Vincent Butkevits III is a financial advisor at Atlas Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Zeus Financial Group, LLC and as a consultant prior to his current roles. Outside of advising, 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 providing discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as investment companies, charitable organizations, and businesses. The firm constructs customized portfolios with a focus on fixed-income instruments and employs a combination of fundamental, technical, charting, and cyclical analysis.

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.

Thomas Maples is a financial advisor at Singer Wealth Advisors LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including OT Advisors LLC, Marketwise, Inc., Bank of America, and Merrill. Singer Wealth Advisors LLC serves individuals, corporations, and pension and profit-sharing plans with comprehensive financial planning and portfolio management. The firm offers access to alternatives such as private placements and pre-IPO opportunities and provides advisory services to other registered investment advisers.

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.

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.

Michala Almstead is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at Tampa Bay Wealth Management, American Senior Benefits, Bankers Life & Casualty, Inc., and Florida State College of Jacksonville. Almstead is also the founder and owner of Tampa Bay Wealth Management, where she meets with clients to discuss various insurance products including Medicare, life insurance, and annuities. Singer Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals, corporations, and pension and profit-sharing plans. The firm provides comprehensive financial planning, portfolio management, and specialized advisory services, incorporating fundamental analysis and tactical strategies across a range of investment vehicles.

Veronica Gillotte is a financial advisor at Singer Wealth Advisors LLC with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Strategic Wealth Designers and Aragon Capital LLC. Outside of her advisory role, she serves as president of 1One1 Ministry, which links faith and fitness by leading Bible studies and coaching youth sports, and she is the director of Faith Rxd Parkland, a nonprofit chapter combining CrossFit with Christian outreach. 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, utilizing both fundamental analysis and tactical strategies to manage diversified portfolios.

George Rohloff is a financial advisor at 1 St Discount Brokerage, Inc. in Lake Worth, Florida, with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with 1 St Discount Brokerage since 2007. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, pension consulting, manager-selection, and tax/accounting services. The firm employs a variety of investment strategies guided by written investment policy statements and conducts regular account reviews for its clients.

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.

Wendy Kretschmer is a financial advisor at Star Wealth Advisors in Boca Raton, FL, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at WestPark Capital, Inc. and American Investment Trust Services, Inc. Outside of her advisory role, she is a shareholder in Ring My Belle, a non-investment related business. Star Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, and corporations, managing approximately $44.4 million in discretionary assets through a team of nine advisors. The firm emphasizes long-term, fundamental analysis and uses diversified strategies including mutual funds, ETFs, and individual securities, often implementing client strategies through wrap fee programs.

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.