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.

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.

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.

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.

Jaron Oswalt is a financial advisor with Palm Wealth Partners in Boca Raton, FL, holding Series 65 and Series 63 licenses and totaling 10 years of industry experience. His prior roles include positions at Eaton Financial Holdings Company and Equitable Advisors. Outside of financial advising, he works as a bartender at Paragon Theaters. Palm Wealth Partners serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, employing tailored investment strategies that utilize a wide range of instruments and in-house asset allocation models.

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.

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 with Fairport Advisors, Inc. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining Fairport Advisors, she worked at firms including Luckystrike Securities, Summit Financial, and Swiss Allied. Outside of investment advisory, Ms. Zelensky is a Certified Divorce Financial Analyst (CDFA®), co-founder and 50% shareholder of Divorced Gals LLC, a divorce financial planning firm, and holds a Master Analyst in Financial Forensics (MAFF) designation. Fairport Advisors, Inc. provides discretionary investment management and consulting to individuals, high-net-worth clients, trusts, pensions, and business accounts. The firm’s investment approach integrates strategic and tactical asset allocation using proprietary algorithms, quantitative analysis, and artificial intelligence tools, managing approximately $54.7 million across diverse model portfolios.

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.

Rania Jawde is a CFP® and holds a Series 66 license with 12 years of industry experience. She currently works at Palm Wealth Partners and previously spent 10 years at Equitable Advisors, LLC. Outside of her advisory role, she serves as secretary for the Spanish River Homeowners Association and is a member of the Boca Mastermind Group. 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.

Adam Mentzer is a financial advisor at Palm Wealth Partners in Boca Raton, FL, with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Eaton Financial Holdings Company. In addition to his advisory role, he is a licensed independent insurance agent. Palm Wealth Partners advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing proprietary asset allocation models and a broad range of investment instruments across client accounts.