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 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.

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.

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 designations and is based in Boca Raton, FL, having worked at F&V Capital Management since 2008 in various roles. F&V Capital Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, corporate clients, and a Luxembourg-based mutual fund. The firm uses a combination of fundamental, quantitative, qualitative, and technical analysis to develop client investment policies and implements both long- and short-term strategies.

Dynah Sistrunk is a financial advisor at FMSA with one year of industry experience. She holds a Series 65 credential and previously worked in various healthcare and retail roles. Outside of her advisory role, she is self-employed as an independent insurance agent specializing in fixed insurance sales for risk management purposes. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts, managing approximately $216 million across more than 1,200 clients. The firm employs a fundamental, research-driven investment approach and offers comprehensive financial planning and discretionary portfolio management through a multi-advisor team.

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. 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.

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.

Jaron Oswalt is a financial advisor at Palm Wealth Partners with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Equitable Advisors, Eaton Financial Holdings Company, and Laidlaw & Company. Outside of financial advising, he works as a bartender for Paragon Theaters. Palm Wealth Partners provides discretionary portfolio management, financial planning, pension consulting, and sub-advisory services to individuals, plans, trusts, estates, charitable organizations, and businesses. The firm uses tailored investment strategies based on fundamental and technical analysis and employs a broad range of instruments, including alternatives and cryptocurrency exposures.

Franklin Rekas is a financial advisor with Palm Wealth Partners in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Equitable Advisors, LLC and AXA Advisors, LLC. Outside of advising, he is involved in insurance sales leadership and participates in local networking groups and a sports podcast. 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.

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.

Frederick Maclean III is a financial advisor at Heritage Investment Group, Inc. with eight years of industry experience. He holds the CFP® and CFA® designations and has worked previously at DFA Securities LLC and Dimensional Fund Advisors. Heritage Investment Group is a fee-only, SEC-registered advisory firm that offers discretionary investment management, financial planning, and wealth-transfer and tax-aware services to individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm uses an evidence-based investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, supplemented by selected third-party sub-advisers.

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.