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.

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.

Stacy Bliss is a financial advisor at Heritage Investment Group, Inc. with 29 years of industry experience. She has been with Heritage Investment Group since 2006. Stacy holds the Series 63 designation. Heritage Investment Group is an SEC-registered, fee-only advisory firm serving individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm follows an evidence-based, scientific investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, supplementing its management with selected third-party sub-advisers while maintaining oversight.

Thomas Maples is a financial advisor at Singer Wealth Advisors LLC in Boca Raton, FL, with four years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at OT Advisors LLC, Marketwise, Inc., Bank of America, and Merrill. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and retirement plans. The firm provides comprehensive financial planning and portfolio management, combining fundamental analysis with tactical strategies across various asset classes and also acts as a model provider and advisor to other RIAs.

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.

Sean Sternbach is a financial advisor with Cloud Capital Management holding a Series 65 designation and three years of industry experience. He is also the managing partner of Community Access Fund, a venture capital fund, and co-founder of Venture Out Startups, LLC, a business startup fund and educational service. Prior to joining Cloud Capital, he worked at Amazon and Techstars. Cloud Capital Management serves individuals, families, trusts, estates, charitable organizations, and business entities by providing discretionary investment management alongside standalone financial consulting and due diligence services. The firm employs a team approach, utilizing quantitative and qualitative analysis, modern portfolio theory, and model-based trading to construct and monitor portfolios.

Tyler Boccia is a financial advisor at Palm Wealth Partners in Boca Raton, FL, with four years of industry experience. He holds a Series 65 designation and has previously worked at Eaton Financial Holdings Company, LLC and Equitable Advisors LLC. In addition to his advisory role, Boccia is a licensed independent insurance agent. Palm Wealth Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a tailored investment approach that utilizes both fundamental and technical analysis.