Christine Gonzalez is a financial advisor at Epic Advisory Services Corp with six years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, Banco Santander International, and Credit Agricole Private Bank, among other firms. Epic Advisory Services Corp. provides investment management to individuals, corporations, and other entities through discretionary and non-discretionary arrangements. The firm builds customized portfolios using both third-party macroeconomic research and in-house due diligence, employing strategies that may include options, derivatives, and leverage.

Yony Noy is a financial advisor at Alpha Zero LLC with eight years of industry experience. He holds a Series 65 license and has worked at several related entities, including LAA Partners LLC and Optimizely. Outside of advisory work, he is a co-founder of an insurance agency and a children’s activity brand designed for use while traveling. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental and cyclical analysis along with modern portfolio theory, offering portfolio management, alternative investments, and private placements.

Carolina Restrepo is a financial advisor at MG&A Wealth with nine years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley Smith Barney LLC for six years and Oppenheimer for four years. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customized portfolio management across various asset classes and private investments, with an emphasis on direct management and sponsorship of private funds.

Nella Zelensky is a financial advisor with Fairport Advisors, Inc. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining Fairport Advisors, she worked at firms including Luckystrike Securities, Summit Financial, and Swiss Allied. Outside of investment advisory, Ms. Zelensky is a Certified Divorce Financial Analyst (CDFA®), co-founder and 50% shareholder of Divorced Gals LLC, a divorce financial planning firm, and holds a Master Analyst in Financial Forensics (MAFF) designation. Fairport Advisors, Inc. provides discretionary investment management and consulting to individuals, high-net-worth clients, trusts, pensions, and business accounts. The firm’s investment approach integrates strategic and tactical asset allocation using proprietary algorithms, quantitative analysis, and artificial intelligence tools, managing approximately $54.7 million across diverse model portfolios.

Bob Sunness is a financial advisor with Searle & Co. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Searle & Co. since 1998. Outside of his advisory role, he manages a small business involved in the sale of hats. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across around 126 client relationships, employing a team of seven advisors and utilizing a variety of investment strategies tailored to client objectives and risk tolerances.

Craig Chuang is a CFP® and CFA® with 26 years of industry experience. He has been with Heritage Investment Group, Inc. in Pompano Beach, FL, since 2006. Heritage Investment Group is an SEC-registered, fee-only advisory firm offering discretionary investment management, financial planning, and wealth-transfer and tax-aware services to individuals, high-net-worth clients, family trusts, charitable foundations, and qualified plans. The firm employs an evidence-based investment approach focused on diversified portfolios, disciplined rebalancing, and risk control, supplemented by selected third-party sub-advisers while maintaining oversight.

Rania Jawde is a CFP® and holds a Series 66 license with 12 years of industry experience. She currently works at Palm Wealth Partners and previously spent 10 years at Equitable Advisors, LLC. Outside of her advisory role, she serves as secretary for the Spanish River Homeowners Association and is a member of the Boca Mastermind Group. 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 and sub-advisory services.

Adam Mentzer is a financial advisor at Palm Wealth Partners in Boca Raton, FL, with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Eaton Financial Holdings Company. In addition to his advisory role, he is a licensed independent insurance agent. Palm Wealth Partners advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing proprietary asset allocation models and a broad range of investment instruments across client accounts.

Thomas Murray is a financial advisor at Singer Wealth Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Singer Wealth Advisors, he worked at Focus Partners Wealth, LLC and has varied experience including roles in education and coaching. He serves as an assistant boys lacrosse coach at Cardinal Gibbons High School. Singer Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals, corporations, and pension and profit-sharing plans. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and access to alternative investments, combining fundamental analysis with tactical strategies across multiple asset classes.

Laura Poveda Gelvez is a financial advisor at Aragon Capital LLC with three years of industry experience. She holds a Series 65 designation and has been with Aragon Capital since 2022. In addition to her role at Aragon Capital, she is involved with Pristine Capital Group, where she provides financial planning focused on debt management and capital strategies for individuals and corporations. Aragon Capital LLC offers discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and employs tax-aware asset location and derivative strategies within managed accounts.

