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.

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.

Keith Singer is a CFP® with 30 years of industry experience and is currently affiliated with Singer Wealth Advisors LLC in Boca Raton, FL. His prior roles include positions at Investacorp Advisory Services and Insured Returns LLC, and he is also president of Keith Singer P.A. and Sarat Tax and Accounting, LLC. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans, offering comprehensive financial planning and portfolio management. The firm combines fundamental analysis with tactical strategies and provides advisory services to other RIAs, maintaining affiliations with legal, tax/accounting, and insurance businesses.

David Friedland is a financial advisor with Singer Wealth Advisors LLC, holding a Series 65 designation and 14 years of industry experience. He has held roles at multiple investment-related entities since the mid-1990s, including leadership positions at Magnum U.S. Investments, Inc., FMB Management, Inc., and Masters Research Partners Inc. Outside of his advisory work, he serves as a director for Radical Waters (Pty) Ltd., a South African company specializing in equipment that produces hypochlorous acid using ECA technology. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and retirement plans, including high-net-worth clients. The firm offers comprehensive financial planning, portfolio management, and access to alternative investments, combining fundamental analysis with tactical strategies to manage diverse portfolios and providing advisory services to other registered investment advisers.

Robert Mccarver is a financial advisor with Heritage Investment Group, Inc., where he has worked since 1994, totaling 32 years at the firm and 25 years of industry experience overall. He serves as manager of Heritage Trust Protector Services, LLC, a trust-protector business affiliated with the firm. Heritage Investment Group is an SEC-registered, fee-only advisory firm providing discretionary investment management, financial planning, and wealth-transfer 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, supplementing in-house management with selected sub-advisers while maintaining oversight.

Frederick Maclean, Jr. is a CFP® and CFA® with 25 years of experience in the financial industry. He has been with Heritage Investment Group, Inc. in Pompano Beach, FL since 1993. Outside of his advisory role, he is involved as a manager in Heritage Trust Protector Services, LLC, a trust protector business. Heritage Investment Group is a fee-only advisory firm serving 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, while offering trust-related services through an affiliated trust-protector entity.

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 63 and Series 65 registrations and one year of industry experience. His prior roles include positions at Foreside Financial Services, Halifax West, and AVARY Group. Outside of advisory work, he has been involved with educational institutions such as Lynn University and Central Bucks South Highschool and has worked in food service with Gary Rack's Farmhouse Kitchen and related ventures. MayTech Global Investments provides discretionary portfolio management for high-net-worth individuals, family offices, and institutional investors, focusing on a research-intensive Global Growth strategy across technology, healthcare, and consumer sectors in both U.S. and international markets. The firm also manages a private pooled vehicle and serves as sub-adviser to an actively managed ETF launched in 2026.

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.

Mohammad Abood is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Maggard Wealth and Cedar Financial Partners. Outside of his advisory role, he is involved in insurance brokerage with Maggard Wealth Management. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm provides comprehensive financial planning, portfolio management, and fiduciary consulting, utilizing fundamental analysis and tactical strategies to manage diverse investment products and offering advisory services to other registered investment advisers.

Jack Garey is a financial advisor at Greenline Wealth Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Alliance Bernstein. Garey was a full-time student for ten years prior to entering the industry. Greenline Wealth Management is an SEC-registered advisory firm with six advisors that serves individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, with a notable focus on ERISA plan services and the use of third-party managers on the Envestnet platform.

Michael Silver is a CFP® with 32 years of industry experience and is a financial advisor at Baron Silver Stevens Financial Advisors, LLC. He has worked at the firm since 2000 and previously spent 20 years at Royal Alliance Associates Inc. Outside of his advisory role, Silver teaches a retirement and estate planning course at Florida Atlantic University. Baron Silver Stevens Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering investment advisory and financial planning services. The firm employs a fundamental, generally long-term investment approach and utilizes risk-tolerance questionnaires, asset allocation, and optimization tools to design portfolios across various asset classes.

Nicolaas Letschert is a CFP® with 27 years of industry experience and has been with Noesis Capital Management Corp since 1995. He is involved in a family office entity, Noesis International Holdings, Inc., which manages family investment activities, and serves as a board member of Lymion Group Inc., a business intelligence company focused on the adult beverage industry. Letschert also indirectly oversees Noesis B.V., a Netherlands-based investment advisory firm affiliated with Noesis Capital. 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 clients as well as foreign clients. The firm employs a research-driven, fundamental equity approach and offers customized portfolio management with an emphasis on companies exhibiting durable competitive advantages, strong financials, and attractive valuations.

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.

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.

Patrick Jordan is a financial advisor at FMSA with 15 years of industry experience. He holds a Series 65 designation and has worked at Compass Insurance Advisors and State Farm VP Management Corp. He is also a soldier in the Louisiana Army National Guard. 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 offers discretionary portfolio management alongside comprehensive financial planning.

Laleeta Hill is a CFA® charterholder and financial advisor at Noesis Capital Management Corp with five years at the firm and prior experience at WE Family Offices, Q-EMerging Markets Corp., and Quantum India Equity Fund Management LLC. She is based in Boca Raton, FL. 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 focusing on companies with durable competitive advantages, strong financials, and attractive valuations.

Daniel Hession III is a financial advisor at Trevián Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Gelber Group, an algorithmic trading startup, Convergex, and Carnegie Mellon University. Outside of his advisory role, he owns Vydion LLC, a consulting business focused on business operations, strategy, and execution. Trevian Wealth Management provides discretionary investment management primarily to individual and high-net-worth clients, as well as businesses and pension plans. The firm emphasizes thoughtful asset allocation, low costs, and long-term investment strategies, utilizing a range of investment vehicles including ETFs, mutual funds, and private investments, while also applying artificial intelligence tools for research and market analysis.

Pablo Cairoli is a financial advisor at Epic Advisory Services Corp with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Asset Managers S.A. and Capital Markets Argentina S.A. Outside of his advisory role, he serves as director of a Uruguayan broker-dealer and is president of an advisory firm in Uruguay. Epic Advisory Services Corp provides investment management to individuals, corporations, and other entities through discretionary and non-discretionary arrangements, utilizing customized portfolios that incorporate third-party macroeconomic research and in-house due diligence. The firm operates with a notable cross-border presence through its affiliations with domestic and foreign entities, including a Uruguayan sub-advisor.

Kristopher Moody is a Wealth Advisor at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL, with 16 years of industry experience. He holds a Series 66 designation and has been with Baron Silver Stevens and OSAIC since 2011. Moody also serves as an adjunct professor at Florida Atlantic University, where he teaches financial and estate planning courses. Baron Silver Stevens 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 asset-allocation modeling and both discretionary and non-discretionary management strategies.