners provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages approximately $132 million in discretionary assets using tailored asset-allocation models and offers a formal pension consulting practice alongside sub-advisory services.

Marguerite Fiori is a financial advisor at Fiori Financial Group in Fort Lauderdale, FL, with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 registrations and has previously worked with Raymond James Financial Services Advisors Inc. and has been a Certified Divorce Financial Analyst. Outside of her advisory role, she owns and manages FFG Realty, LLC, providing real estate consulting and property management, and is involved in several entrepreneurial ventures including financial backing for a band. Fiori Financial Group is an SEC-registered investment adviser with a four-advisor team managing approximately $565 million for individual, high-net-worth, and retirement plan clients. The firm employs a multi-disciplinary investment approach that incorporates fundamental, technical, and charting analysis, offering a range of strategies from long-term holdings to option writing and derivatives, with operational features such as managing its own wrap fee program and utilizing AI tools in workflows.

Vijay Ramsarran is a financial advisor with WestPark Capital, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been associated with Tower Square Securities, Inc. since 2005. WestPark Capital, Inc. provides financial planning, discretionary and non-discretionary investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and various business entities, offering customized advisory arrangements and portfolio implementation.

Karlie Southcomb is a financial advisor at Singer Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Lynn University, Boca Resort, and Clarion Fontainbleu. Singer Wealth Advisors LLC serves individuals, corporations, and pension and profit-sharing plans, offering comprehensive financial planning, portfolio management, and access to alternative investments. The firm acts as an advisor to other RIAs and integrates fundamental analysis with tactical strategies across multiple asset classes.

Andrew Constantinides is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Neil Jesani Wealth Management. His previous roles include positions at Singer Wealth Advisors LLC, WestPark Capital, Inc., I-Bankers Securities, Inc., Bank of America NA, and Merrill Lynch & Co. He also works as an independent insurance producer for various companies. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm uses a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, incorporating fundamental, technical, and cyclical analysis.

Brianna Aviles is a CFP® professional with Palisades Hudson Asset Management, L.P., bringing one year of industry experience. She has worked at Palisades Hudson since 2022 and previously held roles at Florida Atlantic University and West Boca Raton High School. Outside of her advisory duties, she serves as a Senior Client Service Associate at Palisades Hudson Financial Group LLC, providing tax preparation, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, estates, business entities, retirement plan sponsors, and private investment funds. The firm emphasizes long-term, asset-allocation-based portfolios primarily using mutual funds and ETFs, with a notable focus on client-directed, non-discretionary arrangements.

Matthew Boswell is a financial advisor at Neil Jesani Wealth Management with 12 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses. His prior roles include positions at Ameriprise, Northern Trust Bank, and J.P. Morgan Securities. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach that combines fundamental, technical, and cyclical analysis to adjust risk and opportunities across a variety of securities and strategies.

Edzai Chimedza is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He has worked at Tobias Financial Advisors since 2019 and previously held positions at Mercer Global Advisors Inc. and Traust Sollus Wealth Management. Tobias Financial Advisors is a fee-only firm managing approximately $1.19 billion in client assets across six offices. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering wealth management, investment management, retirement plan advisory, financial planning, and family office services. Their approach emphasizes globally diversified portfolios, tax-aware decisions, and discretionary management governed by written Investment Policy Statements.

Anne Maclean is a financial advisor at Heritage Investment Group, Inc. in Pompano Beach, FL, with 32 years of industry experience. She has been with Heritage Investment Group since 1993 and previously worked at Maclean And Ema from 1990 to 2021. 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 follows an evidence-based investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, and offers additional services including financial planning, wealth-transfer and tax-aware strategies, and trust-related services through an affiliated trust-protector entity.

Alvin Lartigue Castro is a financial advisor at NobleBridge Wealth with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Oppenheimer and International Assets Advisory. Outside of his advisory role, he works as a yacht broker with IMS Yachts LLC, dedicating time mostly on weekends. NobleBridge Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, and charitable organizations. The firm utilizes a variety of strategies that combine fundamental, technical, and quantitative analysis, and it offers both in-house and third-party model portfolio services.

Johnathon Ho On is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Maggard Wealth Management, SS&C Technologies, Raymond James, and Marsh McLennan. Singer Wealth Advisors LLC serves individuals, corporations, and pension and profit-sharing plans, offering comprehensive financial planning, portfolio management, and access to alternative investments. The firm provides advisory services to other registered investment advisers and employs a combination of fundamental analysis and tactical strategies to manage diversified portfolios.

Jeremiah Szpilka is a financial advisor at Global Wealth Management Investment Advisory, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameriprise and Bank of America. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with discretionary asset management, financial planning, and educational workshops. The firm employs a value-oriented, primarily long-term investment approach and offers tailored advice through detailed client interviews and questionnaires.

Leslie Vigil is a financial advisor with Fiori Financial Group in Fort Lauderdale, FL, holding a Series 66 designation and 20 years of industry experience. Leslie has worked at firms including Raymond James Financial Services and Securities America, and is also an independent travel agent affiliated with Archer Travel. Fiori Financial Group is an SEC-registered investment adviser team managing approximately $565 million for individuals, high-net-worth clients, and retirement plans. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and charting analysis, offering services such as discretionary portfolio management, pension consulting, and the management of held-away assets through account aggregation.

John Willard is a financial advisor at Star Wealth Advisors in Boca Raton, FL, holding a Series 66 license with six years of industry experience. His prior experience includes roles at Merrill and several other financial firms. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized process focused on fundamental analysis and constructs diversified, long-term portfolios through various investment vehicles and its own Wrap fee programs.

Judah Sworney is a financial advisor at Elevated Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Elevated Capital Advisors since 2022. Prior to this, he was involved with Greens by Grass and Grass Landscape. Outside of his advisory role, Sworney is also an insurance agent with Sworney and Associates. Elevated Capital Advisors serves a diverse client base, including individuals, trusts, estates, retirement plans, and corporations, offering investment management and financial planning through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis and provides a range of portfolio management and consulting services.

Mario Basilone is a financial advisor with Palm Wealth Partners in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Eaton Financial Holdings Company and Equitable Advisors. He is also the owner of Basilone Enterprises LLC, a non-investment related business. Palm Wealth Partners provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages discretionary portfolios using tailored asset-allocation models and offers pension consulting and sub-advisory services.

Erik Johnson is a financial advisor at Heritage Investment Group, Inc. in Pompano Beach, FL, with 16 years of industry experience. He holds the Series 66 designation and has been with Heritage Investment Group since 2011, following a brief period at The Johnson Review, LLC in 2017. Heritage Investment Group is a fee-only, SEC-registered 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, while also offering trust-related services through an affiliated trust-protector entity.