Christopher Bell is a financial advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Global Wealth, he worked at Madison Avenue Securities and Equitable Advisors. Outside of financial advisory, Bell is a sales associate at Running Wild, a clothing and shoe retailer. 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 impersonal educational workshops as part of its client services.

Gabriel Levy is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is currently a junior partner, portfolio strategist, and Chief Operating Officer at Fiori Financial Group in Fort Lauderdale, FL. Prior to this, he held roles at Raymond James Financial Services and Liebman Group. Outside of his advisory work, he owns GEL Capital, LLC, a support company created for tax purposes. Fiori Financial Group is an SEC-registered adviser with a four-advisor team managing approximately $565 million for around 224 clients. The firm serves individuals, high-net-worth clients, and retirement plans, employing a multi-disciplinary investment process that incorporates fundamental, technical, and charting analysis alongside strategies such as long-term holdings, short-term trading, and option writing.

Christopher Conness is a financial advisor with Global Wealth Management Investment Advisory, Inc., holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked with multiple related firms since 2009, including Global Wealth Retirement Planning, LLC, where he is managing director. Outside of advising, he is involved in managing several personal and business ventures, including GC Holdings, LLC and a Medicare solutions business. Global Wealth Management Investment Advisory, Inc. serves individuals, high-net-worth clients, charitable organizations, and businesses with discretionary asset management, holistic financial planning, and educational workshops. The firm employs a value-oriented, primarily long-term investment approach using strategic asset allocation and model portfolios, offering tailored advice and discretionary wrap-fee programs.

Michala Almstead is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at Tampa Bay Wealth Management, American Senior Benefits, Bankers Life & Casualty, Inc., and Florida State College of Jacksonville. Almstead is also the founder and owner of Tampa Bay Wealth Management, where she meets with clients to discuss various insurance products including Medicare, life insurance, and annuities. Singer Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals, corporations, and pension and profit-sharing plans. The firm provides comprehensive financial planning, portfolio management, and specialized advisory services, incorporating fundamental analysis and tactical strategies across a range of investment vehicles.

Veronica Gillotte is a financial advisor at Singer Wealth Advisors LLC with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Strategic Wealth Designers and Aragon Capital LLC. Outside of her advisory role, she serves as president of 1One1 Ministry, which links faith and fitness by leading Bible studies and coaching youth sports, and she is the director of Faith Rxd Parkland, a nonprofit chapter combining CrossFit with Christian outreach. 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, utilizing both fundamental analysis and tactical strategies to manage diversified portfolios.

James O'Halloran is a financial advisor at MG&A Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MG&A Wealth since 2010. O'Halloran is also a managing member of MG&A Private Capital LLC, where he identifies and presents private equity investments for qualified clients. Additionally, he refers clients to an independent insurance agency for life, health, disability, and long-term care insurance needs. MG&A Wealth provides financial planning, consulting, and investment management to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset classes and manages private investment opportunities through due diligence and client capital placement in firm-sponsored or affiliated funds.

Shihfang Chuang is a financial advisor at Noesis Capital Management Corp with 9 years of industry experience. She holds a Series 65 designation and has been with Noesis Capital Management since 2004. 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 focused on companies with durable competitive advantages and strong financials, offering customized portfolio management with moderate sector diversification.

Wendy Kretschmer is a financial advisor at Star Wealth Advisors in Boca Raton, FL, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at WestPark Capital, Inc. and American Investment Trust Services, Inc. Outside of her advisory role, she is a shareholder in Ring My Belle, a non-investment related business. Star Wealth Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, and corporations, managing approximately $44.4 million in discretionary assets through a team of nine advisors. The firm emphasizes long-term, fundamental analysis and uses diversified strategies including mutual funds, ETFs, and individual securities, often implementing client strategies through wrap fee programs.

Christian Paterok is a CFA® charterholder with 22 years of experience at Noesis Capital Management Corp, where he has worked since 2004. He is based in Boca Raton, FL, and part of a seven-advisor team. 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 focused on companies with durable competitive advantages, strong financials, and attractive valuations, offering customized portfolio management and limited access to alternative investments for suitable clients.

Arax Ryvkin is a financial advisor with Lazari Capital Management, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining Lazari Capital Management in 2022, Ryvkin worked at Kestra Financial Services for six years and has been an account manager at Air Products & Chemicals since 1991. Outside of financial advising, Ryvkin serves as a health insurance agent and holds board positions in homeowners and real estate-related entities. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm employs a range of investment strategies including fundamental, technical, cyclical, and quantitative analysis and offers services such as portfolio management, estate and retirement planning, and pension consulting.

Karina Hinkelmann is a financial advisor at MG&A Wealth with 13 years of industry experience. She holds Series 65 and Series 63 designations and has worked at MG&A Wealth since 2018, with prior roles at Stonex Securities Inc. and HSBC Securities (USA) Inc. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm offers customizable portfolio management through various platforms and actively manages private investment opportunities, including funds sponsored or managed by the firm.

Eric Mechler is a CFP® and ChFC® with 14 years of industry experience. He is a managing partner at Alpha Zero LLC and has held roles at firms including The Leaders Group Inc, Purshe Kaplan Sterling Investments, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as Chief Strategy Officer for 1.2 Capital Mgmt LLC, a cryptocurrency hedge fund, and is a managing member of BGV, LLC, which funds start-up investments. 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, employing various trading strategies and facilitating access to alternative investments and private placements.

Robert Jacobs is a financial advisor at Star Wealth Advisors with seven years of industry experience. He previously worked at CoreCap Advisors, LLC for seven years and has been self-employed since 2006. Jacobs is also a licensed insurance agent contracted with multiple providers for Medicare insurance and annuity business. Star Wealth Advisors provides discretionary investment and portfolio management and financial planning services to individuals, trusts, estates, and corporations. The firm manages approximately $44.4 million in discretionary assets through a team of nine advisors and employs a long-term, fundamental investment approach across diversified strategies.

Todd Thomas is a financial advisor at Revere Asset with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameritas Advisory Services, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Lawless Edwards & Warren. Revere Asset provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm employs a rules-based, trend-focused investment approach centered on its trademarked Grotection® strategy, combining technical and fundamental analysis.

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.

Jay Freeberg is a CFP® with 32 years of industry experience, currently serving at Onyx Bridge Wealth Group LLC since 2023. His prior experience includes roles at Katalyst Securities LLC, Bristol Financial Services, Inc., and JRF Asset Advisors LLC. In addition to his advisory work, he provides accounting and tax services as a CPA and serves as a fractional CFO for Oncology Ventures. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing asset-allocation driven strategies across ETFs, mutual funds, and alternative investments with ongoing portfolio reviews tailored to client goals and risk tolerances.

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.