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.

David Vela is a financial advisor at FMSA with 23 years of industry experience. He has been with FMSA since 2011 and holds a Series 63 designation. Outside of his advisory role, he is a partner in a property management business. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm uses a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.

Alexander Harvey is a financial advisor at Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation with 19 years of industry experience. He has been with Harvey Capital Management since 2007. A senior executive at his firm holds a minority interest in a wine and spirits import business. Harvey Capital Management provides discretionary investment management services to high-net-worth individuals and related entities. The firm employs a flexible, bottom-up investment approach combining fundamental and technical analysis, managing portfolios that may include equities, fixed income, ETFs, and covered-call options.

Carrie Prusa is a financial advisor at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL, holding a Series 66 designation with 20 years of industry experience. She has been with both OSAIC and Baron Silver Stevens Financial Advisors since 2006. In addition to her advisory role, she is a licensed notary. Baron Silver Stevens Financial Advisors serves individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach using risk-tolerance questionnaires, asset allocation tools, and integrates multiple investment strategies, including separately managed and unified managed accounts.

Ron Eisner is a financial advisor with Amerant Investments, Inc., holding a Series 66 designation and 11 years of industry experience. He has previously worked at Hightower, Kensington Financial Associates, 1818 Private Client Group, and Leumi Investment Services. Outside of finance, Eisner is a musician and performer involved with The Resolvers, LLC and Eisner Music LLC, where he manages and performs in music and entertainment activities. Amerant Investments serves primarily affluent and high-net-worth individuals, as well as personal investment companies, IRAs, and trusts, managing approximately $782 million in client assets. The firm employs a model portfolio approach with quantitative and qualitative due diligence, uses third-party managers, and offers advisory services through both discretionary and non-discretionary arrangements.

Christopher Kelly Jr. is an advisor at Provenio Capital with Series 65 and Series 63 licenses and has been in the financial industry since 2025. His prior experience includes roles at Premia Solutions Inc., Premia Holdings Inc., and Tilden Park Capital. Kelly is based in Palm Beach, Florida. Provenio Capital serves high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies, focusing on wealth management, financial planning, and portfolio construction with an emphasis on alternative investments. The firm employs a client-centric process and selects third-party managers across various private markets to build portfolios tailored to each client's needs.

Joel Levy is a financial advisor at Baron Silver Stevens Financial Advisors, LLC with 27 years of industry experience. He holds the PFS™ designation and securities licenses including Series 65 and Series 63. Levy has operated several related firms since 1988 and is the owner of a tax and small business consulting practice. He serves as a board member of the Chamber of Commerce in North Carolina and is treasurer of the Chapel Hill Library Foundation. Baron Silver Stevens provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a risk-tolerance and asset-allocation driven approach across multiple asset classes and offers discretionary and non-discretionary portfolio management, including integration of third-party managers and model portfolios.

Jacob Couch is an advisor at FMSA with a Series 65 designation and no prior industry experience. Before joining FMSA, he was owner and principal broker at Porchlight Life & Legacy LLC, a fixed insurance business. He has also worked with Resonate Church Network and Home Depot. FMSA is a privately owned registered investment adviser serving individuals, corporate pension plans, municipalities, and trusts with approximately $216 million under management. The firm employs a fundamental, research-driven investment approach and provides comprehensive financial planning and discretionary portfolio management through a multi-advisor team.

Lawson Wlodkowski is a financial advisor at Benchmark Financial Wealth Advisors LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and RMH Investment Management LLC. Benchmark Financial Wealth Advisors LLC serves individuals, families, small businesses, and employer-sponsored retirement plans, offering financial planning, wealth guidance, and portfolio management. The firm employs a documented, client-specific investment process and provides services including consolidated reporting, family governance support, and ongoing portfolio monitoring.

Robert Harvey is a CFA charterholder and founder of Harvey Capital Management Inc in Palm Beach, FL, with 20 years of industry experience. He has led Harvey Capital Management since 1996. Harvey Capital Management provides discretionary investment management primarily to high-net-worth individuals and related entities. The firm employs a bottom-up investment process combining fundamental and technical analysis and manages approximately $523 million in client assets as of December 31, 2024.

