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.

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.

Alejandro Yanes is a financial advisor with ActiTrust Wealth Management LLC, holding a Series 65 designation and eight years of industry experience. He has worked at ActiTrust Wealth Management LLC since 2017 and serves as President of ActiAdvisors Corp, a foreign corporation providing family office and investment management services to non-U.S. high-net-worth clients. ActiTrust Wealth Management LLC offers discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth individuals, and business entities. The firm employs a combination of fundamental and quantitative analysis, managing a broad range of asset classes while tailoring strategies to clients’ goals and risk tolerance.

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.

Eduardo Bello is a financial advisor at ActiTrust Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has held leadership roles, including Managing Director and Chief Compliance Officer, at Seaview Investment Managers, where he focuses on institutional client strategy and firm management. Bello also provides advisory services to his own clients through ActiTrust Wealth Management. ActiTrust Wealth Management offers discretionary and non-discretionary investment management to individuals, high-net-worth clients, and business entities, utilizing fundamental and quantitative analysis across a variety of asset classes. The firm serves a significant non-U.S. client base and employs both long-term and short-term strategies within documented client Investment Policy Statements.

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.

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.