Thomas Jedrej is a financial advisor at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation with one year of industry experience. He previously worked at TD Bank for 12 years and has experience as a management consultant. Jedrej is also a licensed insurance agent through Benchmark Financial Insurance LLC. Benchmark Financial Wealth Advisors LLC provides wealth guidance, financial planning, and portfolio management services 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 investment approach combined with outsourced execution and reporting.

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.

Scott Morrison is a CFP® professional with seven years of industry experience, currently serving as an advisor at Moment Private Wealth in Wellington, FL. His prior experience includes roles at The Colony Group, First Republic Investment Company, and Prudential Insurance Company. Outside of his financial career, he has been involved with educational institutions and athletics organizations, including Hadar High School for Girls and Elite Squad Baseball. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary and non-discretionary investment management along with comprehensive financial planning. The firm emphasizes long-term, low-cost, diversified portfolios based on Modern Portfolio Theory and provides tailored services including loan advisement and coordination with tax and estate professionals.

Alexander Ligeti is a financial advisor at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL, holding the CFP® and CFA® designations with three years of industry experience. Prior to joining Benchmark, he worked at PNC Bank and Morgan Stanley. He is also a licensed insurance agent in multiple states, including Florida and Massachusetts. Benchmark Financial Wealth Advisors LLC provides financial planning, wealth guidance, and portfolio management to individuals, high-net-worth families, and employer-sponsored retirement plans. The firm employs asset-allocation-driven strategies across various investment vehicles and offers additional services such as retirement plan consulting and access to alternative investments.

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.

Ian Keller is an investment adviser representative with Baron Silver Stevens Financial Advisors, LLC, holding a Series 66 designation and one year of industry experience. His previous roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Osaic Wealth, Inc. Outside of advisory work, he serves as an insurance agent for existing life insurance policies. Baron Silver Stevens provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management through its Vision2020 Wealth Management platform, utilizing risk-tolerance questionnaires, asset allocation modeling, and various managed account strategies with both discretionary and non-discretionary management options.

Tara Froyen is a financial advisor with Madison Advisory Services, Inc. She holds a Series 66 designation and has 17 years of industry experience. Her prior firms include Cambridge Investment Research, Lion Street Financial, Royal Alliance Associates, and MetLife Securities. Outside of her advisory role, she is an owner of Froyen & Froyen, PA, and an agent with Madison Planning Group, focusing on insurance and benefits. Madison Advisory Services serves a diverse client base including individual and high-net-worth clients as well as participant-directed retirement and pension plans. The firm offers discretionary portfolio management and financial planning, utilizing mutual funds, ETFs, and model portfolios with both strategic and tactical asset allocation approaches.

Robert Keyser III is a financial advisor at Dawson James Asset Management, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Dawson James Securities since 2018. Prior to that, he was employed at Uber and attended Florida State University. 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 mix of actively managed mutual funds, index and exchange-traded funds, and fundamental security analysis, while also offering pension consulting services that include investment policy development and participant education.

Sophia Burnichon is a financial advisor at Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation with 18 years of industry experience. She has been with Harvey Capital Management since 2007. Harvey Capital Management provides discretionary investment management primarily to high-net-worth individuals and related entities, using a bottom-up approach that combines fundamental and technical analysis. The firm manages approximately $523 million in assets and focuses on customized portfolio management without participating in wrap fee programs.

Ebba Gustafsson is a financial advisor at 1 St Discount Brokerage, Inc. with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at Palm Beach Atlantic University, Coastal Health Group, and Varbergs Gravteknik AB. 1 St Discount Brokerage, Inc. serves individuals, corporations, and pension/profit-sharing plans by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies guided by written policy statements and multiple analysis techniques, offering both fee-based and commission-based account options.

Karin Mueller Paris is a financial advisor at F&V Capital Management, L.L.C. with four years of industry experience. She holds Series 65 and Series 66 licenses and has been with F&V Capital Management in various capacities since 2008. F&V Capital Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, and corporate clients, including high-net-worth individuals. The firm also manages a Luxembourg-based mutual fund and combines fundamental, quantitative, qualitative, and technical analysis to implement long- and short-term strategies tailored to client goals and risk tolerance.

