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.

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 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.

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.

Matthew Boswell is a financial advisor with Neil Jesani Wealth Management in Sunrise, FL, holding Series 66, 63, and 65 licenses and 12 years of industry experience. His prior roles include positions at Ameriprise, Northern Trust Bank, and Teleperformance. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm uses a tactical asset-allocation approach combining fundamental, technical, and cyclical analysis and manages roughly $194 million in discretionary assets across about 74 client relationships.

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.

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.

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.

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.

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.

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.

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.