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.

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.

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.

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.

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.

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.

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 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.

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.