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.

Laura Poveda Gelvez is a financial advisor at Aragon Capital LLC with three years of industry experience. She holds a Series 65 designation and has been with Aragon Capital since 2022. In addition to her role at Aragon Capital, she is involved with Pristine Capital Group, where she provides financial planning focused on debt management and capital strategies for individuals and corporations. Aragon Capital LLC offers discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and employs tax-aware asset location and derivative strategies within managed accounts.

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.

Scott Lam is a CFP® and Series 66 licensed financial advisor with MG&A Wealth, based in Plantation, Florida. He has seven years of industry experience, including prior roles at Municipal Credit Union and StoneX Securities Inc. Outside of financial advising, Lam manages a home décor business specializing in candles and also oversees a tax preparation firm. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across various platforms, including private investment opportunities and pooled investment vehicles.

Andrew Vinciguerra is a financial advisor at EntreWealth with five years of industry experience. He holds a Series 65 designation and has previously worked at One Charles Private Wealth Services and The Colony Group. Andrew is based in Fort Lauderdale, FL. EntreWealth provides investment advisory services to individuals, businesses, and retirement plans, utilizing a range of analytical approaches and client-specific Investment Policy Statements. The firm manages custodial accounts, may engage sub-advisors, and sponsors pooled investment vehicles offered to clients as appropriate.

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.

Joshua Miller is a financial advisor with The Institute, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at Cambridge Investment Research, Ameriprise, and several other firms. Outside of his advisory work, he has past experience with Lunar Cow Publishing and Fresh Air Group of Cleveland. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion through a team of 17 advisors. The firm employs a model portfolio approach developed by an internal Investment Committee and offers both firm-managed and advisor-managed customized solutions, with a distinctive role in private fund advisory and pooled investment activities.

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.

Todd Battaglia is a financial advisor with MG&A Wealth, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with MG&A Wealth and its affiliated entities since 1999 and also has a long tenure with Stonex Securities Inc. Outside of advisory roles, he serves on the investment committee for Women of Tomorrow and acts as Secretary/Treasurer for the BNI Champions Networking Group. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across various platforms, including private investment opportunities and sub-advisory roles for pooled investment vehicles.

Francheska Ruiz is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Tobias Financial Advisors since 2025 and previously spent seven years at Bank of America and Merrill. Ruiz attended the University of Florida from 2013 to 2017. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, and business entities with 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 and employs a team of nine advisors across six offices, using a globally diversified, tax-aware investment approach with discretionary portfolio management.

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.

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.

Steven Trachtenberg is a financial advisor with Singer Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 license and six years of industry experience. He has worked at Singer Wealth Advisors Inc and Singer Wealth Management since 2018 and previously operated SET Wealth Inc in 2016. In addition to his advisory role, he is an insurance agent representing multiple companies, including Nationwide and John Hancock. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension plans, offering comprehensive financial planning, portfolio management, and fiduciary consulting. The firm provides access to a range of alternative investments and acts as a model provider and advisor to other RIAs while maintaining affiliations with legal, tax, and insurance businesses.

Gary Guglielmo is a financial advisor at Star Wealth Advisors with 27 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked for Morgan Stanley for 13 years. Outside of his advisory role, Guglielmo is an equity owner of AFA Capital LLC, an entity established for tax purposes. Star Wealth Advisors is a team-based firm serving individuals, including high net worth clients, as well as trusts, estates, and corporations. The firm manages approximately $44.4 million in discretionary assets and employs a long-term, fundamental investment approach using diversified strategies, including individual securities, mutual funds, ETFs, and third-party money managers, alongside its own wrap fee program.