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 Series 65-licensed financial advisor at ActiTrust Wealth Management LLC with nine years of industry experience. He has worked at ActiTrust 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 offers discretionary and non-discretionary investment management to individuals, high-net-worth clients, and business entities, employing both fundamental and quantitative analysis alongside a combination of long- and short-term strategies. The firm has a notable non-U.S. client base and affiliated foreign entities that provide additional family office services.

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 in Boca Raton, FL, with four years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at OT Advisors LLC, Marketwise, Inc., Bank of America, and Merrill. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and retirement plans. The firm provides comprehensive financial planning and portfolio management, combining fundamental analysis with tactical strategies across various asset classes and also acts as a model provider and advisor to other RIAs.

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.

Tyler Morales is a financial advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL. He holds a Series 65 license and has four years of industry experience. His prior work includes roles at Guerra Financial Group and Guerra Advisory Services. Morales is also involved as a wealth advisor and insurance agent with Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with discretionary asset management and holistic financial planning. The firm employs a value-oriented, primarily long-term investment approach and offers educational workshops as part of its client services.

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.

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.

Gabriel Levy is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is currently a junior partner, portfolio strategist, and Chief Operating Officer at Fiori Financial Group in Fort Lauderdale, FL. Prior to this, he held roles at Raymond James Financial Services and Liebman Group. Outside of his advisory work, he owns GEL Capital, LLC, a support company created for tax purposes. Fiori Financial Group is an SEC-registered adviser with a four-advisor team managing approximately $565 million for around 224 clients. The firm serves individuals, high-net-worth clients, and retirement plans, employing a multi-disciplinary investment process that incorporates fundamental, technical, and charting analysis alongside strategies such as long-term holdings, short-term trading, and option writing.

Akiva Davis is a financial advisor with Andrew Garrett Inc. in Hollywood, FL, holding a Series 66 designation and 24 years of industry experience. He has worked at Andrew Garrett Inc. since 2006 and previously at Wachovia Securities. Outside of his advisory role, he is involved in business development for a Neurotrax cognitive testing company. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering both discretionary and non-discretionary portfolio management along with 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.

Christopher Conness is a financial advisor with Global Wealth Management Investment Advisory, Inc., holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked with multiple related firms since 2009, including Global Wealth Retirement Planning, LLC, where he is managing director. Outside of advising, he is involved in managing several personal and business ventures, including GC Holdings, LLC and a Medicare solutions business. Global Wealth Management Investment Advisory, Inc. serves individuals, high-net-worth clients, charitable organizations, and businesses with discretionary asset management, holistic financial planning, and educational workshops. The firm employs a value-oriented, primarily long-term investment approach using strategic asset allocation and model portfolios, offering tailored advice and discretionary wrap-fee programs.

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.