Alexandra Fraser is a financial advisor at Matauro, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Fraser serves as a Managing Director and Principal Advisor at Matauro. Matauro, LLC provides wealth management, financial planning, retirement plan consulting, and manager-of-managers selection services to individual and high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a multifaceted investment process incorporating fundamental, macro, technical, and ESG analysis and offers access to a broad range of investment instruments and third-party managers.

William Woodson is a financial advisor at Cynosure Portfolio Advisors LLC with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior firms include The Cynosure Group, LLC, SVB Wealth Advisory Inc., Boston Private Wealth LLC, Citigroup Global Markets, Inc., Credit Suisse Securities (USA) LLC, and Merrill. Cynosure Portfolio Advisors serves individual advisory clients, primarily retail and non–high-net-worth individuals connected to its affiliate, The Cynosure Group, LLC. The firm offers discretionary portfolio management, integrated financial planning, and investment consulting, constructing customized portfolios through a strategic asset allocation framework and providing consolidated reporting that includes both liquid and illiquid holdings.

Stephen Lynch is a financial advisor with Wellington Consulting Services Inc in Delray Beach, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Wellington Consulting Services since 1992 and serves as President of Wellington Retirement Solutions, Inc., a third-party recordkeeping firm for company retirement plans. Lynch is also President of Hornet Software, Inc., a software development company. Wellington Consulting Services provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals and company-sponsored plans. The firm frequently accepts ERISA fiduciary roles and emphasizes low-cost implementation through diversified model portfolios using no-load mutual funds, index funds, and ETFs, supported by a participant-oriented service approach.

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.

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.

Lucas Brea is a financial advisor at Epic Advisory Services Corp with nine years of industry experience. He holds a Series 66 designation and has been with Epic Advisory Services and its affiliated broker-dealer, Epic Capital Securities Corp., since 2016. He also serves as AVP of Relationship Management at Epic Advisory Services, coordinating support and business between sales personnel and the company. Epic Advisory Services Corp provides asset and portfolio management to individuals, corporations, institutions, and other entities through customized discretionary and non-discretionary advisory services. The firm combines third-party macroeconomic research with internal due diligence to construct diversified allocations and permits borrowing and the use of derivatives in separately managed accounts.

Hugh Riley III is a CFA® charterholder with four years of industry experience, currently serving at F&V Capital Management, L.L.C. He has been with the firm since 2008 in various capacities. F&V Capital Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, and corporate clients, including high-net-worth individuals. The firm also manages a Luxembourg-based mutual fund and employs a combination of fundamental, quantitative, qualitative, and technical analysis to implement both long- and short-term strategies.

Victor Sonnier is a financial advisor with FMSA in Delray Beach, FL, holding a Series 65 designation and 24 years of industry experience. He has been with FMSA since 2004 and previously worked at American General Securities Incorporated from 2002 to 2007. Outside of advising, he is involved in independent insurance sales through a company he owns. FMSA is a privately owned registered investment adviser that manages approximately $216 million for over 1,200 clients, including individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm follows a fundamental, research-driven investment approach and provides comprehensive financial planning and discretionary portfolio management through a team of advisors.

Lary Weintraub is a Certified Financial Planner® with 28 years of industry experience. He has worked at Synergy Financial Partners, LLC since 2020 and previously held roles at Guardian Life Insurance Company of America and Park Avenue Securities for 11 years each. Synergy Financial Partners serves individual clients, including high-net-worth individuals, and certain businesses by providing discretionary portfolio management and financial planning. The firm emphasizes asset allocation using mutual funds, ETFs, and model portfolios, managing approximately $280 million across nearly 500 client relationships.

Mason Schreck is a financial advisor at Alpha Zero LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience with the Houston Texans, Cincinnati Bengals, and the University at Buffalo. Outside of his advisory role, he serves as a managing member of multiple LLCs. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, utilizing a disciplined investment approach that includes fundamental and cyclical analysis, modern portfolio theory, and alternative investments.

Christina Worley is a CFP®, CFA®, and PFS™ professional with 28 years of industry experience. She has been with Castle Wealth Management since 1997. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm uses asset-allocation analysis and a committee-driven portfolio oversight process, emphasizing tax-aware management and adherence to professional standards.

Joseph Carpenito is a financial advisor with Materetsky Financial Group in Boynton Beach, FL, holding a Series 66 designation and over 13 years of industry experience. Prior to joining Materetsky Financial Group in 2022, he spent nine years at Raymond James Financial Services, Inc. In addition to his advisory role, he owns and operates a tax-preparation business. Materetsky Financial Group is a team-based firm serving individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm primarily offers non-discretionary investment advisory services with a focus on mutual funds and ETFs, providing bundled trade execution, custody, and reporting within its wrap-fee program.

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.

Jonathon Tyler is an advisor at Caleo Capital N.A. LLC with Series 63 and Series 65 credentials. He has been active in the industry since 2026, including roles at Finalis Securities LLC and Vortex Capital Partners, LLC. Prior to his advisory career, he worked at Harvard Green Energy and Herakles Investment Partners. Caleo Capital N.A. LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, nonprofits, and retirement plans. The firm employs a tactical asset-allocation framework guided by client-specific Investment Policy Statements and offers customized portfolios using mutual funds, ETFs, and independent managers.

Nicholas Cassandra is a financial advisor at Forthright Capital with nine years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Raymond James Financial Services. In addition to his advisory role, Cassandra is involved in independent insurance brokering, specializing in fixed annuities. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios, incorporates outside managers when appropriate, and provides comprehensive financial planning and employee benefit plan services.

Ory Schwartz is a financial advisor at SimplyRIA Advisor Network with one year of industry experience. He holds a Series 65 designation and previously worked at Northmarq for 24 years. Schwartz is also a principal at Menach Capital, LLC, where he cultivates client relationships and solicits advisory services. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, and retirement plan fiduciary support. The firm operates a corporate RIA structure with multiple independent Investment Adviser Representatives and combines strategic asset allocation with active and passive management approaches.

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.

William Corley Jr. is a financial advisor at 1 St Discount Brokerage, Inc. in Lake Worth, FL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with 1 St Discount Brokerage since 1995. Outside of his advisory role, he is a writer for Equities.com and a financial speaker. 1st Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, consulting, and tax/accounting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, serving clients through both discretionary and non-discretionary accounts.