Victor Sonnier is a financial advisor at FMSA with 23 years of industry experience. He has been with FMSA since 2004 and holds a Series 65 designation. Outside of his advisory role, Sonnier is involved in independent insurance sales and owns a self-serve car wash business. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a range of securities and products.

Mason Schreck is a financial advisor at Alpha Zero LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience with the Houston Texans, Cincinnati Bengals, and the University at Buffalo. Outside of his advisory role, he serves as a managing member of multiple LLCs. Alpha Zero LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, utilizing a disciplined investment approach that includes fundamental and cyclical analysis, modern portfolio theory, and alternative investments.

Marc Fauler is a CFP® professional with 23 years of industry experience. He currently works at Q3 Advisors, LLC and previously held positions at Global Wealth Management Investment Advisory, Inc., CAMARDA WEALTH ADVISORY GROUP, TDG Financial, and Fidelity. Q3 Advisors provides financial planning and tax-focused consulting services through fixed-fee engagements, emphasizing retirement, tax, estate, insurance, and employee-benefit planning without managing client investment portfolios.

Dustin Meyer is a CFP® with 10 years of experience in the financial services industry. He is currently with Parkwoods Wealth Partners, LLC and previously worked at Buckingham Asset Management, LLC, Focus Partners Wealth, LLC, and The Colony Group, LLC. Parkwoods Wealth Partners serves high-net-worth individuals, retirement plans, nonprofits, foundations, and corporations, offering investment management, financial planning, and employee financial-wellness services. The firm’s investment approach follows Modern Portfolio Theory and efficient-market principles, emphasizing diversified portfolios with mutual funds, ETFs, and fixed-income ladders.

Nathaniel Kalil is a financial advisor at Singer Wealth Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advisory work, he is active as an insurance agent, providing insurance products and services to clients. 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 and portfolio management, utilizing fundamental and tactical strategies across a broad range of investment types, and provides advisory services to other registered investment advisers.

Jonathon Tyler is an advisor at Caleo Capital N.A. LLC with Series 63 and Series 65 credentials. He has been active in the industry since 2026, including roles at Finalis Securities LLC and Vortex Capital Partners, LLC. Prior to his advisory career, he worked at Harvard Green Energy and Herakles Investment Partners. Caleo Capital N.A. LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, nonprofits, and retirement plans. The firm employs a tactical asset-allocation framework guided by client-specific Investment Policy Statements and offers customized portfolios using mutual funds, ETFs, and independent managers.

Ory Schwartz is a Series 65-licensed advisor with SimplyRIA Advisor Network and Menach Capital, LLC, bringing over two decades of experience from Northmarq. He has been with SimplyRIA and Menach Capital since 2025, where he serves as a principal, focusing on cultivating client relationships and offering investment advisory services. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans through a supervised team structure that combines active and passive strategies, third-party sub-advisers, and alternative investments to tailor portfolios to client objectives and risk tolerance.

Reza Akbari is a financial advisor with CPR Investments Inc in Fort Lauderdale, FL, holding a Series 65 designation and four years of industry experience. He has worked with CPR Investments since 2022 and serves as an adjunct faculty member at Georgia State University and SUNY Cobleskill. CPR Investments Inc. provides discretionary portfolio management, financial planning, and ERISA plan services to individuals, businesses, and retirement plans. The firm uses multi-manager portfolios combining in-house tactical models with third-party advisors and emphasizes defensive positioning with ongoing model monitoring and rebalancing.

Jose Jesurum is a financial advisor at Global Wealth Management Investment Advisory, Inc. He holds a Series 65 designation and has recently transitioned to the advisory industry, joining the firm in 2025. His prior experience includes roles at Via Transportation, Inc., Comcast NBCUniversal, Morgan Stanley, and PricewaterhouseCoopers. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with approximately $723 million in discretionary assets under management. The firm offers discretionary asset management through wrap-fee programs, financial planning, and educational workshops, adopting a value-oriented, primarily long-term investment approach tailored to client objectives.

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.

Vincent Butkevits III is a financial advisor at Atlas Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Zeus Financial Group, LLC and as a consultant prior to his current roles. Outside of advising, he serves as President and Board Member of Orchid Bay Financial Holdings LLC, a non-investment organization. Atlas Financial Advisors is a registered investment adviser providing discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as investment companies, charitable organizations, and businesses. The firm constructs customized portfolios with a focus on fixed-income instruments and employs a combination of fundamental, technical, charting, and cyclical analysis.

Simon Kasbari is a financial advisor at Noesis Capital Management Corp with a Series 66 designation and one year of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, UBS Financial Services Inc., AllianceBernstein L.P., and Morgan Stanley. Noesis Capital Management provides wealth management, investment advisory, and financial planning services to individuals, families, trusts, foundations, and business entities, covering both high-net-worth and non-HNW clients, including foreign clients. The firm follows a research-driven, fundamental equity approach, combining firm research with portfolio managers’ individual discretion.

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.

Thomas Maples is a financial advisor at Singer Wealth Advisors LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including OT Advisors LLC, Marketwise, Inc., Bank of America, and Merrill. Singer Wealth Advisors LLC serves individuals, corporations, and pension and profit-sharing plans with comprehensive financial planning and portfolio management. The firm offers access to alternatives such as private placements and pre-IPO opportunities and provides advisory services to other registered investment advisers.

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.