Melinda Kibler is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Palisades Hudson Asset Management, L.P. since 2013 and previously worked at Edelman Financial Services. In addition to her advisory role, she is involved in a financial planning business focused on tax preparation, retirement planning, and estate planning. Palisades Hudson provides investment advisory services to individuals, trusts, estates, business entities, retirement plan sponsors, and private investment funds. The firm emphasizes long-term, asset-allocation-based portfolios primarily using mutual funds and ETFs, offering a mix of client-directed reporting, active management, and trust management.

Frederick Maclean, Jr. is a CFP® and CFA® with 25 years of experience in the financial industry. He has been with Heritage Investment Group, Inc. in Pompano Beach, FL since 1993. Outside of his advisory role, he is involved as a manager in Heritage Trust Protector Services, LLC, a trust protector business. Heritage Investment Group is a fee-only advisory firm serving 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, while offering trust-related services through an affiliated trust-protector entity.

Juergen Streng is a financial advisor at F&V Capital Management, L.L.C. with four years of industry experience. He holds a Series 65 designation and previously worked at PD Valmiera Glass and HVB Unicredit Bank AG. F&V Capital Management provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, and corporate clients, including a Luxembourg-based mutual fund. The firm employs a combination of fundamental, quantitative, qualitative, and technical analysis to manage portfolios, which may involve margin and short-selling, and regularly issues market commentaries to its clients.

Eric Anderson is a financial advisor at MayTech Global Investments with Series 63 and 65 licenses and one year of industry experience. His previous roles include positions at Foreside Financial Services, Halifax West, and AVARY Group, as well as teaching roles at Lynn University and experience in food service businesses. MayTech Global Investments manages approximately $895 million in regulatory assets, serving individual, institutional, and wealth management platform clients through a research-driven Global Growth strategy focused on technology, healthcare, and consumer sectors.

Mohammad Abood is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Maggard Wealth and Cedar Financial Partners. Outside of his advisory role, he is involved in insurance brokerage with Maggard Wealth Management. 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 fiduciary consulting, utilizing fundamental analysis and tactical strategies to manage diverse investment products and offering advisory services to other registered investment advisers.

Nicolaas Letschert is a CFP® with 27 years of industry experience and has been with Noesis Capital Management Corp since 1995. He is involved in a family office entity, Noesis International Holdings, Inc., which manages family investment activities, and serves as a board member of Lymion Group Inc., a business intelligence company focused on the adult beverage industry. Letschert also indirectly oversees Noesis B.V., a Netherlands-based investment advisory firm affiliated with Noesis Capital. 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 clients as well as foreign clients. The firm employs a research-driven, fundamental equity approach and offers customized portfolio management with an emphasis on companies exhibiting durable competitive advantages, strong financials, and attractive valuations.

Jennifer Dorfman is a financial advisor with Dawson James Asset Management, Inc. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. Her prior roles include positions at Kovack Advisors, Mass Mutual Investors Services, Newbridge Securities, and Fusion Analytics Securities. Dawson James Asset Management provides discretionary and non-discretionary investment management and consulting services to corporations, retirement plans, trusts, and other institutional clients. The firm focuses on strategic asset allocation using a mix of actively managed and index funds, selective equity exposure, and fundamental security analysis, and it offers pension consulting services including investment policy preparation and participant education.

Gerald Pepper is a financial advisor with National Wealth Management Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously operated Gerald M. Pepper & Associates, PA for over 30 years and is also a partner at Alpina Tax and Accounting Services, LLC, where he provides tax and accounting services. National Wealth Management Group offers 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 client needs and provides integrated tax and advisory services through its affiliation with an accounting firm.

Alfredo Yanes is a financial advisor with ActiTrust Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with ActiTrust since 2016 and also serves as Director and Secretary of Actiadvisors Corp, a foreign company providing financial advisory services to non-U.S. clients on a volunteer basis. ActiTrust Wealth Management LLC offers discretionary and non-discretionary portfolio management and advisory services to individuals, high-net-worth individuals, and business entities. The firm employs both fundamental and quantitative analysis, incorporating long-term and short-term trading strategies, and serves a notable non-U.S. client base through its affiliated foreign advisory activity.