Jonathan Satovsky is a CFP® and ChFC® with 32 years of industry experience. He is affiliated with Satovsky Asset Management LLC, where he has worked since 2007, following a brief tenure at Ameriprise. He is also the author of "Your Rich Life" and hosts a podcast focused on financial topics. Additionally, Satovsky volunteers as a pro-bono financial coach for the nonprofit Wings for Widows. Satovsky Asset Management serves high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers investment management, financial planning, family office, and consulting services, emphasizing a goals-based, tax-aware approach with a mix of passive and specialized investment strategies.

Paul Lebowitz is a CFP® with 39 years of industry experience. He has worked at Princeton Global Asset Management LLC since 2019 and has held prior roles at Chelsea Financial Services and Abrahamsenrock, LLC/Fountainhead. Princeton Global Asset Management provides discretionary investment supervisory services and financial planning to individuals, including high net worth clients, as well as pension, retirement, foundation, and endowment clients. The firm employs a fundamentally driven investment process with global macro and geopolitical analysis to construct customized portfolios, often using third-party platforms to manage held-away accounts and implement strategies.

Denise Anderson is a financial advisor with IBEX Wealth Advisors, LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at LPL Financial and IBEX Wealth Advisors since 2019 and previously held positions at BPP Wealth Solutions and National Financial Network. Outside of her advisory work, she serves as Assistant Treasurer for the LCJ Summit Middle School PTO. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement consulting to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis and utilizes both long- and short-term strategies, including options and structured products, managing client portfolios on a discretionary basis.

Carson Rowland is a financial advisor at Atlas Financial Advisors, LLC, holding a Series 65 designation with three years at the firm. He has been the president and actor for Teese Inc., an entertainment company that loans his acting services to production companies. Atlas Financial Advisors provides discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income instruments and employs various analytical methods, including fundamental and technical analysis, while offering customized portfolio management and may recommend third-party money managers when appropriate.

Thomas Jedrej is a financial advisor at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation with two years of industry experience. His professional background includes 12 years at TD Bank and a role as a management consultant prior to joining Benchmark. He is also a licensed insurance agent affiliated with Benchmark Financial Insurance LLC. Benchmark Financial Wealth Advisors LLC provides financial planning, wealth guidance, and portfolio management services to individuals, families, small businesses, and employer-sponsored retirement plans. The firm uses a client-specific investment process focused on risk profiling and diversified allocations, serving approximately 361 clients with about $766 million in assets under management.

Scott Morrison is a CFP® professional with seven years of experience in the financial services industry. He has worked at several firms, including The Colony Group, First Republic Investment Company, and Prudential Insurance. Outside of his advisory roles, he has experience with Elite Squad Baseball, indicating involvement in sports or youth activities. Moment Private Wealth is a six-advisor firm managing approximately $357 million in discretionary assets. The firm serves individuals, high-net-worth clients, pension plans, and charitable organizations, focusing on long-term, low-cost, diversified portfolios guided by Modern Portfolio Theory and tailored financial planning.

Alexander Ligeti is a CFP® and CFA® professional with four years of industry experience. He currently works with Benchmark Financial Wealth Advisors LLC in Boca Raton, FL, and previously held roles at PNC Bank and Morgan Stanley. Ligeti is also a licensed insurance agent in multiple states through Benchmark Financial Insurance LLC. Benchmark Financial Wealth Advisors LLC serves individuals, families, small businesses, and employer-sponsored retirement plans by providing financial planning, wealth guidance, and portfolio management. The firm employs a client-specific investment process with diversified allocations and offers consolidated reporting, wealth governance, and monitoring services for approximately 361 clients managing around $766 million in assets.

Bernard Katz is a financial advisor at Wealth Effects with Series 63 and Series 65 licenses and four years of industry experience. He previously operated Katz Capital Management for over 30 years and worked as a CPA for more than four decades. Wealth Effects is a nine-advisor firm providing discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm employs a mix of fundamental and technical analysis with primarily long-term investment strategies and manages portfolios using individual stocks, ETFs, mutual funds, bonds, and options.

Cheryl Andrew is a financial advisor at IBEX Wealth Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, Transcend Capital Advisors, and Purshe Kaplan Sterling Investments. Andrew also serves as a notary. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including options and structured products, managing portfolios on a discretionary basis.