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.

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.

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.

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.

Nurdin Jesani is a CFP® professional with four years of industry experience, currently serving at Neil Jesani Wealth Management. He is also the owner and CEO of Neil Jesani Advisors, Inc., a firm providing tax, accounting, and non-investment related financial advisory services. Additionally, he holds executive roles related to insurance production. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by offering fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach that incorporates fundamental, technical, and cyclical analysis to manage risk and identify opportunities.

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.

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.

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.

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.

William Romeo is a financial advisor with Beam Wealth Advisors, Inc. in Coconut Creek, FL, holding a Series 63 designation and 43 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Securities America Inc, and Beam Asset Management, LLC. Outside of financial advising, he serves as secretary for Romeo Transcription, a visiting nurse transcription service. Beam Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and businesses with comprehensive financial planning, investment management, and retirement plan consulting. The firm employs asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and offers coordinated tax and planning services through affiliated CPA and tax entities.