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.

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.

Mark Elhilow is a Series 65-licensed financial advisor with Blue Ocean Capital, bringing 29 years of industry experience. He previously worked at Elhilow, Smith & Company, LLC for 11 years. Outside of his advisory role, he is involved in a warehouse rental business unrelated to his investment activities. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses, providing discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm combines fundamental analysis with modern portfolio theory and is structured as a CPA asset management group, integrating tax and accounting services with investment management.

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 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Zeus Financial Group, LLC and as an independent consultant. Outside of his advisory roles, 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 that provides discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income investments and employs a mix of fundamental, technical, charting, and cyclical analysis to construct and monitor customized portfolios.

Simon Kasbari is a financial advisor at Noesis Capital Management Corp with a Series 66 designation and one year of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, UBS Financial Services Inc., AllianceBernstein L.P., and Morgan Stanley. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, foundations, and business entities, covering both high-net-worth and non-HNW clients, including foreign clients. The firm follows a research-driven, fundamental equity approach, combining firm research with portfolio managers’ individual discretion.

Richard Preston is a ChFC® with 30 years of experience in the financial services industry. He has worked with Northwestern Mutual in various roles from 1996 to 2026 before joining Fort Sheridan Advisors LLC in 2026. Fort Sheridan Advisors LLC provides discretionary investment management and institutional advisory services to family offices, high-net-worth individuals, pensions, endowments, trusts, charitable organizations, and other businesses. The firm employs a long-term, value-oriented approach that incorporates quantitative optimization, computer models, technical analysis, and qualitative judgment, managing portfolios under individualized mandates with ongoing monitoring and client reviews.

Matthew Gensler is a financial advisor at Meld Financial, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Meld Financial since 2020, following prior roles at Capstone Investment Financial Group and GERSON LEHrMAN. Meld Financial provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and educational seminars. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and government entities, employing model portfolios, fundamental and technical analysis, and modern portfolio theory in its investment approach.

Megan Kiziah is a financial advisor at Castle Wealth Management with five years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, UBS Financial Services, Stifel Nicolaus, and Gunster Yoakley Stewart. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm employs a committee-driven approach to portfolio management, emphasizing tax-aware strategies and adherence to professional standards.

Sean Stein is a financial advisor with Buckman Advisory Group LLC in Boca Raton, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Buckman, Buckman & Reid, Inc. since 2015. Outside of his advisory role, he is the sole owner of Sean Stein LLC, a non-investment-related business. Buckman Advisory Group provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset-allocation process using mutual funds, equities, bonds, and ETFs, managing approximately $236 million across about 814 client relationships.

Richard Zenker is an advisor at Overbrook Management Corporation in Boca Raton, FL, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Overbrook since 2003. Overbrook provides discretionary investment management to high-net-worth individuals and institutional clients, offering family office services and managing several privately offered funds. The firm’s investment approach relies on bottom-up fundamental research and risk management across public equities, fixed income, and alternative investments.

Thomas Nilsson is a financial advisor with Epic Advisory Services Corp in Boca Raton, FL, holding a Series 66 credential and 12 years of industry experience. He has been with Epic Advisory Services since 2015 and is also associated with Latin Securities Inc since 2026 and Epic Capital Securities, Inc. since 2013. Outside of his advisory work, Nilsson is involved in managing a pottery business through a personal holding company and participates as a shareholder in a family investment company. Epic Advisory Services Corp provides investment management to individuals, corporations, and other entities through both discretionary and non-discretionary advisory arrangements. The firm constructs customized portfolios using third-party macroeconomic research and in-house due diligence, employing strategies that may include options, derivatives, leverage, and borrowing for hedging or yield purposes.

Jordan Grabowski is a financial advisor with Alpha Zero LLC based in Boca Raton, FL, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. His prior roles include positions at The Leaders Group Inc, 2M Wealth Management LLC, and Paradigm Financial Partners. Outside of advisory work, he is a general partner in OnePointTwo Capital Management, a private fund manager, and a managing member of BGV, LLC, which funds start-up investments. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a disciplined investment approach involving fundamental and cyclical analysis, modern portfolio theory, and various trading strategies, while offering access to alternative investments and private placements alongside core portfolio management.

Joseph Noto is a CFP® with 37 years of experience in the financial industry. He has been with Baron Silver Stevens Financial Advisors, LLC since 2010 and has also been associated with Royal Alliance Associates, Inc. since 1996. Noto is the owner of Noto Financial Services, Inc., a corporation established to build name recognition and support retirement plan contributions. Baron Silver Stevens Financial Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a risk-tolerance and asset-allocation based approach, offering portfolio management through its Vision2020 Wealth Management platform with both discretionary and non-discretionary options.