Wendy Kretschmer is a financial advisor at Star Wealth Advisors with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including WestPark Capital Inc. and American Investment Trust Services, Inc. Outside of her advisory role, she is a shareholder in a non-investment related business called Ring My Belle. Star Wealth Advisors, founded in 2024, provides discretionary investment and portfolio management primarily through wrap-fee programs and serves individuals, trusts, estates, and corporations. The firm follows a relationship-oriented, long-term, diversified investment approach and maintains discretionary authority over portfolio decisions and third-party money managers.

Tiffany Grayson Tauzin is a financial advisor at FMSA with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with FMSA since 2015. Outside of her role at FMSA, she owns Tauzin Financial Group, where she acts as a fixed insurance advisor. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management alongside comprehensive financial planning.

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.

Robert Jacobs is a financial advisor at Star Wealth Advisors with seven years of industry experience. He previously worked at CoreCap Advisors, LLC for seven years and has been self-employed since 2006. Jacobs is also a licensed insurance agent contracted with multiple providers for Medicare insurance and annuity business. Star Wealth Advisors provides discretionary investment and portfolio management and financial planning services to individuals, trusts, estates, and corporations. The firm manages approximately $44.4 million in discretionary assets through a team of nine advisors and employs a long-term, fundamental investment approach across diversified strategies.

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.

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.

Christopher Davis is a financial advisor with Hudson Value Partners, LLC in Palm Beach, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Hudson Value Partners since 2019 and previously at Private Client Services and Oppenheimer. Davis serves as an advisory board member for Whiterock AI, a startup focused on using artificial intelligence and machine learning to improve bad debt recovery rates. Hudson Value Partners provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach involves primarily individual equities, fixed income, mutual funds, and ETFs, and it also advises an affiliated private fund while incorporating AI tools under human oversight.

Juergen Streng is a financial advisor at F&V Capital Management, L.L.C. with four years of industry experience. He holds a Series 65 designation and previously worked at PD Valmiera Glass and HVB Unicredit Bank AG. F&V Capital Management provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, and corporate clients, including a Luxembourg-based mutual fund. The firm employs a combination of fundamental, quantitative, qualitative, and technical analysis to manage portfolios, which may involve margin and short-selling, and regularly issues market commentaries to its clients.

Eric Anderson is a financial advisor at MayTech Global Investments with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Foreside Financial Services, Halifax West, and AVARY Group. Outside finance, he has worked in hospitality settings including Gary Rack's Farmhouse Kitchen and Los Sarapes. MayTech Global Investments manages approximately $895 million in assets and serves individual investors, wealth platforms, and institutional clients. The firm employs a research-intensive Global Growth strategy focused on sectors like technology, healthcare, and consumer goods, and manages separate accounts, model portfolios, and a related Global Innovation Fund.

Eric Stauffer is a financial advisor at 401k Generation with nine years of industry experience. He holds a Series 65 designation and previously worked at Edward Jones and Paychex. 401k Generation provides retirement plan consulting and investment advisory services to plan sponsors and fiduciaries, offering fiduciary support under ERISA Sections 3(16), 3(21), and 3(38). The firm manages assets through an in-house Investment Policy Committee that oversees model portfolios and evaluates funds and ETFs using various performance metrics.

Stephen Gagliardi is a financial advisor with Greenline Wealth Management in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Greenline Wealth Management since 2018 and previously at ADP Broker-Dealer, Inc. from 2015 to 2018. Greenline Wealth Management is an SEC-registered advisory firm with a team of six advisors that provides portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers both discretionary and non-discretionary services, including ERISA plan consulting and management, and utilizes a third-party manager network for strategy implementation.

Jack Garey is a Series 65-licensed advisor at Greenline Wealth Management in Boca Raton, FL, with one year of industry experience. Prior to joining Greenline Wealth Management, he was employed at Alliance Bernstein for one year and was a full-time student for ten years. Greenline Wealth Management is an SEC-registered firm with six advisors that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm has a notable retirement plan practice and utilizes a third-party manager network on the Envestnet platform to implement investment strategies.

Michael Silver is a CFP® professional with over 31 years of experience in the financial services industry. He is a partner at Baron Silver Stevens Financial Advisors, LLC, where he has worked since 2000, and previously spent 20 years at Royal Alliance Associates Inc. Silver also teaches a retirement and estate planning course at Florida Atlantic University. Baron Silver Stevens Financial Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management through its Vision2020 Wealth Management platform, utilizing risk-tolerance questionnaires and asset-allocation modeling, and delivers both discretionary and non-discretionary management with ongoing monitoring and regular reviews.

Nicolaas Letschert is a CFP® with 26 years of industry experience, serving at Noesis Capital Management Corp since 1995. He is involved with a family office company, Noesis International Holdings, Inc., and serves as a board member of Lymion Group Inc., a business intelligence firm focused on the adult beverage industry. Noesis Capital Management provides wealth management and financial-planning services to individuals, families, trusts, foundations, and business entities, including both high-net-worth and non-HNW clients. The firm employs a research-driven, fundamental equity approach and serves both U.S. and non-U.S. clients through its affiliated Netherlands advisory firm.

Jennifer Dorfman is a financial advisor with Dawson James Asset Management, Inc. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. Her prior roles include positions at Kovack Advisors, Mass Mutual Investors Services, Newbridge Securities, and Fusion Analytics Securities. Dawson James Asset Management provides discretionary and non-discretionary investment management and consulting services to corporations, retirement plans, trusts, and other institutional clients. The firm focuses on strategic asset allocation using a mix of actively managed and index funds, selective equity exposure, and fundamental security analysis, and it offers pension consulting services including investment policy preparation and participant education.

Richard Ervolino is a financial advisor at Capital Management Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC. Outside of his advisory role, he owns USA Tax Plan, Inc., which sells insurance and annuities, and serves as an independent contractor consultant for a financial education firm focused on tax, insurance, retirement, and estate planning. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs and manages accounts for both retail clients and other investment advisers.

Robert Schaffer is a financial advisor at Andrew Garrett Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Andrew Garrett Inc. since 2007, with a four-year tenure at Ladenburg Thalmann & Co. Inc. prior to his current role. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model and serves a broad client base through various advisory programs and fee arrangements.