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 four years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill, UBS Financial Services, Stifel Nicolaus, and Gunster Yoakley Stewart. Castle Wealth Management provides customized wealth management and financial planning primarily to high-net-worth and individual clients, offering services such as investment supervisory services, retirement and estate planning, and tax-aware portfolio management. The firm employs a disciplined investment approach that includes diversified portfolios and both discretionary and non-discretionary management, supported by an Account Review Committee and an affiliation with an independent public accounting firm.

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 at Cloud Capital Management with a Series 65 credential and three years of industry experience. He is 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 services provider. Sternbach previously worked at Techstars and Amazon. Cloud Capital Management serves individuals, families, and various entities by managing discretionary investment portfolios and offering financial consulting. The firm combines quantitative and qualitative analysis across a broad range of securities and strategies, with a focus on private fund activity and alternative investments.

Hillary Knotts is a CFP® professional with nine years of industry experience, currently serving as an advisor at Blue Ocean Capital since 2013. She works with a five-advisor team based in West Palm Beach, FL. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses with discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm integrates fundamental analysis and modern portfolio theory to manage diversified portfolios, often combining mutual funds, ETFs, equities, fixed income, and private placements.

George Rohloff is a financial advisor with 29 years of industry experience and holds Series 63 and Series 66 designations. He has been with 1 St Discount Brokerage, Inc. since 2007 in Lake Worth, FL. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, pension consulting, and tax/accounting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis to guide investment decisions and serves clients in both discretionary and non-discretionary capacities.

Shihfang Chuang is a financial advisor at Noesis Capital Management Corp with 9 years of industry experience. She holds a Series 65 designation and has been with Noesis Capital Management since 2004. Noesis Capital Management provides wealth management, investment-advisory, and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW households as well as foreign clients. The firm employs a research-driven, fundamental equity approach focused on companies with durable competitive advantages and strong financials, offering customized portfolio management with moderate sector diversification.

Christian Paterok is a CFA® charterholder with 22 years of experience at Noesis Capital Management Corp, where he has worked since 2004. He is based in Boca Raton, FL, and part of a seven-advisor team. Noesis Capital Management provides wealth management, investment-advisory, and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW households as well as foreign clients. The firm employs a research-driven, fundamental equity approach focused on companies with durable competitive advantages, strong financials, and attractive valuations, offering customized portfolio management and limited access to alternative investments for suitable clients.

Eric Mechler is a CFP® and ChFC® with 14 years of industry experience. He is a managing partner at Alpha Zero LLC and has held roles at firms including The Leaders Group Inc, Purshe Kaplan Sterling Investments, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as Chief Strategy Officer for 1.2 Capital Mgmt LLC, a cryptocurrency hedge fund, and is 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 combines fundamental and cyclical analysis with modern portfolio theory, employing various trading strategies and facilitating access to alternative investments and private placements.

Todd Thomas is a financial advisor at Revere Asset with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameritas Advisory Services, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Lawless Edwards & Warren. Revere Asset provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a rules-based, trend-focused investment approach centered on its trademarked Grotection® strategy, combining technical and fundamental analysis.

William Bruckner is a financial advisor at Woodstock Wealth Management, Inc. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Woodstock Financial Group since 2016. Outside of his advisory role, he owns and manages a branch office of Woodstock, which includes selling non-securities related insurance. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using various investment strategies and maintains a performance-fee program alongside standard compensation arrangements.

Jay Freeberg is a CFP® with 32 years of industry experience, currently serving at Onyx Bridge Wealth Group LLC since 2023. His prior experience includes roles at Katalyst Securities LLC, Bristol Financial Services, Inc., and JRF Asset Advisors LLC. In addition to his advisory work, he provides accounting and tax services as a CPA and serves as a fractional CFO for Oncology Ventures. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing asset-allocation driven strategies across ETFs, mutual funds, and alternative investments with ongoing portfolio reviews tailored to client goals and risk tolerances.

Christopher Gacom is a financial advisor at Greenline Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various entities within the Greenline group since 2018, including Greenline Insurance LLC, where he serves as an insurance agent. Prior to Greenline, he worked at American Funds and ADP Broker Dealer Inc. Greenline Wealth Management is a six-advisor SEC-registered investment advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and ERISA plan services, with portfolios tailored to client goals and risk tolerances and supported by a third-party manager network.

Michael Piccoli is a financial advisor at Woodstock Wealth Management, Inc. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance. Piccoli serves as president of the Cambridge at Abacoa Homeowners Association board. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a notable performance-based fee program.