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 with Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation and 19 years of industry experience. She has been with Harvey Capital Management since 2007. Harvey Capital Management provides discretionary investment management to high-net-worth individuals and related entities, employing a flexible, bottom-up investment approach that combines fundamental and technical analysis. The firm actively manages individualized portfolios including equities, fixed income, ETFs, and option strategies to align with clients’ growth, income, or balanced objectives.

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 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.

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.

Tyson Reed is a financial advisor at WhaleRock Point Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with WhaleRock since 2014. He also has a long-term affiliation with JPMorgan Chase bank beginning in 2010. WhaleRock Point Partners provides discretionary investment management to a diverse client base, including high-net-worth individuals, trusts, and retirement plans. The firm employs a top-down investment approach combined with fundamental and technical analysis, with a focus on managing fixed-income portfolios and offering fiduciary services for retirement plans.

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.

Ronald Smith is a financial advisor at Blue Ocean Capital with 24 years of industry experience. He holds a Series 65 designation and previously worked at Elhilow, Smith & Company, LLC and Financial Analytics, Inc. Outside of his advisory role, he is involved in a horse barn rental business. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses, offering discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm combines fundamental analysis with modern portfolio theory to implement customized investment strategies and integrates CPA services with asset management through a team of five advisors.

Bo Lan is a financial advisor at Satovsky Asset Management LLC with a Series 65 designation and four years of industry experience. He has been with Satovsky Asset Management since 2015. Satovsky Asset Management is a wealth management firm serving high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a goals-based, tax-aware investment approach with a preference for low-cost, passive structures, while incorporating factor tilts, structured notes, privately placed alternatives, and a range of portfolio strategies to suit client needs.

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.

Jeffrey Loperfido is a financial advisor at Amerity Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, Allstate, and Prudential. Amerity Wealth Management is a multi-advisor fiduciary serving individual clients, businesses, pension and profit-sharing plans, and trusts, managing approximately $339 million in assets. The firm offers asset management, financial planning, retirement consulting, and specialized UK pension transfer and management services.

Bob Sunness is a financial advisor with Searle & Co. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Searle & Co. since 1998. Outside of his advisory role, he manages a small business involved in the sale of hats. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across around 126 client relationships, employing a team of seven advisors and utilizing a variety of investment strategies tailored to client objectives and risk tolerances.

Walter Manhart is a financial advisor at F&V Capital Management, L.L.C. with three years of industry experience. He holds a Series 65 designation and has been with F&V Capital Management since 2008 in various capacities. 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 employs a combination of fundamental, quantitative, qualitative, and technical analysis to develop and implement investment strategies, including margin and short-selling where appropriate.

Nathan Paulson is a CFP® with 22 years of industry experience and currently serves at Paulson Wealth Management Inc., where he has worked since 2015. His prior experience includes roles at Comprehensive Asset Management and Servicing, Inc. and UBS Financial Services. Paulson is also CEO of a holding company focused on estate planning and serves as a board member and investor for private holding companies. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other advisers, managing approximately $559 million in assets. The firm employs a diversified, index-based investment approach with active option strategies and offers wrap-fee and sub-advisory programs.