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.

Jonathan Tomassi is a financial advisor at Star Wealth Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Company, Rocket Mortgage/Quicken Loans, Citigroup, and Deutsche Bank. Star Wealth Advisors provides discretionary investment and portfolio management and financial planning services to individuals, trusts, estates, and corporations. The firm manages approximately $44.4 million in discretionary assets through a team of nine advisors, using a long-term, fundamental analysis approach and diversified investment strategies that include mutual funds, ETFs, individual securities, and third-party money managers.

Nathan Paulson is a CFP® and Series 66 designated advisor with 21 years of industry experience. He has worked at Paulson Wealth Management Inc. since 2015 and previously spent 13 years with Comprehensive Asset Management and Servicing, Inc. Outside of his advisory role, Paulson serves as CEO of Storm827 Holdings, LLC, a holding company focused on estate planning, and is a board member and investor in Monomyth LLC and Monomyth Anovion LLC. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other registered advisers. The firm manages portfolios using a diversified, index-based approach combined with active option strategies, including a proprietary covered-call program, and offers both integrated financial planning and sub-advisory services.

Cory Wachowiz 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. Additionally, he has been affiliated with the University of Central Florida since 2015. 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 and educational workshops.

Michael Sloan is a financial advisor with FMSA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Portfolio Medics, Elite Investment Team, and Brookstone Capital Management. Outside of advising, he works as an independent insurance agent and is involved with Legalshield, selling personal and small business legal plans. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management and comprehensive financial planning across a variety of securities and products.

Jake Mc Gowan is an advisor at Aegis Wealth Management, Inc. He holds a Series 65 credential and has been in the industry since 2026. His prior work experience includes roles at Gurman Wealth Management, Two Men and a Truck, Nocatee Waterpark, and Florida Atlantic University. Aegis Wealth Management serves individual investors, institutions, and retirement plans with financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm uses a multi-team advisor structure and implements portfolios primarily through third-party sub-advisers and model portfolios, offering project-based planning and ongoing asset management services.

Matthew Welsh is a CFP® professional with 13 years of industry experience. He is a financial advisor at Materetsky Financial Group and previously worked at Royal Alliance Associates. In addition to his advisory role, he owns a tax preparation business. Materetsky Financial Group serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering investment management primarily on a non-discretionary basis through a wrap-fee program that includes retirement plan consulting and participant education.

Chase Garey is a financial advisor at Greenline Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was a full-time student for 16 years. Greenline Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and ERISA plan services, with portfolios tailored to client goals and risk tolerances.

Gregory Brodeur is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Alpha Zero LLC. His prior work includes roles at 2M Wealth Management, Mass Mutual Investors Services, Barnum Financial Group, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to advisory work, he recommends life, disability, and long-term care insurance to clients where appropriate. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm combines fundamental and cyclical analysis with modern portfolio theory and offers access to alternative investments and private placements alongside core portfolio management.

Ralph Achille is a CFP® with 12 years of experience in financial advising. He is currently affiliated with Atlas Financial Advisors, LLC, where he also serves as Chief Compliance Officer. His work history includes roles at Zeus Financial, Achilles Wealth Management, and JVB Financial Group. Atlas Financial Advisors is a registered investment adviser providing discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income instruments and employs a variety of analytical methods to construct and monitor customized portfolios.

Alexandra Fraser is a financial advisor at Matauro, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Fraser serves as a Managing Director and Principal Advisor at Matauro. Matauro, LLC provides wealth management, financial planning, retirement plan consulting, and manager-of-managers selection services to individual and high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a multifaceted investment process incorporating fundamental, macro, technical, and ESG analysis and offers access to a broad range of investment instruments and third-party managers.

William Woodson is a financial advisor at Cynosure Portfolio Advisors LLC with 39 years of industry experience. He holds Series 63, 65, and 66 certifications. His prior firms include The Cynosure Group, LLC, SVB Wealth Advisory Inc., Boston Private Wealth LLC, and CitiGroup Global Markets, Inc. Cynosure Portfolio Advisors serves individual clients, primarily retail and non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm offers discretionary portfolio advisory, integrated financial planning, and consulting services, constructing customized portfolios through a strategic asset allocation framework and providing consolidated reporting of liquid and illiquid holdings.

Gary Guglielmo is a financial advisor at Star Wealth Advisors with 27 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked for Morgan Stanley for 13 years. Outside of his advisory role, Guglielmo is an equity owner of AFA Capital LLC, an entity established for tax purposes. Star Wealth Advisors is a team-based firm serving individuals, including high net worth clients, as well as trusts, estates, and corporations. The firm manages approximately $44.4 million in discretionary assets and employs a long-term, fundamental investment approach using diversified strategies, including individual securities, mutual funds, ETFs, and third-party money managers, alongside its own wrap fee program.

Lucas Brea is a financial advisor at Epic Advisory Services Corp with nine years of industry experience. He holds a Series 66 designation and has been with Epic Advisory Services and its affiliated broker-dealer, Epic Capital Securities Corp., since 2016. He also serves as AVP of Relationship Management at Epic Advisory Services, coordinating support and business between sales personnel and the company. Epic Advisory Services Corp provides asset and portfolio management to individuals, corporations, institutions, and other entities through customized discretionary and non-discretionary advisory services. The firm combines third-party macroeconomic research with internal due diligence to construct diversified allocations and permits borrowing and the use of derivatives in separately managed accounts.

Hugh Riley III is a CFA® charterholder with four years of industry experience, currently serving at F&V Capital Management, L.L.C. He has been with the firm since 2008 in various capacities. 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 employs a combination of fundamental, quantitative, qualitative, and technical analysis to implement both long- and short-term strategies.

Jeffrey Hoang is a CFP® professional with three years of industry experience. He currently works at Paulson Wealth Management Inc. and previously worked at Zehnder Wealth Management LLC and Mobilization Funding LLC. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other advisers. The firm focuses on diversified, index-based equity allocations combined with active option strategies, managing approximately $559 million in assets.

Victor Sonnier is a financial advisor at FMSA with 23 years of industry experience. He has been with FMSA since 2004 and holds a Series 65 designation. Outside of his advisory role, Sonnier is involved in independent insurance sales and owns a self-serve car wash business. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a range of securities and products.

Lary Weintraub is a Certified Financial Planner® with 28 years of industry experience. He has worked at Synergy Financial Partners, LLC since 2020 and previously held roles at Guardian Life Insurance Company of America and Park Avenue Securities for 11 years each. Synergy Financial Partners serves individual clients, including high-net-worth individuals, and certain businesses by providing discretionary portfolio management and financial planning. The firm emphasizes asset allocation using mutual funds, ETFs, and model portfolios, managing approximately $280 million across nearly 500 client relationships.

Mason Schreck is a financial advisor at Alpha Zero LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience with the Houston Texans, Cincinnati Bengals, and the University at Buffalo. Outside of his advisory role, he serves as a managing member of multiple LLCs. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, utilizing a disciplined investment approach that includes fundamental and cyclical analysis, modern portfolio theory, and alternative investments.