Walter Manhart is a financial advisor at F&V Capital Management, L.L.C. with three years of industry experience. He holds a Series 65 designation and has been with F&V Capital Management since 2008 in various capacities. F&V Capital Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, corporate clients, and a Luxembourg-based mutual fund. The firm employs a combination of fundamental, quantitative, qualitative, and technical analysis to develop and implement investment strategies, including margin and short-selling where appropriate.

Scott Lam is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with MG&A Wealth since 2019 and also has prior experience at StoneX Securities Inc and Municipal Credit Union. Outside of his advisory role, he owns and manages FIKA Home LLC, a business that makes and sells candles and home décor, and is involved in tax preparation services through MG&A Tax LLC. MG&A Wealth provides financial planning, consulting, and investment management to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customized allocations across various investment vehicles and manages private funds, providing a range of discretionary and non-discretionary portfolio management solutions.

Tyler Venditti is a financial advisor at Singer Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation with one year of industry experience. He is also the owner of TV31 Enterprises LLC and has worked in the hospitality industry as a bartender. Singer Wealth Advisors LLC serves individuals, corporations, and pension plans by providing comprehensive financial planning, portfolio management, and advisory services. The firm combines fundamental analysis with tactical strategies and offers access to a variety of alternative investments, also acting as an advisor to other registered investment advisers.

Cory Wachowiz is a financial advisor at Dawson James Asset Management, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Dawson James Securities since 2018. Additionally, he has been affiliated with the University of Central Florida since 2015. Dawson James Asset Management provides discretionary and non-discretionary investment management and consulting services to corporations, retirement and pension plans, trusts, and other institutional clients. The firm focuses on strategic asset allocation using a mix of actively managed mutual funds, index and exchange-traded funds, and fundamental security analysis, while also offering pension consulting and educational workshops.

Joshua Miller is a financial advisor at The Institute for Wealth Management in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Cambridge Investment Research and Ameriprise. The Institute for Wealth Management advises individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion for about 803 clients through a team of 17 advisors. The firm’s investment process, led by an internal Investment Committee, offers a range of portfolio models and customized strategies, with a notable role in private fund and pooled vehicle advisory services.

James Hughes is a CFP® with over 21 years of experience in the financial industry. He has been with Total Investment Management, Inc. since 1998. Total Investment Management, Inc. serves individual clients, including high-net-worth households, offering financial planning and a tiered investment management platform. The firm focuses on a niche market by providing a subscription-style program for aviation professionals, combining fundamental and technical analysis within a tactical asset-allocation framework.

Todd Battaglia is a financial advisor with MG&A Wealth, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with MG&A Wealth and related entities since 1999 and has been associated with StoneX Securities Inc. since 2012. Outside of his advisory role, he is an investment committee member for Women of Tomorrow and serves as Secretary/Treasurer of a local professional networking group. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolio allocations across a range of investment types and may delegate active management to third-party managers, with a notable capability in direct management and sponsorship of private funds.

Gerald Horwitz is a financial advisor at E. A. Horwitz LLC in Weston, FL, holding a Series 63 designation with 55 years of industry experience. He has worked at Western International Securities, Inc. and E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm integrates institutional trading and compliance infrastructure with a small-firm client focus and emphasizes long-term continuity and philanthropic advisory expertise.

Francheska Ruiz is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Tobias Financial Advisors since 2025 and previously spent seven years at Bank of America and Merrill. Ruiz attended the University of Florida from 2013 to 2017. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, and business entities with wealth management, investment management, retirement plan advisory, financial planning, and family office services. The fee-only firm manages approximately $1.19 billion in client assets and employs a team of nine advisors across six offices, using a globally diversified, tax-aware investment approach with discretionary portfolio management.

Emilie Rowand is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She previously worked at TIAA-CREF and TIAA for a decade before joining her current firm. National Wealth Management Group provides fee-based investment advisory and financial planning services primarily to individuals, including high net worth clients, and retirement plans. The firm employs a long-term, objective-based investment approach tailored to each client and offers services through multiple program platforms and custodians.