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.

Gregg Kleinman is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently a financial advisor at Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL, where he has worked since 2022. Prior to this, he spent over a decade at Morgan Stanley Smith Barney. Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment adviser serving individuals, charitable organizations, and business clients. The firm manages approximately $722.8 million in discretionary assets and employs a value-oriented, primarily long-term investment approach incorporating strategic asset allocation and model 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.

Dustin Meyer is a CFP® with 10 years of experience in the financial services industry. He is currently with Parkwoods Wealth Partners, LLC and previously worked at Buckingham Asset Management, LLC, Focus Partners Wealth, LLC, and The Colony Group, LLC. Parkwoods Wealth Partners serves high-net-worth individuals, retirement plans, nonprofits, foundations, and corporations, offering investment management, financial planning, and employee financial-wellness services. The firm’s investment approach follows Modern Portfolio Theory and efficient-market principles, emphasizing diversified portfolios with mutual funds, ETFs, and fixed-income ladders.

Matthew Sanes is a financial advisor with Fortitude Advisory Group L.L.C. He holds a Series 66 designation and has 14 years of industry experience. Sanes serves as managing director of both Leveraged Solutions, LLC and Wealth Innovations, LLC, where he provides investment advice, financial planning, and insurance recommendations. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm employs a team approach with multiple offices and affiliated entities, offering portfolio management, third-party manager selection, and held-away account reporting.

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 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.

Reza Akbari is a financial advisor with CPR Investments Inc in Fort Lauderdale, FL, holding a Series 65 designation and four years of industry experience. He has worked with CPR Investments since 2022 and serves as an adjunct faculty member at Georgia State University and SUNY Cobleskill. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm uses multi-manager portfolios combining in-house tactical models with third-party advisors and emphasizes defensive positioning with ongoing model monitoring and rebalancing.

Jose Jesurum is a financial advisor at Global Wealth Management Investment Advisory, Inc. He holds a Series 65 designation and has recently transitioned to the advisory industry, joining the firm in 2025. His prior experience includes roles at Via Transportation, Inc., Comcast NBCUniversal, Morgan Stanley, and PricewaterhouseCoopers. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with approximately $723 million in discretionary assets under management. The firm offers discretionary asset management through wrap-fee programs, financial planning, and educational workshops, adopting a value-oriented, primarily long-term investment approach tailored to client objectives.

Larry Elkin is a CFP® professional with 20 years of experience at Palisades Hudson Asset Management, L.P., where he has worked since 1997. He is also the president and founder of Palisades Hudson Financial Group LLC, a financial planning and tax advisory firm he has led since 1992. Palisades Hudson Asset Management provides investment advisory services to individuals, trusts, corporations, and plan sponsors, with a focus on long-term, asset-allocation-based investing using mutual funds and ETFs. The firm manages both discretionary and non-discretionary accounts and operates multiple offices with a 16-person advisory team.

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.