Debbie Lux is an advisor at 57 West Capital Advisors, Inc. with a Series 65 designation and no prior industry experience. Before joining 57 West Capital Advisors in 2025, she was co-owner of Floor City, LLC, a flooring installation and remodeling business. 57 West Capital Advisors provides discretionary portfolio management focused on equity portfolios for individual investors and investment companies, employing a long-term, buy-and-hold equity strategy with diversified positions and selective use of options and margin. The firm serves both U.S. and non-U.S. clients through an offshore affiliate and offers detailed performance reporting uncommon among its peers.

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.

Lori Jackson is a financial advisor at Cove Private Wealth, LLC with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, Bank of America, N.A., and Merrill. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors by providing comprehensive portfolio management and retirement plan consulting. The firm employs a diversified investment approach that incorporates fundamental, technical, sector, and qualitative analysis, with an emphasis on customized strategies including the use of options and alternative investments.

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.

Vincent Fisk is a financial advisor at Atlas Financial Advisors, LLC with 37 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at SecureVest Financial Group, Inc. and Zeus Financial, LLC. Atlas Financial Advisors provides discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income instruments and employs a blend of fundamental, technical, charting, and cyclical analysis to construct and monitor customized portfolios.

Alex Manolakos is a financial advisor with Benchmark Financial Wealth Advisors LLC in Boca Raton, FL. He holds a Series 65 designation and has three years of industry experience. Prior to joining Benchmark, he worked in various roles including at Gold Coast Dermatology and AVM Solutions and completed graduate studies from 2021 to 2023. He is also a licensed insurance agent affiliated with Benchmark Financial Insurance LLC. Benchmark Financial Wealth Advisors LLC serves individuals, families—including high-net-worth households—small businesses, and employer-sponsored retirement plans, providing financial planning, wealth guidance, and portfolio management. The firm employs a client-specific investment process using independent managers, mutual funds, ETFs, and UMA/SMA platforms, while offering consolidated reporting and wealth governance services.

James Varaklis is a financial advisor with IBEX Wealth Advisors, LLC, holding a Series 66 designation and 32 years of industry experience. He has been with IBEX Wealth Advisors since 2022 and has also maintained a long tenure with LPL Financial since 2004. IBEX Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a combined fundamental, technical, and cyclical analysis investment process with both long- and short-term strategies and a range of derivative instruments.

Arthur Crimmins Jr. is a financial advisor at McKinley Carter Wealth Services, Inc. with 19 years of industry experience. He holds a Series 65 designation and has worked at McKinley Carter since 2011, following a prior role at Kanawha Asset Management. He is also the manager of a family-owned business, Goff Mountain Holdings, LLC. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services, using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.

Melissa Gannon is a CFP® and Series 65-registered advisor with 11 years of industry experience. She has been with Castle Wealth Management since 2016 and previously worked at Regal Investment Advisors LLC. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm employs asset-allocation analysis and committee-driven portfolio oversight, emphasizing tax-aware management and adherence to professional standards.

Alan Feinberg is a financial advisor at SB Advisory, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer & Co. Inc and Morgan Stanley, including Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. SB Advisory, LLC is a multi-team advisory firm managing over $1.1 billion for more than 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice with a focus on mutual funds, ETFs, individual equities, and outside managers using fundamental, technical, and qualitative analysis.

Abraham Amador Lindner is a CFP® with 23 years of industry experience, currently serving as an advisor at Noesis Capital Management Corp. He has previously worked at Fidelity Brokerage Services LLC, Fisher Investments, and Charles Schwab. Outside of finance, he is the president of Kreativ Concept Group Inc., a marketing and graphic design business. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to a broad client base including individuals, families, trusts, foundations, and business entities. The firm employs a research-driven, fundamental equity approach and serves both U.S. and non-U.S. clients, offering customized portfolio management with access to alternative investments for suitable accredited clients.

Philip Rongo Jr. is a ChFC® credentialed financial advisor with 34 years of industry experience. He has worked at IBEX Wealth Advisors, LLC since 2014 and has been affiliated with LPL Financial since 1997. In addition to his advisory role, he co-owns a captive insurance company with his spouse. IBEX Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including options and derivatives, and manages client portfolios on a discretionary basis.

Joshua Carelli is a financial advisor at Greenline Wealth Management in Boca Raton, FL, holding a Series 65 credential with two years of industry experience. His prior work includes roles at PNC Bank, Aimpoint Pension, and FirstBank. He is also affiliated with Greenline Insurance LLC. Greenline Wealth Management is an SEC-registered advisory firm with six advisors providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm has a significant retirement plan practice and utilizes a third-party manager network on the Envestnet platform for portfolio implementation.

Benjamin Stille is a Series 66 credentialed financial advisor with 19 years of industry experience. He is currently with Fiscal Wisdom Wealth Management LLC and has held prior roles at Portsmouth-SmartLife Financial Group, McCloskey and Associates PA, CJS Financial Advisers, Cambridge Investment Research Advisors, and Mass Mutual Investors Services. He also operates as an independent insurance agent through BGS Financial Services, LLC. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, using tailored portfolios with varied investment strategies and regular performance monitoring. The firm also facilitates referrals to third-party money managers and offers educational seminars and workshops at no cost.

John Zaffarano is a financial advisor at NFSG Corporation in Boca Raton, FL, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at NewBridge Securities Corporation since 2016. Outside of finance, he manages Digital Star Entertainment LLC, a music production and record label company, and Arqive AI LLC, a social media and entertainment app developer. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm offers discretionary and non-discretionary asset management, employs internal portfolio managers, and utilizes third-party asset managers with various investment styles.

Joshua Fleming is a financial advisor with Advisory Services Network in Palm Beach, FL. He holds Series 65 and Series 66 licenses and has six years of industry experience, including prior roles at U.S. Bank NA and Wells Fargo Clearing. He has been with Advisory Services Network since 2020. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing various securities and third-party managers to develop strategies aligned with clients’ objectives and risk tolerances.

William Callahan IV is a financial advisor at Pinnacle Investments, LLC with 34 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory role, he mentors foster children through Place of Hope Ministry and is the author of a memoir and a book on Christian faith. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion in assets through approximately 57 advisors, serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers customized investment programs using fundamental and technical analysis and operates both as an SEC-registered investment adviser and a registered broker-dealer with insurance licensing.