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 at Alpha Zero LLC with 11 years of industry experience. He holds the Series 65 and Series 63 designations. His prior roles include positions at firms such as 2M Wealth Management LLC, Purshe Kaplan Sterling Investments, Mass Mutual, and Barnum Financial Group. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, offering portfolio management and financial plans. The firm uses fundamental and cyclical analysis alongside modern portfolio theory to construct portfolios, including the use of long- and short-term trading strategies, margin, and options when appropriate.

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.

Christian Long is a financial advisor at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Advisors Asset Management, Inc., Boca Ice, and Ace The Text, Inc. Benchmark Financial Wealth Advisors LLC serves individuals, families, small businesses, and employer-sponsored retirement plans, providing financial planning, wealth guidance, and portfolio management. The firm manages approximately $766 million in assets for around 361 clients and uses a documented, client-specific investment process with independent managers, mutual funds, ETFs, and manager-based platforms.

Raul Benitez is a CFP® professional with 24 years of industry experience, currently serving at Aragon Capital LLC since 2023. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing, as well as several other financial services firms. He has a fixed insurance business under Lifecraft Financial. Aragon Capital LLC provides investment supervisory services and financial planning for individuals, high-net-worth clients, and business entities. The firm employs a diverse investment approach combining fundamental, technical, and cyclical analysis, and serves a notable segment of non-U.S. clients, particularly in Latin America.

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 credentials and bringing 31 years of industry experience. She has worked at National Wealth Management Group since 2015 and has been with LPL Financial since 2008. Outside of advisory roles, Schleu is involved in a family-owned Florida land development business and co-owns a tax preparation and accounting service. National Wealth Management Group offers fee-based investment advisory and financial planning primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to client needs and integrates services with accounting through a formal affiliation.

Tabitha Meyerer is a CFP® with 23 years of industry experience, currently serving as an advisor at Fiduciary Family Office, LLC since 2023. She spent 11 years at Goldman Sachs Personal Financial Management prior to her current role. Fiduciary Family Office provides wealth management, financial planning, and family office services to high-net-worth individuals, trusts, estates, and foundations. The firm manages client portfolios on a discretionary basis using a multi-strategy, global asset-allocation approach that includes ETFs, individual equities, fixed income, options, alternative investments, and third-party independent managers.

David Teas is a CFP® and CFA® with 14 years of industry experience. He has been with Heritage Investment Group, Inc. since 2011. 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 employs an evidence-based investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, and it offers financial planning, wealth-transfer, and trust-related services.

Michael Edelman is a CFP® with 39 years of experience in the financial industry. He is affiliated with Baron Silver Stevens Financial Advisors, LLC, where he has worked since 2019. His prior experience includes roles at Royal Alliance Associates, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Fortitude Advisory Group, and Kestra Investment Services. Outside of his advisory work, he serves as power of attorney for his mother, assisting with her financial and medical affairs. Baron Silver Stevens Financial Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a fundamentally long-term investment approach and offers customizable portfolio management through advisory platforms, third-party manager integration, and both discretionary and non-discretionary options.

Eric Diton is a financial advisor at The Wealth Alliance, LLC with 40 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he helps plan and organize an annual golf outing for the Songs of Love Foundation, a charitable organization. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, equities, bonds, and alternative investments, and employs both internal management and third-party platforms to meet client objectives.

Jessica Delareza is a financial advisor with Global Wealth Management Investment Advisory, Inc. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior roles include positions at Morgan Stanley, Madison Avenue Securities, Truist Investment Services, and Ladenburg Thalmann & Co. 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, long-term investment approach and offers tailored advice through interviews and questionnaires.

Barry Giske is a financial advisor at Fairport Advisors, Inc. in Boca Raton, FL, with 21 years of industry experience. He has been with Fairport Advisors since 2011 and is a co-founder and 50% shareholder of Divorced Gals LLC, a divorce financial planning firm unrelated to his investment work. Giske holds Series 63 and Series 65 licenses. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pension, and business accounts. The firm utilizes a combination of strategic and tactical asset allocation supported by proprietary algorithms, technical and quantitative analysis, and artificial intelligence tools.

Marcelo Sanchez is a financial advisor with Epic Advisory Services Corp, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. He has worked with firms including Epic Capital Securities, Asset Managers S.A. Agente de Valores, LATIN SECURITIES ARGENTINA S.A., and Wells Fargo Clearing. He maintains involvement with LATIN SECURITIES ARGENTINA S.A. as an independent agent. Epic Advisory Services Corp. provides investment management to individuals, corporations, and other entities through both discretionary and non-discretionary advisory arrangements. The firm constructs customized portfolios using third-party macroeconomic research and in-house due diligence, implementing strategies that may include options, derivatives, and leverage, and benefits from cross-border capabilities through its affiliations within the Latin Securities Group.

Christian Avila is a financial advisor with Global Wealth Management Investment Advisory, Inc. He holds a Series 65 credential and has two years of industry experience. Prior to joining the firm, he worked at Global Wealth Management and has a background including roles at Stetson University and Archbishop McCarthy. He is also active as a wealth advisor and insurance agent with Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. provides discretionary asset management, comprehensive financial planning, and educational workshops to individuals, charitable organizations, and businesses. The firm employs a value-oriented, primarily long-term investment approach with tactical and strategic asset allocation options.

Eric Lutton is a CFA® charterholder with 15 years of industry experience, currently serving at Proverbi Capital Advisors, LLC. Prior to joining Proverbi in 2026, he spent 11 years with Sound Income Strategies, LLC. Proverbi Capital Advisors provides discretionary asset management and financial planning services primarily to individual clients and charitable organizations. The firm employs fundamental and cyclical analysis across various investment strategies and serves a client base that mainly consists of non–high-net-worth individuals.

Yesenia Realejo is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Tobias Financial Advisors since 2017 and previously spent two years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, corporations, and other entities with wealth management, investment management, financial planning, retirement plan advisory, and related tax-preparation and trustee services. The firm emphasizes long-term, globally diversified portfolios with discretionary management guided by Investment Policy Statements and uses AI-driven tools alongside human oversight in its investment process.

David Olsen is a financial advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Madison Avenue Securities, LLC and Northwestern Mutual, spanning over a decade in total. Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment adviser serving individuals, charitable organizations, and business clients. The firm manages about $722.8 million in discretionary assets, offering discretionary asset management, holistic financial planning, and educational workshops through a primarily long-term, value-oriented investment approach.

Filipp Kourenkov is a financial advisor with Baron Silver Stevens Financial Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Baron Silver Stevens since 2007 and also has a longstanding affiliation with Royal Alliance Associates, Inc. Kourenkov serves as a portfolio strategist within the firm, assisting with economic and portfolio analysis. Baron Silver Stevens provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of portfolio management strategies through its Vision2020 Wealth Management platform and offers both discretionary and non-discretionary management with ongoing monitoring and annual reviews.

Nicklaus Mattingly is a CFP® with 15 years of industry experience and has been with Heritage Investment Group, Inc. since 2014. He is based in Pompano Beach, FL, and holds a Series 65 license. Heritage Investment Group is an SEC-registered, fee-only advisory firm that serves individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm employs an evidence-based investment approach that emphasizes broadly diversified portfolios primarily composed of ETFs and institutional mutual funds, disciplined rebalancing, and risk control rather than market timing.