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.

Jeremy Bailey is a financial advisor at MG&A Wealth with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Zephyr Private Wealth LLP, Tanager Wealth Management, St. James Place, Sterne Agee Financial Services, and Meg Green & Associates. MG&A Wealth provides financial planning, consulting, and investment management services to individuals, employee benefit plans, and pooled investment vehicles. The firm customizes portfolios across various asset types and offers discretionary and non-discretionary management, including private investment opportunities managed directly or through third-party managers.

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.

Kurt Stahl is a CFP® professional with 12 years of experience in the financial industry. He currently works at Global Wealth Management Investment Advisory, Inc. and its affiliate Global Wealth Retirement Planning, LLC. His prior experience includes roles at AE Wealth Management, LLC, Gulf Coast Financial Planning LLC, Barcomb Asset Management, and Berthel Fisher & Company Financial Services, Inc. Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment adviser serving individuals, charitable organizations, and business clients with about $722.8 million in discretionary assets under management. The firm employs a value-oriented, primarily long-term investment approach and offers discretionary asset management through wrap-fee programs alongside holistic financial planning and educational workshops.

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.

Franklin Gay IV is a CFP® professional with six years of experience in the financial advisory industry. He has worked at Tobias Financial Advisors since 2020 and previously spent three years at Zehnder Wealth Management. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, corporations, and other entities with wealth management, investment management, financial planning, and related services. The firm emphasizes long-term, globally diversified portfolios and incorporates AI-driven tools alongside human oversight in its investment approach.

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. His prior experience includes roles at Zeus Financial, LLC and SecureVest Financial Group, Inc. Atlas Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, investment companies, charitable organizations, and businesses. The firm emphasizes fixed-income instruments and employs a mix of fundamental, technical, charting, and cyclical analysis in managing customized portfolios.

Alex Manolakos is a financial advisor at Benchmark Financial Wealth Advisors LLC with three years of industry experience. He holds a Series 65 credential and has worked at Benchmark Financial LLC since 2022. Prior to his advisory role, he was a graduate student and has experience in other fields including dermatology and technology. Benchmark Financial Wealth Advisors LLC provides financial planning, portfolio management, and wealth guidance to individuals, high-net-worth families, and retirement plans. The firm uses asset-allocation-driven strategies and offers access to alternative investments while managing roughly $766 million in assets under management.

Dylan Smith is a financial advisor with Global Wealth Management Investment Advisory, Inc. and holds Series 63 and Series 65 licenses. He has four years of industry experience and previously worked at firms including Kanen Wealth Management LLC, Singer Wealth Advisors LLC, and Financial Engines Advisors L.L.C. Since 2009, he has competed in tournaments sponsored by the American Water Skiing Association. Global Wealth Management Investment Advisory, Inc. is an SEC-registered adviser serving individuals, including high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary asset management through wrap-fee programs, holistic financial planning, and educational workshops, focusing on a value-oriented, primarily long-term investment approach tailored to client objectives.

Charles Bosanac is a Series 65 licensed advisor with Global Wealth Management Investment Advisory, Inc., based in Fort Lauderdale, FL. He has four years of industry experience and has been with Global Wealth Retirement Planning, LLC and Global Wealth Management Investment Advisory, Inc. since 2021. Prior to his financial advisory career, he worked in the hospitality industry and at Florida Atlantic University. Bosanac also serves as a wealth advisor and insurance agent at Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. is an SEC-registered firm serving individuals, charitable organizations, and business clients with approximately $723 million in discretionary assets under management. The firm employs a value-oriented, primarily long-term investment approach that includes strategic and tactical asset allocation and offers services through wrap-fee programs and financial planning.

Alan Feinberg is a financial advisor at SB Advisory, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co. Inc since 2021, following six years at Morgan Stanley Private Bank and nine years at Morgan Stanley Smith Barney LLC. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for about 2,634 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice that includes portfolio management, financial planning, and access to third-party manager programs and model portfolios.