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.

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.

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.

Tyler Venditti is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. He holds the Series 65 designation and is also the owner of TV31 Enterprises LLC. In addition to his advisory role, he works as a bartender at Sixty Vines in Boca Raton. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm provides comprehensive financial planning, portfolio management, and access to a range of alternative investments, using a combination of fundamental analysis and tactical strategies to manage client assets.

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 20 years of experience in financial advising, currently serving at Total Investment Management, Inc. since 1998. He holds Series 63 and Series 65 licenses and works as part of a seven-advisor team based in Plantation, Florida. Total Investment Management, Inc. provides financial planning and investment management primarily for individual clients, including high-net-worth individuals and many from the aviation industry. The firm manages over $1.1 billion in assets using a combination of strategic and tactical asset allocation and offers multiple service tiers tailored to different client needs.

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.

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.