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.

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.

Craig Chuang is a CFP® and CFA® with 26 years of industry experience. He has been with Heritage Investment Group, Inc. in Pompano Beach, FL, since 2006. Heritage Investment Group is an SEC-registered, fee-only advisory firm offering 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 employs an evidence-based investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, supplemented by selected third-party sub-advisers while maintaining oversight.

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.

Thomas Murray is a financial advisor at Singer Wealth Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Singer Wealth Advisors, he worked at Focus Partners Wealth, LLC and has varied experience including roles in education and coaching. He serves as an assistant boys lacrosse coach at Cardinal Gibbons High School. Singer Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals, corporations, and pension and profit-sharing plans. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and access to alternative investments, combining fundamental analysis with tactical strategies across multiple asset classes.

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.

Tyler Venditti is a financial advisor at Singer Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation with one year of industry experience. He is also the owner of TV31 Enterprises LLC and has worked in the hospitality industry as a bartender. Singer Wealth Advisors LLC serves individuals, corporations, and pension plans by providing comprehensive financial planning, portfolio management, and advisory services. The firm combines fundamental analysis with tactical strategies and offers access to a variety of alternative investments, also acting as an advisor to other registered investment advisers.

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.

James Hughes is a CFP® with over 21 years of experience in the financial industry. He has been with Total Investment Management, Inc. since 1998. Total Investment Management, Inc. serves individual clients, including high-net-worth households, offering financial planning and a tiered investment management platform. The firm focuses on a niche market by providing a subscription-style program for aviation professionals, combining fundamental and technical analysis within a tactical asset-allocation framework.

Michael Sloan is a financial advisor with FMSA in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Portfolio Medics, Elite Investment Team, and Brookstone Capital Management, among others. Outside of advising, he works as an independent insurance agent and sells personal and small business legal plans through LegalShield, and he also arranges real estate financing and refers clients for cost segregation services. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million for over 1,200 clients through a multi-advisor team, applying a fundamental, research-driven investment approach with discretionary portfolio management tailored to client objectives.

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.

Emilie Rowand is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She previously worked at TIAA-CREF and TIAA for a decade before joining her current firm. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers services through multiple program platforms and custodians.

Bianca Desai is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Orobiologix Inc., First Citizens Investor Services, and JP Morgan Chase, among other firms. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm offers comprehensive financial planning, portfolio management, and access to alternative investments, combining fundamental analysis with tactical strategies to manage diverse portfolios.