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.

Abraham Arce is a financial advisor with Fiori Financial Group in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. He has worked at firms including Raymond James Financial Services Advisors and Alpha Insurance Advisors. Outside of advising, he is a part owner of an ice vending machine business, AC Ice Slingers, LLC. Fiori Financial Group is an SEC-registered investment adviser that provides discretionary portfolio management and pension consulting to individuals, retirement plans, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and charting analysis to build diversified portfolios and sponsors a bundled wrap-fee program with trade execution and custody relationships at Goldman Sachs and Charles Schwab.

Noah Hankin is a CFP® professional with two years of experience in financial advising, currently with Foundry Financial LLC in Fort Lauderdale, FL. His prior roles include positions at Palisades Hudson Financial Group and Hinds Financial Group. Outside of finance, he owns and operates Fort Lobsterdale, a private scuba diving and lobstering tour business where he also teaches diving courses. Foundry Financial LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and charitable organizations. The firm manages diversified portfolios using various investment tools and employs a risk-based approach with adviser discretion for long-term allocation.

Borja De La Fuente is a financial advisor at Noesis Capital Management Corp in Boca Raton, FL. He holds a Series 65 credential and has one year of industry experience. Prior to joining Noesis Capital Management, he was a full-time student for several years. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, foundations, and business entities, serving both high-net-worth and non-HNW households, including foreign clients. The firm employs a research-driven, fundamental equity approach focusing on companies with durable competitive advantages and offers customized portfolio management with moderate diversification.

Brian Campanile is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has over 10 years of experience in the financial services industry, during which he has worked in various roles including Wealth Advisor at Schwab Wealth Advisory Inc. from 2020 to 2024, Relationship Manager at Charles Schwab from 2015 to 2020, and Plan Concierge at 401K Generation from 2013 to 2015. In his work, Brian focuses on creating customized financial plans tailored to the unique situations of the families he serves. He emphasizes collaboration and ensuring clients understand all aspects of their financial plans.

Raul Espejel is a financial advisor at Aragon Capital LLC in Fort Lauderdale, FL, holding a Series 65 designation with one year of industry experience. He previously studied at Tecnologico de Monterrey from 2022 to 2026. Aragon Capital LLC provides investment supervisory services and financial planning for individuals, high-net-worth clients, and business entities, utilizing a range of analytical and trading strategies. The firm has a focus on serving non-U.S. clients, particularly in Latin American markets, and employs tax-efficient portfolio management across custodied and held-away accounts.

Jonathan Schiripo is a financial advisor with Alpha Zero LLC in Boca Raton, FL, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Belpointe Asset Management, LLC, The Kornerstone Group, and TCW Global. Outside of advisory work, he is involved as an agent for athletes and serves as a boxing manager, media commentator, and promoter. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, utilizing both fundamental and cyclical analysis alongside modern portfolio theory. The firm offers access to alternative investments and private placements and typically seeks discretionary trading authority to implement its strategies.

Charles Nesmith is a financial advisor at Tobias Financial Advisors with 13 years of industry experience. He holds the CFP® and CFA® designations, along with Series 65 and Series 63 licenses. His prior roles include positions at Berman Capital Advisors, Wealth Partners/Yovar Wealth Partners, AXA Advisors, and Integer Wealth Advisors Group. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, and business entities, offering wealth management, investment management, retirement plan advisory, financial planning, and family office services. The fee-only firm manages approximately $1.19 billion in client assets with a nine-advisor team across six offices, delivering globally diversified portfolio management with a focus on tax-aware decisions and the use of independent managers.

Carrie Prusa is a financial advisor at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL, holding a Series 66 designation with 20 years of industry experience. She has been with both OSAIC and Baron Silver Stevens Financial Advisors since 2006. In addition to her advisory role, she is a licensed notary. Baron Silver Stevens Financial Advisors serves individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach using risk-tolerance questionnaires, asset allocation tools, and integrates multiple investment strategies, including separately managed and unified managed accounts.

