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.

Marguerite Fiori is a financial advisor at Fiori Financial Group in Fort Lauderdale, FL, with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 registrations and has previously worked with Raymond James Financial Services Advisors Inc. and has been a Certified Divorce Financial Analyst. Outside of her advisory role, she owns and manages FFG Realty, LLC, providing real estate consulting and property management, and is involved in several entrepreneurial ventures including financial backing for a band. Fiori Financial Group is an SEC-registered investment adviser with a four-advisor team managing approximately $565 million for individual, high-net-worth, and retirement plan clients. The firm employs a multi-disciplinary investment approach that incorporates fundamental, technical, and charting analysis, offering a range of strategies from long-term holdings to option writing and derivatives, with operational features such as managing its own wrap fee program and utilizing AI tools in workflows.

Vijay Ramsarran is a financial advisor with WestPark Capital, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been associated with Tower Square Securities, Inc. since 2005. WestPark Capital, Inc. provides financial planning, discretionary and non-discretionary investment management, consulting, and third-party money manager programs to individuals, trusts, families, retirement accounts, and various business entities, offering customized advisory arrangements and portfolio implementation.

Karlie Southcomb is a financial advisor at Singer Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Lynn University, Boca Resort, and Clarion Fontainbleu. 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 acts as an advisor to other RIAs and integrates fundamental analysis with tactical strategies across multiple asset classes.

Andrew Constantinides is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Neil Jesani Wealth Management. His previous roles include positions at Singer Wealth Advisors LLC, WestPark Capital, Inc., I-Bankers Securities, Inc., Bank of America NA, and Merrill Lynch & Co. He also works as an independent insurance producer for various companies. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm uses a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, incorporating fundamental, technical, and cyclical analysis.

Brianna Aviles is a CFP® professional with Palisades Hudson Asset Management, L.P., bringing one year of industry experience. She has worked at Palisades Hudson since 2022 and previously held roles at Florida Atlantic University and West Boca Raton High School. Outside of her advisory duties, she serves as a Senior Client Service Associate at Palisades Hudson Financial Group LLC, providing tax preparation, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, estates, business entities, retirement plan sponsors, and private investment funds. The firm emphasizes long-term, asset-allocation-based portfolios primarily using mutual funds and ETFs, with a notable focus on client-directed, non-discretionary arrangements.

Matthew Boswell is a financial advisor at Neil Jesani Wealth Management with 12 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses. His prior roles include positions at Ameriprise, Northern Trust Bank, and J.P. Morgan Securities. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach that combines fundamental, technical, and cyclical analysis to adjust risk and opportunities across a variety of securities and strategies.

Alexander Ligeti is a CFP® and CFA® professional with four years of industry experience. He currently works with Benchmark Financial Wealth Advisors LLC in Boca Raton, FL, and previously held roles at PNC Bank and Morgan Stanley. Ligeti is also a licensed insurance agent in multiple states through Benchmark Financial Insurance LLC. Benchmark Financial Wealth Advisors LLC serves individuals, families, small businesses, and employer-sponsored retirement plans by providing financial planning, wealth guidance, and portfolio management. The firm employs a client-specific investment process with diversified allocations and offers consolidated reporting, wealth governance, and monitoring services for approximately 361 clients managing around $766 million in assets.

Edzai Chimedza is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience. He has worked at Tobias Financial Advisors since 2019 and previously held positions at Mercer Global Advisors Inc. and Traust Sollus Wealth Management. Tobias Financial Advisors is a fee-only firm managing approximately $1.19 billion in client assets across six offices. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering wealth management, investment management, retirement plan advisory, financial planning, and family office services. Their approach emphasizes globally diversified portfolios, tax-aware decisions, and discretionary management governed by written Investment Policy Statements.

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.