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.

Edgardo Castro is a financial advisor at Aragon Capital LLC in Fort Lauderdale, FL, with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Aragon Capital since 2016. In addition to his advisory role, he assists customers with enrollment into health, dental, and vision plans through his work at Health Benefits Center. Aragon Capital LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm employs a variety of analytical methods and trading strategies, including tax-aware asset location and derivative strategies, and serves a significant international client base.

Jacob Butler is a financial advisor at Singer Wealth Advisors LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA, Nuveen, and Glenview Capital Management. Butler is also an insurance agent, providing insurance products and services alongside his advisory role. 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, retirement-plan consulting, and access to alternative investments, combining fundamental analysis with tactical strategies to manage diversified portfolios.

Steven Trachtenberg is a financial advisor at Singer Wealth Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked at Singer Wealth Advisors since 2016. Outside of his advisory role, he is also an insurance agent affiliated with multiple companies, managing related activities through a separate entity. 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 and portfolio management, employing individualized Investment Policy Statements and a combination of fundamental and tactical strategies. It also acts as a model provider and advisor to other RIAs and maintains affiliates in legal, tax, and insurance services.

Gary Guglielmo is a financial advisor at Star Wealth Advisors with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. He is also an equity owner of AFA Capital LLC and serves as Managing Director at Start Wealth Advisers. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm utilizes a relationship-oriented, individualized process and primarily relies on fundamental analysis to construct diversified, long-term portfolios.

Gregg Kleinman is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently a financial advisor at Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL, where he has worked since 2022. Prior to this, he spent over a decade at Morgan Stanley Smith Barney. Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment adviser serving individuals, charitable organizations, and business clients. The firm manages approximately $722.8 million in discretionary assets and employs a value-oriented, primarily long-term investment approach incorporating strategic asset allocation and model portfolios.

Domenick Mancini is a financial advisor at Palm Wealth Partners with eight years of industry experience. He holds a Series 66 designation and previously worked at Eaton Financial Holdings Company, LLC, Equitable Advisors, LLC, Axa Advisors, LLC, and Kovack Securities, Inc. Mancini is also licensed to sell insurance and fixed annuity products. 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 through tailored asset-allocation models and offers services including pension consulting and sub-advisory roles.

Dustin Meyer is a CFP® with 10 years of experience in the financial services industry. He is currently with Parkwoods Wealth Partners, LLC and previously worked at Buckingham Asset Management, LLC, Focus Partners Wealth, LLC, and The Colony Group, LLC. Parkwoods Wealth Partners serves high-net-worth individuals, retirement plans, nonprofits, foundations, and corporations, offering investment management, financial planning, and employee financial-wellness services. The firm’s investment approach follows Modern Portfolio Theory and efficient-market principles, emphasizing diversified portfolios with mutual funds, ETFs, and fixed-income ladders.

Matthew Sanes is a financial advisor with Fortitude Advisory Group L.L.C. He holds a Series 66 designation and has 14 years of industry experience. Sanes serves as managing director of both Leveraged Solutions, LLC and Wealth Innovations, LLC, where he provides investment advice, financial planning, and insurance recommendations. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm employs a team approach with multiple offices and affiliated entities, offering portfolio management, third-party manager selection, and held-away account reporting.

Terek Wilson is a financial advisor at Peak Financial Planning with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cambridge Investment Research, Foundations Investment Advisors, and ON Investment Management. Outside of his advisory role, he is also active as an insurance agent implementing fixed insurance products as part of his financial planning process. Peak Financial Planning serves individual, high-net-worth, and business clients through discretionary investment management and comprehensive financial planning. The firm’s investment strategy combines Modern Portfolio Theory with tactical asset allocation and diversified approaches, supported by institutional custodian partnerships and a structured onboarding and planning process.

Nathaniel Kalil is a financial advisor at Singer Wealth Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advisory work, he is active as an insurance agent, providing insurance products and services to clients. 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 and portfolio management, utilizing fundamental and tactical strategies across a broad range of investment types, and provides advisory services to other registered investment advisers.

Reza Akbari is a financial advisor with CPR Investments Inc in Fort Lauderdale, FL, holding a Series 65 designation and four years of industry experience. He has worked with CPR Investments since 2022 and serves as an adjunct faculty member at Georgia State University and SUNY Cobleskill. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm uses multi-manager portfolios combining in-house tactical models with third-party advisors and emphasizes defensive positioning with ongoing model monitoring and rebalancing.

Jose Jesurum is a financial advisor at Global Wealth Management Investment Advisory, Inc. He holds a Series 65 designation and has recently transitioned to the advisory industry, joining the firm in 2025. His prior experience includes roles at Via Transportation, Inc., Comcast NBCUniversal, Morgan Stanley, and PricewaterhouseCoopers. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with approximately $723 million in discretionary assets under management. The firm offers discretionary asset management through wrap-fee programs, financial planning, and educational workshops, adopting a value-oriented, primarily long-term investment approach tailored to client objectives.

Larry Elkin is a CFP® professional with 20 years of experience at Palisades Hudson Asset Management, L.P., where he has worked since 1997. He is also the president and founder of Palisades Hudson Financial Group LLC, a financial planning and tax advisory firm he has led since 1992. Palisades Hudson Asset Management provides investment advisory services to individuals, trusts, corporations, and plan sponsors, with a focus on long-term, asset-allocation-based investing using mutual funds and ETFs. The firm manages both discretionary and non-discretionary accounts and operates multiple offices with a 16-person advisory team.

Danielle Basilone is a financial advisor with Palm Wealth Partners and holds a Series 66 designation. She has 16 years of industry experience, including prior roles at Eaton Financial Holdings Company and Equitable. 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, sub-advisory services, and participant education as part of its retirement-plan work.

Stavros Deriziotis is a financial advisor with Singer Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation and two years of industry experience. He previously worked at Kingswood Capital Partners, LLC, Securian Wealth, LLC, Jez Capital, and Westwood Funding Solutions, LLC. Singer Wealth Advisors LLC serves individuals, corporations, and retirement plans with comprehensive financial planning, portfolio management, and access to alternative investments. The firm provides advisory services to other registered investment advisers and emphasizes individualized investment strategies supported by fundamental analysis and tactical portfolio management.

Ronna Lao is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Her work history includes roles at Alpina Financial Consultants, LPL Financial, Raymond James Financial, Wealth Investment Group, and the Florida Department of Health in Broward County. Outside of advising, she is a one-third owner and manager of a rental property in Boca Raton, Florida. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, as well as retirement plans. The firm employs a long-term, objective-based investment approach tailored to client needs and offers a variety of portfolio management and consulting services through multiple program platforms.

Alejandro Yanes is a Series 65-licensed financial advisor at ActiTrust Wealth Management LLC with nine years of industry experience. He has worked at ActiTrust since 2017 and serves as President of ActiAdvisors Corp, a foreign corporation providing family office and investment management services to non-U.S. high net worth clients. ActiTrust Wealth Management offers discretionary and non-discretionary investment management to individuals, high-net-worth clients, and business entities, employing both fundamental and quantitative analysis alongside a combination of long- and short-term strategies. The firm has a notable non-U.S. client base and affiliated foreign entities that provide additional family office services.

Stacy Bliss is a financial advisor at Heritage Investment Group, Inc. with 29 years of industry experience. She has been with Heritage Investment Group since 2006. Stacy holds the Series 63 designation. Heritage Investment Group is an SEC-registered, fee-only advisory firm serving individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm follows an evidence-based, scientific investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, supplementing its management with selected third-party sub-advisers while maintaining oversight.