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.

Tyler Venditti is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. He holds the Series 65 designation and is also the owner of TV31 Enterprises LLC. In addition to his advisory role, he works as a bartender at Sixty Vines in Boca Raton. 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 access to a range of alternative investments, using a combination of fundamental analysis and tactical strategies to manage client assets.

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.

Michael Sloan is a financial advisor with FMSA in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Portfolio Medics, Elite Investment Team, and Brookstone Capital Management, among others. Outside of advising, he works as an independent insurance agent and sells personal and small business legal plans through LegalShield, and he also arranges real estate financing and refers clients for cost segregation services. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million for over 1,200 clients through a multi-advisor team, applying a fundamental, research-driven investment approach with discretionary portfolio management tailored to client objectives.

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.

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.

Bianca Desai is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Orobiologix Inc., First Citizens Investor Services, and JP Morgan Chase, among other firms. 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, combining fundamental analysis with tactical strategies to manage diverse portfolios.

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 at Singer Wealth Advisors LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA, Nuveen, and Glenview Capital Management. Butler is also an insurance agent, providing insurance products and services alongside his advisory role. 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, retirement-plan consulting, and access to alternative investments, combining fundamental analysis with tactical strategies to manage diversified portfolios.

Ralph Achille is a CFP® professional with 13 years of industry experience. He is affiliated with Atlas Financial Advisors, LLC in Boca Raton, FL, and has held roles at multiple financial firms, including Zeus Financial, LLC and Achilles Wealth Management, LLC. In addition to his advisory work, he provides compliance consulting through his outside consulting firm, Achilles Consultants, LLC. Atlas Financial Advisors, where he is part of a five-advisor team, offers discretionary portfolio management and financial planning to individuals, investment companies, charitable organizations, and businesses. The firm focuses on customized portfolios with an emphasis on fixed-income instruments and employs a variety of analytical methods to guide investment decisions.

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 at Singer Wealth Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked at Singer Wealth Advisors since 2016. Outside of his advisory role, he is also an insurance agent affiliated with multiple companies, managing related activities through a separate entity. 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 and portfolio management, employing individualized Investment Policy Statements and a combination of fundamental and tactical strategies. It also acts as a model provider and advisor to other RIAs and maintains affiliates in legal, tax, and insurance services.

Gary Guglielmo is a financial advisor at Star Wealth Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. He is also the managing director of Start Wealth Advisers, a registered investment advisor focused on private wealth management. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach, constructing diversified long-term portfolios primarily through fundamental analysis and offering specialized wrap fee programs.

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.