Dynah Sistrunk is a financial advisor at FMSA with one year of industry experience and holds a Series 65 designation. Her prior work experience includes roles in healthcare and retail sectors, as well as self-employment as an independent insurance agent focusing on fixed insurance sales for risk management. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages over $216 million for more than 1,200 clients, providing comprehensive financial planning and discretionary portfolio management with a fundamental, research-driven investment approach.

Haden Rountree is a financial advisor at Atlas Financial Advisors, LLC in Boca Raton, FL. He holds a Series 65 designation and has experience working at Zeus Financial, Atlas Financial Advisors, and Florida Financial Advisors. Outside of finance, he has worked in the food service industry, including positions at IHOP and Sweetfrog Premium Frozen Yogurt. Atlas Financial Advisors is a registered investment adviser serving individuals, investment companies, charitable organizations, and businesses. The firm specializes in discretionary portfolio management and financial planning, focusing on fixed-income instruments and employing a range of analytical methods to tailor and adjust portfolios.

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. Before joining Star Wealth Advisors, he worked at Merrill for five years and held positions at several other firms including Signature Consultants and AXA Advisors. Star Wealth Advisors provides discretionary investment and portfolio management along with financial planning services to individuals, trusts, estates, and corporations. The firm employs a team of nine advisors and focuses on long-term, fundamental analysis, utilizing diversified strategies across mutual funds, ETFs, individual securities, and third-party money managers.

Federico Pozzo is a financial advisor with Epic Advisory Services Corp in Boca Raton, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Epic Capital Securities and Asset Managers S.A. since 2015. Pozzo serves as president of Asset Managers S.A., a broker-dealer registered with the Central Bank of Uruguay. Epic Advisory Services Corp provides asset and portfolio management to individuals, corporations, institutions, and other entities through customized discretionary and non-discretionary advisory services, managing approximately $121.1 million in regulatory assets as of December 31, 2024. The firm combines third-party macroeconomic research with internal due diligence to construct diversified portfolios that may include equities, fixed income, options, derivatives, and alternative investments.

Frank Shanley is a Series 65-licensed financial advisor at Dudley & Shanley, Inc. with 14 years of industry experience. He has been with Dudley & Shanley, LLC since 1986. Dudley & Shanley provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and charitable institutions, and serves several privately offered pooled investment vehicles. The firm pursues long-term capital appreciation through fundamental, in-house research, managing concentrated portfolios across domestic and international equities, convertibles, options, ETFs, and some debt instruments.

Michael Cummings is a financial advisor at Alpha Zero LLC in Boca Raton, FL, holding a Series 66 designation with six years of industry experience. His background includes roles at Bank of America, Merrill, Equitable Advisors, and AXA Advisors. Alpha Zero LLC is a team-based firm that provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs fundamental and cyclical analysis along with modern portfolio theory to construct portfolios, offering access to alternative investments and private placements alongside its core portfolio management.

Christine Gonzalez is a financial advisor at Epic Advisory Services Corp with six years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, Banco Santander International, and Credit Agricole Private Bank, among other firms. Epic Advisory Services Corp. provides investment management to individuals, corporations, and other entities through discretionary and non-discretionary arrangements. The firm builds customized portfolios using both third-party macroeconomic research and in-house due diligence, employing strategies that may include options, derivatives, and leverage.

Yony Noy is a financial advisor at Alpha Zero LLC with eight years of industry experience. He holds a Series 65 license and has worked at several related entities, including LAA Partners LLC and Optimizely. Outside of advisory work, he is a co-founder of an insurance agency and a children’s activity brand designed for use while traveling. 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, offering portfolio management, alternative investments, and private placements.

Nella Zelensky is a financial advisor at Fairport Advisors, Inc. with 22 years of industry experience and holds the Series 63 and Series 65 designations. She has worked at several firms including Luckystrike Securities, Summit Financial, and Swiss Allied. Ms. Zelensky is a Certified Divorce Financial Analyst (CDFA®) and a co-founder of Divorced Gals LLC, a divorce financial planning firm. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pension, and business accounts. The firm uses a combination of strategic and tactical asset allocation supported by proprietary algorithms, technical and quantitative analysis, and artificial intelligence tools.