Chase Garey is a financial advisor at Greenline Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was a full-time student for 16 years. Greenline Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and ERISA plan services, with portfolios tailored to client goals and risk tolerances.

Gregory Brodeur is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Alpha Zero LLC. His prior work includes roles at 2M Wealth Management, Mass Mutual Investors Services, Barnum Financial Group, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to advisory work, he recommends life, disability, and long-term care insurance to clients where appropriate. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm combines fundamental and cyclical analysis with modern portfolio theory and offers access to alternative investments and private placements alongside core portfolio management.

Ralph Achille is a CFP® professional with 13 years of industry experience. He is affiliated with Atlas Financial Advisors, LLC in Boca Raton, FL, and has held roles at multiple financial firms, including Zeus Financial, LLC and Achilles Wealth Management, LLC. In addition to his advisory work, he provides compliance consulting through his outside consulting firm, Achilles Consultants, LLC. Atlas Financial Advisors, where he is part of a five-advisor team, offers discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm focuses on customized portfolios with an emphasis on fixed-income instruments and employs a variety of analytical methods to guide investment decisions.

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, 65, and 66 certifications. His prior firms include The Cynosure Group, LLC, SVB Wealth Advisory Inc., Boston Private Wealth LLC, and CitiGroup Global Markets, Inc. Cynosure Portfolio Advisors serves individual clients, primarily retail and non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm offers discretionary portfolio advisory, integrated financial planning, and consulting services, constructing customized portfolios through a strategic asset allocation framework and providing consolidated reporting of liquid and illiquid holdings.

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.

Jeffrey Hoang is a CFP® professional with three years of industry experience. He currently works at Paulson Wealth Management Inc. and previously worked at Zehnder Wealth Management LLC and Mobilization Funding LLC. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other advisers. The firm focuses on diversified, index-based equity allocations combined with active option strategies, managing approximately $559 million in assets.

Victor Sonnier is a financial advisor at FMSA with 23 years of industry experience. He has been with FMSA since 2004 and holds a Series 65 designation. Outside of his advisory role, Sonnier is involved in independent insurance sales and owns a self-serve car wash business. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a range of securities and products.

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.

Marc Fauler is a CFP® professional with 23 years of industry experience. He currently works at Q3 Advisors, LLC and previously held positions at Global Wealth Management Investment Advisory, Inc., CAMARDA WEALTH ADVISORY GROUP, TDG Financial, and Fidelity. Q3 Advisors provides financial planning and tax-focused consulting services through fixed-fee engagements, emphasizing retirement, tax, estate, insurance, and employee-benefit planning without managing client investment portfolios.

Christina Worley is a CFP®, CFA®, and PFS™ with 28 years of experience in financial advising. She has been with Castle Wealth Management since 1997. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities, providing customized wealth management and financial planning through a fee-based, assets-under-management model. The firm offers services including investment supervisory, retirement and estate planning, and tax-aware portfolio management, and is noted for its wrap fee program sponsorship and affiliation with an independent public accounting firm.

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.

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.

Ory Schwartz is a Series 65-licensed advisor with SimplyRIA Advisor Network and Menach Capital, LLC, bringing over two decades of experience from Northmarq. He has been with SimplyRIA and Menach Capital since 2025, where he serves as a principal, focusing on cultivating client relationships and offering investment advisory services. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans through a supervised team structure that combines active and passive strategies, third-party sub-advisers, and alternative investments to tailor portfolios to client objectives and risk tolerance.

Mark Elhilow is a Series 65 licensed financial advisor with 28 years of industry experience. He has worked at Blue Ocean Capital since 1997 and previously spent 11 years with Elhilow, Smith & Company, LLC. Outside of his advisory role, he is involved in a warehouse rental business unrelated to investment activities. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses by providing discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm employs a team of five advisors and integrates CPA expertise into its investment and family office offerings.

Glenn Stephenson is a CFP® professional with 40 years of industry experience, currently serving at IBEX Wealth Advisors, LLC since 2022. He has also worked at LPL Financial since 2000. Outside of advisory work, he has engaged in captive insurance activities alongside his primary role. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis across various strategies, including derivatives and structured products, managing client portfolios on a discretionary basis.

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.

Vincent Butkevits III is a financial advisor at Atlas Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Zeus Financial Group, LLC and as a consultant prior to his current roles. Outside of advising, he serves as President and Board Member of Orchid Bay Financial Holdings LLC, a non-investment organization. Atlas Financial Advisors is a registered investment adviser providing discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as investment companies, charitable organizations, and businesses. The firm constructs customized portfolios with a focus on fixed-income instruments and employs a combination of fundamental, technical, charting, and cyclical analysis.