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 with The Institute, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at Cambridge Investment Research, Ameriprise, and several other firms. Outside of his advisory work, he has past experience with Lunar Cow Publishing and Fresh Air Group of Cleveland. The Institute for Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $1.37 billion through a team of 17 advisors. The firm employs a model portfolio approach developed by an internal Investment Committee and offers both firm-managed and advisor-managed customized solutions, with a distinctive role in private fund advisory and pooled investment activities.

James Hughes is a CFP® with 20 years of experience in financial advising, currently serving at Total Investment Management, Inc. since 1998. He holds Series 63 and Series 65 licenses and works as part of a seven-advisor team based in Plantation, Florida. Total Investment Management, Inc. provides financial planning and investment management primarily for individual clients, including high-net-worth individuals and many from the aviation industry. The firm manages over $1.1 billion in assets using a combination of strategic and tactical asset allocation and offers multiple service tiers tailored to different client needs.

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 been with MG&A Wealth and its affiliated entities since 1999 and also has a long tenure with Stonex Securities Inc. Outside of advisory roles, he serves on the investment committee for Women of Tomorrow and acts as Secretary/Treasurer for the BNI Champions Networking Group. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across various platforms, including private investment opportunities and sub-advisory roles for pooled investment vehicles.

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.

Jake Mc Gowan is an advisor at Aegis Wealth Management, Inc. He holds a Series 65 credential and has been in the industry since 2026. His prior work experience includes roles at Gurman Wealth Management, Two Men and a Truck, Nocatee Waterpark, and Florida Atlantic University. Aegis Wealth Management serves individual investors, institutions, and retirement plans with financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm uses a multi-team advisor structure and implements portfolios primarily through third-party sub-advisers and model portfolios, offering project-based planning and ongoing asset management services.

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.

Bianca Desai is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. She holds the Series 66 designation and has worked previously at First Citizens Investor Services and JP Morgan Chase. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, corporations, and pension and profit-sharing plans. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, and access to alternative investments, combining fundamental analysis with tactical strategies across a range of asset classes.

Chase Garey is a financial advisor at Greenline Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was a full-time student for 16 years. Greenline Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and ERISA plan services, with portfolios tailored to client goals and risk tolerances.

Edgardo Castro is a financial advisor at Aragon Capital LLC in Fort Lauderdale, FL, with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Aragon Capital since 2016. In addition to his advisory role, he assists customers with enrollment into health, dental, and vision plans through his work at Health Benefits Center. Aragon Capital LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm employs a variety of analytical methods and trading strategies, including tax-aware asset location and derivative strategies, and serves a significant international client base.

Gregory Brodeur is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at Alpha Zero LLC. His prior work includes roles at 2M Wealth Management, Mass Mutual Investors Services, Barnum Financial Group, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to advisory work, he recommends life, disability, and long-term care insurance to clients where appropriate. 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 and offers access to alternative investments and private placements alongside core portfolio management.

Jacob Butler is a financial advisor with Singer Wealth Advisors LLC in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has four years of industry experience, including prior roles at TIAA and Glenview Capital Management. Outside of his advisory work, he is also active as an insurance agent, providing insurance products and services to clients. Singer Wealth Advisors LLC serves individuals, corporations, pension and profit-sharing plans, and other registered investment advisers. The firm offers comprehensive financial planning, portfolio management, and fiduciary consulting, utilizing fundamental analysis and tactical strategies to manage diversified portfolios and alternative investments.

Ralph Achille is a CFP® with 12 years of experience in financial advising. He is currently affiliated with Atlas Financial Advisors, LLC, where he also serves as Chief Compliance Officer. His work history includes roles at Zeus Financial, Achilles Wealth Management, and JVB Financial Group. Atlas Financial Advisors is a registered investment adviser providing discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income instruments and employs a variety of analytical methods to construct and monitor customized portfolios.

Alexandra Fraser is a financial advisor at Matauro, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Fraser serves as a Managing Director and Principal Advisor at Matauro. Matauro, LLC provides wealth management, financial planning, retirement plan consulting, and manager-of-managers selection services to individual and high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a multifaceted investment process incorporating fundamental, macro, technical, and ESG analysis and offers access to a broad range of investment instruments and third-party managers.

Steven Trachtenberg is a financial advisor with Singer Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 license and six years of industry experience. He has worked at Singer Wealth Advisors Inc and Singer Wealth Management since 2018 and previously operated SET Wealth Inc in 2016. In addition to his advisory role, he is an insurance agent representing multiple companies, including Nationwide and John Hancock. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension plans, offering comprehensive financial planning, portfolio management, and fiduciary consulting. The firm provides access to a range of alternative investments and acts as a model provider and advisor to other RIAs while maintaining affiliations with legal, tax, and insurance businesses.

Gary Guglielmo is a financial advisor at Star Wealth Advisors with 27 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked for Morgan Stanley for 13 years. Outside of his advisory role, Guglielmo is an equity owner of AFA Capital LLC, an entity established for tax purposes. Star Wealth Advisors is a team-based firm serving individuals, including high net worth clients, as well as trusts, estates, and corporations. The firm manages approximately $44.4 million in discretionary assets and employs a long-term, fundamental investment approach using diversified strategies, including individual securities, mutual funds, ETFs, and third-party money managers, alongside its own wrap fee program.

Gregg Kleinman is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently a financial advisor at Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL, where he has worked since 2022. Prior to this, he spent over a decade at Morgan Stanley Smith Barney. Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment adviser serving individuals, charitable organizations, and business clients. The firm manages approximately $722.8 million in discretionary assets and employs a value-oriented, primarily long-term investment approach incorporating strategic asset allocation and model portfolios.

Domenick Mancini is a financial advisor at Palm Wealth Partners with eight years of industry experience. He holds a Series 66 designation and previously worked at Eaton Financial Holdings Company, LLC, Equitable Advisors, LLC, Axa Advisors, LLC, and Kovack Securities, Inc. Mancini is also licensed to sell insurance and fixed annuity products. Palm Wealth Partners provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages approximately $132 million in discretionary assets through tailored asset-allocation models and offers services including pension consulting and sub-advisory roles.

Lucas Brea is a financial advisor at Epic Advisory Services Corp with nine years of industry experience. He holds a Series 66 designation and has been with Epic Advisory Services and its affiliated broker-dealer, Epic Capital Securities Corp., since 2016. He also serves as AVP of Relationship Management at Epic Advisory Services, coordinating support and business between sales personnel and the company. Epic Advisory Services Corp provides asset and portfolio management to individuals, corporations, institutions, and other entities through customized discretionary and non-discretionary advisory services. The firm combines third-party macroeconomic research with internal due diligence to construct diversified allocations and permits borrowing and the use of derivatives in separately managed accounts.

Hugh Riley III is a CFA® charterholder with four years of industry experience, currently serving at F&V Capital Management, L.L.C. He has been with the firm since 2008 in various capacities. F&V Capital Management provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, and corporate clients, including high-net-worth individuals. The firm also manages a Luxembourg-based mutual fund and employs a combination of fundamental, quantitative, qualitative, and technical analysis to implement both long- and short-term strategies.