Joel Levy is a financial advisor at Baron Silver Stevens Financial Advisors, LLC with 27 years of industry experience. He holds the PFS™ designation and securities licenses including Series 65 and Series 63. Levy has operated several related firms since 1988 and is the owner of a tax and small business consulting practice. He serves as a board member of the Chamber of Commerce in North Carolina and is treasurer of the Chapel Hill Library Foundation. Baron Silver Stevens provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a risk-tolerance and asset-allocation driven approach across multiple asset classes and offers discretionary and non-discretionary portfolio management, including integration of third-party managers and model portfolios.

Timothy Slattery is a financial advisor with Heritage Investment Group, Inc. in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Heritage since 2004. In addition to his advisory role, Slattery teaches at the University of Tampa. 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 broadly diversified portfolios using ETFs and institutional mutual funds, alongside disciplined rebalancing and risk control.

Devin Rountree is a financial advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL. He holds a Series 66 designation and has 17 years of industry experience, including positions at Merrill, Wells Fargo Clearing, and Bank of America. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients, managing approximately $722.8 million in discretionary assets. The firm employs a value-oriented, primarily long-term investment approach and offers discretionary asset management through wrap-fee programs, holistic financial planning, and educational workshops.

Lawson Wlodkowski is a financial advisor at Benchmark Financial Wealth Advisors LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and RMH Investment Management LLC. Benchmark Financial Wealth Advisors LLC serves individuals, families, small businesses, and employer-sponsored retirement plans, offering financial planning, wealth guidance, and portfolio management. The firm employs a documented, client-specific investment process and provides services including consolidated reporting, family governance support, and ongoing portfolio monitoring.

Samuel Taylor is a financial advisor with Heritage Investment Group, Inc. in Pompano Beach, FL, where he has worked for 29 years. He holds 25 years of industry experience. Taylor is also a manager of Heritage Trust Protector Services, LLC, a trust protector business affiliated with his firm. Heritage Investment Group is a 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 broadly diversified portfolios, disciplined rebalancing, and risk control, supplemented by selected third-party sub-advisers and trust-related services through an affiliated trust-protector entity.

James Debevec II is a CFA® charterholder with two years of industry experience. He is currently a financial advisor at Neil Jesani Wealth Management and Neil Jesani Advisors Inc. Prior to this, he worked for 14 West and Absolute Value Capital Management. Outside of investment advising, he is associated with a tax and accounting business under Neil Jesani Advisors Inc. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, providing fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, incorporating fundamental, technical, and cyclical analysis to adjust risk and opportunity.

Leonard Tomson is a CFP® with 15 years of experience in the financial services industry. He is currently with Palm Wealth Partners and has held prior roles at Dominion Investor Services, Eaton Financial Holdings, Equitable Advisors, and Axa Advisors. Tomson is also an owner of Tomson Wealth, LLC, which manages business operations and acquisitions related to Palm Wealth Partners. Palm Wealth Partners provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages approximately $132 million in discretionary assets using tailored asset-allocation models and offers a formal pension consulting practice alongside sub-advisory services.

Carson Rowland is a financial advisor at Atlas Financial Advisors, LLC, holding a Series 65 designation with three years at the firm. He has been the president and actor for Teese Inc., an entertainment company that loans his acting services to production companies. Atlas Financial Advisors provides discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income instruments and employs various analytical methods, including fundamental and technical analysis, while offering customized portfolio management and may recommend third-party money managers when appropriate.

Thomas Jedrej is a financial advisor at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation with two years of industry experience. His professional background includes 12 years at TD Bank and a role as a management consultant prior to joining Benchmark. He is also a licensed insurance agent affiliated with Benchmark Financial Insurance LLC. Benchmark Financial Wealth Advisors LLC provides financial planning, wealth guidance, and portfolio management services to individuals, families, small businesses, and employer-sponsored retirement plans. The firm uses a client-specific investment process focused on risk profiling and diversified allocations, serving approximately 361 clients with about $766 million in assets under management.